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  • 1.  adding a date column to a table based on the project time settings

    Posted 09/17/20 10:20 AM

    Does anyone know how to add a formula column that takes the date automatically based on the time period selected?  For example, if I'm loading data in the September 2020 month that doesn't have a date column, is there a way to add a formula column that grabs the date based on the month the data was loaded into?  I'm trying to avoid manually having to add the date to the source file every month.






    #CostingStandard(CT-Foundation)


  • 2.  Re: adding a date column to a table based on the project time settings

    Posted 10/19/20 07:30 PM

    Has anyone else done this before? @Debbie Hagen, @Jenny Franklin? I am in the same boat I am generating adjustment transactions and need to assign a date/period so the Date Partition function will work properly. 

     

    Shannon


    #CostingStandard(CT-Foundation)


  • 3.  Re: adding a date column to a table based on the project time settings

    Posted 10/19/20 08:19 PM

    Hi @Shannon Lynch, Ooh, I haven't done that.  Tagging a few folks who may have.  @Katie Mansfield, @Chris Davidsonn, @Michael Moulsdale, @Mark Johnson


    #CostingStandard(CT-Foundation)


  • 4.  Re: adding a date column to a table based on the project time settings

    Posted 10/19/20 08:30 PM

    Hi there,

     

    you will need to use the CurrentDate() function. There are a couple of different formats you can put into this function to determine how the date is represented and more details can be found at CurrentDate function.

     

    CurrentDate("MMM yyyy") will return "Sep 2020" (ie. the three letter month name and 4 digit year)

    CurrentDate("MMMM yyyy") will return "September 2020" (ie. the full month name and 4 digit year)

    CurrentDate("MMM yy") will return "Sep 20" (ie. the three letter month name and 2 digit year)

     

    Regards,

     

    Mark


    #CostingStandard(CT-Foundation)


  • 5.  Re: adding a date column to a table based on the project time settings

    Posted 10/19/20 08:32 PM

    Thanks for the super quick response @Mark Johnson!


    #CostingStandard(CT-Foundation)


  • 6.  Re: adding a date column to a table based on the project time settings

    Posted 10/19/20 10:52 PM

    Fantastic! That solved my issue!!! Thank you @Debbie Hagen and @Mark Johnson


    #CostingStandard(CT-Foundation)