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CASE WHEN and formula issue applying transaction type used.

edited Jun 2, 2025 2:42PM in Search / Reporting 21 comments

Hello there, i'm currently building out a saved search which is using applying transaction types. When pulling a saved transaction search i normally use a formula to calculate actual GP % on Sales orders, the formula is SUM({tranestgrossprofit})/SUM(NULLIF({amount}-NVL({taxtotal},0),0)). I'm trying to write a CASE WHEN formula which incorporates this but having difficulties. The formula is basically CASE WHEN {applyingtransaction.type} is 'Sales Order THEN SUM({tranestgrossprofit})/SUM(NULLIF({amount}-NVL({taxtotal},0),0)). I'm aware that this probably needs adjusted or added parentheses and end statement but have tried a number of combinations with no luck, i's be grateful for any advice of how to adjust the formula to pull the info correctly, thanks for your help.

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