Insert column - Date

Insert a date column#

Date columns allow you to capture or populate date values in the report.

To insert a date column:

1. Go to Planning > Insert Column > Date.
   

   

2. A side panel opens, as shown below, where you can enter a title and configure the required properties.

3. Select Create, an empty date column is inserted into the report with default configuration.

4. To enter a date, double-click a cell and select a value from the date picker or calendar.
   

   

You can modify a date input column to update its properties.

Configure date column properties#

You can define properties such as Insert As, Input type, Allow entry on Totals/Subtotals, On Change Formula, Allow Input, and Description, similar to other data input columns. For more information, see configure data input column properties.

Additional configurations for date columns include:

• Format: Select the required date format from the Format dropdown.

• Minimum and maximum date: Set the allowed date range by defining minimum and/or maximum values. Users cannot enter dates outside this range.

• Default value: Pre-fill the column with a default date to avoid manual entry. You can set the default value using:

  • Static: Use the date picker to define a common date for all rows.

  

  • Measure/Column: Select a measure or column (native, formula, or date input) to source the default value.

  

After configuring the properties, select Create to insert the column. You can overwrite the default value by double-clicking a cell and selecting a new date from the date picker.