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formula to calculate amount by accounting period

edited Jan 3, 2020 12:27AM in Search / Reporting 3 comments

I am trying to get a formula for a transaction search that will calculate an amount by accounting period.

I started with a series of formulas something like this:

DECODE(TO_CHAR({trandate},'MM'), TO_CHAR(ADD_MONTHS({today} ,-1),'MM'),{amount},0)

This got me pretty close but I found that there was data that might be coded to an accounting period where the date was outside of the accounting period.  So my formula is not accurate as it is based solely on date.  I want the formula to be somewhat dynamic, meaning I do not want to hard code the accounting periods.

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