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Date Range Formulas and summing YTD
Hey Everyone,
I have a question about summing. I have written the following.
**custbodyforecastdate is a custom date field we tag to all sales orders AND opportunities**
CASE WHEN ( ({transaction.custbodyforecastdate} BETWEEN to_date('1/1/2011', 'MM/DD/YYYY') AND to_date('12/31/2011', 'MM/DD/YYYY')) AND {transaction.type}='Sales Order') THEN {transaction.amount} ELSE 0 END
I am trying to create a search that displays this months sales orders amounts, and the Year to Date amount. However, because I have created a filter that allows users to change the date range as need the YTD formula doesn't pull correctly because of the filter being applied to the criteria!
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