Date Range Filter

[Brooke W-K]

I'm using 2002 Standard edition and am trying to figure out why tasks outside
my selected date range are showing up when usign the filter. These tasks span
the range eg 1 Aug - 31 Aug, but certainly don't start or finish during
August, which is what I'm looking for.

Thanks in advance for any advice.

 

[Steve House]

You'll need to modify the filter - the one included out-of-the-box is for
tasks where any portion of the task takes place during the specified time
frame. Try filtering for the (start >= start of month and <= end of month)
or (finish >= start of month and <= end of month)

 

[Brooke W-K]

Thanks for that Steve, using custom auto filters has opened up a pile of
possibilities for me.

 

[Scottytri]

Steve-

Can you tell me how to modify the date filter? Everytime I run the "Tasks
To Begin Soon" canned report and put in a date range of 01/0/05 - 01/31/05 I
get tasks that started back in Aug of this year and end in June of 05.

I am trying to filter out only those tasks that begin on 01/01/05 and end on
01/31/05. How can I modify the filter to do this?

Thanks.

 

[Steve House [MVP]]

Go to the Project menu, Filters, More Filters. I would select something
like the Date Range filter, make a copy of it with a new name, and edit the
copy. The existing date range gets a list of tasks starting on or before
the earlier date and ending on or before the later.

I doubt you actually want starting ON 1/1/05 and ending ON 1/31/05 because
that would get you only those tasks that start and end on those exact dates
(especially since 1/1 is a holiday most places and it's very unlikely that
any tasks will start on or take place on that date). Try to define
precisely exactly what tasks you want to see, taking into account all
possibilities. Looking at those date, 1/1 and 1/31 what about tasks that
began after 1/1 and finish before 1/31? finish after 1/31? started before
1/1 and are in progress finishing before 1/31. How about tasks that should
have started and finished in November but are running very late and haven't
started yet?

If, for example, you wanted tasks that begin after 1/1 and end before 1/31
it would be "start>=1/1/05 AND finish <=1/31/05." If you wanted all tasks
with at least some of their work occuring during Jan it would be "start

=1/1/05 OR finish <=1/31/05." If you want tasks scheduled to start in

January it would be "start >= 1/1/05 AND start <=1/31/05." And of course
you can have additional criteria as well. It's really exactly the same
thing as any database query in an application like Access or SQL.

Hope this helps - if you run into snags, post a message with more detail
about exactly what result you're trying to obtain.

--
Steve House [MVP]
MS Project Trainer & Consultant
Visit http://www.mvps.org/project/faqs.htm for the FAQs

 

[Big_Bad_Yellow_Eskimo]

Hi Steve,

Is it possible to enter a "formula" in a date filter? I would like to create
a filter which once applied would always show me tasks activities from "today
+ 14 days" only for example without having to edit the filter each time?

Regards,

Big_Bad_Yellow_Eskimo

 

[JackD]

See the following post on my website:

http://zo-d.com/blog/archives/ms-project-tips/ms-project-tip-creating-userdefined-filters.html

You will need to edit the formula to change the 21 to 14 but after that it
should work for you.

 

[Big_Bad_Yellow_Eskimo]

Hi JackD,

Thanks a million for that great tip. It works perfectly. I'm very pleased.

Regards,

 

[sgicm]

Hi Steve,

I'm looking to create a filter to find tasks that occur during any portion
Jun, Jul & Aug. The task can start at anytime and end at any time but if any
work is to occur during these three months I want to capture the task with
the filter.

Earlier in the thread you had said:
If you wanted all tasks with at least some of their work occuring during Jan
it would be "start

=1/1/05 OR finish <=1/31/05."

I thought this apply to my case but I don't see how. Am I missing something?

 

[Jan De Messemaeker]

The date range filter does exactly that. Exactly.
Hope this helps

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf

 

[sgicm]

Hmmm, I tried using the "Date Range" filter and it appears to grab the tasks
that span June AND July AND August. It does not capture tasks that start in
July and end in September, or start in February and end in August. I need to
filter on tasks that have work occuring during Jun, Jul, OR Aug regardless of
start and end dates.

bs

 

[sgicm]

I reversed the dates that I input and it appears to work. I find the prompts
to confusing, but it looks like it works. Thanks.