comparing year by year sales

[Mateusz]

Hi,

I would like to set up a report which shows me a comparison of sales year by year (last and current year). If I set a grouping by month and a year it doesn't work because month names has additionl information about year. It cause that the same month is showd two times for each year separetly. How can I set two the same months (for two different years) on te same bar?

[yuri]

Hi,

There is no such a feature. I can suggest exporting report resulsts to XLSX and then modifying data in spredsheets.

[Mateusz]

There is a workaround for this. I defined a calculated field which returns the number of the month from invoice date. Now I can group chart as I want. The only issue is that I don't know how to recalculate this field for my old records without changing them.

[tanya]

For this create a report, where this month field is empty.
Create a workflow with trigger type Scheduled, select this report and in action choose the action Update Target Record. And set the same formula, what you set in Entity Manager.

[Mateusz]

It's done and works perfectly.
By the way, it so great that you can create solutions which seemingly doesn't exist, and all only by using other functionality.