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Charting Help

  • February 12, 2024
  • 0 replies
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I need help with a best practice on charting information, using data entered monthly.  I will try and explain below...
We have lots of data we track by monthly numbers.  I have setup a simple table to allow a user to simply input the total number of events for that month.  I would like to display these in a chart, based on FY, but don't really want the label to be 10-1-2023, as an example.  I would rather have Oct as the abbreviation.  I can't figure out how to do this and still be able to display in the correct chronological sequence.  If I just use month names, I can only get them to display in an incorrect order.  



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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
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    • ChayceDuncan
    • Registered
    • February 12, 2024

    Best suggestion is to use MM/YY as your labels. So instead of 10-1-2023 you could do 10/23

    You need it as MM so that they go 01 - 02  - 03 etc



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    Chayce Duncan
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    MarkShnierYou
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    Have you tried simply having the report group the X axis by month as opposed to by Equal values.  Then it will read like OCT 2024.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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    • TonyGonzalez
    • Author
    • Registered
    • February 12, 2024

    I would really like the ability to have the flexibiliy to be able to filter by month OR year.  i.e I want to see all October numbers across 5 years.  I want to then be able to see all months groups into a fiscal year, but in the FY order starting with Oct.  I can do this with a bunch of different fields, but again seems very cumbersome.



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    Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
    IT Director City of New Braunfels
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    • DavidJung
    • Registered
    • February 13, 2024

    Just to share what I did on one of my monthly reporting tables, I have two fields that I use to graph by month.

    Date field, sorted by month on the graph: ToDate([Month #]&"-28-"&[Year]) ... so I am setting the date as the 28th for them all.

    Text field, sorted by equal values: 

    If([Month #]>9,
    " -."&ToText([Month #]),
    " - "&ToText([Month #])
    )

    ... where I inserted the period as a way to push the months of Oct-Dec to the right of the other months. I use this to chart FY, which is April to April.



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    David Jung
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