Creating a Date Range

[ll98]

I have the following WF -- Where Im able to pull a range of dates ( Batch GL Date) but I just want to capture a range of it..

Lets said I just need to capture the data from  Jan 1, 2021 thru April 30, 2021.  I'll also will like to turn it into an app -- where the end user can input the dates as well

Attached is the WF

[apathetichell · Accepted solution]

Hi!

Right now your dates are not dates  - they are strings with date like properties. If you want to use date tools/formulas with them you'll need to convert them as I did in the attached worfklow. I then filter out the original string columns to only include the date columns at attach a filter at the specified dates.

Now - for the second part - allowing a user to enter information. You'll need to add two calendar interface tools and an action tool and attach that to the filter tool and set them to update specific pieces of the filter tool. Add a browse and voila.

[Qiu · Accepted solution]

@apathetichell 
Nicely done! 😁

[apathetichell]

@Qiu- Thanks!  it's amazing how that one weekly challenge keeps being useful!

[ll98]

@apathetichell @Qiu 

This is similar -- Except that Beginning Balance --  Need to create a formula where it only captures data items thru a certain date --- for example

Beginning Balance  < Batch GL Date   i.e 1/1/2021    (Beg_Date)

Ending Balance  < Batch GL Date     i.e 4/1/2021 (End_Date)

I try to create it in the formula but it did not work

[apathetichell]

Something like this?

[apathetichell]

That fixes the datatype issues you are having when you convert your balances into numbers. Both have commas - so they aren't recognized as numbers when converting with select.

If you want to filter by date you'd add a filter before your summarize (or you can just add the multi-field formula and summarize to the previous app).

[Qiu]

@apathetichell 
I agree.

And myself also realize that the weekly challenges are very effective way to improve skills. 😁

[Qiu]

@ll98 
Thank you very much, though I did not contribute. 😁

[ll98]

@apathetichell   The Beginning will be any data up until the Beg Date - so if the BegDate is 12/31/2020 -- We want sum up all the  GLDATE balance up to to that date

Batch GL Date <= BegDate   -- so lets 12/31/20 is you beg data -- than your beginning balance will be 400 -- Ignore the header name Beginning Balance and Ending Balance -- we will create columns for these... you Beginning Balance will be amount up to 12/31/2020 and Ending Balance up to 4/1/2020

Vehicle	Account	Amount	Batch GL Date
Fund 3	100	100	12/31/2020
Fund 3	100	100	12/31/2020
Fund 3	100	100	12/31/2020
Fund 3	100	100	12/31/2020