How to create a monthly reporting chart from summary report?

SIS
SIS ✭✭
in Formulas and Functions

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.

Summary chronological.PNG
Error if not grouping my month-year.PNG
After Grouping.PNG
Months not in order.PNG


Tags:
· Share on FacebookShare on Twitter

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    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

    · Share on FacebookShare on Twitter

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    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

    · Share on FacebookShare on Twitter
  • SIS
    SIS ✭✭

    Thanks, Genevieve!

    It worked perfectly =)

    · Share on FacebookShare on Twitter

Help Article Resources

Create and edit formulas in Smartsheet

Formula combinations for cross sheet references

Smartsheet functions list

Categories

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!