Over the past few weeks I have been collaborating with one of my clients on different ways to group tasks together by dates. I figured others would find it helpful, so I decided to share on my blog. Keep in mind; these calculated fields can be created on any list with a date field, not just an events list.
Scenario
Group my tasks together so that I can create views based on tasks on the following:
- Year
- Month
- Week
- Weekday
Solution
Add the following calculated fields to your task list:
| Name | Formula | Display Type |
| Year | =TEXT(YEAR([Start Date]),”000″) | Single Line of Text |
| Month | =CHOOSE(MONTH([Start Date]),”01-January”,”02-February”,”03-March”,”04-April”,”05-May”,”06-June”,”07-July”,”08-August”,”09-September”,”10-October”,”11-November”,”12-December”) | Single Line of Text |
| Week | =[Start Date]+7-WEEKDAY([Start Date]) | Date & Time, Date Only |
| Weekday | =TEXT(WEEKDAY([Start Date]),”dddd”) | Single Line of Text |
Once these fields have been added, you can use them to create views. The following screenshots shows some examples of the tasks list grouped by the calculated fields.
By using SharePoint calculated fields you are able to create multiple ways to view the data. In most organizations, simple steps like this go very far in promoting usability and value of the SharePoint solution. Remember, the simple things sometimes bring the most value!
Jennifer Ann Mason 