Effective Date is used in a number of tables. It allows for input today of information to be used at a later date. It helps to keep track of the history of changes. The data becomes "effective" or current as of that date. For more information, see our Data Dictionary for Effective Dates.

Effective date is often used with Effective Status and/ or Effective sequence fields.

Example for a Table with Effective Date

The data in the table below is a part of ACAD_PROG_TBL, which contains information about academic programs.

There are three rows with ACAD_PROG= HUDS on this table. The effective date (EFFDT) of 1/1/1901 is usually the default date. 

On EFFDT = 11/1/2006 (second row), it changed the DESCR field from "Human Development" to "Human Development-MS". It means the description (DESCR) of this program from the beginning of the program to 10/31/2006 was "Human Development".

On 9/3/2013, the new row was added since some data about this program has changed. (It is not shown the table below, however, you ,may see data change if you pull the entire table.)

If you would like to pull the most recent data about this program, pull the data for EFFDT =9/3/2013 (last row).

INSTITUTIONACAD_PROGEFFDTEFF_STATUSDESCRDESCRSHORT
UMS05HUDS1/1/1901AHuman DevelopmentHUD MS
UMS05HUDS11/1/2006AHuman Development-MSHUD MS
UMS05HUDS9/3/2013AHuman Development-MSHUD MS


Using a Table with Effective date in a Query

When you add a table that makes use of an Effective Date to a query,  you will be notified that query has automatically added effective date criteria. 

effective date criteria added
After clicking OK button, you will see the criteria as "Eff Date <= Current Date" on the "Criteria" page. This is the default criteria to pull the most recent record from the table. Only the last row created on the effective date will be included in the query results.
effective date criteria

NOTE: 

When you use left outer join, the effective date criteria is not apply to the specific table. Go to Criteria page, and click "Edit" for the effective date criteria. You can change dropdown for "This criteria belongs to".

edit belong to
belong to changed

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Change Condition Type

You can always change, add, or delete these options from within the Criteria page. The system 'knows' that the criteria is attached to an effective date fields so the Condition Type list is expanded to include the above comparisons. 


You have the option of comparing the Effective Date to either: 

  • Current Date – today's date
  • Expression – some date you'll type in
  • Field – a date from some other table.


Generally you'll use Current Date. Here are the other Effective Date Options you might like to use: 

History

Effective Date <

Date you are comparing to is later than the Effective Date

History and/or Current

Effective Date <=

Date you are comparing to is either the same or later than the Effective Date.

Current and/or Future

Effective Date >=

Date you are comparing to is either the same or earlier than the Effective Date

Future

Effective Date >

Date you are comparing to is earlier than the Effective Date

Earliest

First Effective Date

The Effective Date farthest back in history.

Latest

Last Effective Date

The Effective Date farthest into the future.

None

No Effective Date Option

Builds no criteria for Effective Date.


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