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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( [NotifiedDate] , Today() ) ) + ' Days'
This works by:
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Calculating the number of days between the Notified Date and Today’s date using DateDiffDay()
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Converting that number into text using ToStr()
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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.
First of all, thanks to Sam for his tips above which I put to use trying to obtain days since a document’s Review Date had passed.
Apologies for resurrecting an older thread, but I was facing the same error while building this near identical expression.
While I don’t believe it would have been an issue with Sam’s original expression posted above, I noticed that the expression builder is less than helpful when suggesting/inserting fields.
This expression always gave an error, which I built using the expression builder:
DateDiffDays([Review Date],Today())After a lot of head-scratching and experimenting, I found that it works without the space in the field name (and no need for brackets then either):
DateDiffDay(ReviewDate,Today()) It seems that the suggested field names in the expression builder are not suitable, as selecting them here will insert “[Review Date]” into the code, which does not work:

If you binding the required field to a table column (or similar), you can take the actual field name from there:

Thought I’d post it in case it helps someone else in future. Maybe it’s covered on the dashboard training course, but for others who are starting out, it’s useful to know I think.
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