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#2
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FM10 I am trying to understand how to create a report that summarizes my Sales revenue by month. I have a Date Ordered field so I am guessing there is some way to create a field that gets the month data from this data and then use this as the basis for a sub-summary part. Is this right?. Can anyone explain this to me? Thanks Matthew |
#3
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In article 35cd9622-4dad-4541-97e6-d8216e6e5... (AT) 17g2000prr (DOT) googlegroups.com>, *Buckbuck <buck.matthe... (AT) yahoo (DOT) com> wrote: FM10 I am trying to understand how to create a report that summarizes my Sales revenue by month. I have a Date Ordered field so I am guessing there is some way to create a field that gets the month data from this data and then use this as the basis for a sub-summary part. Is this right?. Can anyone explain this to me? Thanks Matthew calc field for month, formula month(date). Sort by the month field, and set up the subsummary part in the report accordingly. If you want it to span more than one calendar year, set up a calculated YearMonth field, that will calculate YearMonth as text in the format yyyymm. The formula would be right("0000" & year(date);4) & right ("00" & month(date);2) Sort by that, and set up the subsummary field in the report accordingly. -- Bill Collins |
#4
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On Apr 3, 9:18*pm, Bill <bbcoll... (AT) earthlink (DOT) net> wrote: In article 35cd9622-4dad-4541-97e6-d8216e6e5... (AT) 17g2000prr (DOT) googlegroups.com>, *Buckbuck <buck.matthe... (AT) yahoo (DOT) com> wrote: FM10 I am trying to understand how to create a report that summarizes my Sales revenue by month. I have a Date Ordered field so I am guessing there is some way to create a field that gets the month data from this data and then use this as the basis for a sub-summary part. Is this right?. Can anyone explain this to me? Thanks Matthew calc field for month, formula month(date). Sort by the month field, and set up the subsummary part in the report accordingly. If you want it to span more than one calendar year, set up a calculated YearMonth field, that will calculate YearMonth as text in the format yyyymm. The formula would be right("0000" & year(date);4) & right ("00" & month(date);2) Sort by that, and set up the subsummary field in the report accordingly. -- Bill Collins Not sure I understand this. First, yes, it would be good to limit this to the calendar year 2010 (I have records from 2008 to 2011 in the database). I create a calc field named 'InvoiceList Year Month Orders' The calc is a variatrion of yours which seems to say range from year 0000 to Year (Date): I wrote: Right (MonthName ( Date Ordered ) ; 2 ) & Right (Year ( Date Ordered ); 4) The Date Ordered is a date field, dd/mm/yyyy Then as you suggested I create a layout with a sort based on field 'InvoiceList Year Month Orders' Is this wrong? Yes. It does not give me the desired result. Thanks Matthew |
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