RE: To split up dates based on frequency in Appian

Jansi J — Wed, 10 Aug 2022 03:52:33 GMT

Hello Chris, thank you so much, it is working as expected, except Semi-Annually frequency, please find the below output which I get using the code you provided,

Map
- contract"xxx"(Text)
- priceGrp"xxx-1"(Text)
- frequency"Semi-Annually"(Text)
- startDate1/1/2022(Date)
- endDate7/31/2022(Date)
Map
- contract"xxx"(Text)
- priceGrp"xxx-1"(Text)
- frequency"Semi-Annually"(Text)
- startDate8/1/2022(Date)
- endDate12/31/2022(Date)

Expected output:

Map
- contract"xxx"(Text)
- priceGrp"xxx-1"(Text)
- frequency"Semi-Annually"(Text)
- startDate1/1/2022(Date)
- endDate6/30/2022(Date)
Map
- contract"xxx"(Text)
- priceGrp"xxx-1"(Text)
- frequency"Semi-Annually"(Text)
- startDate7/1/2022(Date)
- endDate12/31/2022(Date)

RE: To split up dates based on frequency in Appian

Jansi J — Tue, 09 Aug 2022 18:13:52 GMT

Many thanks Chris.

I will try this out and let you know.

RE: To split up dates based on frequency in Appian

Chris — Tue, 09 Aug 2022 18:00:29 GMT

Try this out for size. 4 helper rules required:

rule!chris_test_frequency_monthly(data (Any Type), startDate (Date), endDate (Date))

a!localVariables(
  local!yearDiff: year(ri!endDate) - year(ri!startDate),
  local!monthDiff: (local!yearDiff) * 12 + month(ri!endDate) - month(ri!startDate) + 1,
  local!startDate: date(year(ri!startDate),month(ri!startDate),1),
  
  a!forEach(
    items: 1+enumerate(local!monthDiff),
    expression: a!map(
      contract: ri!data.contract,
      priceGrp: ri!data.priceGrp,
      frequency: ri!data.frequency,
      startDate: edate(local!startDate,fv!index-1),
      endDate: eomonth(local!startDate,fv!index-1)
    )
  )
)

rule!chris_test_frequency_quarterly(data (Any Type), startDate (Date), endDate (Date))

a!localVariables(
  local!quartersStart: {
    date(year(ri!startDate),1,1),
    date(year(ri!startDate),4,1),
    date(year(ri!startDate),7,1),
    date(year(ri!startDate),10,1)
  },
  local!startQuarter: ceiling(month(ri!startDate)/3,1),
  local!endQuarter: ceiling(month(ri!endDate)/3,1),
  local!years: year(ri!endDate)-year(ri!startDate),
  local!quarters: (local!years) * 4 + local!endQuarter - local!startQuarter + 1,
  local!outputDateStart: index(local!quartersStart,local!startQuarter,null),
  
  a!forEach(
    items: 1+enumerate(local!quarters),
    expression: a!map(
      contract: ri!data.contract,
      priceGrp: ri!data.priceGrp,
      frequency: ri!data.frequency,
      startDate: edate(local!outputDateStart,(fv!index-1)*3),
      endDate: eomonth(local!outputDateStart,((fv!index-1)*3)+2)
    )
  )
)

rule!chris_test_frequency_semi_annually(data (Any Type), startDate (Date), endDate (Date))

a!localVariables(
  local!periodStart: {
    date(year(ri!startDate),1,1),
    date(year(ri!startDate),6,1)
  },
  local!startPeriod: ceiling(month(ri!startDate)/6,1),
  local!endPeriod: ceiling(month(ri!endDate)/6,1),
  local!years: year(ri!endDate)-year(ri!startDate),
  local!periods: (local!years) * 2 + local!endPeriod - local!startPeriod + 1,
  local!outputDateStart: index(local!periodStart,local!startPeriod,null),

  a!forEach(
    items: 1+enumerate(local!periods),
    expression: a!map(
      contract: ri!data.contract,
      priceGrp: ri!data.priceGrp,
      frequency: ri!data.frequency,
      startDate: edate(local!outputDateStart,(fv!index-1)*6+(mod(fv!index+1,2))),
      endDate: eomonth(local!outputDateStart,(fv!index*6)-(mod(fv!index+1,2)))
    )
  )
)

rule!chris_test_frequency_annually(data (Any Type), startDate (Date), endDate (Date))

a!localVariables(
  local!years: year(ri!endDate)-year(ri!startDate)+1,
  local!outputDateStart: date(year(ri!startDate),1,1),

  a!forEach(
    items: 1+enumerate(local!years),
    expression: a!map(
      contract: ri!data.contract,
      priceGrp: ri!data.priceGrp,
      frequency: ri!data.frequency,
      startDate: edate(local!outputDateStart,(fv!index-1)*12),
      endDate: eomonth(local!outputDateStart,(fv!index*12-1))
    )
  )
)

This is your main interface - starting data is shown up top, enter dates below and click Calculate. This will generate a grid below with the result. Essentially, helper rules are called for each frequency in the initial data set, they decide how many of those specific period types the dates cover and generate one row with the corresponding start/end dates per period.

