?
Solved

SharePoint: Filtering by a Date Value

Posted on 2011-03-10
5
Medium Priority
?
497 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 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 1000 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

Concerto Cloud for Software Providers & ISVs

Can Concerto Cloud Services help you focus on evolving your application offerings, while delivering the best cloud experience to your customers? From DevOps to revenue models and customer support, the answer is yes!

Learn how Concerto can help you.

Question has a verified solution.

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

SharePoint Designer 2010 has tools and commands to do everything that can be done with web parts in the browser, and then some – except uploading a web part straight into a page that is edited in SPD. So, can it be done? Scenario For a recent pr…
When using a search centre, I'm going to show you how to configure Sharepoint's search to only return results from the current site collection. Very useful when using Office 365 with multiple site collections.
Want to learn how to record your desktop screen without having to use an outside camera. Click on this video and learn how to use the cool google extension called "Screencastify"! Step 1: Open a new google tab Step 2: Go to the left hand upper corn…
This lesson discusses how to use a Mainform + Subforms in Microsoft Access to find and enter data for payments on orders. The sample data comes from a custom shop that builds and sells movable storage structures that are delivered to your property. …

650 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