Dates and Formulas

Summary:

OrgPlus supports date calculations in formulas. Below are a few examples of date calculations. More detailed information is available in the OrgPlus User Guide.

Procedure:

The following procedure is an example of how to calculate years with the company based on a start date.

    • Create a new blank project by clicking the File tab and selecting New, or open an existing project.
    • Click the Home tab and select Define Fields from the Fields & Formulas section to display the Define Fields dialog box.

      KBDF_01

    • Click Add.
    • Name the new field Start Date and set the field type to Date
    • Click Add.
    • Name the new field Years with Company and set the field type to Formula. The Formula dialog is displayed.
    • Select the Function Year.
    • Select the Type Constant and set the Argument to TODAY.
    • On the second row, select the – operator, the Type Field, and the Argument Start Date.

      Formula definition tab. Using Year formula.

    • Click OK to complete the formula definition.
    • Click OK to exit the Define Fields dialog.
    • Click Yes to add the fields to the displayed chart.
    • Typing a start date into any box in your chart will automatically display the number of years an employee has been with the company.

KBDF_03

The following procedure is an example of how to calculate the next review date (six month later) date based on the last review date.

      • Create a new blank project by clicking the File tab and selecting New, or open an existing project.
      • Click the Home tab and select Define Fields from the Fields & Formulas section to display the Define Fields dialog box.
      • Click Add.
      • Name the new field Last Review Date and set the field type to Date
      • Click Add.
      • Name the new field Next Review Date and set the field type to Formula. The Formula dialog is displayed.
      • Select the Function Equals.
      • Select Type Date (Months).
      • Select Argument 6

        date-and-formula-2

      • On the second row, select + operator, Type Field, and the argument Last Review Date.
      • Click OK to exit the Define Fields dialog.
      • Click Yes to add the fields to the displayed chart.
      • Typing a last review date into any box in your chart will automatically calculate a next review date that is 6 months after the last review date.

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