week day calculation if today is monday then pickup data from last Friday

[Arvs]

Dear All, trying to create formula- 

i need to  check entire row based on the previous date that is under " last updated"-

but if today is monday then  check date for last friday (excluding saturday and sunday)

2 condition :- 

trade status should be = open 

[caltang]

Hi @Arvs 

Some sample data will be helpful. In addition, kindly provide your expected output.

Otherwise we can only guess.

[Arvs]

Input data- date 24 July 2023
PID	SID	last updated	Status	Sti	cpty
45896-1	568	21-Jul-23	Expired	5	ABC
58964-2	458	21-Jul-23	Open	4	BBC
78459-3	444	20-Jul-23	Exercised	8	CCC
47895-1	555	10-Jul-23	Open	8	VVV
47895-4	666	21-Jul-23	Open	7	DDD
expected Output
PID	SID	last updated	Status	Sti	cpty	Status
58964-2	458	21-Jul-23	Open	4	BBC	Amended
47895-4	666	21-Jul-23	Open	7	DDD	Amended

Condition 1- PID - last digit should be more than 1 (ex 44432-2, 789456-3 ,4412254 -4 so on )
Condition-2 -Status should be open
Condition-3 - last updated should be previous working day Ex- if I am running report on Monday (24 july 2023) so Alteryx should take data from last Friday that is 21 July 2023, if i am running report on Tuesday so Alteryx take date from Monday 
Condition 4 -Status appear "Amended"

[Arvs]

Hi sir, Kindly please help to assist on the above query - 

[caltang]

Sure, here you go:

Please note that you have two columns called "Status", so for your "Status" in the last column, I added a space like so -> "Status ".

Reason for doing so is because Alteryx can only have one unique field (column) name at a time in any dataset it shows or takes. So, to avoid the duplicate warning, I added the space to achieve your desired outcome.

Hope this helps! If it does, kindly mark this as the accepted solution so that others may benefit as well.

Thanks,

Cal

[Arvs]

Hello Sir, apologies keep coming-  last updated always change, if I am running report on Tuesday then alteryx should pickup previous day date from last updated, "if running report on Wednesday, Alteryx should take data from Tuesday ", if  Running Report on Thursday then Alteryx should take data from Wednesday".

later updated always chasing but rest of the condition still same - Status should be Open and last digit should be more than 1 (ex 44432-2, 789456-3 ,4412254 -4 so on ).

 if I am running report on Monday (24 july 2023) so Alteryx should take data from last Friday that is 21 July 2023, if i am running report on Tuesday so Alteryx take date from Monday 

[ArnaldoSandoval]

Hi @Arvs 

What would happen if:

• The process is run on weekends, like Saturdays or Sundays?
• Mondy is a holiday?
• Wednesday is a holiday?

Those are valid scenarios as well, but you haven't described what to do when they happens; my question is to assist @caltang in getting the full requirements for this workflow.

Arnaldo

[caltang]

Yes, please answer @ArnaldoSandoval - this will help us understand your request better. From the looks of it, you want something dynamic and auto-calculated. 

What happens if you want a specific set of dates? Would an interface be of interest to you?

[Arvs]

We run the process only weekdays ..regard less of any holiday during weekdays except Saturday and sunday

[caltang]

Very well. Try v2 instead. @Arvs