Comparing Summed Amounts Across Two Fiscal Years for Transactions

In transactions, you can compare summed amounts across two fiscal years.

On the Criteria subtab, check the Use Expressions box and enter the following on two separate lines:

Date is within this fiscal year to date OR Date is within last fiscal year to date.

On the Results subtab, enter the following formulas:

If the fiscal year starts in July:

For current year to date, Formula (Numeric), SUMMARY TYPE = Sum:

                        DECODE(TO_CHAR(ADD_MONTHS({trandate},6),'YYYY'),
TO_CHAR(ADD_MONTHS({today},6),'YYYY'),{amount},0)

For previous year to date, Formula (Numeric), SUMMARY TYPE = Sum:

                        DECODE(TO_CHAR(ADD_MONTHS({trandate},6),'YYYY'),
TO_CHAR(ADD_MONTHS({today},-6),'YYYY'),{amount},0)

If the fiscal year is the calendar year:

For current year to date, Formula (Numeric), SUMMARY TYPE = Sum:

                        DECODE(TO_CHAR({trandate},'YYYY'),TO_CHAR({today},'YYYY'),{amount},0)

For previous year to date, Formula (Numeric), SUMMARY TYPE = Sum:

                        DECODE(TO_CHAR({trandate},'YYYY'), 
TO_CHAR(ADD_MONTHS({today} ,-12),'YYYY'),{amount},0)

Note:

Consider the following:

ADD_MONTHS compensates calendar year for current fiscal year (6) and previous fiscal year (- 6) if fiscal year begins in July, and compensates for previous year (-12) if fiscal year is the same as calendar year.
TO_CHAR extracts the (fiscal) years.
DECODE(value1, value2, {amount}, 0) compares the transaction date's fiscal year value (value1) to the current or previous fiscal year (value2). If equal, use amount; otherwise zero it out.