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Trying to calculate a sum total based off criteria

Question asked by susannecarrier on Nov 7, 2017
Latest reply on Nov 8, 2017 by philmodjunk

I am trying to calculate a sum total of a give field:  Investor Distribution Amount based of the distribution year and the investment id #.  Any thoughts on the function or formula I can use?  I have wasted serious time trying to do this one on my own and I'm simply hitting a road block!!!!

 

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