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This year order count vs last years order count by month

  • June 6, 2024
  • 1 reply
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  • Del
  • Freshman I
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I have a request for a bar chart  or a pivot table on a dashboard that will show This Years Order Count vs Last Years Order Count by month for a specific customer.

I have a Generic Inquiry that Pulls the Customer Name, the Posting Period and the Order Number for last year and this year. 

When I create a bar chart or a pivot table the data is show sequentially January 2023, February 2023, March 2023…….. December 2023, January 2024, February 2024….. etc.

Is there a way to either have a bar chart or pivot table where January 2023 and January 2024 would be side by side, followed by February 2023 and February 2024 and so on.

Thank you


 

Best answer by Laura02

Hello @Del ,

Could you add a Month column to the Generic Inquiry with a formula like Left(Posting Period fieldname, 2) and then sort by two fields - the month and then posting period?

 

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    • Laura02
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    • June 6, 2024

    Hello @Del ,

    Could you add a Month column to the Generic Inquiry with a formula like Left(Posting Period fieldname, 2) and then sort by two fields - the month and then posting period?

     

    Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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