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Create chart displaying columns by date

Last post 08-25-2016 7:40 AM by mahlonf. 6 replies.
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  • 06-12-2015 7:58 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Create chart displaying columns by date

    Is it possible to create a chart with columns grouped by date?

    Example new leads this week grouped by date.

    I can groupd by type, etc but the date field value also includes time. 

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 06-12-2015 9:49 AM In reply to

    Re: Create chart displaying columns by date

    Hi Mahlon,

    It looks like we’re missing the “compare as” option when grouping chart data by DateTime fields. Due to this, it’s basically impossible to group your data using a DateTime field. I created a feature request ticket so that our development team can investigate the possibility of adding this functionality.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 10-05-2015 10:00 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Create chart displaying columns by date

    Any updates on this? 

    it would be nice to have an ETA so I can determine whether we need to look at a workaround.

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 10-05-2015 1:46 PM In reply to

    Re: Create chart displaying columns by date

    Hi Mahlon,

    The ticket I created for this is a feature request, as it’s a new feature that would need to be added to the charts functionality. I can’t provide an ETA, but I don’t think that this will be implemented in the near future. I recommend looking into a work-around for the time being.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 08-22-2016 12:57 PM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Create chart displaying columns by date

    Any idea when this can be added?

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 08-23-2016 2:59 PM In reply to

    Re: Create chart displaying columns by date

    Hi There Mahlon,

    Not sure If I was just misunderstanding the Dialog here - But after going back and testing myself, It looks like we've already added the 'Compare As' For DateTime fields on Chart objects.


    That being said - I think your initial question was more along the lines of "How do I display DateTime as JUST Date, without the TIME element" - This woulds till take a workaround to implement properly.


    Thanks Mahlon.


    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 08-25-2016 7:40 AM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: Create chart displaying columns by date

    Use case: Activity Types by Month

    Try creating a chart on activities where Series = Activity and Secondary Column = DueDateStart and try to group by month, year, etc

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
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