Add / SUM from dates on spreadsheet from months Jan thru December

[txjohnnypops79]

I want to Add / SUM from dates on a spreadsheet from months Jan thru December, but only the last 6 months. 

So I run a report every month for the last 6 months and I have to change it manually each month and enter the new month in and remove the last one.

How can I have it just add whatever month is in my date range?

Any help is appreciated my friends! 

Regards,

JohnnyF

[Matthew]

if i were you, i'd use the "DateTime Parse" tool to change the "Inventory Txns Date" field into a datetime field instead of text

once you have that, then you can just filter for the previous 6 months

[Inventory Txns Date] >= DateTimeAdd(DateTimeToday(),-6,'months')

[txjohnnypops79]

💡

My man! I might give that a try.

Thanks, Matt.

[Maskell_Rascal · Accepted solution]

Hi @Matthew 

I hope you don't mind, but I rebuilt the back half of your workflow to this:

I'm using some Dynamic Select and Multi-Field Formula tools to help speed up and optimize your workflow. This will now always grab the last 6 columns in the dataset and create a Sum and Average column. I am also utilizing a Dynamic Rename tool to update the column names that prevents the Date columns from not being in chronological order. 

Output looks like this:

I've attached a packaged workflow for you to try out. 

Let me know if this helps.

Cheers!

Phil

[txjohnnypops79]

Wow @Maskell_Rascal , Really appreciate it!

Hope one day I become an Alteryx master!