formula (currency) Case When to get the last year to today's date amount in a a saved search

AI generated answer (using internal Slack threads):

Based on the conversations, it seems like you are trying to create a saved search in NetSuite that calculates the total amount from last year to today's date. Here's how you can do it: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Choose the appropriate record type (e.g., Transaction). 3. Enter a title for your search. 4. Under the Criteria tab > Standard sub tab, set the following filters: - Transaction: Type is any of (your own set of transaction types) - Transaction: Main Line is true 5. Under the Results tab > Columns sub tab, add the following fields: - Name with Summary Type = Group - Formula (Currency) with Summary Type = Sum and Custom Label = Sales Last Year. For the formula, use:

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

6. Save and Run the search. This formula checks if the transaction date's year is the same as last year (from today's date). If it is, it returns the transaction amount; otherwise, it returns 0. The sum of these amounts gives you the total amount from last year to today's date. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******