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ripstaur's avatar
ripstaur
Helper III
5 years ago
Solved

Multiple IF or SWITCH with dates

I have a column containing report dates. I want to create another column that reflects a reporting period, so for instance if the date of the report is after 2/5, it returns "Feb YY" and if any repor...
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  • nandic's avatar
    nandic
    5 years ago

    Hi ripstaur ,
    You should use Date function when referencing dates.

    Reporting Period v2 =
    IF (
        [Report Date] > DATE ( 2021, 2, 5 ),
        "Feb 21",
        IF ( [Report Date] > DATE ( 2021, 1, 5 ), "Jan 21", "NA" )
    )

    Attached demo file. You can make it more dynamic if needed to always compare to 5th day of month. Idea started, you can customize if needed.

     

    This is the result:

     

    Best regards,
    Nemanja Andic

nandic's avatar
nandic
Resident Rockstar
5 years ago

Hi ripstaur ,
You should use Date function when referencing dates.

Reporting Period v2 =
IF (
    [Report Date] > DATE ( 2021, 2, 5 ),
    "Feb 21",
    IF ( [Report Date] > DATE ( 2021, 1, 5 ), "Jan 21", "NA" )
)

Attached demo file. You can make it more dynamic if needed to always compare to 5th day of month. Idea started, you can customize if needed.

 

This is the result:

 

Best regards,
Nemanja Andic

  • ripstaur's avatar
    ripstaur
    Helper III
    5 years ago

    This is exactly what I needed to know! Thank you so much!