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Creating a workflow that would automatically create 2 monthly outputs

jameil900
5 - Atom

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?

2 REPLIES 2
cmcclellan
13 - Pulsar

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


danilang
18 - Pollux
18 - Pollux

To add to @cmcclellan's post,

 

Use DateTimeAdd([monthstart], -1,"Months") to get the start of the previous month.

 

Dan 

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