Saved search formula multiple period columns
# ask-stanley-ai
s
Saved search formula multiple period columns
c
AI generated answer (using internal Slack threads):
In NetSuite saved searches, you can create multiple period columns using formula fields. Here's a general approach to achieve this: 1. Yesterday Est Margin %: You can create a formula field (number or percent type) and use a formula that calculates the Estimated Margin for yesterday. You might need to use the
TO_DATE
function to get yesterday's date and then use it in your formula. 2. LY (Last Year) Est Margin %: Similarly, create a formula field (number or percent type) and use a formula that calculates the Estimated Margin for the last year. You can use the
TO_DATE
function to get the date for the last year and then use it in your formula. 3. YTD (Year To Date) Est Margin %: Create a formula field (number or percent type) and use a formula that calculates the Estimated Margin for the current year to date. You can use the
TO_DATE
function to get the date for the start of the current year and then use it in your formula. 4. YTD LY (Year To Date Last Year) Est Margin %: Create a formula field (number or percent type) and use a formula that calculates the Estimated Margin for the last year to date. You can use the
TO_DATE
function to get the date for the start of the last year and then use it in your formula. Remember, the exact formula will depend on how your data is structured and how you calculate the Estimated Margin. You might need to use other functions and operators in your formula to get the correct results. Also, note that only the first formula of each type (text, currency, date, etc.) in your results set can be used as an available filter. If you want to use multiple formula results in your filters, you'll have to get creative with your approach. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844344735
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836085558
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835975766
Please provide your feedback on this answer.