kdjonesmtb
Technical User
Hello,
I built two filters for a 2 views on a Sharepoint Form library. The filters are supposed filter out only the current month data for the two views. However, the views are display both backdated and future dated information. Below is the filter criteria that I utilized.
1. Bound Log Current Month Filter
Show items only when the following is true:
Show the items when column
Start of Effective Month
is less than or equal to Today
And
When column
End of Effective Month
is greater than or equal to Today
And
When column
Start of Genius Booking Month
is less than or equal to Today
And
When column
End of Genius Booking Month
is greater than or equal to Today
And
When column
Status
is equal to Renewal – Booked
Or
When column
Status
is equal to Renewal – Policy Issued
Or
When column
Status
is equal to New Bus – Booked
Or
When column
Status
is equal to New Bus – Policy Issued
Or
When column
Status
is equal to Mid Term End – Booked
Or
When column
Status
Is equal to Mid Term End - Issued
?
2. Non Renewal Listing Current Month Filter
Show items only when the following is true:
Show the items when column
Start of Expiring Policy Month
is less than or equal to Today
And
When column
End of Expiring Policy Month
is greater than or equal to Today
And
When column
Status
is equal to Renewal – Lost
Or
Status
is equal to Renewal – Sub Recd
When column
Status
is equal to Renewal – Awaiting Sub
Or
When column
Status
is equal to Renewal – Quoted
Or
When column
Status
is equal to Renewal – Non Renewed
Or
When column
Status
is equal to Renewal – Closed
?
Calculated Field Formulas:
Date Only Data Types
1. Start of Effective Month: =DATE(YEAR([Bound Effective Date]),MONTH([Bound Effective Date]),1)
2. End of Effective Month: =DATE(YEAR(Bound Effective Date]),MONTH([Bound Effective Date])+1,1)-1
3. Start of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),1)
4. End of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),MONTH([Genius Booking Date])+1,1)-1
5. Start of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date]),1)
6. End of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date])+1,1)-1
I built two filters for a 2 views on a Sharepoint Form library. The filters are supposed filter out only the current month data for the two views. However, the views are display both backdated and future dated information. Below is the filter criteria that I utilized.
1. Bound Log Current Month Filter
Show items only when the following is true:
Show the items when column
Start of Effective Month
is less than or equal to Today
And
When column
End of Effective Month
is greater than or equal to Today
And
When column
Start of Genius Booking Month
is less than or equal to Today
And
When column
End of Genius Booking Month
is greater than or equal to Today
And
When column
Status
is equal to Renewal – Booked
Or
When column
Status
is equal to Renewal – Policy Issued
Or
When column
Status
is equal to New Bus – Booked
Or
When column
Status
is equal to New Bus – Policy Issued
Or
When column
Status
is equal to Mid Term End – Booked
Or
When column
Status
Is equal to Mid Term End - Issued
?
2. Non Renewal Listing Current Month Filter
Show items only when the following is true:
Show the items when column
Start of Expiring Policy Month
is less than or equal to Today
And
When column
End of Expiring Policy Month
is greater than or equal to Today
And
When column
Status
is equal to Renewal – Lost
Or
Status
is equal to Renewal – Sub Recd
When column
Status
is equal to Renewal – Awaiting Sub
Or
When column
Status
is equal to Renewal – Quoted
Or
When column
Status
is equal to Renewal – Non Renewed
Or
When column
Status
is equal to Renewal – Closed
?
Calculated Field Formulas:
Date Only Data Types
1. Start of Effective Month: =DATE(YEAR([Bound Effective Date]),MONTH([Bound Effective Date]),1)
2. End of Effective Month: =DATE(YEAR(Bound Effective Date]),MONTH([Bound Effective Date])+1,1)-1
3. Start of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),1)
4. End of Genius Booking Month: =DATE(YEAR([Genius Booking Date]),MONTH([Genius Booking Date]),MONTH([Genius Booking Date])+1,1)-1
5. Start of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date]),1)
6. End of Expiring Policy Month: =DATE(YEAR([Expiring Policy Expiry Date]),MONTH([Expiring Policy Expiry Date])+1,1)-1