Forum Discussion

MaximumGroup's avatar
MaximumGroup
Qrew Trainee
8 years ago

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

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))
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    8 years ago
    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)
    • MaximumGroup's avatar
      MaximumGroup
      Qrew Trainee
      8 years ago
      Thank you that was perfect.  I should have went to Empower.  Formulas are still tough for me. 
    • MaximumGroup's avatar
      MaximumGroup
      Qrew Trainee
      8 years ago
      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]) 
  • MaximumGroup's avatar
    MaximumGroup
    Qrew Trainee
    8 years ago
    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])