Group by month, year, or anything else using a calculated column in SharePoint

I found an excellent example of how to group by month in a blog recently. It does require using SharePoint Designer, however. An alternative to grouping this way is to create a calculated column and group on that.

The end result looks something like this:

:

Basically, you just create a new calculated column in the list. In this case, I called it “Published Month”, type of “string”, with a value of =TEXT(Published,”yyyy-MM”)

After creating the calculated column, just set the “Grouping” for the list. One caveat is that your calculated column is going to be sorted on as well, so it must be in the proper order. For example, the format string “yyyy-MMM”, which produces “2008-Apr”, sorts alphabetically, instead of in date order.

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2 Responses to “Group by month, year, or anything else using a calculated column in SharePoint”

1. andrew says:

   March 6, 2009 at 7:55 am

   do you know why i get error if i enter =TEXT(Published,”yyyy-MM”) in the formula?
   the error is “The formula contains a syntax error or is not supported. ”
   I tried with several doc lib and lists on different sites and on 2 MOSS farms
2. Jörg says:

   April 18, 2009 at 3:00 am

   The Information was a great help for me. Thanks!