Need Help with Date Conversion

[Vishalkr009]

I have a customer transaction table where one of the column contains the transaction date from 1st April 2015 - 31st Jan 2017 i.e. 23 months . I want to pull up details of only last 6 months.

I used the DateTimeAdd(DateTimeToday(),-6,"month") function to pull the details. It worked, but not the way I wanted. If I have to run the workflow next month, then the formula won't work correctly. What I want is to find the date when the last transaction was done (from the Transaction_Dt column) and then pull all the details 6 months prior to this date. Please assist how I can proceed with this. Kindly note that I want a reusable workflow as the data will keep adding every month.

[Garrett · Accepted solution]

Use a Summarize tool to capture the MAX Transaction Date.  Then use an Append Fields tool to add that value to every row in your data stream.  Finally reference that new column in your Filter tool.

See attached.

[Vishalkr009]

Thank You :) I am now able to generate the desired report.