Drawing list of dates from Insights

Insights
1

Hi, we’re trying to create a list of all companies of which the book year starts after a given date (eg. after 01/01/2007)

However, we can’t seem to get the formula to work, and it feels like SF cannot handle date values in the filtering options. We tried comparisons with dates (eg. 01/01/2007), tried inserting a number as comparison value, but it just sends back an error. Even when just trying out the “select all” option, nothing is retrieved:

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Any idea what we are doing wrong?

2

Hi @Wsteppe

It’s indeed not possible to use period.year_start_date in a formula since this only supports account numbers, account ranges or basic arithmetic.

However, if you can request the year start date from a result, then you should be able to do that check with a reconciliation data filter.

So for example if I add this result to a reconcilation:

{% assign year_start_date = period.year_start_date | date:"%Y-%m-%d" %}
{% result 'year_start_date' year_start_date %}

Then I can use that result in a reconcilation data filter:

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Does this help you further?

Kind regards
Wouter

3

Hi,

Yes, the error also appears to have been fixed, so we can just use the result that’s already present in the “information concerning the declaration” template.

Thanks!