Use Calculated Columns to Group by Month and Year #SharePoint 2013 #Office365 #SharePoint 2010

How often have you wanted to group the data that you have created in a SharePoint List, by Month or Year, but not sure how to get that information without asking the user to capture it for you? The user experience should be simple and not become more and more cumbersome as you want more robust reporting. You can solve this problem easily by using use a Column with a calculated field.

The only criteria needed, to enable you to group by Month or Year, using a calculated column, is that there must be a base column in Date Format to calculate from. In this example, the ‘created’ column is used, which is standard in SharePoint and indicates the date that the item was created.

Create a calculated ‘Month’ Column:

Date Formulas






This calculation will auto-populate the Month in the following format, and will group the Months in the correct order:

01(January), 02(February), 03(March), etc.


Create a calculated ‘Year’ Column

Create a column named ‘Year’

Select ‘Calculation’ under ‘Type of Column’Insert the following formula: =””&YEAR([Created])

Select ‘Single Line of Text’ under ‘The data type returned from this formula is:’ options.

Select Save

The calculation will auto-populate the Year in the following format:

2013, 2014, 2015 etc


Useful Tip:

If SharePoint generates an error, not accepting the formula, try replacing (;) in the formula with (,). For example, with the above ‘Month’ formula, replace it with the new formula using (,) instead of (;):


6 responses to “Use Calculated Columns to Group by Month and Year #SharePoint 2013 #Office365 #SharePoint 2010”

  1. Michelle Avatar

    Its a pleasure Vicki! Glad we could help!


  2. Vicki Avatar

    Thank you! Works like a charm.


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  5. Athena Downs Avatar
    Athena Downs

    Wow this is going to make my life so, so much easier.
    Great post
    Thank you


  6. Apolonia Avatar

    I have also been trying to find a sitoluon to this Destination not found problem for awhile. Nate’s sitoluon did indeed render a successful execution of this feature but this appears to be another instance of SharePoints weakness with how it works with folders.If you are trying to send a document to a specific folder within a document library it seems you are out of luck. This along with the fact that you cannot copy or move folders within the site structure makes document rather cumbersome and I am very glad that I have discovered this before getting to far into the set-up of our company site. It seems to me that the only way around this is look at doc libraries as folders, create a lot more of them, and keep the documents at the root level.Am I way off base here or have others come to a similar conclusion?


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