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Am I overcomplicating this?

I have an automation to create a time stamp in a Date Completed field when a Status single-select field is changed to Done. The Date Completed field is populated with the full date and time, but I need to utilize this information in a Reporting interface for my management so I’d like to be able to have them select the month from a Dropdown Filter. To that end, I’ve created Month Completed field that uses a simple formula to just show the 3-letter code for the month, based on the Date Completed field.

The issue I’m having now is that I’m not able to use that 3-letter code (because it’s a formula field?) as a filter on the Dashboard.

I could create another automation that’ll convert the formula field into plain text or even a single-select field, but I feel like I’ve now created a whole bunch of steps to do something that might be accomplished in a simpler method. 

Note that the Month Completed info isn’t being used anywhere else. The Date Completed will likely also soon be used to calculate the full time it takes to close a ticket. 

I’d love to hear any suggestions on simplifying this, or let me know if this is how most people would approach. Thanks!

I think you may be overcomplicating things haha. 

For your Month Completed Field, I’m assuming your using Datetimeformat(Field, ‘MMM’)? If so, I’d go into the formula field and change the formatting to single select, with each month abbreviation as an option. 

Just checked on a dashboard interface I have and I can setup a dropdown filter using formulated month single select options, so that ought to work


+1 for DisraeliGears01’s method!

May want to consider adding a year filter on your dashboard or making it MMM YY too


@DisraeliGears01  There’s the easy answer I was missing. It didn’t even occur to me that you could format the formula field that way. Thanks!!

@TheTimeSavingCo  Yep, I already had a separate formula giving the year, so it’s obvs easy to do the same formatting for that one. Thanks!