Filter for rows that are due to day and in the past

DS@DBL
DS@DBL โœญโœญโœญ
edited 12/09/19 in Smartsheet Basics

I want to be able to filter a sheet to show the rows that are due to today and any that are overdue, i.e. in the past. i have a column called due date and another called status which is either started or complete.

the filter i have on is 'status = started' and 'due date = today' . however i would want to filter on 'due date = in the past' as well so that i can see tasks that are open which are due today or overdue. using 'at least one condition' does not work for this. any thoughts?

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Comments

  • Andrรฉe Starรฅ
    Andrรฉe Starรฅ Community Champion

    Hi,

    It's not possible to filter with both AND & OR conditions.

    Threeย workarounds.

    1. A so-called helper column like a check-box with a formula looking at the due dateย and the status.
    2. Using a report instead of a filter
    3. Two different filters

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrรฉe Starรฅ

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrรฉe Starรฅ | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Mike Wilday
    Mike Wilday Community Champion

    If you'd like to create a helper column for your filter you can create aย new text/number column called Filter and then add this formula...ย 

    =IF(AND(Status@row <> "Complete", [due date]@row <= Today()), 1, 0)

    Then you can in your Filter or Report choose where the Filter column = 1.ย 

    Let us know if that works for you?ย 

  • James Vandezande
    James Vandezande โœญโœญโœญโœญ

    I was looking for a similar solution and I crafted a custom formula for my "Status" column as shown below. The main assumptions I'm using are that Status is "Not Started" if no one has been assigned or a Due Date has not been defined. When Due Date and Assigned To are filled in, the Status changes to "In Progress."

    If the Done box is checked, Status changes to "Complete"

    If the Due Date is less than TODAY, Status changes to "Overdue"

    If the Due Date is within 30 days of TODAY, Status changes to "Due This Month"

    Here's the formula:

    =IF(Done@row = 1, "Complete", IF(AND([Due Date]@row <> "", [Due Date]@row < TODAY(), [Assigned To]@row <> ""), "Overdue", IF(AND([Due Date]@row <> "", [Due Date]@row < TODAY(30), [Assigned To]@row <> ""), "Due This Month", IF(AND([Due Date]@row <> "", [Assigned To]@row <> ""), "In Progress", "Not Started"))))

    And here's the filter to show tasks that are Overdue and Due This Month (30-day look-ahead):

    smartsheet-overdue-filter.png


  • Alicia Knox
    Alicia Knox โœญโœญ

    I know this is really old, but in case anyone searching finds it like I did - "in the past" excludes today, but "is in the last (days)" includes today. By setting the number of days very high I was able to get the needed result.