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I want to get some ideas on how to ignore the latest month from a date column that has dates from 1/1/2020 to 12/31/2020 by day. So, if I am reporting for November YTD (meaning 1/1/2020 to 11/30/2020) and I have data from 1/1/2020 to 12/31/2020, I want to ignore the data from 12/01/2020 to 12/31/2020.
What I want to accomplish with this is to see the amount of resources we had for every prior month using this YTD file. (if possible without having to use any other tools than the formula tool)
I want this to change automatically every month instead of me having to type in the month number/name
So, I want Alteryx to look at the max month date, in this instance is 12/31/2020, and subtract one month to only look at dates before 12/01/2020. So, if I were using a filter tool, the formula would be [Date] < "12/01/2020", but I don't want to go in and type in the date manually. I want the date to automatically change to the previous month, so next month the date would change to "01/01/2021"