1 Reply Latest reply on Jul 7, 2015 5:58 AM by philmodjunk

    Sum of Sums

    Gilo

      Title

      Sum of Sums

      Post

      Hi

      Can I have a Calculated Field which adds up all values of ex_credit but excludes the value of ex_credit if the ex_name of the record says "exclude"?

        • 1. Re: Sum of Sums
          philmodjunk

          Yes. And there are multiple options for doing so.

          ExecuteSQL is one option. A WHERE clause can include logic that excludes those records were ex_name = 'exclude'.

          or

          A relationship can be set up that only matches to records if ex_name is not "Exclude".

          or

          A filtered portal with a summary field can be used with a filter expression that excludes the "exclude" records

          or

          A calculation field can be defined such as: If ( ex_name ≠ "Exclude" ; Ex_credit ) and then your sum function or summary field can compute the total(sum) of this calculation field.