Create a zCode field in table "Donors", zCode has default value as "ink".
Create a relationship between Donors and Donations:
ID = ID
zCode <> Code
Create a calculation field in Donors to sum up the amount from Donations.
I have figured out how to use a portal filter to exclude the donations I need to be able to exclude from the Summary Field calculation.
But how do I use this new and improved donations total outside of the portal?
More specifically, how can I export this new number -- from a filtered Summary Field in a Portal -- to an Excel File?
Thanks for any help!
In your case, if you shift the layout to list view, you may be able to save it into an excel file. Your filtered summary value should be exported.
I tried list view but after exporting into Excel, the total changes back to being ALL the donations over the lifetime of the donor.
How about try my solution through relationship rather than using summary field?
I don't completely understand your other suggestion. I think you are suggesting that I subtract out, effectively, all the records with "ink" in them. The problem is there are 10 or so variations of "ink" that I also would need to subtract out. The filter was a relatively easy way to do that.
Seems like I need a copy and paste function that will just read the number on the "surface" of the summary field and paste it in another field. Then I can export the other field.
Any suggestions are welcome. Thanks!
Don't know how to attach a file within the reply.