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Questions [Solved] Overlay Financial Years - Month Ascension Dashboard Problem

 
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Last Post by nperez 4 years ago
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TRA_User
Posts: 15
 TRA_User
Topic starter
May 24, 2021 3:06 pm
(@tra_user)
Eminent Member
Joined: 5 years ago

Hoping for some help creating a dashboard where multiple years are laid over the top of each other.  I have successfully overlain the years but I am not able to plot the months in ascending order.  Instead it plots month 1 January, then 10 October, then 11 November, then 12 December and then months 2-9 February -September.  Here are the functions I am using to accomplish what I've done so far.

=CInt(Month([FinPeriod.FinDate]))

I am using this function to convert the fin period to its month component only and then I attempted to use CInt, Cdec, and CSng function to convert the Month number to an integer or decimal so soringt by ascending would align the months from 1-12, January-December.  No matter what I use ascension wants to plot 1,10,11,12,,2....9, I assume alphabetically.  The following function has the same effect.

=Month([FinPeriod.FinDate])

Is there a better way to do this?

I have included a couple of screenshots showing the current widget and the configuration of that widget.

See screenshots below.  Thank you in advance for any help you can offer.

image
image

5 Replies
nperez
Posts: 13
 nperez
May 24, 2021 5:05 pm
(@nperez)
Active Member
Joined: 4 years ago

why don't you use PeriodID instead?

image

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TRA_User
 TRA_User
(@tra_user)
Joined: 5 years ago

Eminent Member
Posts: 15
May 24, 2021 6:32 pm
Reply tonpereznperez

@nperez because I want the years to overlay over the top of eachother.  I wish this would work, thanks for the post.


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nperez
Posts: 13
 nperez
May 24, 2021 7:23 pm
(@nperez)
Active Member
Joined: 4 years ago

@tra_user

I see. If you convert it to string, it will be sorted 01, 02, 03... 12.  I used the following and it worked for me.

=CStr(substring( CStr( [GLTran.FinPeriodID] ), 5, 2 ))

image

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TRA_User
 TRA_User
(@tra_user)
Joined: 5 years ago

Eminent Member
Posts: 15
May 25, 2021 4:30 pm
Reply tonpereznperez

@nperez you are the greatest!  Thank you so much!  That worked perfectly!  Now if I could only change 01 -12 to display as the month names.  But that's not necessary, just a wish.  Lunch on me if I ever meet you!

Side note, where did you frind the substring function and what does the 5 do?  I wasn't aware of that one.  Is there a list of functions available that I could look through to learn more?


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nperez
Posts: 13
 nperez
May 28, 2021 4:56 pm
(@nperez)
Active Member
Joined: 4 years ago

Hi @tra_user

I am glad it worked the way you needed it. 

Hey, count me in for Lunch. We never know. LOL.

The Substring function extracts a section within parameters (x an y) from a text.  substring(TEXT,x,y) So substring( CStr( [GLTran.FinPeriodID] ), 5, 2 ) it is extracting the two characters after position 5 of string TEXT.

You could try =MonthName([GLTran.TranDate] to get the month name but, when using it, it might sort it alphabetically not from Jan to Dec. 


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Tim Rodman reacted
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