Sum_Calculation based on condition
I have created a calculated field in a Company table that sums the total amounts from a related table (Opportunity) field called FuturePotential.
Sum(Opportunity::FuturePotential). This returns the total $ value of all FuturePotential $ for a specific Company listed in the Opportunity table. This works fine.
Now I want to only sum where entries in the Opportunity table have a status that are "Open", all related to a specific Company. I've tried the following:
Sum(Opportunity::FuturePotential ; FilterValues(List(Opportunity::Status) ; "Open)).
This has not provided the results I'm looking for. Where am I going wrong? I tried an If statement first but as soon as one of the Opportunities was closed, the sum = zero, even though there was still an Opportunity Open.