Calculated Fields and Measures allow you to calculate additional information from your captured data.
Date calculations allow you to create a new field based on date records in the database.
This could be used to determine the date a review is due for a client.
Instructions
Step 1. Open or create a new Ad Hoc View (refer to Creating Ad Hoc Views for further information)
Step 2. Click on the Icon in the Field pane.
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‘Create Calculated Field…’ is displayed.
Step 3. Click Create Calculated Field…
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Step 4. Enter a Field Name
(e.g. Review Date)
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Step 5. Enter the formula details required
To create a calculated field that shows the date, 3 months after another date field:
DateAddSQL(<Date Field>, 3, ‘MONTH’)
In the example below, the date field = Member Since on the Client record
The Review Date is the calculated field using formula
= DateAddSQL(“Member Since (Clients)”, 3, ‘MONTH’)
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To add a number of days to the date:
DateAddSQL(<Date Field>, 7, ‘DAY’)
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To add a number of years to the date:
DateAddSQL(<Date Field>, 5, ‘YEAR’)
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Remember to select the correct date field to calculate from.
You can use a similar formula to determine an earlier date based on a date stored in the database.
You may use this to calculate a date a month, year or number of days before a recorded date.
To create a calculated field that shows the date, 3 months before another date field:
DateSubSQL(<Date Field>, 3, ‘MONTH’)
In the example below, the date field = Member Since on the Client record
The Review Date is the calculated field using formula
= DateSubSQL(“Member Since (Clients)”, 3, ‘MONTH’)
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To subtract a number of days from the date:
DateSubSQL(<Date Field>, 7, ‘DAY’)
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To subtract a number of years from the date:
DateSubSQL(<Date Field>, 5, ‘YEAR’)
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Remember to select the correct date field to calculate from.
Further Information
For further information on Ad Hoc Views, refer to the following articles: