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Calculated Attribute using Date Fields

  • June 20, 2025
  • 3 replies
  • 40 views

sakthi.ganesh
Gold Active Participant
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We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

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3 replies

pamela.sargent
Bronze Knowledge Guru
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  • Bronze Knowledge Guru
  • June 24, 2025

@sakthi.ganesh - unfortunately I believe there is a limitation in the calculated attributes that does not allow this.  We were looking at needing to do something similar and our process was going to submit a RAS where we would ask PV to create a virtual field that would do the calculation between two date fields for us.  We would then use that new virtual field to trigger other things, i.e. conditional formatting in an analyze tile. 

Best of luck,

Pam Sargent
NASCO


sakthi.ganesh
Gold Active Participant
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  • Author
  • Gold Active Participant
  • June 24, 2025

@pamela.sargent Yes, you are right. For now, I am doing this calculation through a query and using the resulting set in a tile. There is no other option. But this is something which other products support and PV needs to look at adding this capability.


pamela.sargent
Bronze Knowledge Guru
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  • Bronze Knowledge Guru
  • June 24, 2025

@sakthi.ganesh - glad you were able to find a work around, although not ideal.  If you haven’t already I think this would be great to submit in the Portfolios Enhancement Campaign.  Let me know when you do and I’ll go vote on it. 

https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas

Thanks,
Pam Sargent
NASCO