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Explore reporting on year and month in a single column
Posted Oct 18, 2023
I've been searching for a while on how to do this, and it seems so basic but I can't figure out how to do it!
All the ZD articles I can find that relate to month reporting use a 12 month or less date range and use the ticket created (or equivalent) month field. That only works if you're reporting on a previous complete year, or if you're reporting on previous months within the same calendar year (e.g. Jan to September 2023). If I run a report today in October for the last 12 months, all the data from October 2022 is grouped with the data from October 2023. I can fix this by adding a year, but that makes sorting, filtering, graphing, formulae etc. in an exported file more cumbersome than it needs to be. In the past, I've just manually grouped the dates together in the exported file so that I can treat them as I want. Is there not a simple option to format a date as a year+month and group by that? As I said, it seems so basic and is something that's possible in every other reporting tool I've used.
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2 comments
Elaine
I hope you are having a good day!
I think what you're trying to achieve can be done by incorporating date-calculated metrics. If you wish to generate a report spanning from October 2022 to October 2023, you can follow the example provided in the screenshot below.
I hope that helps!
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Mark Leci
Elaine unfortunately this isn't what I'm looking for unless I'm missing something. A calculated metric will measure the data along the provided date range, so for example provide a sum over the last 2 years. The sum calculated is incorrect but since this isn't what I was looking for, I didn't look into that further
What I was looking for is a way to show the year and month in a single column and calculate based on that so it can be exported and be useful immediately. I was able to almost solve this using a calculated attribute, but this isn't quite right. Even when sorted like a time attribute, the dates are ordered alphabetically within the year, not by month. I am guessing this is because the result of the formula is a string, but converting to a number or date doesn't work.
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