Compare this month to this month last year in a report?

Question

I have a report that I want to be able to compare the amount of "quotes sent" for March 2021 to the amount of quotes sent in March 2020. I put a formula in the report to group rows by year and edit date so it's broken down by the month and year the quote was sent, but I can't figure out how to get a chart to just show March 2021 and March 2020. Does anyone know how to do this? Screenshot of what the current report looks like. I've tried filtering the chart and it just doesn't work, and the range doesn't let you compare this month to this month last year.

Steve Molis · Accepted Answer

You can do it via the Report Filters, but if you don;t wanna have to manually update them every time you run the report, you can simplify it with a couple of custom Formula Fields on the Object like this

CloseDate YTD

Datatype = Formula

Result = Checkbox

Formula =

(CloseDate - DATE(YEAR( CloseDate ), 01, 01))
<=
(TODAY() - DATE(YEAR( TODAY()), 01,01))

CloseDate YTM

Datatype = Formula

Result = Checkbox

Formula =

MONTH( CloseDate )
<=
MONTH( TODAY() )

CloseDate (Month)

Datatype = Formula

Result = Text

Formula =

CASE(MONTH(CloseDate),

1, "01 - January",

2, "02 - February",

3, "03 - March",

4, "04 - April",

5, "05 - May",

6, "06 - June",

7, "07 - July",

8, "08 - August",

9, "09 - September",

10, "10 - October",

11, "11 - November",

12, "12 - December",

NULL)

Steve Molis · Answer

Oh wait...  that's a Field History Report?    Ugh...     Field History Reports are not really designed for analytics, they're really meant for doing a Forensic Data audit.

Compare this month to this month last year in a report?

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