Are you using the related records option for the chart?
If so, use a relationship that enables you to specify the year.
Customers::CustomerID = Jobs::CustomerID AND
Customers::cYear = Jobs::year_service
cYear can be a calculation field with just: Preferences::year_current
as it's sole term.
Or it can be a global field put on the layout so that the user can select the desired year directly.
I'm going to test this. But aout curiosity, what if I was using the current foundset in the chart?
In your example the current found set doesn't have the data you want to chart. If it did, you could just perform a find that limits the found set to the records (the year in this case) that you want to chart.
great--I've thought of that last suggestion as a backup plan.
I have to admit that using a foundset is probably what I need because I'm interested in all records in a given year.
Here's almost the same question with a minor tweak
When I change the X Axis to have this: JOBS::month_service, the Y Axis to this: JOBS::price_total and the layout set to read from the JOBS table so I can get an impression of monthly sales for the year, I do get a meaningful chart, but instead of getting a summerized total for the month, I get separate bars for each record of a month. Here's a a screenshot to make the point:
The JOBS::price_total is the total price of a given job record. The question here then is how do I summerize this. i did try using a summery field to get a total of the JOBS::price_total, but it doesn't restrict the total to the month, it calculates the total for all records on the found set and I end up with a chart with bars of the same height. Any thoughts?
You can use the Get Summary function in a calculaiton to compute sub totals, but I think you'll still have problems doing this from contacts given the Related records option you have to use.
If the data were in the current layout's table, you can use the grouped data option to get one bar for each month and the needed subtotal in each from your summary field.
The data is in the current layout's table. I'm now working with the JOBS table and the home layout is reading from the JOBS table as well. I've aboned the related table option as it was making things a little harder. Where do I find that grouped data option understaning my layout is a form one?
It's the "show data points for groups of records when sorted" check box in chart setup that's just below the drop down where you select the "use data from" option.