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Generate rows based on conditions

BudzyW
5 - Atom

Hi all

 

I'm using the generate rows tool for the first time and I'm stuck at one point in the process. I need to generate multiple rows from a start date in the inputs file (example 2024/03/15) until the maturity date (example 2027/06/30) based on 6 months interval with a caveat that if the maturity date does not coincide with the last six months interval date then a separate row should be generated for the maturity date as well. So I'm expecting separate line items to be created for 2024/03/15, 2024/09/15, 2025/03/15, 2025/09/15, 2026/03/15, 2026/09/15, 2027/03/15 and 2027/06/30 in the work flow.

 

I've currently used the condition expression in the generate rows tool saying [Next Date] <= [Maturity Date] with the loop expression DateTimeAdd([Next Date], 6, "months"). However, I can't seem to figure out a way to add the maturity date record as a separate row.

 

Would be extremely thankful if you can suggest a way ahead with this requirement.

 

Thanks in advance

4 REPLIES 4
binuacs
21 - Polaris

@BudzyW You need to convert your date in to ISO format (YYYY-MM-DD) to work the DateTime functions, before generate row tool

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BudzyW
5 - Atom

Thanks for the reply. I was able to generate the same 7 rows but I failed to generate the 8th row where the date would be 2027-06-30

binuacs
21 - Polaris

that is because the month interval is 6 months, the last should ne 2027-03-15 then if you add 6 months it will be 2027-09-15, do you want to add 2027-06-30 then use a union tool and connect the generate records output and also from the multi-field output

image.png

BudzyW
5 - Atom

Thanks, this solved my issue.

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