a!localVariables(
  local!startDate,
  local!endDate,
  local!data: {
    a!map(contract: "xxx", priceGrp: "xxx-1", frequency: "Monthly"),
    a!map(contract: "xxx", priceGrp: "xxx-2", frequency: "Quarterly"),
    a!map(contract: "xxx", priceGrp: "xxx-3", frequency: "Semi-Annually"),
    a!map(contract: "xxx", priceGrp: "xxx-4", frequency: "Annually")
  },
  local!result,

  {
    a!gridField(
      label: "Main Data",
      data: local!data,
      columns: {
        a!gridColumn(
          label: "Contract Number",
          value: fv!row.contract
        ),
        a!gridColumn(
          label: "Price GRP ID",
          value: fv!row.priceGrp
        ),
        a!gridColumn(
          label: "Frequency",
          value: fv!row.frequency
        )
      }
    ),
    a!columnsLayout(
      columns: {
        a!columnLayout(),
        a!columnLayout(
          contents: {
            a!dateField(
              label: "Start Date",
              value: local!startDate,
              saveInto: local!startDate
            )
          }
        ),
        a!columnLayout(
          contents: {
            a!dateField(
              label: "End Date",
              value: local!endDate,
              saveInto: local!endDate,
              validations: if(
                or(
                  rule!APN_isEmpty(local!startDate),
                  rule!APN_isEmpty(local!endDate),
                  local!endDate>=local!startDate
                ),
                null,
                "End date must be greater than start date"
              )
            )
          }
        ),
        a!columnLayout()
      }
    ),
    a!buttonArrayLayout(
      align: "CENTER",
      buttons: {
        a!buttonWidget(
          label: "Calculate",
          disabled: or(
            rule!APN_isEmpty(local!startDate),
            rule!APN_isEmpty(local!endDate),
            local!endDate<local!startDate
          ),
          saveInto: {
            a!save(
              local!result,
              a!flatten(
                a!forEach(
                  items: local!data,
                  expression: {
                    choose(
                      wherecontains(fv!item.frequency,{"Monthly","Quarterly","Semi-Annually","Annually"}),
                      rule!chris_test_frequency_monthly(data: fv!item, startDate: local!startDate, endDate: local!endDate),
                      rule!chris_test_frequency_quarterly(data: fv!item, startDate: local!startDate, endDate: local!endDate),
                      rule!chris_test_frequency_semi_annually(data: fv!item, startDate: local!startDate, endDate: local!endDate),
                      rule!chris_test_frequency_annually(data: fv!item, startDate: local!startDate, endDate: local!endDate)
                    )
                  }
                )
              )
            )
          }
        )
      }
    ),
    
    a!gridField(
      label: "Updated Data",
      data: local!result,
      showWhen: not(rule!APN_isEmpty(local!result)),
      columns: {
        a!gridColumn(
          label: "Contract Number",
          value: fv!row.contract
        ),
        a!gridColumn(
          label: "Price GRP ID",
          value: fv!row.priceGrp
        ),
        a!gridColumn(
          label: "Frequency",
          value: fv!row.frequency
        ),
        a!gridColumn(
          label: "Start Date",
          value: fv!row.startDate
        ),
        a!gridColumn(
          label: "End Date",
          value: fv!row.endDate
        )
      }
    ),
  }
)

Let me know how that works out!

RE: To split up dates based on frequency in Appian

Jansi J — Tue, 09 Aug 2022 15:50:09 GMT

Thanks for your response Chris!!

Yes your understanding is correct.

Example 1:

Start Date : April 15 2021;End Date : June 15 2021

Case : If frequency

Monthly >> 3 rows{1^st Apr 2021-30^th Apr 2021;1^st May 2021-31^st May 2021;1^st Jun 2021-30^th Jun 2021}
Quarterly>>1 row{1^st Apr 2021-30^th Jun 2021}
Semi-Annually>>1 row{1^st Jan 2021-30^th Jun 2021}
Annually>>1 row{1^st Jan 2021- 31^st Dec 2021}

Example 2:

Start Date :Dec 15 2022; End Date : Jan 15 2023

Case : If frequency

Monthly>>2 rows {Dec 2022 ; Jan 2023}
Quarterly>>2 rows{Oct-Dec 2022 ; Jan-Mar 2023}
Semi-Annually>>2 rows{Jul-Dec 2022 ; Jan-Jun 2023}
Annually>>2 rows{Jan-Dec 2022 ; Jan-Dec 2023}

RE: To split up dates based on frequency in Appian

Chris — Tue, 09 Aug 2022 15:24:47 GMT

I'm sure this is doable, but I'm not sure exactly how the user-entered dates affect the Start/End calculations. If they select dates within the same month, does that only make one row for Monthly items? If they choose April 15 to June 15, does that make 3 monthly rows for each April/May/June, surrounding their date selections? Should Annual rows have 2 items if they choose Dec 15, 2022 to Jan 15, 2023? If you could expand how the dates affect each Monthly/Quarterly/Semi-Annually/Annually rows that would be helpful..