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Grouping dated records by Month-Year

  • July 30, 2024
  • 3 replies
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Hi. Thanks in advance for any help.

I'd like to take a table with dated records in them, then group them by month-Year.

How do I take a date format and make a field that will allow me to show the latest records at the top for a particular month? For example:

2024 - 2 (all records follow)
2024 - 1 (all records follow)
2023 - 12 (all records follow)
etcetera

Then of course as we add newer records at the top, they'll continue.

Thanks!

 

 

Best answer by Blake_D

You could create a "Month-Year" formula field using your "Date" field and the formula would be DATETIME_FORMAT({Date}, 'YYYY - M') then sort the table by date in descending order to ensure latest records are at the top, then group the table by the "Month-Year" field. The view would look like this:

 

  • 2024 - 2 
    • Record 1 (2024-02-28)
    • Record 2 (2024-02-15)
  • 2024 - 1
    • Record 3 (2024-01-30)
    • Record 4 (2024-01-20)
  • 2023 - 12
    • Record 5 (2023-12-25)
    • Record 6 (2023-12-10)

I hope this helps. If you have any questions feel free to ask. 

 

3 replies

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  • Blake_D
  • Inspiring
  • Answer
  • July 30, 2024

You could create a "Month-Year" formula field using your "Date" field and the formula would be DATETIME_FORMAT({Date}, 'YYYY - M') then sort the table by date in descending order to ensure latest records are at the top, then group the table by the "Month-Year" field. The view would look like this:

 

  • 2024 - 2 
    • Record 1 (2024-02-28)
    • Record 2 (2024-02-15)
  • 2024 - 1
    • Record 3 (2024-01-30)
    • Record 4 (2024-01-20)
  • 2023 - 12
    • Record 5 (2023-12-25)
    • Record 6 (2023-12-10)

I hope this helps. If you have any questions feel free to ask. 

 

S
Q
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  • stevenjo57
  • Author
  • Participating Frequently
  • July 30, 2024

You could create a "Month-Year" formula field using your "Date" field and the formula would be DATETIME_FORMAT({Date}, 'YYYY - M') then sort the table by date in descending order to ensure latest records are at the top, then group the table by the "Month-Year" field. The view would look like this:

 

  • 2024 - 2 
    • Record 1 (2024-02-28)
    • Record 2 (2024-02-15)
  • 2024 - 1
    • Record 3 (2024-01-30)
    • Record 4 (2024-01-20)
  • 2023 - 12
    • Record 5 (2023-12-25)
    • Record 6 (2023-12-10)

I hope this helps. If you have any questions feel free to ask. 

 


Thanks so much! I'll try and let you know how it goes.

S
Forum|alt.badge.img+7
  • stevenjo57
  • Author
  • Participating Frequently
  • July 30, 2024

You could create a "Month-Year" formula field using your "Date" field and the formula would be DATETIME_FORMAT({Date}, 'YYYY - M') then sort the table by date in descending order to ensure latest records are at the top, then group the table by the "Month-Year" field. The view would look like this:

 

  • 2024 - 2 
    • Record 1 (2024-02-28)
    • Record 2 (2024-02-15)
  • 2024 - 1
    • Record 3 (2024-01-30)
    • Record 4 (2024-01-20)
  • 2023 - 12
    • Record 5 (2023-12-25)
    • Record 6 (2023-12-10)

I hope this helps. If you have any questions feel free to ask. 

 


Hi Blake,

Seems to be working.  Thanks!

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