SharePoint list Calculate a date from an existing date field for Working/Business days

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  • Опубликовано: 19 фев 2022
  • SharePoint list - Add column automatically calculating date from an existing date field - For Working Days/Business Days - This formula ignores weekends and only works on Business days.
    👀 Link to Weekday documentation:
    👉 support.microsoft.com/en-us/o...
    The formula used for calculating 2 business days in advance:
    =IF(WEEKDAY([Created Date 1])=1,[Created Date 1]+2,
    IF(WEEKDAY([Created Date 1])=2,[Created Date 1]+2,
    IF(WEEKDAY([Created Date 1])=3,[Created Date 1]+2,
    IF(WEEKDAY([Created Date 1])=4,[Created Date 1]+2,
    IF(WEEKDAY([Created Date 1])=5,[Created Date 1]+4,
    IF(WEEKDAY([Created Date 1])=6,[Created Date 1]+4,
    IF(WEEKDAY([Created Date 1])=7,[Created Date 1]+3)))))))
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    Related Tags:-
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Комментарии • 36

  • @sheatg2630
    @sheatg2630 3 месяца назад +2

    Excellent explanation, to the point.I will try

    • @WeTechCareOfYou
      @WeTechCareOfYou  3 месяца назад

      Hey Sheatg, thankyou for the great comment, happy the video helped!

  • @wadmoore
    @wadmoore Год назад +1

    Good Formula ty for giving me the pieces I needed

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      Hey thanks for the great comment Lewinsai, happy it helped!

  • @meenakshisundar9533
    @meenakshisundar9533 10 месяцев назад +1

    Hi can you suggest any formula to calculate a date: Say for example I have a DateSubmitted=08/02/2023 and I need a date after 60 business days excluding the weekends how would I implement that?

    • @WeTechCareOfYou
      @WeTechCareOfYou  9 месяцев назад

      Hey meenak,
      Please try the following:
      =IF(WEEKDAY([Created Date 1])=1,[Created Date 1]+82,
      IF(WEEKDAY([Created Date 1])=2,[Created Date 1]+81,
      IF(WEEKDAY([Created Date 1])=3,[Created Date 1]+83,
      IF(WEEKDAY([Created Date 1])=4,[Created Date 1]+83,
      IF(WEEKDAY([Created Date 1])=5,[Created Date 1]+83,
      IF(WEEKDAY([Created Date 1])=6,[Created Date 1]+84,
      IF(WEEKDAY([Created Date 1])=7,[Created Date 1]+83)))))))

  • @robinwhite7107
    @robinwhite7107 Год назад +1

    Great video and almost does exactly what I want to happen in my SharePoint list. I have created a list where I need to calculate the date based on the value of 1 column and the date in another column to provide me a date either 3 months, 6 months or 12 months later depending on the value in column 1. So far I have this formula but keep getting an error. =IF([Residual Risk Score]">15",THEN[Date Last Reviewed],"+90days"). Where am I going wrong.. Complete newbie to formulas. Many thanks in advance for any advice...

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      Hey Robin,
      Please try this:
      =IF([Residual Risk Score]>15,[Date Last Reviewed]+90)
      Let me know if it works.

  • @normanhakimyahya54
    @normanhakimyahya54 Год назад +1

    Hi, great video. I have trouble to exclude weekends when i calculate total days for leave application. right now i use =TEXT([Start Date] - [End Date], "D"), can you show me other formula so that it will exclude weekends in the calculation?

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      Hey Norman, apologies for the late response. Do you still need help with this issue?

  • @caitlinkidd6627
    @caitlinkidd6627 11 месяцев назад +1

    I'm trying to do something simliar, but I want the formula to pick a #workdays to add to a date from my SharePoint list (i.e. task due date - effort duration = task start date). I would use workday in excel to do this but can't figure it out for SharePoint lists.

    • @WeTechCareOfYou
      @WeTechCareOfYou  11 месяцев назад

      Hey Caitlin, apologies for the late reply. I am now available to try and create this calculation for you, if you can please confirm you still require this or did you get it resolved?

  • @adammulligan6543
    @adammulligan6543 Год назад +1

    Great video! Is it also possible to factor in a choice column where certain choices/requests have different SLA dates. For example, request A = 5 working days SLA whereas request B = 3 working days SLA.

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      Hey Adam, thankyou for the comment and sorry for the late response, I got married 3 days ago and have been very busy.
      We can achieve what you are asking, please try the following:
      =IF(SLA="A",Created+2,
      IF(SLA="B",Created+7))

    • @adammulligan6543
      @adammulligan6543 Год назад +1

      @@WeTechCareOfYou congrats on the wedding! Thanks for your response, I’ll give that a go.

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      @@adammulligan6543 Thankyou!

  • @shozrocks6307
    @shozrocks6307 11 месяцев назад +1

    I have a condition that I need to verify before I calculate a [Term Deadline] date. If there are [term Days] then I need to take the [expiration date] and minus the [term days] to determine the [Term Deadline]. If there are zero [term days] I dont want to do anything! My formula needs to add this condition. Can you help? =[Expiration Date]-[Term Days] If the [Term Days] is zero then i dont want to calculate a [Term Deadline]

    • @WeTechCareOfYou
      @WeTechCareOfYou  11 месяцев назад

      Hey shoz, please try the following:
      =IF([Term Days] > 0,
      [Expiration Date]-[Term Days],
      "")

  • @jgeronimoherrera
    @jgeronimoherrera 2 года назад +1

    Great video! Question: How do you generate the work week from an existing date field?

