DataViewer

Dataviewer: Additional Columns Based on 'Date'

How to add columns for years, quarters, and months .

To produce these values within Dataviewer, the uploaded spreadsheet should include a ‘Date’ column, where cells have been given a 'Date' number format in Excel.

1. When importing a new data set, ensure that the 'Date' column is set to: Type: Date and Format: Full Date.

2. You can do this by clicking the pen icon for the Date column heading. Once updated, click Save.

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2. Once you've uploaded the data, click the More button and select the Change view settings option.

3. Select + calculated column at the bottom of the list of columns.

4. In the popup, enter a name for your new column, e.g. ‘Quarter’ and use the drop-down menus to select the calculation and column to be used. The options are as follows:

Calculation

Input Date

Result

Year

01/01/2014

2014

MonthOfYear

01/01/2014

Jan

MonthAndYear

01/01/2014

Jan 2014

Quarter

01/01/2014

Q1

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5. Click ‘Save’ to create your new column.

Alternative Month and Year format

To upload dates so that they display as ‘Jan 2014’, the corresponding column in Excel should be uploaded as a full date with all dates set to the first of the month.

When importing the data and presented with the configuration screen, click the 'edit' icon, ensure that the column 'Type' is 'Date' and then select ’Month and Year’ from the 'Format' drop-down menu.

Click Save then Import Table

🚨 Warning: Any date that is not the first of the month when uploaded will be changed to the first during the import process if the 'Month and Year' format is selected.

The ‘Month and Year’ format is only available during the import process. It is not available once the data has been uploaded.