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You can use the Date Format tool to extract parts of date columns - such as a weekday or year. It is particularly helpful in combinations with others tools. Such as a Filter to keep transactions from the current year or a Group By + Combine to merge datasets by Year/Month.
The columns you use in the Date Format tool must be formatted as a date/datetime. Use the Change Columns tool to change column formats.

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Configuration

The Date Format tool consists of two required input.
1

Select Date Column

Select the column from which you want to extract part of the date
2

Select the Part

Select the parts of the you want to extract. You can choose from the following:
  • Date: helpful if you just want to the date from a column that has timestamps
  • Hour: extract the hour from the timestamp
  • Week: extract the ISO week from a date
  • Weekday: extract the weekday from a date (1 = Monday)
  • Month: extract the month from a date (1 = January)
  • Monthname: extract the month name from a date (e.g. January)
  • First Day of Month: get the first day of a given month from a date (e.g. 2024-10-10 → 2024-10-01)
  • Last Day of Month: get the last day of a given month from a date (e.g. 2024-10-10 → 2024-10-31)
  • Quarter: extract the quarter that a date is in
  • Year Half: extract the year half that a date is in (e.g. 2024-10-10 → 2)
  • Year: extract the year of a date (e.g. 2024-10-10 → 2024)

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When To Use

The Date Format tool is typically used alongside other tools. The output of the tool oftentimes is necessary to continue the analysis.
  • Extract the year of a date column and use a Filter tool and Today tool to ensure you only look at the current year
  • Extract a month and a year from a date column to prepare an aggregation with a Group By and subsequently a Combine
  • Extract the first of the month to standardize payroll transactions

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Examples

My employees shouldn’t make general ledger entries in the week, so I want to find all the ones where that’s the case
See how we use the Filter to keep only the transactionDate_weekday values that are larger than 5 - note that weekday = 6 is a Saturday and weekday = 7 is a Sunday
I only want to keep records that happened in the current year
See how we use the Today to generate a dynamic current timestamp. Then we use the Date Format to extract a year from both our transactionDate and today column. Lastly, we add a Filter that only keeps the records where the year of today and of the transactionDate are the same.
I want to understand how my sales are distributed according to weekdayAfter the Group By tool you can get results like the below
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