formula (currency) Case When to get the same month last year to date amount in a saved search

AI generated answer (using internal Slack threads):

To get the same month last year to date amount in a saved search, you can use a formula (currency) with a CASE WHEN statement. The formula would look something like this:

sql
CASE 
    WHEN TO_CHAR({trandate}, 'YYYY-MM') = TO_CHAR(ADD_MONTHS({today}, -12), 'YYYY-MM') 
    THEN {amount} 
    ELSE 0 
END

This formula checks if the transaction date (

{trandate}

) is in the same month of the previous year as today's date (

{today}

). If it is, it returns the transaction amount (

{amount}

), otherwise it returns 0. Please note that this formula assumes that

{amount}

is the field you want to sum up. If you want to sum up a different field, replace

{amount}

with the appropriate field. Also, this formula will return the amount for the same month last year up to the current day of the month. If you want to get the total amount for the entire month of the previous year, you would need to adjust the formula accordingly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******