4 Replies Latest reply on Mar 20, 2013 12:19 PM by Lemmtech

    Sales data grouped into Monthly data

    spintwin

      I have just developed a database that deals with my real estate brokerage sales. I need help with a script that will show the total of all sales by month/year. My current graph and reports only shows each sale by sale date/month/year and my graph is a long list of sales. Can someone please help.

        • 1. Re: Sales data grouped into Monthly data
          Lemmtech

          Just create subsummary parts on the layout by sales month and drop the summary fields into them and then sort by month. You just need a field of Month(SalesDate) that your subsummary is based on. You can then format the sale date field to show only the month name with the figures next to it.

          • 2. Re: Sales data grouped into Monthly data
            spintwin

            I'm really new at this, is it possible to give me an example/sample. If you cannot, can you give me the name of someone who can provides this service for a fee.

            • 3. Re: Sales data grouped into Monthly data
              Stephen Huston

              Using the New Layout dialogs will walk you thru to process of creating a subsummary report if you select the New Layout > and chose Report with grouped data.

               

              It's still up to you how to group it, and, as Lemmtech indicated, you will need an existing break field (Month or Month-Year) on which to sort so that your groups break out correctly.

               

              FileMaker's built-in Help has some pointers on creating sub-summary reports to help get you started. This is an extremely common need in FileMaker, so it's worth learning the basics of how to do it yourself as needed.

               

              A lot of third-party FM how-to books have entire chapters/sections on sub-summary reporting.

              • 4. Re: Sales data grouped into Monthly data
                Lemmtech

                I agree with Stephen FileMaker's documentation does a good job of explaining the first step is to create the fields on which the summaries will be based once you do that the rest is pretty easy. Just remember to sort on that field to see the groupings properly.