How to create a monthly reporting chart from summary report?

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Hi,

I have created a summary report from my sheet where I've month year, total cost and total test amount. When I'm trying to create a chart without grouping it any additional entry shows up as a new entry in my chart. If I group it then the months does not remain chronological. I'm attaching a snapshot of what the issue is.

Any help is appreciated.


Thanks.


Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓
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    Hi @SIS

    Grouping on a Text column will Group the data alphabetically, which is why your months are in the wrong order. Are you able to add to that column? I would suggest adding a number at the beginning in order to help the Report Group correctly... ex:

    1 - Jan 2022

    2 - Feb 2022

    Let me know if that would work for you!

    Cheers,

    Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓
    Options

    Hi @SIS

    Grouping on a Text column will Group the data alphabetically, which is why your months are in the wrong order. Are you able to add to that column? I would suggest adding a number at the beginning in order to help the Report Group correctly... ex:

    1 - Jan 2022

    2 - Feb 2022

    Let me know if that would work for you!

    Cheers,

    Genevieve

    Join us at Smartsheet ENGAGE 2024 🎉
    October 8 - 10, Seattle, WA | Register now

  • SIS
    SIS ✭✭
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    Thanks, Genevieve!

    It worked perfectly =)

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