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I am attempting to filter a document library view in SP2013 but I have three things I need to filter on and I don't know if I can perform the logic desired. I want this view to only show documents with logic as follows:

((DocumentType = Dashboard) OR (DocumentType = Supporting Detail)) AND (Filter By Week >= [Today])

DocumentType is a column that allows for four meta fields: Dashboard, Supporting Detail, Documentation, or Meeting Materials.

Filter By Week is a column that uses a formula to only show update documents within the past week from today.

The goal is to have a view that will only show dashboard or supporting detail document types that are new within the week. The problem is I haven't found out how to do this with SP2013's logic. Maybe I can enter multiple meta tags somehow? (As in the below picture is it possible to put "Dashboard OR Supporting Detail" in that first column filter?)

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If you have any ideas or solutions it'd be much appreciated.

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    Can't you create a calculated column with your condition and filter by this?
    – Elisiane Geisler
    Jul 31, 2015 at 13:58

1 Answer 1

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The View Filter can not do 

(x OR y) AND z

it does:

x OR y AND z

So you have to move part of the logic into a Boolean type Calculated Column DocumentTypeFilter

=OR( [DocumentType]="Dashboard" , [DocumentType]="Supporting Detail" )

And use DocumentTypeFilter=True in the View Filter

You can not use [Today] in a Calculated Column, because those Formulas are only updated when anything in the List Item changes (which could have been prior to Today)
So the the [Today] comparison remains in your View Filter.

Note that you can do Calculations in the View Filter, no need for a separate [Filter By Week] Calculation if you use

Modified greater than or equal [Today]-7

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  • Awesome. I was looking at something that was similar to that here: social.msdn.microsoft.com/Forums/office/en-US/… but it was way over complicated. The [Today] part isn't used in that other calculated column's formula (it's =Modified+6) thanks for the help!
    – calebben3
    Jul 31, 2015 at 14:43
  • I didn't know I could just do that calculation in the View Filter - gave me an error so I probably just used the wrong syntax when I tried. Thanks for the useful information!
    – calebben3
    Jul 31, 2015 at 15:41

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