Forum Discussion

ChrisNewsome's avatar
ChrisNewsome
Qrew Captain
7 years ago

Report showing comparison for sales per month this year vs. last year

So I've hunted around and haven't been able to find an answer to this so far. I'd like to make a comparison so we can see how we're doing compared to last year. So I'd like to have a report where I ca...
reports and charts
BrittanyLipinsk's avatar
BrittanyLipinsk
Qrew Trainee
5 years ago
I had the exact same issue & was pretty confused by the previously posted "solutions".  But I came up with a MUCH easier solution for this. 

To make a Bar Chart, you can do the following:

  • Create a Chart Report & select Bar Graph
  • Immediately create a custom report field (I called it "Months").  This will be a number formula field - formula you will post is simple:
           Month(ToDate([Date Created]))

  • Set X Axis to your custom field, set Y Axis to whatever you are trying to summarize (I just did a count field), and set the series to Date Created, grouped by Year



Here is the final product:




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Monster Monster
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  • WayneOliva's avatar
    WayneOliva
    Qrew Member
    3 years ago

    Brittany Lipinski, Thank you so much. This helped me quite a bit. Followup: I was able to use NameOfMonth(Month([Invoice Date])) as a formula to display the names of the month, but this put them in alphabetical order (April, August, December, etc.) Do you know of a way to display the name of the month in calendar order?



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    Wayne Oliva
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 years ago

      Wayne. You would need to cheat on the names with varying amounts of leading spaces, or else prefix the month name  like 01-Jan. 02-Feb



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      Mark Shnier (Your Quickbase Coach)
      mark.shnier@gmail.com
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      • BrittanyLipinsk's avatar
        BrittanyLipinsk
        Qrew Trainee
        3 years ago

        Mark beat me to it.  I used a Report Formula and added this in there to show months:

        Case(Month([Date of Booking]),
        1,"01 Jan",
        2,"02 Feb",
        3,"03 March",
        4,"04 Apr",
        5,"05 May",
        6,"06 June",
        7,"07 July",
        8,"08 Aug",
        9,"09 Sept",
        10,"10 Oct",
        11,"11 Nov",
        12,"12 Dec")




        **I will say, I ended up settling on a line graph instead of a bar graph; the overall look of it is sooooo much cleaner:





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        Brittany Lipinski
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