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I need a way to sum conditional data in a clause when a certain condition applies. For example, I have two fields: 1. Major Category, 2. Journal Type. The summation needs to occur when [Major Category].Sales and [Journal Type].Net intersect. That intersection when both instances occur, will equal this years Net Sales. From there I will need to create a variance percent that will show year over year change. Any suggestions?
Not sure what you mean when you say "intersect" - when Major Category = 'Sales' and Journal Type = 'Net' ?
Then, if you need to aggregate numbers in the UI, you can use Set Analysis:
sum( {<[Major Category]= {'Sales'}, [Journal Type]={'Net'}>} MyValue)