Introduction
We discussed in a previous article how to customise SharePoint’s built in Task List and briefly looked at the power of Views with Filters. In this article we will build upon that by demonstrating some advanced use of Filters.
This article assumes that you are already familiar with Views and Filters – if not please review the previous article.
Overdue Tasks
To show a task lists Overdue tasks use the following Filter :-
And
Note – [Today] is a special marker that SharePoint understands as the current date. |
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My Overdue Tasks
Add the following to the Overdue Tasks filter
Note – [Me] is a special marker that SharePoint understands as the current user. |
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Items added in Last 7 Days
It would be nice to be able to enter something like
- Created – is less than – [Today] – 7
in the filter, but alas its not quite that simple!
The workaround is to create a Calculated column and then filter on that column.
| Select Modify Settings and Columns, then Add a new columnGive the column name something like “Filter 7 Days” and select a Calculated column |
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| Enter a suitable DescriptionIn the Formula box enter “=Created+7″Choose Date and Time format and Date Only
Clear Add to default view as we don’t want this field to appear on any of the views |
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Create a new viewSetup a filter to show only :-
|
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Items Due in the next 7 Days
| Select Modify Settings and Columns, then Add a new columnGive the column name something like “Filter Coming Due” and select a Calculated column |  |
| Enter a suitable DescriptionIn the Formula box enter “=Due Date-7″Choose Date and Time format and Date Only
Clear Add to default view as we don’t want this field to appear on any of the views |
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Create a new viewSetup a filter to show only :-
And
And
This will ensure that the view only displays Uncompleted items that are due in the next 7 Days but are not Overdue. |
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Items due in the current Calendar Month
If you need to filter for a Calendar Week/Month (rather than a rolling 7/30 day period) then this post details how
How To Use Filters in SharePoint to show items in the current Calendar Month
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- How To Use Filters in SharePoint to show items in the current Calendar Month Its very easy using the Filter feature of SharePoint...
- The … ehem… Truth about using [Today] in SharePoint Filters This post looks at the different requirement for using [Today]...
- The Truth about using [Today] in SharePoint Calculated Columns This post offers workaround for using values like [Today] and...
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Tags: filters, Formula, SharePoint, View
Hello!
Is it possible to make a filter that only display the items that createt in the current year?
For Example: i have items created 2009 and 2010 in my list.
Now i only want to display the items that created in 2010.
In 2011 in want to display only the items from 2011 and hide the 2010,2009 items and so on…
Cheers!
Philipp
This post shows you how to do the current calendar month and at the bottom there are examples for current year.
http://blog.pentalogic.net/2009/11/howto-filter-items-current-calendar-month-view-sharepoint/
You can adapt this for the previous year (use YEAR([Date])-1)
Thank you, works perfect!!!
[...] With reference too http://msdn.microsoft.com/en-us/library/bb862071.aspx http://blog.pentalogic.net/2008/10/advanced-sharepoint-view-and-filters/ [...]