How to group by month in a Multilevel Pivot Table

[jesshal]

Hi all,

I have been asked to create a report displaying the number of Changes opened by each Assignment Group per month. They need to be divided up by Type of Change and month opened. It should ideally be something like this, except divided by month opened instead of Close Code.

The problem is that we do not have a Month Opened field, just an Opened field that holds a full date. This means when I use Opened instead of Close Code the report is too big to generate because it calculates the changes opened for every individual day.

Is there a way to organize by month rather than full date? I tried something like this with a Trend Report but could not find a way to group by Assignment Group and change Type at the same time with that kind of report.

Thanks in advance for an assistance.

[Jaspal Singh · Accepted solution]

Hi Jesshal,

OOB there isn't anything available. You can get a Field created named Month & then use a background script to check the date ranges & then set value for the Month field. Background script for existing records for the new ones you can get a business rule created that will set Month value on basis of date range.

Thanks,

Jaspal Singh

Hit Helpful or Correct on the impact of response.

[jesshal]

I see, I was afraid that might be the case. Thank you for the answer.

Thanks,

Jesshal

[Renu3]

Hello Jaspal,

I have also stuck in a similar situtaion.Could you please tell me how to create the fields on piviot table?

My report sorts the incidents for the whole year.I would like to have 3 fields and a button for start and end date,location and sort button which displays the report of the incidents present only between dat time slots.

How can i achieve this?

Thanks in advance,

Renu.

[Tracy Davis]

I've had this same dilemma.

The only way I've been able to display counts by month is by using a trend chart and trend by Create date (by Month), make sure you select All and Show Other.

Then you could add groupings by Assignment Group, Change Type, etc.