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад

      Hey thankyou for the comment J Geronimo! If you wish to calculate the working date fields from an existing date you can simply add the name of that date field instead of "Created Date 1" in my video at 4:12

    • @jgeronimoherrera
      @jgeronimoherrera 2 года назад +1

      @@WeTechCareOfYou Thank you for your reply. I was actually referring to the week number. For example, we're currently in work week 19. Next week will be work week 20. Any thoughts?

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад +1

      ah ok I understand. I just had a quick look online and found this blog which looks to be what you need?
      www.gopenly.in/spo-how-to-calculate-week-number-from-date-column/

    • @jgeronimoherrera
      @jgeronimoherrera 2 года назад

      @@WeTechCareOfYou thank you. Unfortunately that formula didn't work, but after some exploring I found this formula worked perfectly: =INT(([Due date]-DATE(YEAR([Due date]),1,1)+(TEXT(WEEKDAY(DATE(YEAR([Due date]),1,1)),"d")))/7)+1
      Just replace the "Due date" with your date column.

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад

      ah perfect! thankyou for providing the working formula Geronimo and its good to hear you got it working!

  • @jamesvose5243
    @jamesvose5243 2 года назад +2

    Hi, thanks for, this. i need this exact solution but for an existing list - SLA is 5 days, not inc bank holidays.
    Do need to create a new list? can by existing list reference another list? thank you
    James

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад

      Hey James, you will need to add the column to the existing list which you would like to calculate the date from. Or is your request that you NEED to calculate the dates in a different list?
      Also my commands only work for weekends and do not include public holidays as this would require a lot more development to detect which country/state etc.

    • @jamesvose5243
      @jamesvose5243 2 года назад +1

      @@WeTechCareOfYou I've got a request list form and need to add an SLA Date 5 days from created but exclude weekends, not fussed about bank holidays for now.
      if you could assist that would be really helpful. please let me know what column to add to this existing form list. and code for 5 days. Thank you, much appreciated :-)
      James

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад

      Ok if you just add the calculated column to the request list and use the following formula it should calculate 5 business days for your SLA date:
      =IF(WEEKDAY([Created Date 1])=1,[Created Date 1]+5,
      IF(WEEKDAY([Created Date 1])=2,[Created Date 1]+7,
      IF(WEEKDAY([Created Date 1])=3,[Created Date 1]+7,
      IF(WEEKDAY([Created Date 1])=4,[Created Date 1]+7,
      IF(WEEKDAY([Created Date 1])=5,[Created Date 1]+7,
      IF(WEEKDAY([Created Date 1])=6,[Created Date 1]+7,
      IF(WEEKDAY([Created Date 1])=7,[Created Date 1]+6)))))))

    • @jamesvose5243
      @jamesvose5243 2 года назад +1

      @@WeTechCareOfYou sorry if i'm being silly but i dont have the Created Date 1 column. i don't understand.. :-(

    • @WeTechCareOfYou
      @WeTechCareOfYou  2 года назад

      ah ofcourse im sorry. So if you want to calculate it from when your list item is created, we can use the out of the box created date which is automatically generated when you add the record. Please try the following and see if this works:
      =IF(WEEKDAY([Created])=1,[Created]+5,
      IF(WEEKDAY([Created])=2,[Created]+7,
      IF(WEEKDAY([Created])=3,[Created]+7,
      IF(WEEKDAY([Created])=4,[Created]+7,
      IF(WEEKDAY([Created])=5,[Created]+7,
      IF(WEEKDAY([Created])=6,[Created]+7,
      IF(WEEKDAY([Created])=7,[Created]+6)))))))

  • @ashleyweideman5624
    @ashleyweideman5624 Год назад +1

    HI i think I am close! I have a list where the person entering a new item will enter the day their maintenance will start. This is a time/date column called 'Maintenance Starts.'
    I also have a calculated column based on 'Maintenance Starts.' I want this calculated column to produce a time date that is 5 BUSINESS Days sooner than the 'Maintenance Starts.'
    I have worked up the following formula based on your AWESOME video and it keeps erroring out.
    =IF(WEEKDAY([Maintenance Starts])=1, [Maintenance Starts]-6,
    =IF(WEEKDAY([Maintenance Starts])=2, [Maintenance Starts]-7,
    =IF(WEEKDAY([Maintenance Starts])=3, [Maintenance Starts]-7,
    =IF(WEEKDAY([Maintenance Starts])=4, [Maintenance Starts]-5,
    =IF(WEEKDAY([Maintenance Starts])=5, [Maintenance Starts]-5,
    =IF(WEEKDAY([Maintenance Starts])=6, [Maintenance Starts]-5,
    =IF(WEEKDAY([Maintenance Starts])=7, [Maintenance Starts]-5)))))))
    The prior formula that worked but didn't take into account weekends. =[Maintenance Starts]-5
    thanks in advance!

    • @WeTechCareOfYou
      @WeTechCareOfYou  Год назад

      Hey Ashley, thankyou for the comment. I can see you dont need to put all of the "=" in. Please try it again without them:
      =IF(WEEKDAY([Maintenance Starts])=1, [Maintenance Starts]-6,
      IF(WEEKDAY([Maintenance Starts])=2, [Maintenance Starts]-7,
      IF(WEEKDAY([Maintenance Starts])=3, [Maintenance Starts]-7,
      IF(WEEKDAY([Maintenance Starts])=4, [Maintenance Starts]-5,
      IF(WEEKDAY([Maintenance Starts])=5, [Maintenance Starts]-5,
      IF(WEEKDAY([Maintenance Starts])=6, [Maintenance Starts]-5,
      IF(WEEKDAY([Maintenance Starts])=7, [Maintenance Starts]-5)))))))