Group data by month & year

Paul_Grindley · 06-29-2020 07:01 AM

Hello, I’ve just developed my app to store users. It also contains a date enrolled field. Is it possible to count the users enrolled grouped by month/year. Should I first create a slice then a chart? A looked at the histogram with count option but I need to summarise by month/date.
Thanks
Paul

Steve

Orion_Szathmary

Was there ever an answer to this? I am trying to Group By the month of a transaction and Sort by day within the month i.e., the user can quickly see how many deals there were in a month and then a list of each deal sorted by date. If I concatenate, the Ascending / Decending groups awkwardly (it show 12/20 then 12/19, 12/18, etc., instead of by month 12/20, 11/20, 10/20… Curios if this got solved.

perissf

Add a Virtual Column that shows the month of the transaction, and use it for grouping.

Matthew_Wolman

Does this actually group the data into months and years?

Paul_Grindley

Hi Steve
Thanks for the response. Each row has a enrolment date. Is it possible to group it by month year. I don’t want a histogram for each individual date.

Matthew_Wolman

8/30/2021… no answers here… anyone else have any update on this? I’m trying to display a standard line chart showing the payments for each month broken down by month and year. When I use the MONTH() function, I am only returned the month of the date, but not the year.

My workaround was to create a virtual column and use the formula: CONCATENATE(MONTH([Name of date column]), “/”, YEAR([Name of date column])). I created a histogram chart with the column being the Date column and the group aggregate being a sum of total paid (for my personal project).

Steve

Paul_Grindley

I created a virtual column to group sales dates, then grouped together on a histogram to show the number of sales per month/year

TEXT([Sale_Date], “MM/YYYY”)