Adding option to group by each specific month in new "Group By" feature

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I’m loving the new “group by” feature, and when I select “creation log” to be the column that it receives data from to organize, it organizes into date focused groups like “today” “yesterday” “Last week” “last month” etc. but I wish there was an option to select it to group by months instead “January” “February” and so on.

2

Hi @jennd Welcome to the commuity!

You can achieve a similar effect by adding a Formula Column that extracts the month from the Creation Log column and then grouping by that column. Here’s how:

  1. Add a Formula Column to your board.
  2. Use this formula to extract the month name:

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FORMAT_DATE({Creation Log}, "MMMM")

This will convert the date into a month name (e.g., “January”, “February”).
3. Group your items by this new Formula Column instead of the Creation Log column.

This will effectively give you the ability to organize items by month! Let me know if this helps, and feel free to leave a like if it solved your issue :blush::+1:

1 Like
3

This ALMOST worked. It created the right folders for me but then only sort option that Monday offers is alphabetically or reverse alphabetically. So it doesn’t actually organize them chronologically. I’ve looked into other threads on here and others are struggling with this seemingly basic functionality.

4

Hi @ebigley
I ran into a similar problem and managed to fix it with putting the year and month number in front of month name. It doesn’t look as clean as if only the month name showed, but if you want to organise them chronologically, this works.
Here is one way to write it:

2025-05, May

Do the exact same thing as @Clarey described above, and try with this formula instead:

CONCATENATE(

YEAR({Date}),

(IF((MONTH({Date}))>9,(CONCATENATE("-",(MONTH({Date})))),(CONCATENATE("-0",(MONTH({Date})))))),

", ",

FORMAT_DATE({Date}, "MMMM")

)

The tricky part for me was to add the zero in front of month number, but only on the single digit month numbers. That’s why the IF-part is there.

Give it a go and see if this is useable.

2 Likes
5

Yes, that worked! Appreciate your help with this workaround.

1 Like