Looking to show ongoing year/months on a bar graph

  • 0
  • 1
  • Question
  • Updated 1 month ago
  • In Progress
I am looking to show a running monthly bar graph for billing. I need the X axis to show 2017 data by month and then continue, instead of repeating for 2018. Right now 2018 year data for January or month 1, appears side by side. To see an ongoing trend i need the X axis to continue. We are looking to combine year and month to allow the report to sort that way. However it looks like we may have to create two formula fields to accomplish this. The first to convert to text, then again to convert to a number. Just curious if there was a simpler way.
Photo of Rob Salaj

Rob Salaj

  • 100 Points 100 badge 2x thumb

Posted 1 month ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,786 Points 50k badge 2x thumb
Do you have a date field?  Have you set the X axis to be the date, grouped by month,  and ensured that you do not have a "series" set?
Photo of Rob Salaj

Rob Salaj

  • 100 Points 100 badge 2x thumb
We do not have a date field per se. We integrated with our accounting software and pulling over the year and month that specific bills hit. we then are only showing monthly summaries in QuickBase. The X axis is currently a Month number (numeric). and yes i do have a series set for year (but could probably remove that if it will help)
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,786 Points 50k badge 2x thumb
OK, easy,
so make a formula text field called [date] with a formula of

Date([Year from accounting system], [Month from accounting system], 1)

That will set each record to have a date field of the 1st of the month.  It does not matter which day of the month they areas you are grouping by month.

The use the date field on your X axis and get rid of the series.