Define the ID based on date History

[Anonymous]

Define/categorize the ID's based on date History from current month. If ID is not available means categorize new, if it's already available categorize by year.

[Anil_Babu_Samineni]

Not sure, I followed you. Can you clear little in detail

[Anonymous]

find thecurrent month ID's in the existing data, if not cateogrize as New ID

[Anil_Babu_Samineni]

Can you share excel file and expected result

[ben_pugh]

Can't you just define current month and current year in variables, something like:

vCurrentMonth= Month(Today())

vCurrentYear= Year(Today())

and then use these in calculations with your date field to determine difference between the values in your data and current year and month,

[ben_pugh]

for example, you could use (vCurrentYear*12)+vCurrentMonth to create a field where the value increases by 1 each month... and then compare this to ({Year in your data]*12)+[month in your data]

so for any given month and year this would tell you the difference from current month and year