To create the search, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add the filters as needed:
Type is Estimate
5. On the Results tab > Columns subtab, set the following:
Field
|
Summary Type
|
Formula
|
Summary Label
|
Name
|
Group
| ||
Formula (Numeric)
|
Sum
| DECODE (to_char({datecreated}, 'MM'), '01' , 1) |
January
|
Formula (Numeric)
|
Sum
|
DECODE (to_char({datecreated}, 'MM'), '02' , 1)
|
February
|
Formula (Numeric)
|
Sum
| DECODE (to_char({datecreated}, 'MM'), '03' , 1) |
March
|
Formula (Numeric)
|
Sum
|
DECODE (to_char({datecreated}, 'MM'), '04' , 1)
|
April
|
Formula (Numeric)
|
Sum
|
DECODE (to_char({datecreated}, 'MM'), '05' , 1)
|
May
|
Formula (Numeric)
|
Sum
|
DECODE (to_char({datecreated}, 'MM'), '06' , 1)
|
June
|
Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 01 = January, 02 = February)
6. Click Save and Run.
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