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Complete the following options on the New Range Grouping dialog box.

Option

Description

Field Details

Enter Trade Date as the field name.

Operator

Select an operator:

  • > and <=

  • >= and <

  • > and <

  • >= and <=

  • > or >=

  • < or <=

  • !=

  • =

Group by

Select this checkbox to group by month/year.

Grouping Method

Select Month-Year.

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