Data Uploader Filtering

jg124

Hi All,

Just a quick question regards the filtering in Data Uploader. I'd like to look at everything incoming from the report I pull for the last 30 days. Having already mapped the columns, I'm just wondering what would the correct formula criteria be.

 

Incoming    equals    TODAY()-30    - or something similar? Screenshot attached.

 

Thanks in advance.

Alejandra

Hi jg 124,

You got that right! Equals TODAY-30 or equals TODAY()-30 will filter rows with a dates that are within the last 30 days.

jg124

Hi Alejandra,

Unfortunately I still seem to be experiencing issues with date filtering on the Uploader.

TODAY()-30 seems to not be working, and when I try "greater than or equal to 01/08/2019 (1st August)" it also seems to not work. The data still imports however it doesnt meet the specified date requirements.

Any help with this would be greatly appreciated!

Andrew Rose

I am also looking for a way to filter for a relative date in Data Uploader. Is this possible?

Genevieve P.

Hi @Andrew Rose

Data Uploader uses the Smartsheet API. The Smartsheet API returns all dates and times in the UTC time zone in ISO-8601 format, that is, YYYY-MM-DDTHH:MM:SSZ. (Read more about the Smartsheet API, here)

This means that when you are filtering by date in Data Uploader, the date needs to be entered in UTC format (YYYY-MM-DD), for example: 2020-02-20:

Let me know if this helps, or if you have further questions!

Cheers,

Genevieve

DavidG_WFIACN

Does Data Uploader support any functions? It appears it does not. I have tried something similar to what is above and it does not work, i.e. using TODAY() formula.

Genevieve P.

Hi @DavidG@WFI

Would you be able to explain what you're looking to do with a little more detail? In the Expressions part of the workflow you can configure formulas... or you could have helper columns set up in your Smartsheet sheet that will populate or update based on the data being uploaded.

If you want to walk through how Data Uploader can work in your instance, the account associated with your email address is eligible to book Pro Desk sessions. These are 30-minute coaching sessions over screen share where you can explain your scenario and receive advice (see here). There's a topic heading to book under called Connectors & Extended Functionality for help with Data Uploader.

You may also want to review the video and course in the Center of Excellence (see here).

Hope that helps!

Genevieve