1 of 1 people found this helpful
Do I need to implement another summary field that runs from a calculation field by month
You typically only need a single summary field per data field; what exactly a summary field summarizes can be controlled by found set, sort order, as well as sub-summary parts (display) and GetSummary() (programmatically).
What you need here is a new world sort order: by month.
Create a calc field, type date, as
dateInvoice - Day ( dateInvoice ) + 1
and sort by that field.
thanks, did the trick. how does it work?
date - day ( date ) + 1 yields
5/3/2016 - 3 + 1 = 5/1/2016
5/10/2016 - 10 + 1 = 5/1/2016
5/28/2016 - 28 + 1 = 5/1/2016
So this calc returns the same date for all records in the same month, which allows you to summarize the records by month.
Date ( Month ( date ) ; 1 ; Year ( date ))
Much too long …