Filter last 12 months of data

[Analytics_Pooja]

I have 2 datasets :-

Dataset 1: Is survey data with survey_date

Dataset 2: Is call center data with call logs and it's date (call_date). 

While merging 2 datasets based on user_id I want to filter call logs only prior to survey_date i.e join and filter call log data of last 12 months where call_date <= survey_date. 

Any pointers will be highly appreciated. 

Best

Pooja 

[shreyanshrathod]

Hi @Analytics_Pooja ,

Based on your description, I don't see any difficulty in achieving the mentioned result.

You first have to JOIN datasets based on User_id and then FIlter based on the criteria.

Unfortunately, Alteryx only has the option of '=' operator while joining.

It would be helpful if you could share a dummy I/O requirement.

Regards,

Shreyansh

[Analytics_Pooja]

Here is the I/O requirements : 

last 2 highlighted rows are not included in the output as the call_date is not within range of 12 months of the survey_date of Feb 01, 2020.

[atcodedog05]

Hi @Analytics_Pooja 

Can you provide this as an excel file. We will be happy to help 🙂

[Analytics_Pooja]

Please find attached.

Best

pooja 

[atcodedog05 · Accepted solution]

Hi @Analytics_Pooja 

Here is how you can do it.

Workflow:

1. Joining on user id.

2. Finding months duration between survey date and call date.

3. Filtering where duration is less than or equal to 12.

Hope this helps 🙂

[Analytics_Pooja]

Thank you. This works.

[atcodedog05]

Happy to help 🙂 @Analytics_Pooja