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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 report date is after 1/7 it returns "Jan YY." I understand that I would need to have it parse the latest date first, then nest another "if" statement after it for the earlier reporting period.
I have tried
Reporting Period = IF ( [Report Date] > 2/5/YY, "Feb YY", IF ( [Report Date] > 1/5/YY, "Jan "YY", "NA"))
and
Reporting Period = SWITCH(TRUE(), [Report Date] > 2/5/YY, "Feb YY", [Report Date] > 1/5/YY, "Jan YY")
Both scenarios return a column with Feb YY in every row, unless I switch the dates; whichever date comes first is what ends up being evaluated, and its result returned throughout.
Any ideas?
Solved! Go to Solution.
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
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
This is exactly what I needed to know! Thank you so much!