how to make a Dynamic filter by MONTH for a date field

  • 0
  • 1
  • Question
  • Updated 6 months ago
  • Answered
How can I get a date field dynamic filter - that lists filters for example
Jan 2018
Feb 2018
Mar 2018
etc
instead of a date range 
Photo of Robert Mayer | Envision Sales Inc.

Posted 6 months ago

  • 0
  • 1
Photo of Dan

Dan

  • 1,176 Points 1k badge 2x thumb
I think creating a formula field to return that value would work (so you'd use the formula field as the dynamic filter).

Try this:
Case(Month([Date field]),
1, "January",
2, "February",
3, "March",
4, "April",
5, "May",
6, "June",
7, "July",
8, "August",
9, "September",
10, "October",
11, "November",
12, "December") & " " & Year([Date field])
found the answer in the community - should have looked more thoroughly
thanks
Photo of Forrest Parker

Forrest Parker

  • 598 Points 500 badge 2x thumb
You could also create two fields; one for month and another for year.  You could include them both as dynamic filters and neither would ever get too long.  Just remember to do a text field for the year since numeric fields aren't allowed as dynamic filters.
also great- htanks