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Question

Summarize data by month for date range

  • August 23, 2018
  • 0 replies
  • 143 views
I have an application that lists projects and the effort required for each. I would like to create a chart that summarizes the total of all effort by month using the start and end dates of the projects. It sounds simple, but I can't figure out how to do it. Only the timeline report seems able to show multiple projects across months using start and finish dates. I can't use that to summarize the total effort by month, though. Is there some way to do this that I am missing?

Thanks!
    This topic has been closed for replies.

    Yes, you are correct.  Sounds easy but it is not.  One approach would be to have a set up a bunch of of fields on the Project record such as
    [Hours Reqd Current Month]
    [Hours Reqd Current Month +1]
    [Hours Reqd Current Month +2]
    [Hours Reqd Current Month +3]

    Then you can have a report which shows the hours required each month relative to the current month.  Not sure if that can be turned into a chart, but it will give you a decent report.
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