Solved

SharePoint: Filtering by a Date Value

Posted on 2011-03-10
5
478 Views
Last Modified: 2012-05-11
For a Sales Team, we have a "Quote Renewals"  with a "Quote Sent" and "Quote Expires" Date Fields.
Is this possible, to have the date column called "Quote Expires" (say 2nd march 2011) to filter a View so that the Sales Team can see what quotes are due for renewal in 30 days.
0
Comment
Question by:GordonRae
  • 3
  • 2
5 Comments
 
LVL 12

Expert Comment

by:Hairbrush
ID: 35095054
Hi

Yes, you can create a column called "Quote Expires" and make it a "calculated" column and specify a formula like [Quote Expires]+30 (if quotes are valid for thirty days)

When saving the column, be sure to specify that the formula returns a "date and time" and then set the date and time format to "date only".

In your view, you would then set a filter of [Quote Expires] is less than or equal to [Today].  Your view would then show quotes that have just expired, or expire today.  Your view could hide the [Quote Expires] column, if you don't want the users to see it.

Does that help?
0
 

Author Comment

by:GordonRae
ID: 35095217
Hello Hairbrush, wee problem, sometime quotes can be valid for 1 year or 2yrs, no doubt some in between. I realise this is not as easy as it should be. Here's what I'm trying, and doesn't work :(
 filter
0
 
LVL 12

Accepted Solution

by:
Hairbrush earned 250 total points
ID: 35095587
Try [Today]-30 (no spaces)
0
 

Author Comment

by:GordonRae
ID: 35096101
Fantastic! Hirbrush, you have a strange name, but you do know your SharePoint. Big Thank you!
(This works)
 This Works
0
 

Author Closing Comment

by:GordonRae
ID: 35096110
Thanking you! hairbrush....
0

Featured Post

Three Reasons Why Backup is Strategic

Backup is strategic to your business because your data is strategic to your business. Without backup, your business will fail. This white paper explains why it is vital for you to design and immediately execute a backup strategy to protect 100 percent of your data.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Note:  There are two main ways to deploy InfoPath forms:  Server-side and directly through the SharePoint site.  Deploying a server-side InfoPath form means the form is approved by the Administrator, thus allowing greater functionality in the form. …
We had a requirement to extract data from a SharePoint 2010 Customer List into a CSV file and then place the CSV file into a directory on the network so that the file could be consumed by an AS400 system. I will share in Part 1 how to Extract the Da…
A short tutorial showing how to set up an email signature in Outlook on the Web (previously known as OWA). For free email signatures designs, visit https://www.mail-signatures.com/articles/signature-templates/?sts=6651 If you want to manage em…
Are you ready to implement Active Directory best practices without reading 300+ pages? You're in luck. In this webinar hosted by Skyport Systems, you gain insight into Microsoft's latest comprehensive guide, with tips on the best and easiest way…

733 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question