Using "Filter" to isolate particular dates

[Guest]

We have an Excel document with a column showing dates of annual reviews for employees. Through the Filter function is there a way to isolate annual reviews due in a particular month? Thanks for any suggestions. (I know we can sort the entire document by date, but I'd like to show only those reviews that are coming due.)

 

[Guest]

Hi, this is DanMcC again
I did think of one solution, which is to determine numical value of 1st and last dates of the month in question. Then, use those numerical values in my Filter equation to isolate that month. A bit convoluted, but it works....

 

[Debra Dalgleish]

Are you using an AutoFilter or an Advanced Filter?
In an AutoFilter, you could select Custom from the dropdown list in the
Date column heading.
From the first dropdown, choose 'is greater than or equal to', and enter
the start date in the text box
In the second dropdown, choose 'is less than or equal to' and enter the
end date in the text box.
Click OK

For an Advanced Filter, enter the start and end dates in cells on the
worksheet.
In the criteria area, leave the heading cell blank.
In the cell below, enter a formula that refers to the first row of data
in the date column, and to the start and end dates, e.g.:
=AND(A2>=$J$1,A2<=$K$1)

 

[Dave Peterson]

You could've used a formula to extract the month, too:

=month(a1)

Then filter on that column.

 

[Dave Peterson]

Or maybe:

=text(a1,"mmm")

to see Jan, Feb, ...
instead of numbers.

 

[Guest]

Thanks much for your help