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sort & filter issue

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Posted on by michlwell

I am having delegation issues, SharePoint List is very large, I don't know how to incorporate a filter so I can show only 2024 data. What am I doing wrong?

SortByColumns(Filter(_CallReportDB, Or(If(!IsBlank(ThisItem.'F Sales Code'))FSalesCode = ThisItem.'F Sales Code'), If(!IsBlank(ThisItem.'L Sales Code'),LSalesCode = ThisItem.'L Sales Code')) && Or(Status.Value - "DONE", Status.Value = "COMPLETED")), && "Date" >= Date(2024, 1,1)), "Date", SortOrder.Descending)

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mmbr1606 14,629 Super User 2026 Season 1 on at

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hey @michlwell

Here's a simplified and more delegation-friendly version of your formula focused on filtering by the 2024 date. This assumes your 'Date' column is delegable and formatted correctly in SharePoint (e.g., DateTime type):

SortByColumns( Filter( _CallReportDB, Year(Date) = 2024, (IsBlank(ThisItem.'F Sales Code') || FSalesCode = ThisItem.'Ford Sales Code') && (IsBlank(ThisItem.'L Sales Code') || LSalesCode = ThisItem.'L Sales Code') && (Status.Value = "DONE" || Status.Value = "COMPLETED") ), "Date", Descending )

Let me know if my answer helped solving your issue.

If it did please accept as solution and give it a thumbs up so we can help others in the community.

Greetings

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michlwell 18 on at

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Thank you, I think that has worked.

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