Summary Value - Top level not defined in list

@riyazpasha 

Hi

Summary function works as a sum of the leaf elemtnts of the list. To subtract something you have to select one of two options:

- ask users to enter negative value. Then automatic sum will work correctly, like: 2 + -1 = 1

- add a calculation line item wich will multiply by -1 those list elements which you want to be negative and then use the summary from this line item as a calculated value. (for this you would have to make more additional steps such as usin Ratio summary function). Let me know if you want to go this way - I will explain.

The second method is a bit more complicated than the first one and I think you should use it only if you can't make user enter the minus sign.

Hi @riyazpasha 

Please add two line items: calc and '1'

1) in calc put a formula: threshold limit * IF Savings Account THEN -1 ELSE 1

2) in '1' just = 1  (summary method: Max)

3) select threshold limit and change Summary method to Ratio. with the following settings:

@riyazpasha

You can. General rule is that you avoid using select function anywhere except Top level elements of the lists and versions. Instead you can use LOOKUP. You can make a system module without any dimension and place any list formatted line item here for reference via lookup. For example, "Total Cash" line item with Total cash element selected manually in it.