Grouping dated records by Month-Year

[stevenjo57]

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!

[Blake_D · Accepted solution]

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. 

[stevenjo57]

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

[stevenjo57]

Hi Blake,

Seems to be working.  Thanks!