Conditional Sum

[Simon-UK]

I'm trying to do a conditonal sum which i then want to use in further calculations. I want to get a value of "donations" in a given year. Its probably straight forward but....

Total = Sum of "donations" when "donation year"= "target year"

What do i use instead of when?

Thanks

Simon

[PeterHW]

Hi Simon,

you can either use a selfjoin or a summary. I've included a small sample file showing both. The selfjoin uses a relationship based on gYear<=>DonationYear. gYear is a global where you can enter the year you wish to see the total of, which will then be calculated in YearTotal.

The summary approach is done with the field Total. Note that your records will have to be sorted for the correct number to appear and that you need to be in Preview. If you need the value of the summary field for other calculations, use the GetSummary() function in your calculations. Your records will still need to be sorted though.

HTH,

Peter

[Simon-UK]

Peter,

Thank you!

Could you post your example file again as i'm getting a "parse error".

Simon

[PeterHW]

Hm, seems I need to zip the file first (although .fp7 is listed as a valid file type )

Here goes,

Peter

test.zip

[Simon-UK]

Peter,

Thank you - opened fine and solved the problem.

cheers

Simon