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 OnlyClear Add to default view as we don’t want this field to appear on any of the views | ![]() |
Create a new viewSetup a filter to show only :-
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Items Due in the next 7 Days
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
| Free SharePoint Calculated Column Cheat Sheet |
| a handy 3 page reference for calculated column functions and formulas. |
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Tags: filters, Formula, SharePoint, View












Hello, I need to create an indicator (KPI) that shows the percentage of documents in a library in SharePoint 2007 with a date of revision (custom column) has expired (less than the current date). The problem is that the possibilities to filter the indicator does not allow using [Today]. How can I fix it? Thank you very much for the help. regards
@Oscar – Looks like its not possible
http://social.msdn.microsoft.com/Forums/en-US/sharepointbi/thread/1e25d81d-5e2a-47d9-8b2f-90807f4cb935/
Thank you very much for your reply Ryan. I had already read the post that you recommend. However, I do not need to filter a KPI list, but to create an indicator based on all elements of a document library. I need to show the percentage of items in that library that have a date type property, less than the current day ([Today]). But the opportunities available to calculate the indicator does not include the use of the [Today].
The following example attempts to show what I need:
Library A
Name Review date
—- ———–
doc1 01/12/2011
doc2 01/03/2013
doc3 01/04/2013
doc4 01/05/2013
KPI List
Indicator Value
————– —–
Pending Review 25%
I don’t want [Today]. Every example I found is using [Today]. I want the format for a time! Please.
@Conax – I am afraid that SharePoint doesn’t have any Now() type function so you’re out of luck!
Thanks for the reply, Ryan.
I am not looking for the Now() type function.
What I have been longing to know is where you have placed a [Today], I actually want to specify a date with time in that box. I tried things like 25/05/2012 8:40:00, and 25/05/2012T8:40:00Z…etc but SharePoint always rejects it saying the format is invalid…
Is it actually possible to specify a date with time in the box? If I specify just a date then it accepts it. But I would like to be able to find items created after a certain time on certain date…
Much appreciated if you know how to do this.
@Conax – gotcha. Its not easy as you have to break out SharePoint Designer to hack the view and this will be undone if anyone edits it after but this may help – http://nickgrattan.wordpress.com/2008/04/24/filtering-views-by-time-and-date/