Is it possible to group by month on a list view?

[Community Alums]

We're building a new application and one of the functional requirements asks for the ability to view a list view, grouped by date.   But the grouping needs to be by month.   This doesn't appear possible out of box.   Has anybody managed to implement such a feature?   If so, how did you solve it?

We know similar functionality is possible via reports, but we need to research if a list view can be modified to do this.

[HugoFirst]

Here's an example of a report which shows incidents by month.

The result is a chart, but if you click on bar for a given month, you will get a list of incidents

meeting the filter spec, for that month.

Here's what the report looks like:

[Community Alums]

We know reports can do it.   We're trying to meet the business requirement that this be done from a listview off the main navigation.

[HugoFirst]

Then my advice is to make a list of the dates which are important to the requirement.   Then add a new column to the table for each date which will contain only the month for that date.   Then add a business rule so that anytime the record is updated, the pertinent date fields are parsed for the month, and the corresponding "month fields" are updated.

Finally, I have to ask this question to clarify the requirement.   Are you interested only in grouping by month? Or is it really "year-month"?

I ask because the if you have a list that spans multiple years, do you really want all the incidents from any January grouped together?

Or would you prefer to have the incidents for Jan 2016 grouped separately from incidents from Jan 2015?

If the latter, my advice is the same, only parse out the year and month of the date and store it in the "month only" field in YYYY-MM form.

[Community Alums]

Thanks for the idea.   The application hosts a series of custom tickets, similar to incident tickets.   The business is asking that they be able to group by date when the ticket was made from the list view, but their date criteria is group by month.   Currently list views do not permit grouping.   It's not possible to define ranges for the groupings like one can on reports, so we were curious if someone else had ever had to engineer a solution for this.   We may need to consider asking the business to consider using a report for this requested feature as it is more flexible and that it will likely cover their other needs for date information.   It seems like a cleaner solution.