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Help with formula to capture 2018 results as well as 2019

  • 1.  Help with formula to capture 2018 results as well as 2019

    Posted 01-09-2019 20:56
    I have this formula below that is capturing data just fine for current month and next month numbers, however 2018 numbers are not getting captured because this formula doesn't account for previous year. Can Some offer some assistance? My brain is jelly.">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1771127/RackMultipart20190109-58612-13j23u0-Capital_Summary_Prev_Month_Parsed_Status_inline.PNG?1547067334">




  • 2.  RE: Help with formula to capture 2018 results as well as 2019

    Posted 01-09-2019 22:03
    Todd, please copy and paste and post the actual code.  I can't copy and paste to suggest edits to a screen shot, plus its too small to read.

    Or else please courier some reading glasses to me.


  • 3.  RE: Help with formula to capture 2018 results as well as 2019

    Posted 01-09-2019 22:15


    If(
    (Upper([Line]) = "LIFE") and (Year([Issue Date]) = Year(Today())) and (Month(Today()) - Month([Issue Date]) = 1) and ($Red), "Red",
    (Upper([Line]) = "LIFE") and (Year([Issue Date]) = Year(Today())) and (Month(Today()) - Month([Issue Date]) = 1) and ($Yellow), "Yellow",
    (Upper([Line]) = "LIFE") and (Year([Issue Date]) = Year(Today())) and (Month(Today()) - Month([Issue Date]) = 1) and ($Green), "Green", ""
    )


  • 4.  RE: Help with formula to capture 2018 results as well as 2019

    Posted 01-09-2019 22:22
    LOL oh Mark..glasses on the way..NOT



  • 5.  RE: Help with formula to capture 2018 results as well as 2019

    Posted 01-09-2019 22:31
    try this


    var bool IssueDateWasLastMonth =
    IF(FirstDayOfMonth([Issue Date]) = FirstDayOfMonthAdjustMonth(Today(),-1),true); 

    // the above will be true if the 1st of the month of the issue date is the same date as the first of the month of the month previous to today.

    IF(
    Upper([Line]) <> "LIFE","",

    $Red,"Red",
    $Yellow,"Yellow",
    $Green, "Green")







  • 6.  RE: Help with formula to capture 2018 results as well as 2019

    Posted 01-10-2019 19:34
    I see I missed part of my formula!

    IF(
    Upper([Line]) <> "LIFE","",
    not $IssueDateWasLastMonth,"",

    $Red,"Red",
    $Yellow,"Yellow",
    $Green, "Green")