How to perform join (vlookup) based on date

[ShantanuDagar]

Hi.

I have a dataset which needs to be joined with another dataset for intersection and left out records based on mm/yy column.

If running it in November, then only the records with Nov 22 in mm/yy column must be joined.

If running in December, then only the records with Dec 22 in mm/yy column must be joined.

[ShankerV]

@ShantanuDagar 

This one can be achieved with the help of Datetimenow(). This will help to get the current date.

So we can run and get the filtering done based on 1st day of the month and last day of the month.

If you need more assistance, happy to help with a sample dataset which I have.

Many thanks

Shanker V

[DenisZ]

I would suggest creating a filter first for both which filters on the current month. Then join them together. 

This month is: 

DateTimeFormat(DateTimeToday(), "%m-%Y")

[PanPP]

Hi @ShantanuDagar 

You will need to create a column that creates a Month and Year date column, followed by joining the two datasets on a unique identifier

You can use a filter tool and turn it into an analytic app to feed in the months/year that you are looking for.

Hope this helps.

[ShankerV]

@ShantanuDagar 

To develop a dataset, I need your date format available in the report. 

Many thanks

Shanker V

[ShantanuDagar]

@ShankerV 

mm/dd/yyyy

In V_String currently

[binuacs]

@ShantanuDagar One way of doing this

[ShankerV]

@ShantanuDagar 

Please find the below solution.

Input: 

Output:

Many thanks

Shanker V

[ShankerV]

Hi @ShantanuDagar 

My workflow built helps you to filter the records for this current month done from both the incoming source separately.

Then you can join both on what ever matching criteria you need.

Step 1: Input 1

Step 2: Formula tool

Step 3: Filter tool to make sure only current month details are filtered.

By doing this, you will achieve filtering the current month records.

Step 4: Input the second data source, do the Formula and Filter same as above.

Step 5: Do the join as per your requirement.

While joining as the join tool inherits the Select tool functionality; deselect the unwanted fields from the output as per your need.

Hope your issue is resolved. Feel free to mark helpful answers as a solution, so that future users with the same issue can find them easier!!!!

Many thanks

Shanker V