SharePoint - view not sorting correctly

Question

I have a SharePoint document library with a custom column called Year Mth (single line of text)

Users tag files with the Year mth eg "2024 05", "2023 05" etc (there is not a specific day, only month so could not use date/time)

I want to create a view that groups by the column Year Mth with the lastest at the top eg 2024 05 however even though I have selected this it does not apply it. I have to physically select the column and apply Z to A

View settings

Results in document library

When choose the view I see oldest to newest, when I click the custom column it shows as ZtoA but this has not actually been applied, if I manually select ZtoA again it does apply.

Answer 1

Dear JJ Working,

Good day! hope you are doing well.

After investigating the issue from our end, we have concluded that this issue requires more resources and expertise than our forum team currently possesses. Therefore, I recommend that you create a support ticket with Microsoft Support directly by following steps from this link: Get support - Microsoft 365 admin | Microsoft Learn

If you are not an admin, you can contact your admin to contact Microsoft support. You can look for the way to find your admin through this link: How do I find my Microsoft 365 admin? - Microsoft Support

Please accept my sincere apologies for not being able to resolve the problem and for redirecting you to the related development team. I regret any inconvenience this may cause. The fix to your concern can be identified through the background logs, and I suggest you raise a support ticket from the Office 365 admin center, where the related team will investigate the problem further by collecting the necessary background logs.

Once again, I apologize for the inconvenience this has caused. We appreciate your patience and understanding and thank you for your time and cooperation.

Sincerely,

Ralph Chawatama | Microsoft Community Moderator

Answer 2

I have relooked at this and I think I have solved it but may need more testing.

The options selected under group override the options chosen in Sort.

Once I changed the the option descending (Year is a text field due to some users putting Year / Mth) under the group section it has worked

In conclusion I think the Sort options are ignored if Group functionality is used.

I do need to do some more testing on what happens if other fields are selected under Sort (eg not Year but say last modified etc) however this achieves what my users wanted.