I have a list that tracks activity for my team. Everyone puts their information in with a Start Date and Due Date. On the first day of every month I pull a report to see what was accomplished in the previous month. Nothing is ever deleted from the list so there are activities from a year ago in there. I would like to export a report of only activities from the previous month. I have tried to create a view for this and another column that would populate yes or no depending on whether the last month fell between the start and end date but neither worked.
ex. for the month of September YES indicates I want it in the report, NO I do not want it in the report
Case 1: Start Date = 9/2/16, Due Date = 9/30/16, YES
Case 2: Start Date = 9/16/16, Due Date = 10/5/16, YES
Case 3: Start Date = 8/7/16, Due Date = 9/14/16, YES
Case 4: Start Date = 6/6/16, Due Date = 7/7/16, NO
Case 5: Start Date = 10/1/16, Due Date = 10/12/16, NO
The calculated column I tried to create as a quick fix for looked like this
=IF(OR([Start Date]>=9/1/16,[Due Date]>=9/1/16),"YES","NO")
I then planned to filter it on YES. I know that's not a good code for the long run but I am by no means a SharePoint expert so I was just trying to figure something out as a sort of band aid.
The problem with your code above Is that you will need to update your formula everytime you want to use the view.
You want a formula similar to the one below so on the first of every month it should relate correctly
=IF(OR((MONTH([Due Date])=MONTH(TODAY())-1),(MONTH([Start Date])=MONTH(TODAY())-1)),"YES","NO")
Cheers
Truez
Related
I'm searching for a way to have month selection and that will serve as startdate and enddate for the date filtering.
I'm building a monthly report on quicksight, I try to use the last 31 days but that give information of multiple months
I already create date picker for those parameters but didn't find any way to limit the value to be the complete month only.
Example : if select the 12 september I desire to get the September values only (from the 1er to the 31th)
Any advice is welcome
Thanks for your help
First, add a new date filter (if you want, e.g., today to be the default you'll need to add a dynamic default against a data set that returns today)
Add a new control (I found naming this to be difficult, perhaps you're better at picking names than I am)
Add a new calculated field that returns 1 if the truncDate of your date field and the truncDate of your parameter are equal, otherwise return 0
ifelse(
truncDate("MM", {date}) = truncDate("MM", ${InMonth}),
1,
0
)
Finally, add a filter that checks where your calculated field is 1 and apply it to all visuals
Using Tableau, I need to create a visualisation that shows me the total volume of started and ended work items per day.
Typical sql data consists of columns for each:
Reference (Unique Work Item Reference)
Start Date (Date Work Item Started)
End Date (Date Work Item Finished)
For example, if on the 6th of April 2018, 55 work items were started and 5 items were finished. Each represented date should show in its own line over time.
The issue I'm getting at the moment, when I have start date as a continuous column, it calculates the number of work items started for the end date and not the number of items finished for the end date.
Any help guidance would be greatly appreciated.
Tableau Public Link
This is a simple problem if you correct the shape of your data. You can achieve this by using the pivot functionality in Tableau or Custom SQL(If your data source does not support pivot).
Pivot the date columns
2. Rename the pivoted fields
Now build the view as below.(null values are due to tasks that are not yet closed, you can just filter it out)
I assume that the data is of this form Data structure
With this format, you could achieve something like this Gantt Chart
If you notice, I have created a calculated field called "Duration" which is in size shelf.
the calculated field reads
If [Status]="Finished" then
[End Date]-[Start Date] ELSE
TODAY()-[Start Date]
end
Hope this helps! Let me know if this is not clear enough
Even if the Status column is not there in the data source, it can be added using the following code
if ISNULL([End Date]) then
"WIP" else "Finished" end
Also, is this how you want to see the information?
Click here
Could you please have a look at it and let me know your thoughts?
https://us-east-1.online.tableau.com/t/tableaumanoraj/views/VolumeExample/Dashboard1?iframeSizedToWindow=true&:embed=y&:showAppBanner=false&:display_count=no&:showVizHome=no
I am building a dashboard for retention. The data that I am getting for the most recent day seems to have huge spikes because the denominator is not having entire data for the day.
So, I just want to show the data till previous day and it should be automated likewise.
Please let me know if anyone had dealt with the same problem.
Thanks,
Sai
The best way to do this is through creating a calculated field:
Create a field called Recent Date as follows:
DATETRUNC('day',[Date]) = {FIXED : MAX(DATETRUNC('day',[Date]))}
What this does is creates a Boolean field where the most recent date will be flagged as TRUE and all others as FALSE.
Drag this field into the filters pane and select FALSE. This will remove the most recent dates data.
Create a calculated field to return a boolean value if the data is from today's date. Then filter on False.
DATETRUNC('day', [Your Date Field]) = DATETRUNC('day', TODAY())
I am having trouble grouping certain results in a work in progress report that arranges by start date, I have grouped using fixed values before but because the dates keep moving I am unsure what to do.
The start date is WIP_Schedule.Start_Date
the groups I am trying to create are:
[Group1] Overdue = the current date has passed the start date.
[Group2] (Yet to be named) = the current date 2 week period prior to the start date
[Group3] To Do = the current date after the two week period prior to the start date.
I am after a works instruction on how to achieve this.
I know this isn't a lot of information, if you require any more please ask.
Thanks,
Daniel
This is a pretty straightforward requirement, so you should be able to figure it out by searching the web. However, I'll give you part of the answer and hopefully you can figure it out.
Start by creating a formula to figure out the status of the date.
If {WIP_Schedule.Start_Date} > current date then "Overdue"
Else......
Then you can group based on that formula. All you have to do is figure out the rest of the formula.
I'm having issues creating a filtered view in a SharePoint list. The filter should display any results with a Created date from "this week". In my case, "this week" is from the previous Saturday through the upcoming Friday.
I get the error message "Filter value is not in a supported date format." when trying to create the filtered view.
Here are my filters:
Show the items when column
Created
Is Greater than or Equal to
[Today]-WEEKDAY([Today])
and when column
Created
Is Less than or Equal to
[Today]-WEEKDAY([Today])+6
What am I missing? And is it as simple as I'm guessing it probably is?
You can't use complex formula in Filters - you have to keep it simple like [Today]-30 for last 30 days.
The solution is to turn the problem on its head and add calculated columns to work out the start of the week and the end of the week then filter when the current date is between those dates (i.e. Start <= [Today] AND End >= [Today])
This post gives you more details - its based on the Current Calendar Month but the same technique can be sued for calendar week - see formula at bottom.
http://blog.pentalogic.net/2009/11/howto-filter-items-current-calendar-month-view-sharepoint/