在Netsuite中提取特定月份的数据 [英] Pull out data from a specific month in Netsuite

问题描述

尝试从一年中的每个月中提取数据.
我没有看到太多信息.

Trying to extract data from every months of the year.
I haven't seen much info on it.

我尝试了很多公式，但是没有用.像这样的东西:

I tried many formulas but nothing worked. Stuff like:

CASE {trandate} WHEN 'YYYY' = '2018' AND 'MM' = "01" then {amount} ELSE 0 END

有人知道怎么做吗?

推荐答案

以您的示例为例，并进行更正(注意William Robertson的评论):

Taking your example and correcting (note William Robertson's comment):

CASE WHEN TO_CHAR({trandate},'YYYY') = '2018' AND TO_CHAR({trandate},'MM') = '01' THEN {amount} ELSE 0 END

对于与您设置的条件相匹配的2018年1月的每笔交易，这将返回{amount}.但是，如果要在 all 个月内返还金额，则最好执行以下操作:

This will return {amount} for every transaction in January 2018 which matches the criteria you have set. However, if you want to return amount for all months, you'd probably be better off doing something like:

• {amount}
之和

• 按公式(文本)字段对公式进行分组，例如:

• Sum by {amount}

• Group by a formula(text) field with a formula like:

TO_CHAR({trandate},'YYYY') || TO_CHAR({trandate},'MM')

可以对此进行调整，以使结果更具可读性(例如，通过连字符连接或使用月份名称代替数字等)，但这应该可以帮助您入门.

This can be tweaked to give a more readable result (for instance by concatenating with a hyphen, or using month names instead of number etc.) but this should get you started.

为第一种方法编写公式的更好方法是:

A better way to write the formula for the first method would be:

CASE WHEN TO_CHAR({trandate},'YYYY-MM') = '2018-01' THEN {amount} ELSE 0 END

此外-第一种方法是最佳的方法，如果您想按月将金额分为几列，而第二种方法将为您提供结果页面不同行中每个月的金额.

Also - the first method is best if you want to group amounts by month into columns, whereas the second would give you amounts for each month in different rows of the result page.

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