I would like to create a workflow that would be able to produce 2 outputs - Data for the upcoming months and data for the previous month. For example at Dec 1st produce sales for november and forecasted sales. I tried using the filter feature but that would mean that you would have to manually go in and change the month. Is there a formula that I could use to always understand the month that would be prior and subsequent?
You can use DateTimeToday() to get today's date or :
DateTimeTrim(DateTimeToday(),'month')
to get the start of the month, then use that in a calculation to determine this month/last month
To add to @cmcclellan's post,
Use DateTimeAdd([monthstart], -1,"Months") to get the start of the previous month.
Dan