Reporting a view by month

• May 2, 2006

• #2

Beowulf005

Technical User

Apr 5, 2005

640

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.

 

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• May 5, 2006

• Thread starter
• #3

rbc007

MIS

Feb 8, 2005

22

CA

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

 

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• May 5, 2006

• #4

Beowulf005

Technical User

Apr 5, 2005

640

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.

 

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• May 12, 2006

• Thread starter
• #5

rbc007

MIS

Feb 8, 2005

22

CA

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 ???

 

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• May 12, 2006

• Thread starter
• #6

rbc007

MIS

Feb 8, 2005

22

CA

Objective;


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

 

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• May 14, 2006

• #7

Beowulf005

Technical User

Apr 5, 2005

640

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.

 

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• May 19, 2006

• Thread starter
• #8

rbc007

MIS

Feb 8, 2005

22

CA

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.

 

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• May 19, 2006

• Thread starter
• #9

rbc007

MIS

Feb 8, 2005

22

CA

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.

 

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• May 19, 2006

• #10

Beowulf005

Technical User

Apr 5, 2005

640

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.

 

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• May 23, 2006

• Thread starter
• #11

rbc007

MIS

Feb 8, 2005

22

CA

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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