Trying to build a sales report.

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I was wondering if some one can help guide me on how to build a sales report/graph. I am looking to build a bar graph that shows monthly sales for the last two years. But I want to group the months side by side. So for example I would like to see Jan 14/ Jan 15 Feb 14 / Feb 16 etc for the whole year so we can see how we did compared to last year during the same month.

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Joshua McAfee

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Posted 4 years ago

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No problem.

Make a formula numeric field which will calculate the Month with a formula of Month([my date field]). Name it eponymously. (It's not often one gets a chance to use that word on this forum).

Make a formula numeric field which will calculate the Year with a formula of Year([my date field]). Name it eponymously. (Wow, got to use that word twice)



Make your Chart and the X Axis will be Month, the Y axis will be Sales and the "series" will be Year.
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Joshua McAfee

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Would I add these fields within my sales table I would imagine if that is where all the sales are held, then build the chart from there as well. Is that correct.
Indeed.  Yes.