How can I sort or group a dated sales report to get it to show monthly or yearly sales?

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I have a sheet with dated rows and would like to view it by Month. Is that possible?

I tried a report but did not see that option.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 10/27/22
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    Hi @Mark Riddle

    I hope you're well and safe!

    Yes, but you'd need to add so-called helper columns with formulas showing the year and the month in the sheet(s) and then group by them in the Report.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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