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

AI generated answer (using internal Slack threads):

Based on the conversations, to get the year to date amount in a saved search, you can use a Formula (Currency) field with a case statement. Here is an example of how you can set it up: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Choose the record type for your search. 3. Enter a name for your search. 4. Under the Criteria tab, set your desired filters. For example, you might want to filter for specific transaction types and ensure that 'Main Line' is true. 5. Under the Results tab, add the fields you want to display. For the year to date amount, you can add a Formula (Currency) field with the following formula:

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

This formula checks if the transaction date is in the current year and before or on the current date. If it is, it returns the transaction amount; otherwise, it returns 0. 6. Set the Summary Type of the formula field to 'Sum' to get the total amount for the year to date. 7. Save and run your search. Please note that you might need to adjust the formula and other search settings to fit your specific needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******