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Reporting a view by month

Reporting a view by month

Reporting a view by month

(OP)
Microsoft: SharePoint

I am very new to this and interested in setup up a VIEW / "Reporting Month" to be used in a view by month..  However need help

I started with this
 Formula:  =[Completion Date]
 
The data type returned from this formula is:
(.)  Date and Time


not sure how to use this
[Today]


Current using a View with the listed settings :
Sort by Reporting Month
Group by Reporting Month
Filter by Reporting Month

Please help

RE: Reporting a view by month

Need more information. What are you trying to view by month? What columns are you using for you view? What do you want to be shown when you have the view finished?

When frustrated remember, in the computer world there is almost always a backdoor.

RE: Reporting a view by month

(OP)


Using a standard Sharepoint site.  Within the TASK area our team has setup numerous views (on the left side).

I would like to sort or group a view by month

example (My tasks) by month)


thanks for your help

RE: Reporting a view by month

New View
Calendar View
Column:
  View Based on Due Date
Filter:
  Filter when column "assigned to" = [me]

Using this anyone who visits the site on this view will see any tasks that are assigned to them and when they are due.

GL

When frustrated remember, in the computer world there is almost always a backdoor.

RE: Reporting a view by month

(OP)

I was hoping to achieve a grouping by MONTH(s) so I can look back.

Thanks I have used the [me] and [TODAY] expressions. However what about [MONTH]????...this is not available?

Active task / ALL TASK
GROUPED BY:    MONTH

I would like to tallie all "activities" by the month.


I sound like this CAN NOT be accomplished ???

RE: Reporting a view by month

(OP)
Objective;


view grouped(IE. department, Assigned, Jobtype) for each MONTH.

RE: Reporting a view by month

First Add new Column
Month
Calculated

CODE

=MONTH([Begin])
--Returns a number based on the month ie May=5 for the begining of the project.

Now you can create a view grouped by Month etc.

GL

When frustrated remember, in the computer world there is almost always a backdoor.

RE: Reporting a view by month

(OP)


This is it ...however I can not seem to setup ...



=Start Date([Begin])
The formula contains a syntax error or is not supported.


=5([Start Date])
The formula contains a syntax error or is not supported.

RE: Reporting a view by month

(OP)


It seem to now work after some testing ... however is it possible to group by Month/Year ( MM/YYYY)

Thanks for the help thus far.

RE: Reporting a view by month

Start to finish

Assuming that "Completion Date" is the date you want to use.

Create a column that is Calculated called "Month"

CODE

=MONTH([Completion Date])

Create a column that is Calculated called "Year"

CODE

=YEAR([Completion Date])

Create a view that is...
Filtered where "Completion Date" is Greater then or equal to [today]
Is order by Completion date
Grouped by first by "Year" then by "Month"

When frustrated remember, in the computer world there is almost always a backdoor.

RE: Reporting a view by month

(OP)


Great ...thanks for your help..

Sorry I had you working and thinking about this on a Friday @ 7:00pm... much thanks

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