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Summary report group by year then month

  • 1.  Summary report group by year then month

    Posted 12-21-2018 14:13
    I am able to build a summary report that has columns that go from Jan 2017 - Feb 2017 - Mar 2017 etc.

    What I actually want is a report that shows Jan 2017 - Jan 2018 - Feb 2017 - Feb 2018 - Mar 2017 - Mar 2018 etc.


  • 2.  RE: Summary report group by year then month

    Posted 12-21-2018 15:00
    No problem,
    You are now grouping your columns by date and then have selected by Month.  But you can group on whatever field you like.

    So let's make a formula text field called [MMYYYY] field in the format of MMYYYY

    var text MM = Right("0" & ToText(Month([my date field])),2);
    var text YYYY = ToText(Year([My date field[]));

    $MM & $YYYY

    // the above uses formula variables to build the two pieces for MM and YYYY and then I concatenate them together.

    // the MM is left padded so that month 1 will show up as 01 (which is necessary both the asthetics but also to be sure that month 10 comes after month 2







  • 3.  RE: Summary report group by year then month

    Posted 12-21-2018 16:01
    Thanks. That is perfect.