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Within the Dashboards feature of IQM in the Web based client, i’d like to create a list with the number of days since copyholders were notified. Would anyone know how to create a calculated field for this?

Hi Steven,

This is definitely achievable!

From the “Copy Holder” dataset, you should be able to create a calculated field using the following expression:

ToStr( DateDiffDay( aNotifiedDate] , Today()  ) ) + ' Days'

This works by:

  • Calculating the number of days between the Notified Date and Today’s date using DateDiffDay()

  • Converting that number into text using ToStr()

  • Then appending the label ‘ Days’ to display it more clearly in the report (remember to add the space before or it will display as 10Days rather than 10 Days

If you encounter any errors, I would recommend manually selecting each function and field from the list rather than copy/pasting, just to avoid any hidden formatting.

Once you’ve created this calculated field, you could then add a filter to only show unacknowledged copyholders. Add “Can Acknowledge” to the hidden dimensions and then add a filter along the lines of.. Can Acknowledge = Yes/True

Hope this helps but reach out if you need any support!

Sam

Expression:

 

Filter:

 


Hi Sam,

I’ve tried the above expression that you have provided to me, however it is throwing up an error when attempting to load data.

Is there a way around this or am I missing something?


Hey Steven, sorry I missed this, I didn’t get an notification about it. My only suggestion would be to manually add the formula in by clicking on each function and field from the bottom of the “Edit Calculated Field” section. You may need to start from scratch with the dashboard once you get the error for the first time. I’ll reach out to see if we can get a call setup to support if easier.


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