Entering date as column headers

[BhatiaSakshi]

Hello Team,

I have listed all my requirements, input data as well as expected output in attached excel. Please help.

[Jonathan-Sherman]

Hi @BhatiaSakshi,

This could be achieved by creating the dates, followed by cross-tabbing.

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

[DavidP]

This should do it - you may have to tidy up the column names.

[grazitti_sapna]

Hi @BhatiaSakshi , here is my solution  to your post. I hope this helps.

Thanks.

[BhatiaSakshi]

Thank you so much for this....just one concern I need the period starting from month end of running date of workflow...for example If I run this workflow period should start from 31-July-20. 

so only future periods should be captured.

Also amounts should get reflected in the period which ever comes first for that quarter. For eg. If I run this workflow next month periods should start from 30-Aug-20. and amount for that quarter will populate in that month for that quarter. (so amounts would come in the first month for that quarter)

Hope I am clear!!

[BhatiaSakshi]

I am posting the query again to explain better. Sorry for the inconvenience.

[DavidP]

Please see updated version attached.

[Jonathan-Sherman]

Hi @BhatiaSakshi,

I've updated my workflow to solve the additions you had:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

Regards,

Jonathan

[BhatiaSakshi]

Hi David, I cant see the entry date adjustment for first quarter in attached workflow. 

[BhatiaSakshi]

Hi Jonathan, I cant see entry date adjustment in your workflow. Please suggest. Attaching the query file again.