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SharePoint: Filtering by a Date Value

Posted on 2011-03-10
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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.
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Question by:GordonRae
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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?
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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
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LVL 12

Accepted Solution

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

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