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Filtering for Dates

carterfleming
8 - Asteroid

I'm trying to create a filter that will:

  1. Look at an existing column called "Inv Period" that contains various dates
  2. Sort this data using the logic of:
    • Current Month - filter will recognize the current month in the Inv Period column (which is not always the month that the process will be run in, rather the most recent month's data in the column) and will filter on this
    • Prior Month - filter will recognize the previous month in the Inv Period column and filter on this
    • Current Month and Prior Month - combo of the two above
    • Future Month - filter will recognize future dates in the Inv Period column and filter on these

 

 

See attached for a loose visualization.

2 REPLIES 2
Luke_C
17 - Castor

Hi @carterfleming ,

 

Why is 7-2021 a future month?

binuacs
20 - Arcturus

@carterfleming Something like below?

 

binuacs_0-1658873979221.png

 

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