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I am trying to create a new formula for different Deal Types.

  • 1.  I am trying to create a new formula for different Deal Types.

    Posted 05-30-2017 02:03
    I am trying to create a new formula for different Deal Types. If Deal Type 1 or Deal Type 2 is selected then one field plus another field- 400. deal type 3 is selected then this field + this field.

    If([Deal Type] = "AMG Sampler", ([Down Payment]+[Balance Due]),
    If([Deal Type] = "AMG Platinum Advantage",([CS Down Payment]+[CS Balance Due])-400)),
    If([Deal Type] = "RCI Points",([Down Payment]+[Balance Due])-948))


  • 2.  RE: I am trying to create a new formula for different Deal Types.

    Posted 05-30-2017 11:05
    In Quick Base, unlike excel, you do not need to nest your IFs. Also while extra parentheses don't hurt, they really don't help either.

    If(
    [Deal Type] = "AMG Sampler", [Down Payment]+[Balance Due],
    [Deal Type] = "AMG Platinum Advantage",[CS Down Payment]+[CS Balance Due]-400,
    [Deal Type] = "RCI Points",[Down Payment]+[Balance Due]-948)

    This can also be written with a case function since you are comparing to the same field repeatedly.

    Case([Deal Type],
    "AMG Sampler", [Down Payment]+[Balance Due],
    "AMG Platinum Advantage",[CS Down Payment]+[CS Balance Due]-400,
    "RCI Points",[Down Payment]+[Balance Due]-948)


  • 3.  RE: I am trying to create a new formula for different Deal Types.

    Posted 05-30-2017 12:44
    Thank you that was perfect.  I should have went to Empower.  Formulas are still tough for me. 


  • 4.  RE: I am trying to create a new formula for different Deal Types.

    Posted 06-06-2017 22:38
    I am needing to add to this formula.  If I want a specific field to determine the -948 such as Sales Team.  If your on Sales Team A you get 
    [Deal Type] = "RCI Points",[Down Payment]+[Balance Due]-948) 
    Sales Team B gets 
    [Deal Type] = "RCI Points",[Down Payment]+[Balance Due]) 


  • 5.  RE: I am trying to create a new formula for different Deal Types.

    Posted 06-07-2017 15:26
    Thanks that was perfect!  

    I am needing to add to this formula.  If I want a specific field to determine the -948 such as Sales Team.  If your on Sales Team A you get 
    [Deal Type] = "RCI Points",[Down Payment]+[Balance Due]-948) 
    Sales Team B gets 
    [Deal Type] = "RCI Points",[Down Payment]+[Balance Due])