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

AI generated answer (using internal Slack threads):

To get the month 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 {trandate} BETWEEN TRUNC({today}, 'MONTH') AND {today} THEN {amount} ELSE 0 END

This formula checks if the transaction date (

{trandate}

) is between the first day of the current month and today. If it is, it returns the transaction amount (

{amount}

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

{amount}

field contains the transaction amount in the currency of the transaction. If you need to convert the transaction amount to a specific currency, you may need to use additional fields or functions. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******