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Conditional Sum

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  1. #1
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    02-02-2005
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    Conditional Sum

    Not sure if this is even possible . . .

    We have a Productivity report based on account balance and Days

    The problem is that the detail data I have shows balances by Charge #, and not by account.
    (One acct most of the time have multiple charge numbers, and each charge # has a balance).

    What I need is to somehow sumarize balances by Account # and incorporate the following formula at the same time.


    The formula should read something like this:

    If Account Balance is <$2000 and Days Indicator is > 50 - Not Worked, otherwise Worked
    If Account Balance is >$2001 and < $3500 and Days Indicator is > 40 - Not Worked, otherwise Worked
    If Account Balance is >$3500 and Days Indicator is > 30 - Not Worked, otherwise Worked


    In the example attached: Account balance would be $ 4600.00 and days are 0-30 , so it should read Worked.

    Thank you for your help!
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