How do I...?

Filter the same month's income over multiple years.

For example, I want to see my income only in the month of January over the last 5 years. How do I create a filter to do that?

I am attaching what I have now, which is a chart of income for every month over the last 5 years.

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  • Justin Mauldin commented  ·   ·  Flag as inappropriate

    Hi Stacey,

    Thank you for reaching out to us with your question.

    You can accomplish this by adding two fields to your table that is going to pull the month number of the "Arrival" date and the year of your "Arrival." Then you will group by that month number and year in your graph view.

    For example, January would be month number 1 and all "Arrivals" that happened in January would get labeled with the number "1" in the new field you create. Then once you group by the new month number and year fields, you would see 1-12 on the x-axis your chart and 5 colored lines (each representing a different year) charted on the graph.

    To set this up, you would first add a calculated number field to your table. This will become your month number and you will put in the formula: date({Arrival}).

    Next, you will setup a calculated text field to your table. This will become your arrival year and you will put in the formula: year({Arrival}).

    Then you will need to add these new fields to your view and change your horizontal value settings to be grouped first by the new month number field you added and then also grouped by the new arrival year field. You will keep the vertical value the same as you had before with summing the "Commission."

    Just let us know if you have any further questions.

    Thank you,

    Justin

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