Sort on Report Chart

Hi

have setup a view which gives a breakdown of orders per month, struggling to get it sort on the month name or no:



any ideas?

Parents
  • 0

    Not sure what you are trying to accomplish.

  • 0 in reply to dskantor

    i want to be able to sort the graph by month at the moment its sorting as follows:



    this is an example view im working with:

    SELECT
            YEAR(Q.quot_opened) AS orde_year,
            MONTH(Q.quot_opened) AS orde_month_number,
            COUNT(*) AS total_quotes_count,
            SUM(Q.quot_nettamt) AS total_quotes_value
        FROM vQuotes Q
        WHERE YEAR(Q.quot_opened) = YEAR(GETDATE())
          AND Q.Quot_Deleted IS NULL
        GROUP BY
            YEAR(Q.quot_opened),
            MONTH(Q.quot_opened),
            DATENAME(MONTH, Q.quot_opened)

  • 0 in reply to Sufyan Iqbal PKFSCS

    Hi Sufyan

    You don't need to go to that length, as if you just did SELECT * FROM Quotes (joining in Opportunity and Company) then within the report on the Graph you can just pick Category = Opened (quot_opened) and tell it to do All Month Names, and the Values would be 'Count' - just put in the the view or Search Criteria the Year you want 

    The report will sort by month, count all the number of quote in that month 

    The chart would work - admittedly doing this way would me the report itself wouldn't be summarised, just depends on the purpose of the report, if for a Dashboard and you don't care about the report itself, just the chart, then this is the best way to go. 

  • 0 in reply to Matthew Shaw

    Hi Matthew

    this is my actual view (tried to paste in but was getting errors so had to take a screenshot)




    i need to show the converted % of quotes entered and converted but also straight orders entered and posted to 200. im not too bothered about the report itself but just need the graph to be ordered by month

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