Formula to retrieve sales for last fiscal year to date in saved search

select column formula numeric in results

CASE WHEN {trandate} BETWEEN TO_DATE(TRUNC(TRUNC({today}, ‘YEAR’)-1,’YEAR’), ‘MM/DD/YYYY’) AND ADD_MONTHS({today}, -12) THEN {amount} ELSE 0 END

  • Start Date: January 1 of the previous year (TO_DATE(TRUNC(TRUNC({today}, 'YEAR')-1, 'YEAR'), 'MM/DD/YYYY'))
  • End Date: Exactly one year ago from today (ADD_MONTHS({today}, -12))

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