Summary report group by year then month

  • 0
  • 1
  • Question
  • Updated 1 month ago
  • Answered
I am able to build a summary report that has columns that go from Jan 2017 - Feb 2017 - Mar 2017 etc.

What I actually want is a report that shows Jan 2017 - Jan 2018 - Feb 2017 - Feb 2018 - Mar 2017 - Mar 2018 etc.
Photo of Steve Laurel

Steve Laurel

  • 80 Points 75 badge 2x thumb

Posted 1 month ago

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

QuickBaseCoach App Dev./Training, Champion

  • 57,418 Points 50k badge 2x thumb
No problem,
You are now grouping your columns by date and then have selected by Month.  But you can group on whatever field you like.

So let's make a formula text field called [MMYYYY] field in the format of MMYYYY

var text MM = Right("0" & ToText(Month([my date field])),2);
var text YYYY = ToText(Year([My date field[]));

$MM & $YYYY

// the above uses formula variables to build the two pieces for MM and YYYY and then I concatenate them together.

// the MM is left padded so that month 1 will show up as 01 (which is necessary both the asthetics but also to be sure that month 10 comes after month 2





Photo of Steve Laurel

Steve Laurel

  • 80 Points 75 badge 2x thumb
Thanks. That is perfect.