[Solved] Autofilter by Year/Month of date column

[Calab]

I have a sheet containing my bank transactions. Column "C" is a date formatted column containing the date of each transaction.

I would like to have a dropdown autofilter that allows me to choose from all the YEAR-MONTH combinations found on the sheet. This would show me all the transactions that occurred during the chosen month of a year.

This should be possible... is it? How could I do this?

I am a newbie when it comes to working with a spreadsheet. All I have figured out so far is something like =YEAR(C2)&"-"&TEXT(MONTH(C2);"00") but I have no idea how to do this.

[robleyd]

This is a job for a pivot table. OpenOffice documentation [PDF] is at Calc Guide - Using a pivot table

There is also some good information at Pivot tables and there is an associated Tutorial

[Calab]

This is a job for a pivot table. OpenOffice documentation [PDF] is at Calc Guide - Using a pivot table

There is also some good information at Pivot tables and there is an associated Tutorial

From what I've seen with a quick look, is that the pivot tables will sum my columns up.

I need to retain each transaction on it's own so I can categorize each transaction.

I would just like to see the data one month at a time.

[FJCC]

Please upload a small example file. The easiest way to make the file might be to make a copy of your actual file, delete most of the data and change any remaining confidential information. To upload a file, click Post Reply and look for the Attachments tab just below the box where you type a response.

[Calab]

I ended up inserting a column and used =TEXT(YEAR(C2);"00") & "-" & TEXT(MONTH(C2); "00") in cell D2. Then I copied that cell down the entire column. Autofilter works fine on that column.

[karolus]

I ended up inserting a column and used =TEXT(YEAR(C2);"00") & "-" & TEXT(MONTH(C2); "00") in cell D2. Then I copied that cell down the entire column. Autofilter works fine on that column.

Of course:

Code: Select all

=TEXT(C2;"YY-MM")
or
=TEXT(C2;"YYYY-MM")