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ToddMolino's avatar
ToddMolino
Qrew Cadet
7 years ago

Help with formula to capture 2018 results as well as 2019

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.


  • 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.


  • 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", ""
    )
  • 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")





  • I see I missed part of my formula!

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

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