Forum Discussion

JenniferSilbers's avatar
JenniferSilbers
Qrew Trainee
5 years ago

Charts and reports that start in August instead of January

Hello All,

I have a vendor contract that starts in September, so I need to show the data from September to August of each year.  (see below for example)  Each time I create a report or chart (line chart) they all start from January to December.  Is there a way to select a start month for a summary reports/charts?  I am still in need of reports from Jan - Dec but this particular vendor is from Sept to Aug.

September

October

November

December

January

February

March

April

May

June

July

August

2019

2020

Thank you in advance.

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Jennifer Silberstein
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Formulas and functions
reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    You will need to a text formula field called perhaps like [Vendor XYZ month]  and cheat on the month names to coax them to sort alpha.

    Case(Month([date field],
    9, "01-Sept",
    10, "02-Oct",
    11, "03-Nov",
    12,"04-Dec",
    1, "05-Jan",
    et
    8,"12-Aug")

    Then group by that field instead of the date field.





    )

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      OK, there is another way too, if you don't like the 01 prefix.

      You can cheat with leading spaces.  That may be less worse.  So Sept will need like 11 leading spaces.  Nov will need 10 leading spaces.  Dec will need 9. A few of the months following will sort correctly, so for example May is alpha after April, so they will need the same number of leading spaces.  So then you can circle back and have 1 less space for Sept.

      So maybe less worse.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------