I have a very simple app that just is a data entry form for regional directors around the world. They simply need to fill in a drop-down with a country list that is filtered to a code in their User table. They only do this once a month. Then they input a numerical value for number of new groups contacted in that country and the date so we have the month of the record. Since they could submit the entry outside of the month, we have to have a date field so it corresponds to the month of the reporting, not just a timestamp.
What I cannot figure out is how to have a page that shows the number of new groups totals per month. It could even be filtered by a drop-down to only show one month at a time. So basically the total groups of all rows within the same month/year. I would also like to have a view with the total numbers for each year. If I could even do it by country within each year and month, that would be a bonus but not necessary.
Assuming that you have “Reports” collection with the properties:
groups (number)
month (number)
director (relation to User)
Did you try something like: add a text label for each month, and using a magic text show the figure: Reports → Groups → Sum, with a filter month = month in question (1,2,…)?
Same logic could be applied for month/year combinations (you store month+year as a text in a text property and filter by it).
I’m thinking in order for this to work, the Month and Year would have to be Text drop downs on the data entry instead of using a Date field. I was hoping just to use a date field to simplify the entry and prevent needing to have a table updated with more years. I guess I could go ahead and preload a hundred years.
As to the selective reporting… I do have the means for that with a method like this now. However, What I would also like is a page that lists the totals for each month of the selected year, but grouped by month. So, January – Totals for January 2025, February – Totals for February 2025. So I’m not sure if there is a way to group the data for the months reported all on the same view.