I'm using the following on a Formula (Currency) field: CASE WHEN EXTRACT(YEAR FROM {accountingperiod.enddate}) < EXTRACT(YEAR FROM SYSDATE) -0 THEN NVL({debitamount},0) - NVL({creditamount},0) ELSE 0 END This code will give me the Life to Date net amount up until last year. I have similar columns going back for multiple years and for Current Balance. What I really want to create is the same data extract but by Month instead of Year. I tried swapping "YEAR" for "MONTH", but that didn't yield results. Any assistance?