Summing months in a report

[Ron Weaver]

This report shows total expenses over a selected period of time. A couple of
groups will list transactions with accompanying dates. Since there are
several dates listed in a given month, and several months involved, is there
any way to come up with an avg per month in the subtotal rather than the avg
per transaction?? I hope this makes sense to somebody. Thanks for any
direction.

 

[Damian S]

Hi Ron,

If you add a field to your query something like: YearMonth:
format(TransactionDate, "yyyymm") then you could group by that (and sort by
that) field and it will group your dates together by month - if you use the
group footer of that field you can sum across that month.

Hope that helps.

Damian.

 

[Ron Weaver]

Thanks Damian
That makes sense.

Ron

Hi Ron,

If you add a field to your query something like: YearMonth:
format(TransactionDate, "yyyymm") then you could group by that (and sort by
that) field and it will group your dates together by month - if you use the
group footer of that field you can sum across that month.

Hope that helps.

Damian.