Can you Customize a Date Format to be Month and Year only?

Christian Anguiano

I need to make a column that only allows users to enter the Month and Year, without including the Day. This is meant to provide a general idea of when something might happen. Can someone explain how to customize the Date format to only show Month and Year? I've seen an option for Month and Day, but not for Month and Year.

Carson Penticuff

There is no formatting option for month and year. You could get around this by using two column, Month / Year. Do you need this information for calculations, or is this simply a visual issue?

Christian Anguiano

Hi Carson,

Thank you so much for answering my question. It is simply a visual issue. My client is asking for the information to be shown as Month and Year only.

Carson Penticuff

If it is strictly a visual issue, you could use two columns, month/year, and set them to restricted dropdown boxes. I'm not sure this solution would look any better though.

Christian Anguiano

No worries, thank you for your help!

Andrée Starå

https://community.smartsheet.com/discussion/109634/can-you-customize-a-date-format-to-be-month-and-year-only

Hi,

I hope you're well and safe!

Try something like this. (and modify to add the year)

=IF(Month@row <> "", IF(MONTH(Month@row) = 1, "01 January", IF(MONTH(Month@row) = 2, "02 February", IF(MONTH(Month@row) = 3, "03 March", IF(MONTH(Month@row) = 4, "04 April", IF(MONTH(Month@row) = 5, "05 May", IF(MONTH(Month@row) = 6, "06 June", IF(MONTH(Month@row) = 7, "07 July", IF(MONTH(Month@row) = 8, "08 August", IF(MONTH(Month@row) = 9, "09 September", IF(MONTH(Month@row) = 10, " 10 October", IF(MONTH(Month@row) = 11, "11 November", IF(MONTH(Month@row) = 12, "12 December")

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Dale Krings

But how would I get smartsheet to recognize the month/year as a date format so I can show data chronologically? The solution above shows months as text and can sort alphabetically, but that is not valuable when trying to show monthly progress toward a goal

kss5229

https://community.smartsheet.com/discussion/comment/428776#Comment_428776

I'm also interested in finding this answer. I want smartsheet to recognize month/year as a date so I can do calculations for events that fall within that month/year.

emiliak001

Also interested in the same thing. Showing progress chronologically by displaying monthly progress with a year as a date would be a valuable option.

jroberts

I have solved this by using a series of helper columns.

The [original date] column is the actual date formatted as a Smartsheet date, and you will use this column later for sorting or filtering. The next column is a nested if statement column formula where you pull the month out of the [original date] column. Something like this:
=IF(MONTH([original date]@row)=1,"Jan", IF(MONTH([original date]@row)=2, "Feb", ….

You can easily change "Jan" to "01" or "January", your preference.

After that, do the same thing in an immediately adjacent column but just find the year of the [original date] column. This one is even easier, because you don't need the nested IFs. =YEAR([original date]@row)

Then, the final helper column will use a JOIN function. You can join the month and the year helper columns and format however you like, using a delimiter. My preferred format outputs something like this: "Jan-24"

Then you will display this new helper column on whatever report or dashboard you are using, and use the [original date] column for filtering and sorting. I also typically use the IFERROR function and filtering to eliminate blanks, but that is preferential and based on your data. I hope this helps!