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Report sumarized by month ???

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  • Report sumarized by month ???

    Hi all you report wizards...

    I have a set of records with costs on various dates. 10 or so dates per month. I have a report showing date, title, cost, with overall total cost. This is filtered by two variables that set start and end dates.

    How do I group the report so the dates are grouped by month with total cost for each month?

    Marc King

  • #2
    RE: Report sumarized by month ???

    Never mind. Figured it out.

    Break on cmonth(datefield) and add cmonth(datefield) to a calc field on the report to give the month name instead of a date.


    Marc King


    • #3
      RE: Report sumarized by month ???

      You got it!

      Now, I've got another one for you. How do you do the same thing, but group by week, instead of by month?

      Gary S. Traub, Ph.D.


      • #4
        RE: Report sumarized by month ???


        Define "week"

        -- tom


        • #5
          RE: Report sumarized by month ???

          floor((date() - ctod("01/01/"+year(date())))/7)

          would give you a "week" number for each day in each seven day period measured from the first day of the year.
          There can be only one.


          • #6
            RE: Report sumarized by month ???

            If you are looking at records with a field called invoice_date, you could break on:
            dtos(invoice_date + 7-dow(invoice_date))
            This should group and break on all records between Sunday and Saturday of a week.


            • #7
              RE: Report sumarized by month ???

              I use the following for a printable monthly calendar, where the days of the week are populated using an expression.

              AlphaBase Solutions, LLC



              • #8
                Re: Report sumarized by month ???

                Thanks guys, this thread really helped me out. Malcolm


                • #9
                  Re: Report sumarized by month ???

                  Originally posted by Malcolm View Post
                  Thanks guys, this thread really helped me out. Malcolm

                  You get the prize of the day for using the search and finding a thread.

                  Good job!

                  Check is in the mail.
                  Al Buchholz
                  Bookwood Systems, LTD
                  Weekly QReportBuilder Webinars Thursday 1 pm CST

                  Occam's Razor - KISS
                  Normalize till it hurts - De-normalize till it works.
                  Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
                  When we triage a problem it is much easier to read sample systems than to read a mind.


                  • #10
                    Re: Report sumarized by month ???

                    ? what happens if 'datefield' spans multiple years?


                    • #11
                      Re: Report sumarized by month ???

                      What happens to what?
                      There can be only one.


                      • #12
                        Re: Report sumarized by month ???

                        Hi Stan...
                        I was asking about Marc's solution:
                        "Break on cmonth(datefield) and add cmonth(datefield) to a calc field on the report to give the month name instead of a date."
                        It appeared to me that if the query spanned years the break would not work.

                        Your suggestion: floor((date() - ctod("01/01/"+year(date())))/7) works fine.


                        • #13
                          Re: Report sumarized by month ???

                          To break by year+month I usually use left(cdate(<date_value>),6)
                          To break by week why not use week_iso(<date_value>) this runs Monday to Sunday (the international standard)