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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


 

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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