SharePoint list or library group by month and year example

This SharePoint customization tutorial, we will discuss how to group a SharePoint document library by year created in SharePoint 2013/2016/Online. This is applicable to both SharePoint list and document library.

SharePoint List view Group By Year:

Open the SharePoint document library and then go to the LIBRARY tab and then click on Settings Icon and then Library Settings. Then go to the Columns and click on Create Column.

Then give the Column name and chose the calculated column and then in the Formula box type =Year(Created). Then The data type returned from this formula is Number as shown in the fig below:

sharepoint library group by month and year
sharepoint library group by month and year

Now go to the Views section and then click on Create View and then Choose Standard View from the view type. This will open the Create View page. Give a name for the view.

Then go to the Group By and then the First group by the column: select the column name which we have created. It will appear like below:

sharepoint list group by month and year
sharepoint list group by month and year

Then click on OK and now check the view it will appear like below:

sharepoint library group by month and year
sharepoint library group by month and year

SharePoint List View Group By Month:

Similarly, if you want to do a group by based on month-wise then while creating the column (calculated column), in the formula write like below:

=YEAR(Created)&”/”&RIGHT(“0″&MONTH(Created),2)

sharepoint list group by month
sharepoint list group by month

And the list view will appear like below:

sharepoint library group by month
sharepoint library group by month

SharePoint List view Group By Year and Month:

In this case, create 2 columns one for a month and one for a year like above. Also, use the same formula which we have written above. Now got to the view and then go to the Group By and there give on Year in the first and Month in second like below.

sharepoint list group by month and year
sharepoint list group by month and year

Now it will appear like below:

sharepoint list group by month
sharepoint list group by month

You may like following SharePoint customization tutorials:

Hope this SharePoint tutorial explains, how to group SharePoint document library by Year and Month Created in SharePoint 2013/2016/Online.

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