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Posted

I'm trying to setup a field where If Type = "Sale", then it shows me the sum of a certain field. 


My current formula is:

If ((Type = "Sale") ; Sum ( Total Sale Price ))

and while I don't get an error, I also don't get anything in my field, it's just blank. 

Thanks for any help.

Posted

Seems like something is wrong with the Sum function on my end. I took out the If Type = "Sale" and just left Sum (Total System Size) and that is also blank, so need to see about getting that to work before I do any "If" calculations.

Posted

Typically you use Sum to get related data or multiple. fields..

Sum ( RELATED_TABLE::NUMBER_FIELD ) or Sum ( FieldA ; FieldB ) 

Is your existing field "Total Sale Price" is a summary field?

Summary fields totals the values in the found set of records. 

 

Posted

I had "Total Sale Price" as a summary field (sum of all Sale Price fields), but I couldn't figure out a way to add an "if" statement to it.

I basically want it to be a summary field (total of values in found set of records), but I only want to to pull data if the Type = "Sale". If Type = "Lead", then I don't want it to include the data from the Sale Price field.

Posted

Finally got everything working how I wanted it with a different method. 

My field "Total Sale Price" was a Summary of "Sale Price" and my goal was to only show data from records where Type =  Sale.

I ended up making a new field that said If (Type = "Sale" ; Sale Price) which basically only had the Sale Price data in it if Type = Sale.

I then made another field that was a Summary of the new field above and everything is working as indented. :)

Posted

That's a good way to do it. Good job figuring it out.

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