Dynamic Use request date from bookings data to pivot and filter only prior 12 months data

[Karl_Spratt]

Hi Community,

I receive a sales order booking report, I'd like to build a usage pivot so I can dynamically  use the request date from bookings data to pivot and filter only prior 12 months data, so this month (Feb-22) it looks from Feb-21 to Jan-22) then next month it's Mar-21 to Feb-22) and so on. 

My Request Date is in column the data richiesta. and my customer Item # is in the column called CCN-Cod. Art. Cliente if they use one, the plant  mfg part # is column Codice

I have attached sample data can anyone please advise how to filter out the data dynamically. 

So I can pivot this into the bookings. 

Any help is really appreciated. 😊

TIA 

Karl.

[atcodedog05]

Hi @Karl_Spratt 

Here is how you can do it.

Workflow:

Hope this helps : )

[Karl_Spratt]

Hi atcodedog05,

Thank you, I am seeing some lines wen I run the WF which show Bookings in current month.

Their data richiesta is 01/02/2022 but they are coming on the true side of the filter, can you advise please.

Regards,

Karl. 

[atcodedog05 · Accepted solution]

Hi @Karl_Spratt 

Please find the updated workflow

Hope this helps : )

[atcodedog05]

Happy to help : ) @Karl_Spratt 

Cheers and have a nice day!

[Karl_Spratt]

Hi atcodedog05,  Legend that worked. 👌😊

I wish I could write that myself, some knowledge.

Thanks you.

Karl.