Is the secondary table related to Forecasts? You can use native summary fields to pull the value in question using those constraints as the conditions, and then set 2024 as a variable or global setting, or based on the current year if it's rolling
Thank you so much for your reply!
Yes the tables are related. It is a many to one relationship where the forecasts table is many. When I create a new field what field type would I use? I don't see an option for summary fields.
You don't set the type for a summary field - it's determined automatically based on the type of data you're summarizing. So if lets say you're summarizing the 'total forecast' it will likely auto-determine that is a numeric field and create accordingly.
