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...
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
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?
------------------------------ Wayne Oliva ------------------------------
