Group by MM/YYYY when date = mm/dd/yyyy

Question

Post Author: misslora
CA Forum: Formula
I want to group data by employee first, then mm/yy and within that group count data by specific code.  The Date field in the db is mm/dd/yyyy.
I create group by employee first, then date, second group by items.  I formatted the date field to be mm/yyyy, then counted  the items and placed that in the group footer for the date group.
Expected Results:
SMITH:  Jan-07   mufflers = 10, wipers = 5
JONES:  Jan-07  mufflers 3, wipers 2
Feb-07  mufflers = 5, wipers = 2, tires = 10
Actual Results:
Smith:  Jan 07 mufflers = 5, wipers = 2
            Jan 07 mufflers = 5, wipers = 3
I need to actually convert the mm/dd/yyyy field to a true MM/YY field.
Thanks for any help you can give.

Answer 1

Post Author: DellS
CA Forum: Formula
You don't really need the variable - create a formula that reads:
ToText({table.datefield}, 'yyyyMM')
Group by this formula.  The format string IS CASE SENSITIVE!
You want to have year first so that you get your data in true date order.  You can display the the month name, but you need to use the month number for your group for the same reason. Because this is a string, to have your months come out in the correct order instead of 1, 10, 11, 12, 2, 3... you need to have a leading zero on it.
-Dell