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GI filter question

  • November 26, 2025
  • 2 replies
  • 26 views

dales60
Freshman II

GI question - trying to pull both ytd and mtd sales from ARTran.  I can filter ytd in GI conditions, can I then filter the MTD on the results grid?   Do you have an example of the result grind filter somewhere for this ? 

Best answer by lauraj46

Hi ​@dales60 ,

You can use a formula in the results grid, like this:

=Iif(year([ARTran.TranDate])=year(Today()) and month([ARTran.TranDate])=month(Today()), [ARTran.CuryTranAmt], 0)

You can also use an aggregation to sum.

Hope this helps!

Laura 

2 replies

lauraj46
Captain II
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  • Captain II
  • Answer
  • November 26, 2025

Hi ​@dales60 ,

You can use a formula in the results grid, like this:

=Iif(year([ARTran.TranDate])=year(Today()) and month([ARTran.TranDate])=month(Today()), [ARTran.CuryTranAmt], 0)

You can also use an aggregation to sum.

Hope this helps!

Laura 


dales60
Freshman II
  • Author
  • Freshman II
  • November 26, 2025

Perfect - I love community --- I get faster answers here than from my company with a dozen consultants (or however many there are)