Hello,
I am trying to sum fields based on conditional and matching criteria. I don't know how to write the syntax. Below is are the requirements of what the function needs to do.
- Determine if [Roll Up Line] is "true". This field is a Yes/No Lookup column.
- If yes, identify the fields [Org Code] and [Object Code] (both text fields) for [Roll Up Line] = "false" and see if they MATCH. If yes, go to item 3.
- Sum [Budget Requested] for all matching records.
- This is a subtotal of sorts. The Grouping function is good, but I need to see the dollar amount whether Grouping is on or not.
For example:
- OFFICE SUPPLIES (Roll Up Line = true) (Org Code is 1; Object Code is 2) Sum field is a calculated field
- Pens (Roll up line = false) (Org Code is 1; Object Code is 2) Dollar amount is $5. This item would be included in the sum under OFFICE SUPPLIES.
So, a fake formula might look something like this:
=AND ([Roll-Up Line]="true", SUM [Budget Amount], IF [Org Code] [Object Code] MATCH
Terribly clunky. Please help.
Thank you.
