Date Driven Report
Good afternoon,
We need to be able to create a report for our sheets that generates from the current date (todays date) and any date within 4 weeks after that.
We have a begin date and end date column. How can we create a report that only shows what will be happening in the next 4 weeks?
Thank you
Best Answer
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Hi @BESP10
Hope you are fine, i created a sample sheet for your case and hope the following is answer your question:
1- add new Date type column called ( Check date ) calculate it's value using the following formula =TODAY() + 28 to define the date starting from today with 4 week in future.
2- add checkbox column (4 week Task filter) calculate it's value using the following formula =IF(OR(AND([begin date]@row > TODAY(), [begin date]@row < [Check date]@row), [end date]@row < [Check date]@row), true, false)
3- prepare report using filter to show task with checked value for the column ( 4 week Task filter ).
the following screen shot explain the solution :
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
Answers
-
Hi @BESP10
Hope you are fine, i created a sample sheet for your case and hope the following is answer your question:
1- add new Date type column called ( Check date ) calculate it's value using the following formula =TODAY() + 28 to define the date starting from today with 4 week in future.
2- add checkbox column (4 week Task filter) calculate it's value using the following formula =IF(OR(AND([begin date]@row > TODAY(), [begin date]@row < [Check date]@row), [end date]@row < [Check date]@row), true, false)
3- prepare report using filter to show task with checked value for the column ( 4 week Task filter ).
the following screen shot explain the solution :
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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Thank you @Bassam.M Khalil , I am almost there. I ran the report but dates are still showing up that are past the 28 days. We only want to see into the future for the next 4 weeks. What could I be doing wrong here?
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Hi @BESP10
Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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Hi @BESP10
Our Reports recently had an update which have adjusted the way that the builder looks/works. Were you able to figure out how to set the dates?
In the new Report builder, you would select the Date Column to use as a filter, and set it to be In the Next (number) Days:
You can learn more in our Help Center, here.
Cheers!
Genevieve
Need more help? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions
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Thanks @Genevieve P.
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