Thursday, May 3, 2012

Filter Announcements List by Month in SharePoint

To filter an announcements list by month on a MOSS 2007 or SharePoint 2010 site, I like to create a new calculated column based on the Created column in the list, and then create filtered views for each month.

1) Create a new calcluated column named Month, and use the following formula:

=TEXT(Created,"yyyy - ")&TEXT(Created,"mm")&TEXT(Created," (mmmm")&TEXT(Created," yyyy)")

The resulting column output will look like this: 2012 - 05 (May 2012)

2) Create a new view for each month.

On the list, go to Settings, Create View, Standard View. Give it a name. Configure your filter options as shown here:

All done.