Sum of Sums
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"?
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'.
A relationship can be set up that only matches to records if ex_name is not "Exclude".
A filtered portal with a summary field can be used with a filter expression that excludes the "exclude" records
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.
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