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Answer

GI Display Year To Date

  • July 23, 2025
  • 3 replies
  • 63 views
F
Acumatica Employee

The below formula is currently working for me to display the [ARTran.Qty] for the last 365 days. Now I need to add a seperate column to my GI that displays [ARTran.Qty] for Year To Date in the Results Grid > Data Field. Any advise on how to achieve this?

 

=Sum(IIf(DateDiff( 'd', [ARTran.TranDate], Today() )<=365,[ARTran.Qty] , 0))

 

Thanks in advance! 

Best answer by lauraj46

Hi ​@FreddyDelRio96 ,

For YTD, you could use the formula:

=Sum(IIf(Year(Today() )=Year([ARTran.TranDate]),[ARTran.Qty] , 0))

Hope this helps!

Laura 

3 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • July 23, 2025

Hi ​@FreddyDelRio96 

I have done this as below.

 

 

 

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
lauraj46
Captain II
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  • lauraj46
  • Captain II
  • Answer
  • July 23, 2025

Hi ​@FreddyDelRio96 ,

For YTD, you could use the formula:

=Sum(IIf(Year(Today() )=Year([ARTran.TranDate]),[ARTran.Qty] , 0))

Hope this helps!

Laura 

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
F
Acumatica Employee

Hi ​@FreddyDelRio96 ,

For YTD, you could use the formula:

=Sum(IIf(Year(Today() )=Year([ARTran.TranDate]),[ARTran.Qty] , 0))

Hope this helps!

Laura 

This worked, thank you!

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