Group by Month - Charts

[#1]

Dears,

I have another problem.

How can I group by month the values in my chart. Coz actuallu it is showing every date like (01/01/2010, 01/02/2010, 01/03/2010...) I need to group it by month.

Follow attached is the example.

Could you please help me?

[#2]

use this

=date(Monthname([Cal Date]),'MM-YY')

[#3]

use this

=date(Monthname([Cal Date]),'MM-YY')

[#4]

Thanks Karl!

It solved my problem

[bmartin_hm]

UPDATE

I figured it out. I put Count() around my if statement in the expression and I pulled only the month and year from the effective date. Sorry, to be a bother. After 5 hours of failure, I thought I'd get help.

@matt_crowther  I'm thankful I've found this thread as it's helped cleanup my chart. However, I'm having an issue where I'm attempting to display a servicer, client, policy effective date. The business person wants to see the oldest policy effective date within the month (3/24/2020 & 3/26/2020 => 3/24/2020) per each client. We are filtering the data down to just one months worth. I'm able to show all of the effective dates per client, but when I try to group them instead it will completely omit that client from the list. Thoughts?

What I see:

John Doe | Apple Inc. | 03/02/2020

Jane Doe | QlikTech | 03/24/2020

Jane Doe | QlikTech | 03/26/2020

Simon Sinek | Why LLC. | 03/15/2020

What I want to see:

John Doe | Apple Inc. | 03/02/2020

Jane Doe | QlikTech | 03/24/2020

Simon Sinek | Why LLC. | 03/15/2020