Skip to main content
Solved

Year to date for last year.

  • January 9, 2026
  • 2 replies
  • 33 views
S
Freshman II
Forum|alt.badge.img

So, I just build this GI. I want to show year to date for this year and last year.

The formula for this year is working. The formula I have for this year is not working. Can I please get help if anyone has done this.

This is my result now.

 

Best answer by lauraj46

Hi ​@SandyA ,

You could try this formula:  

=sum(iif(year([ARTran.TranDate])=year(Today())-1 and [ARTran.TranDate]<=DateAdd(Today(),'y',-1), [ARTran.TranAmt],0))

Hope this helps!

Laura

    2 replies

    lauraj46
    Captain II
    Forum|alt.badge.img+9
    • lauraj46
    • Captain II
    • Answer
    • January 9, 2026

    Hi ​@SandyA ,

    You could try this formula:  

    =sum(iif(year([ARTran.TranDate])=year(Today())-1 and [ARTran.TranDate]<=DateAdd(Today(),'y',-1), [ARTran.TranAmt],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*.
      S
      Freshman II
      Forum|alt.badge.img
      • SandyA
      • Author
      • Freshman II
      • January 9, 2026

      ​@lauraj46 thanks a lot, its working

        Terms & ConditionsCookie settingsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved