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‎Jul 30, 2024 11:37 AM - edited ‎Jul 30, 2024 11:37 AM
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!
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‎Jul 30, 2024 11:53 AM - edited ‎Jul 30, 2024 11:54 AM
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.
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‎Jul 30, 2024 11:53 AM - edited ‎Jul 30, 2024 11:54 AM
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.
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‎Jul 30, 2024 11:59 AM
Thanks so much! I'll try and let you know how it goes.
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‎Jul 30, 2024 12:18 PM
Hi Blake,
Seems to be working. Thanks!
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