Hello,
I am trying to create a report with a sub summary base on monthly dates. i need the fields(e.g things purchased) that all fall under the month/year to be categorized together and so on.
i have tried sorting my sub summary by my dates but it does not work. i have tried creating a field and using this calculation that i've found on the web as a way to sort my sub summary but this also does not work:
year (date) * 100 + month (date)
this is what i want it to look like:
feb 2019
02/02/2019 - pineapple: 3
02/19/2019 - bananas: 10
--------
total fruits: 13
march 2018
03/02/2018 - pineapple: 11
03/14/2018 - bananas: 1
-----
total fruits: 12
etc.
To get this report:
I added two buttons (upper right) just to show the sorting to make the report.
The LAYOUT looks like this (top subsummary):
The bottom subsummary looks like this in Layout Mode:
See how you can select only ONE field for 'summarizing' (Must be included in the Sort, for these parts to show.)
Button one ("summarize"): has these steps:
The important part is the Sort Records dialog. This shows both fields in the Sort Order, even though only one is used in the subsummary. This produces the report at the top of this reply. Alternatively, another sort will change the report:
The second button is set to Sort Records by the date field only. Again the important part is the sort order (which can be manually done instead of using scripted buttons). The above sort produces the following report (same Layout!):
This is the same sample file I provided before. I just wanted to show you the sorting of the records can produce different reports!
Beverly