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

AI generated answer (using internal Slack threads):

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

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 the current 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 for the last year month to date. If you want to sum up a different field, replace

{amount}

with the appropriate field. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******