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Help! This formula has to be simple, but it's not ... for me

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  • 1.  Help! This formula has to be simple, but it's not ... for me

    Posted 20 days ago
    Hey there, trying to make a formula field in a report that simply flags product names that changed at certain points of the funnel.  The fields referenced in my attempt are fields that capture the product name at certain stages, got that figured out, but now I want a report that shows only those that changed. 

    First stage field (text) I have memorialized is called Product @ PQ
    Second stage field (text) I have memorialized is called Product @ CFC

    Basically, want it to say 'If the Product @ PQ DOES NOT EQUAL Product @ CFC, "YES", "NO"

    My attempt: 
    IF (Contains([Product @ PQ],"SBA"), Contains([Product @ CFC], "Conventional"),"YES","NO"

    screenshot of my error: 

    error i receive


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    Bobby Hollis
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  • 2.  RE: Help! This formula has to be simple, but it's not ... for me
    Best Answer

    Posted 20 days ago
    Edited by Mark Shnier (YQC) 20 days ago
    Try this

    If([Product @ PQ] <> [Product @ CFC], "YES", "NO")

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 20 days ago
    Thank you for the quick reply! BINGO !

    I.feel.dumb. :) 

    Bh


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    Bobby Hollis
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  • 4.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 20 days ago
    Hey Coach, 

    still getting a YES even when Product @ CFC is null.  Being more forthcoming, I have 3 product stages I am trying to monitor here, so ideally something that flags a YES if:  Product @ PQ <> Product @ RFA OR Product @ RFA <> Product @ CFC 

    tried this:
    If([Product @ PQ] <> [Product @ RFA] OR [Product @ RFA] <> [Product @ CFC] "YES", "NO")

    seems like QB doesn't use "OR" ...

    Doable? 



    ------------------------------
    Bobby Hollis
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  • 5.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 20 days ago
    What's not working with your formula above.?  Looks right to me. 
    What if they are all blank.  What result do you want?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 6.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 19 days ago
    Thank you so much for your help Mark! I think I got it, played with it more last night:

    If([Product @ PQ] <> [Product @ RFA] or ([Product @ CFC] <> null and [Product @ PQ] <> [Product @ CFC]),"YES", "NO")

    this way when CFC field is blank it won't flag it :)

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    Bobby Hollis
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  • 7.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 19 days ago
    If those are text field types you may not use =null to test for blank.

     You need to test like..

    [my field] <> ""

     The documentation on the use of now clearly says that it does not work for text fields and by experience it does not work.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 8.  RE: Help! This formula has to be simple, but it's not ... for me

    Posted 19 days ago
    ok, switched to 
    If([Product @ PQ] <> [Product @ RFA] or ([Product @ CFC] <> "" and [Product @ PQ] <> [Product @ CFC]),"YES", "NO")

    , getting the same results either way. Definitely a text field

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    Bobby Hollis
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