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GinaTu
Level 3
September 11, 2023
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Text mode filter help

  • September 11, 2023
  • 1 reply
  • 3023 views

Hi there!

 

I'm trying to create a report to show any/all projects that come in with a turn-around time (target live/due date) that is under two weeks from entry date (request date). Is there a text mode filter out there that anyone has used?

 

Thanks!

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Best answer by Richard_Le_

I'm still confused. Apologies if my ask was confusing. 

 

So am I able to create a column in my report that shows the number of days or do I need to create the calculated field in my custom form? I was hoping to put it as a column on my report.


No problem, Gina.

 

In your original post, you said that you wanted to apply a filter to your report so that only projects with a turnaround time of less than 10 days are shown. The steps that I have outlined above will allow you to do this.

 

If you also want to show the number of days between the request entry date and Target Live date, you can simply add the calculated field you created (for use in the filter) as a column to your report view.

 

Does that make sense?

1 reply

R
Community Advisor
Richard_Le_Community Advisor
Community Advisor
September 12, 2023

Hi,

 

To achieve this, you would need to add a calculated field to your projects that calculates the number of days between the request entry date and the planned Completion Date of the project (assuming that plannedCompletionDate is the same as the target live date). The calculation would look something like this:

 

WEEKDAYDIFF({convertedOpTaskEntryDate},{plannedCompletionDate})

 

Make sure that you set the format of the calculated field to number type to ensure that it can be used correctly in reports.

 

You can then reference this field in your report filters and looks for values that are less than 10.

 

Hope this helps!

 

Best Regards,

Rich.

 

    G
    GinaTuAuthor
    Level 3
    September 12, 2023

    Thank Rich. 

     

    So how would this work if I'm using a custom field? The built-in "planned completion date" is often different from our "Target/Live Due Date" ?

     

     

    R
    Community Advisor
    Richard_Le_Community Advisor
    Community Advisor
    September 12, 2023

    It would just be a case of replacing plannedCompletionDate with the field name in the calculation.

     

    So if your field is named Target/Live Due Date, the calculation would look like this:

     

    WEEKDAYDIFF({convertedOpTaskEntryDate},{DE:Target/Live Due Date})

     

    Best Regards,

    Rich.

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