I made a two charts in 2017, one to count number of patients per month and one to count number of patients per week. These worked great in 2017, but now that it's 2018, they're not functioning properly. Specifically (looking at the monthly chart), my January 2018 numbers are being added to the January 2017 numbers and the chart isn't populating new month/years for 2018. For example, if I had 7 patients in 1/17 and 5 in 1/18, it's just showing 12 for 1/17. How can this be remedied? Thanks!
If your chart uses the found set as its data source, you may just need to perform a find for 2018 records before sorting by month.
I currently have the X Axis calculation as follows: Left (MoneyReceived::c_MonthYear; 7) where c_MonthYear is c_Month &""& c_Year.
Y Axis calculation is Money Received::s_TotalPatients
I have no idea if that's enough info for you to go on.
philmodjunk To my knowledge, it's not based off of a found set. In 2017, it just updated automatically. I mean, it's still updating automatically, but now with the wrong year.
Apologies for being a super beginner. Every time I think I have a handle on this, I realize how little I know.
Open up chart setup by double clicking the chart object after entering layout mode.
You up will be able to see this for yourself on the data source tab.
Ok! Thank you! I did that and it was showing that it was working off of a found set that was sorted by c_Month. I sorted it by c_MonthYear and it pulled apart the years, but is now listing them in the following order: 1 2017, 1 2018, 2 2017, 2 2018, etc. How do I get these in the right order? Is this a MonthName issue? (Should it be a calculation with MonthName instead of just Month?). Seeing the light at the end of the tunnel! Thanks!
You might need:
1. two fields "month", "year" to sort correctly, include both in the sort, instead of a single date field
or
2. I like to have a field called yr_mon
( Year(myDate) * 100 ) + Month(myDate)
This allows a sort that automatically groups by year and month. It is correct chronologically and numerically. If you need reverse, then sort Descending.
Beverly
Unfortunately, charted data can only be grouped on one field unlike summary reports.
If you only want to see data for this year or data for the most recent 12 months, all you need do is perform a find for records in that data range and sort as you always have. You'd only need to change that if you want to chart, for example, January totals for more than one year. In which case sorting on a number field produced by this calculation may be useful:
DateField - Day ( DateField ) + 1
This computes the same date, the first day of the month, for all dates in the same month. Since it's a full date result, it returns different values for different years as well as different months but still sorts in chronological order.
You probably only grouped the DATA calculations by month, not to month/year, but the LABEL calculations are set correctly.
In Charting data sets and labels these can be done independently. So I would check your data settings first to see what it's grouping the graph by.