Sub Summary Report by month - again

[odd]

Hello,

 

I suppose I have the same problem as someone in another thread:

http://filemakertoday.com/com/showthread.php?t=15084

 

MonthField = Month(relevantdatefield) calc result is a number

MonthNameField = MonthName(relevantdatefield) calc result is text

However these intructions don't work for me: "this field cannot be found"

 

I need to make a simple summary of invoices per month (up to 50) and

the most ideal would be: each month list on a separate record/lay-out.

Each invoice has a specific date, but if I make a sub-summary per date,

then I get a list "per day", and that's not the point.

And a sum of the ammount per month. of course.

 

 

So, I need to make this one field "MONTH" which I will use to summarize.

BUT HOW ????

 

Please, help.

[LingoJango]

Perhaps a calculated number field called MonthYear

 

Year ( InvoiceDate ) & Right ( 00 & Month ( InvoiceDate ) ; 2 )

 

if you want to be able to overlap months from different years and sort them separately, or else two calculated fields, one a text field called monthname

 

MonthName ( InvoiceDate )

 

the other a number field

 

Year ( InvoiceDate )

 

and use a manual value list of

 

January

February

March

etc.

 

to do the sorting.

[odd]

I will have separate files for separate years anyway just to keep it simple.

So monthly selection/report would be enough.

 

But I will try to do what you suggest, hopefully I will find the right fields.

Thanks.

[odd]

Nope. It doesn't work. I made a calcilated field, pasted the formula,

but it's not even accepted.

 

Any other simple answer?

[LingoJango]

Try

 

Year ( InvoiceDate ) & Right ( "00" & Month ( InvoiceDate ) ; 2 )

 

and of course this formula assumes that your invoice date field is actually called InvoiceDate.

 

The two-field approach, of course, will require the value list to be in the language in which FileMaker produces its output, which GENERALLY depends on the language settings for your computer.

[odd]

Sure, I didn't think about it (I think the language is the problem).

 

But I managed to make a subsummary per month (I used both:

a number and a name of the month). So, Hurra!! It works.

All on one record/sheet/lay-out, but it works.

 

But now I can't make it to summarize the money per month.

I mase a new field called "total month" but what formula should I

use to count all the "totals"??

 

I don't know why but now even a simple drop-down menu doesn't work!

I tried to place it everywhere, but it doesn't work.

 

I'm not sure if I understand your instructions. Thanks anyway.

[LingoJango]

If you have a Summary-type field that gets the total of whatever field you want to summarize and you put that field in the relevant sub-summary part of your sub-summary layout, once you do the sorting you should be able to see the totals you want.

 

In other words, your field should not be a calculation field but a summary field.