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SOLVED

Date formula for start of year

BJSOON
8 - Asteroid

Hi, I have a Transaction Effective Date in my Excel file.  I would like it to always return Transaction Effective Date between 'start of the current year' to 'last day of prior month' whenever I run the workflow.  How do I do it?  My data type is Date.  Thank you. 

4 REPLIES 4
Jonathan-Sherman
15 - Aurora
15 - Aurora

HI @BJSOON,

 

Do you have an example of the output you're looking for?

 

Regards,

Jonathan

Ladarthure
14 - Magnetar
14 - Magnetar

hi @BJSOON,

 

not sure to fully understand what you need, but based on a date, you can use a couple formulas to get other dates, find aworkflow attached.

RolandSchubert
16 - Nebula
16 - Nebula

Hi @BJSOON,

 

you want to set the date to first day of current year or first day of the transaction year or the last day of previous month (previous to reporting date I guess)?

 

Anyway, I've attached a workflow with the different date calculations you may need. Hope this is helpful.

 

Best regards

 

Roland

BJSOON
8 - Asteroid

Thank you!  Exactly what I am looking for! 

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