How would I create a Summary Chart for the Current Year Using a Count by Month?

Question

Post Author: MarkS
CA Forum: Charts and Graphs
I have a data set of 3 date fields.  I would like to create a summary counting all of the occurrances of each of these dates per month, similar to using a SumProduct() command in excel.
For example, my data is as follows:
Registered Date  |    Application Date   |   Sale Date
1/1/2007             |      2/1/2007            |     2/20/2007    
1/10/2007           |      2/1/2007            |     3/20/2007
2/20/2007           |      3/10/2007          |     3/20/2007
I would like to summarize this information by month as follows:
                      |  Jan '07   |   Feb '07  |  Mar '07  |  TOTAL
Registered      |      2        |   1           |    0         |   3
Applications    |     0         |   2           |   1          |  3
Sales             |     0         |   1            |  2            |  3
TOTAL           |   2            |  4            |  3            | 9
Is there any way to do this?

Answer 1

Post Author: V361
CA Forum: Charts and Graphs
Yes, but it will require some effort. Group on "Sale Date"  Change the group to group by month.   You can then create a running total for "Registered Date","Application Date"," Sale Date"      For Registered date, I used Field to summarize Registered Date,  Type of summary was count, Evaluate use a formula, reset on change of group 1 (I only have one group, "Sale Date")  The formula will look like this.
month ({Registered Date  }) in [1,2,3,4,5,6,7,8,9,10,11,12]
You would build your other running totals (Counts) using the same methods,
Once you have these, you should be able to create your chart.