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Frequent Visitor

Filter Collection rows by Month and update variables

I've got a list of items created through the year and need to produce an Excel report split in to quarters with a an entry against 5 questions for each month. At the end of FY Q1 (Apr - Jun) I need to provide the 5 data points for each of the 3 months.


I have the data in a SharePoint list and based on the date the record was entered there are 3 SharePoint columns, 'Month_Created', 'Quarter_Created' and 'Year_Created'. I use 2 drops downs for the Year and the Quarter to filter the gallery so only the records for that timeframe are returned. (the use of the gallery may be redundant but it allows me to view the results). This all works fine.


I then create a collection based on the same filter using the following code against a button.

SP-List,Quarter_Record_Created=Dropdown4.Selected.Result&&'Year Record Created'=Dropdown5.Selected.Result&&Month_Record_Created=Dropdown5_1.Selected.Result


And from that collection populate some variables that I can then use in the report, again in the same button code as above. This gives me the results I need for the total quarter, but how do I break those results into additional variables that provide the date for each of the months?




I add a 3rd dropdown for the 'Month_Created' it works and gives me the results for the month, but I need to have one command linked to a button that will create the results for each month in the selected quarter.


I know some kind of IF statement or Loop is needed to work through the collection containing the specific quarter and based on the value of the 'Month_Created' populate new variables that relate to each month, such as 'varAprUniqueRef' and 'varMayUniqueRef' etc.

Q1 - Apr-Jun

Q2 - Jul-Sep

Q3 - Oct-Dec

Q4 - Jan-Mar


Can someone provide some pointers on how I would go about this?


Many thanks in advance.



Super User
Super User

Just a question - since you are aiming to get an Excel report from this, wouldn't it be easier to use Power Query in Excel to massage your data?

Frequent Visitor

I hadn't thought of that (but I will take a look) as I ideally need this to be as hands-off as possible as the completed spreadsheet is emailed to an external recipient for compliance reasons on a Quarterly basis.

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