Date Maturity Buckets - New Column

Question

Hello -

I am attempting to create a new column using a formula that will produce maturity buckets (<1 year, 1-3 years, etc.) based on a maturity date field in my dataset.  These buckets need to be based on quarter end date so there has also been an "As of Date" field added to the data set with the quarter end date listed for every record.  Could anyone assist with a formula that would satisfy this requirement?  I am having trouble coming up with anything that gets me to the desired outcome.

Thanks so much!

Eric

binu_acs · Answer

@EBrown0423 @Can you provide a sample input file with expected output result

IraWatt · Answer

Hey @EBrown0423,

I've attached an example workflow which works with days though the logic should be applicable to your task by changing the numbers/from "days" to "years". This If statement buckets each date from a given time:

HTH,

Ira

Time Bucketing.yxmd