Transaction date

Hi folks:

I have an inventory file with a column called "Transaction date". The transaction date column has dates from 2013 up until 2021. (see attached for your reference).

I am trying to use the formula tool to distinguish the transaction dates and categorize them them into three different buckets as follow:

1- Transaction date in past 12 months

2- Transaction date in last 13 months - 36 months

3- 36+ months

any inputs would be much appreciated.

transaction date.xlsx

Preparation

Accepted answers

Gawa

Hi,

DateTimeDiff function might be a keyword to solve your task. See workflow as attached.

We cannot add/substract Date type data by expression like [Field1]-[Field2], so we have to use this kind of DateTime~ function to manipulate Date type data.

Then, depending on threshold as you wish, you can categorize them.

Hoping this would help you, thanks

transaction_grouping_gawa.yxmd

All comments

Gawa

Hi,

DateTimeDiff function might be a keyword to solve your task. See workflow as attached.

We cannot add/substract Date type data by expression like [Field1]-[Field2], so we have to use this kind of DateTime~ function to manipulate Date type data.

Then, depending on threshold as you wish, you can categorize them.

Hoping this would help you, thanks

transaction_grouping_gawa.yxmd

Hussein982

@gawa Thank you gawa for your help last night, Everything works fine except that I am getting this error message (see first screenshot) when I am trying to input the formula (see second screenshot)

Hussein982

@gawa I think it worked. Thank you so much for all your help. I was able to figure out the issue. Enjoy your weekend.

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