Thanks for the response. So I'm limited with the excel file, are you suggesting workbench will take an excel file and optimize it or is workbench skipping the whole excel file step? Im at the mercy of a vendor where I can only download a CSV, so this is the starting point. I've also split the file into more manageable size…
Thank you Mark. Using the PeriodDiff did it for me. Thank you so much.
Thanks for responding Mark. The Payment Processing Month is an actual date. Essentially what we're doing is putting the dates e.g., 2018-02-18 in both columns into Year-Month format so we can calculate the difference in whole months. Does that help? Thanks for the help! Also if I tried your suggestion are you saying the…