Origination Date and Open Date (Date Time Tools)

[BuchtaA]

Hello all,

I have two inquiries:

1. I have populated a field titled "origination date" using data in another column. I need to make all of the dates the first day of their month (i.e. 01/07/2020 to 01/01/2020 and 03/27/2020 to 03/01/2020).

2. I have created a field called "Open Date," which will always be the first day of the previous month (i.e. Open date for the workflow run in September will be 08/01/2020, and in October it will be 09/01/2020). 

Please let me know if there is a good solution for these inquiries. 

Thank you

[BrianR]

Hi @BuchtaA, take a look at @MarqueeCrew's Guide to Dates - https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Marquee-Crew-s-Guide-to-Dates/ta-p/..., particularly the part about extracting date parts, and composing a string out of date parts. I think there are some good suggestions in that guide that will get you what you need.

Regards,

Brian

[atcodedog05]

Hi @BuchtaA ,

Try this formula for open date

Left([Date], 3)+"01"+Right([Date], 5)

Please find the workflow.

Hope this helps.

[Per]

Off the top of my head, these formulas should work if I understood you correctly:

DateTimeTrim([origination date],'firstofmonth')
DateTimeAdd(DateTimeTrim([origination date],'firstofmonth'),-1,'month')

[vizAlter]

Hi @BuchtaA — Try this solution...

Looks that your dates are not in standard format which Alteryx uses (YYYY-MM-DD), hence 1st you need to convert dates from string data type to Date data type, then use a Formula tool like below:

If it resolves your query please mark it "Solved" or "Solved" with a Like. This will help other users find the same answer/resolution.  Thank you.