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RobertRe2
Level 2
October 2, 2020
Question

Reporting Help: Completed 1 Year Ago Today (Yes/No)

  • October 2, 2020
  • 2 replies
  • 443 views

Hi Community -

Is it possible to create a Task report with a column called Completed 1 Year Ago? The column should have 2 values: Yes or No, based on whether or not Actual Completion Date is <= $$TODAY-1y. The column should be available for selection as a Grouping.

If so, how should I do it? Custom Form/Calculated Field? Text mode? Something else?

The problem with my attempts with Custom Form/Calculated Field has been Workfront calculated the calculated field on the day I created it... August 2, 2020, but it hasn't updated it automatically since. So, tasks completed between August 3, 2019 and October 2, 2019 still show Completed 1 Year Ago = No.

Thanks,

Rob

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    2 replies

    MoniqueEvans
    Community Advisor and Adobe Champion
    MoniqueEvansCommunity Advisor and Adobe Champion
    Community Advisor and Adobe Champion
    October 5, 2020

    Hi Rob,

    I was able to do this without any custom calculations. Hopefully this helps.

    In the task report I pulled in the column "Actual Completion Date"

    On that column I changed the name to "Completed 1 Year Ago" and added 2 conditional formatting rules:

    1. If Actual Completion Date is ≤ $$TODAY-1y show text Yes
    2. If Actual Completion Date is > $$TODAY-1y show text No

    I was not able to cleaning group by Yes / No but instead grouped by year and also sorted by the date which at least puts all of the yes's first.

    Hope this helps

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    October 5, 2020

    If you'd like a grouping, here is some text mode for that.

    group.0.name=

    group.0.valueexpression=IF({actualCompletionDate}<=$$TODAY-1y,"Yes","No")

    group.0.valueformat=string

    textmode=true

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