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bwillis0802
Contributor
Contributor

IF(SUM...) not adding

Hello,

I am attempting to write an IF statement that sums all types of receipts except those with a Capitation payment methodology.

I have written: IF([CONTRACT.VBA_METHOD] = 'Capitation', 0, SUM([RCPT.RCPT_AMT]))

It works when in my filters I specifically select everything except Capitation; but when no filters are applied my original sum still appears. How do I fix this so I don't have to have both the statement and have end-users manually filter it out?

3 Replies
chrismarlow
Specialist II
Specialist II

Hi,

I would either put the If inside the sum, or use set analysis, so;

SUM(IF([CONTRACT.VBA_METHOD] = 'Capitation', 0, [RCPT.RCPT_AMT]))

or

SUM({<[CONTRACT.VBA_METHOD] -= {'Capitation'}>}[RCPT.RCPT_AMT])

Cheers,

Chris.

bwillis0802
Contributor
Contributor
Author

Hi Chris,

Thank you for your help. The second statement pulls in Capitation only, is
there a way for it to do the opposite?
chrismarlow
Specialist II
Specialist II

Hi,

Not sure how that is happening ... not what I see in toy app below ... am I missing something?

20220204_1.png

Cheers,

Chris.