HI - I'm trying to create a pivot table that includes Start Date to group a select project task across all projects by Start Date. But when I export to excel, the field Start Date brings through the time too. Bringing through the time prevents the data from being grouped. Is there a modification I need to make to the Start Date field in Workfront to pull just the date in?
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Change the start date format in the report in the additional naming convention.
Or, change the format of the date in the excel tab.
When doing a pivot table, add as a data model it will let you group as year.
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Change the start date format in the report in the additional naming convention.
Or, change the format of the date in the excel tab.
When doing a pivot table, add as a data model it will let you group as year.
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Thank you so much for the suggestion! While I did change the format in excel before I posted this, it is not overwriting the inherited format with date. Per your suggestion, I did make the format date change in the report, but when it pulls through to excel, it still pulls the time in. I ended up making a hard format change in excel after that and it did remove the time. I was hoping the time would be excluded from the Workfront data though so I wouldn't need to reformat in excel.
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Hmm. In Advanced Options of the column header, it should allow you to choose to display the date or not and that should not export with your report. You could also create a calculated field that has the date iwthout the time but that's kind of redundant.
I found that when working in Excel - I need to 'clean' the data up before I start creating reports because it doesn't always retain the formatting.
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Hi @KathleenKi,
There's a special function that CLEARTIME that might do the trick for you.
To drop the time component, I suggest you switch the column of interest (e.g. Planned Start Date) to textmode, then change the definition so the row that was:
valuefield=project:plannedStartDate
to instead be:
valueexpression=CLEARTIME({project}.{plannedStartDate})
Once you save your view, load the data, and export to Excel, the plannedStartDate values should all be "at midnight", making your Pivot Table group "cleanly".
Regards,
Doug
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