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Filtering a Summary Field on a Layout

Question asked by jkostenbader on Mar 17, 2014
Latest reply on Mar 18, 2014 by philmodjunk


Filtering a Summary Field on a Layout


     I have a summary field that "totals" the value of one or more projects for each of my accounts on the accounts layout. The summary works fine and totals everything up nicely. What would really be ideal is for that calculation to not add projects that have a status of "cancelled" or "complete". There does not seem to be an ability to filter this total. I tried using a calculation field with something like:

     If(projects:project status <> "Cancelled" and projects;project status <> "Complete"; Sum(PO Value))

     the above statement seem to only account for the first project per account (not the rest if there is more than one). Am I missing an approach that would be better in this situation