Its very easy using the Filter feature of SharePoint views to show only items completed in the last 30 days or items due in the next X days; for example :-

Completed >= [Today]-30

On the Advanced SharePoint View and Filter techniques post Ed asked how you could filter for the current calendar month rather than a rolling 30 day period (for example all tasks due this calendar month).

Like all great questions it seemed simple enough – something like only showing items where the Month and Year of the due date = the Month and Year of the current date.

Alas, we can’t use [Today] in calculated columns and we can’t use functions like Month([Due Date]) in the filter – so this approach will not work.

The solution is to turn this on its head – its a bit weird, so bear with me!

We need to have two calculated fields, one showing the first day of the month that the due date is in and one showing the last day of the month that the due date is in.

We can then use the filter to show only records where

[Today] >= First Day Of Month

AND

[Today] <= Last Day Of Month

So looking at this in graphical form we have :-

Timeline

• In this diagram the current date is 15th Nov (the orange dotted line).
• Task 1 & 2 should be shown if the current date [Today] is in between the first and the last day of November (the blue line)
• Task 3 will not be shown until [Today] is between the first and the last day of December (the blue line)

To put this into SharePoint open your list, click Settings > List settings > Create Column and setup the following two columns. The first column will be called something like Start of Month Set the column type to Calculated and the data type to Date only Uncheck the ‘Add to default view’ button as we want these columns to stay behind the scenes The Start of Month column formula should be     =DATE(YEAR([Due Date]), MONTH([Due Date]), 1) The End of Month formula :- =DATE(YEAR([Due Date]), MONTH([Due Date])+1,1)-1 (Which is the first day of next month - 1)

View a few records to check the formula is working OK and you see the correct dates.

Now create a new view, call it something like “Due This Month” and setup the filter for Start of Month is less than or equal to [Today] AND End of Month is greater than or equal to [Today]

Further tips

You can use this with date fields other than [Due Date] – e.g. [Created] for items created in the current month, [Modified] for items well… urm… modified in the current month!

Using the same technique you can also use the following formula

The current week (Sunday to Saturday inclusive)

 Start Week =[Due Date] - WEEKDAY([Due Date]) +1
 End Week   =[Due Date] +7 - WEEKDAY([Due Date])

The previous month

 Start Month =DATE(YEAR([Due Date]), MONTH([Due Date])+1, 1)
 End Month   =DATE(YEAR([Due Date]), MONTH([Due Date])+2,1)-1

The next month

 Start Month =DATE(YEAR([Due Date]), MONTH([Due Date])-1, 1)
 End Month   =DATE(YEAR([Due Date]), MONTH([Due Date]),1)-1

The current year

 Start Year =DATE(YEAR([Due Date]),1,1)
 End Year   =DATE(YEAR([Due Date]),12,31)

Edit

I should make clear that this technique will not work correctly on Event lists with recurring event as SharePoint only records the start time of the first event, not each occurrence in the series.

References

• Date and time functions

Related posts:

1. The … ehem… Truth about using [Today] in SharePoint Filters This post looks at the different requirement for using [Today]...
2. Advanced SharePoint View and Filter techniques Advanced SharePoint view and filter techniques focusing on the task...
3. Using [Today] in SharePoint calculated default values You can't use Today in SharePoint calculated columns but you...

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 :- Status – is not equal to – Completed And Due Date – is less than – [Today] Note – [Today] is a special marker that SharePoint understands as the current date.

My Overdue Tasks

Add the following to the Overdue Tasks filter Assigned To – is equal to – [Me] Note – [Me] is a special marker that SharePoint understands as the current user.

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!

[EDIT - This work around was written in early 2006 and WSS 2 / SPS 2003 wouldn't accept this - in WSS 3 / MOSS 2007 you can now use a FILTER formula like [Today]-7 as long as you keep the spaces out!]

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
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
Create a new viewSetup a filter to show only :- Filter 7 Days – is greater than or equal to – [Today]

Items Due in the next 7 Days

[EDIT - This work around was written in early 2006 and WSS 2 / SPS 2003 wouldn't accept this - in WSS 3 / MOSS 2007 you can now use a FILTER formula like [Due Date]-7 as long as you keep the spaces out!]

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
Create a new viewSetup a filter to show only :- Status – is not equal to – Completed And Filter Coming Due – is less than or equal to – [Today] And Due Date – is greater than or equal to – [Today] This will ensure that the view only displays Uncompleted items that are due in the next 7 Days but are not Overdue.

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

Related posts:

1. How To setup a SharePoint view filter to compare 2 list fields SharePoint workaround to create a list view based on a...
2. How To Use Filters in SharePoint to show items in the current Calendar Month Its very easy using the Filter feature of SharePoint...
3. The … ehem… Truth about using [Today] in SharePoint Filters This post looks at the different requirement for using [Today]...