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

AI generated answer (using internal Slack threads):

To get the last year to date amount in a saved search, you can use a formula (currency) field with a CASE WHEN statement. Here's how you can do it: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Choose the record type for your search (e.g., Transaction). 3. Enter a title for your search. 4. Under the Criteria tab > Standard sub tab, set your filters. For example, you might want to filter for Transaction: Main Line is true. 5. Under the Results tab > Columns sub tab > Field column, add a new field: - Field: Formula (Currency) - Summary Type: Sum - Formula:

CASE WHEN TO_CHAR({transaction.trandate},'YYYY')=TO_CHAR({today},'YYYY')-1 THEN {transaction.amount} ELSE 0 END

- Custom Label: Enter a label for this column, such as "Sales Last Year". 6. Save and Run your search. This formula checks if the transaction date's year is the same as the current year minus one (i.e., last year). If it is, it returns the transaction amount; otherwise, it returns 0. The Sum summary type then adds up all these amounts to give you the total sales for last year. Please note that this formula assumes that your transaction amounts are in currency format. If they are not, you may 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. ******