Reports (Chart + Summary), & Notification Emails

Question

Hello!I have a few questions folding together at once here, and would love to know if anyone has any recommendations for me:

Is there a way to create a grouped bar chart displaying months together, to display year-over-year trends similar to what this person has here:
Similarly, is there a way to create a summary report that ALSO displays the months together, and not as their own lines in a table (that seems to be all I can achieve) - see crude screenshot here:
Last - Is there a way to set up notifications to email a visual chart (such as bullet #1)? It seems I am unable to do so, but can have a notification set up populating a table such as bullet #2. Ideally, I'd receive the chart in my email monthly.

The one thought that has occurred to me to solve for #s 1 & 2 are to create fields for Month, and Year, and have rules that will fire a change to those fields once the date has been filled in..... but that seems like a really convoluted workaround and I'm not even confident I could build charts with those new fields the way I'd like to.Thank you! ​​------------------------------Christine Kirk------------------------------​​

MarkShnierYou · Answer

I think the easiest way to do this is to make a new formula field to calculate the month number.

Month([my date field])

Then for that summary report you would just have the Rows being the date grouped by Year and the columns being that calculated month number.

The chart you should be able to set the Y axis as the Month # and then set the "Series" as the Year - you will probably need to create a calculated field for the Year like

Year([my date field])

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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