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Saved Search date formula help needed

edited Jan 3, 2020 12:53AM in Search / Reporting 3 comments

Hi guys,

I have created a saved search to show bank account balances at the end of the past 3 months. a column for the current balance, one for the balance at the last day of last month, one for the last day of the month before and one for the last day of the month before that.

My first column is just a sum of all posting transactions on the bank account. This is fine.

My second column uses the following formula and works fine - Formula (currency)  /  Sum  /  case when {trandate} <= LAST_DAY(TRUNC({today}, 'MONTH')-1) then {amount} else 0 end

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