8 Replies Latest reply on Feb 4, 2016 8:34 PM by kglsong

    Need to exclude some records from Summary Field calculation

    LeonGatewood

      I have two related files:  Donors and Donations.  I'm summing up the lifetime donations of each donor.  I have been able to set this part up.

       

      My problem is that I need to be able to exclude some of the donations from the total.  The donations I need to exclude are coded in a field known as "Code" containing the following text: "ink".

       

      Any suggestions on how to do this?  Perhaps I need to use a Calculation Field?

       

      I'm using FM Pro 14.

       

      Thanks for any help!