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  #1  
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Buckbuck
 
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Default SubSummary by Month - 04-03-2011 , 02:43 PM






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

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  #2  
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Bill
 
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Default Re: SubSummary by Month - 04-03-2011 , 11:18 PM






In article
<35cd9622-4dad-4541-97e6-d8216e6e5a98 (AT) 17g2000prr (DOT) googlegroups.com>,
Buckbuck <buck.matthew74 (AT) yahoo (DOT) com> wrote:

Quote:
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

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  #3  
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matthew
 
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Default Re: SubSummary by Month - 04-04-2011 , 04:01 PM



On Apr 3, 9:18*pm, Bill <bbcoll... (AT) earthlink (DOT) net> wrote:
Quote:
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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  #4  
Old   
Bill
 
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Default Re: SubSummary by Month - 04-04-2011 , 08:39 PM



In article
<bccd2753-c800-4239-b7de-75d5db9f4c48 (AT) w9g2000prg (DOT) googlegroups.com>,
matthew <matthew (AT) reflectingdesign (DOT) com> wrote:

Quote:
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
Year should be first in the calc, then month. You want it to sort first
by year, then by month.

--
Bill Collins

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