1 2 Previous Next 29 Replies Latest reply on Mar 2, 2017 8:39 AM by Deepak Rai

    How to create a calculated field based on the SUM of a column

    Jaskaran Dhillon

      Hi all,

       

      I want to create a calculated field that categorizes my data based on the SUM of "Total MV". Right now I have the following query on "Category" calculated field :

       

      if [Total MV] > 250000 and [Total MV] < 499999 then "AUM: $250K to $499K"

      elseif [Total MV] > 500000 and [Total MV] < 999999 then "AUM: $500K to $999K"

      elseif [Total MV] > 1000000 then "AUM: $1MM+"

      END

       

      However, the following results do not make sense:

       

      and many more. I want the resulting category be based on the sum on "Total MV", however the results are not making sense.

       

      Any help would be appreciated. I am attaching my workbook so you guys can take a look.

       

      Thanks a lot,

       

      Jaskaran,

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