Month over Month Reporting | Community
Skip to main content
B
BridgetHa
Level 2
March 11, 2020
Question

Month over Month Reporting

  • March 11, 2020
  • 6 replies
  • 1108 views
We're trying to organize a report to help show our busier times of the year. To do this, we'd like a report to group data by month over the course of 3 years. For example, we'd want March 2017, 2018 and 2019 grouped together followed by April 2017, 2018, 2019 etc., all in one report. Since we haven't been able to get a Workfront report to do this for us, we've been exporting data to Excel - see the attached example for reference. Does anyone know how to get a Workfront report to format like this? We'd love to be able to avoid exporting to Excel if we can. Bridget Harrod
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

6 replies

imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
March 12, 2020
Hi Bridget - what object type are you reporting on? Tasks, hours, assignments? Since Workfront does it charts in alphabetical order, we need to find a place to put a custom field that says something like 01 - 2017, 01 - 2018, etc. so that it will do your grouping in order. Anthony Imgrund FCB
B
BridgetHaAuthor
Level 2
March 12, 2020
Hi Anthony, We're reporting on Project entry date. Let me know if that helps, or if you need more to go off of. I appreciate any help you're able to give! Thanks much. Bridget Bridget Harrod
imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
March 12, 2020
Okay, so on the Project Custom form, add a calculated field with this CONCAT(MONTH(Entry Date)," - ",YEAR(Entry Date)) The only problem I can't figure out is how to get the leading zero for Jan - Sept. I tried the trick in Excel TEXT(Entry Date,"mm") but that didn't work. Hoping someone can help you with that issue, but at least you got part of the way there. :) Anthony Imgrund FCB
    J
    JaneSt1
    Level 2
    March 12, 2020
    CONCAT("ABC",RIGHT(YEAR(Entry Date),2),"0",MONTH(Entry Date),"-",Reference Number) Jane Stavinoha
    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    March 12, 2020
    I don't think that wouldn't work for Bridget because it would put the year first. So all the 2017's would be grouped together. She is looking for grouping all the January's together (Jan 2017, Jan 2018, Jan 2019, etc.) We need the leading zero though for Jan-Sept otherwise she would get Jan, Oct, Nov, Dec, Feb, March, April, etc. Anthony Imgrund FCB
      J
      JaneSt1
      Level 2
      March 12, 2020
      Hi Anthony, I know I have done this before, but can't find the exact right code... It is something like IF(LEN(STRING(MONTH(Entry Date),0))>1,STRING(MONTH(Entry Date),0),CONCAT("0",STRING(MONTH($$TODAY),0))) Jane Stavinoha
      Terms & ConditionsAccessibility statement

      Loading footer...