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How to create 3 new month columns

Asteroid

Hello All,

 

i would like to create 3 new latest month fields(Current Month,Previous Month,Previous Month-1),using 3 new fields i would like to get pull latest 3 months data to the workflow. please help me someone to achieve this. i have added the sample file

 

Thanks in advance

NR

Asteroid

Anyone help me

Quasar

@Niranjan123 This isn't working because of your date. I'd recommend changing the [vMonth] field formula in two ways:

 

1) change the datatype to "Date"

2) the formula should be datetimeparse([Date],"%m/%d/%Y"). Everything else should populate accordingly.

Asteroid

Thanks for your reply, i tried its not working for me, could you please post your workflow, its great help for me

Quasar

the only change I made.

 

modified.PNG

 

Note, this wouldn't get your previous three months sales, because you're dropping off those records in the join. You would need to join back to the original data at some point based on the other dates. That's why MonthValue, Month-1Value, etc are error.

Asteroid

i am able to created the month variables, i would planning to create the 3 new columns to pull the 3 latest months data, please suggest me

Magnetar

hi @Niranjan123 

 

Are you trying to get

1. The total spent in each of the 3 months?

2. The total spent in each store in each of the 3 months?

3. The total for each customer in each of the 3 months?  This last one will not give you much information since if we look at unique First Name, Last Name and Address, we only have 3 repeat customers. and 2,666 unique ones

 

 

Dan

Asteroid

Thanks for your reply, Based on Customer ID i Would like to display each month(Current month, previous month,Previous Month-1) Spends.

Magnetar

Hi @Niranjan123 

 

Your customerID is a unique per record field.  There are no duplicates customerIDs in your data set so there is no way to match customers based on this field.

 

Dan  

Asteroid

Sorry I got it what your referring, I have created duplicates on Customer ID, same record now repeating from all months, Now I would planning to create the 3 new columns to pull the 3 latest months data. I have attached the updated sample file please check

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