ContributionsMost RecentMost LikesSolutionsRe: Nested Case formula issue / snapshot fieldThat worked! Thank you both so much! ------------------------------ Rebecca Garcia-Pons ------------------------------ Re: Nested Case formula issue / snapshot fieldNow the error is: Formula Error -- Type Mismatch The expression[Customer Type]on the left hand side of the operator "=" is of typetextlistwhile the expression"Corporate Coalition"on the right hand side is of typetext. The operator "=" cannot be used with these types of expressions. You may need to do one of the following to fix the problem: Add a type conversion function. Choose a different operator. ------------------------------ Rebecca Garcia-Pons ------------------------------ Re: Nested Case formula issue / snapshot fieldThank you, I very much appreciate the help. I made the adjustments Michael suggested so the full formula is now: If([Customer Type], "Corporate Coalition", Case([Project Type Rollup], "Audits", "Corporate Coalition-Audits", "Consulting", "Corporate Coalition-Consulting", "Desk Research", "Corporate Coalition-Desk Research", "Guidebook", "Corporate Coalition-Guidebook", "Training", "Corporate Coalition-Training", "CUMULUS", "Corporate Coalition-CUMULUS", "Other", "Corporate Coalition-Other"), ([Customer Type], "Foundation", Case([Project Type Rollup], "Audits", "Foundation-Audits", "Consulting", "Foundation-Consulting", "Desk Research", "Foundation-Desk Research", "Guidebook", "Foundation-Guidebook", "Training", "Foundation-Training", "CUMULUS", "Foundation-CUMULUS", "Other", "Foundation-Other"), ([Customer Type], "Government", Case([Project Type Rollup], "Audits", "Government-Audits", "Consulting", "Government-Consulting", "Desk Research", "Government-Desk Research", "Guidebook", "Government-Guidebook", "Training", "Government-Training", "CUMULUS", "Government-CUMULUS", "Other", "Government-Other"), ([Customer Type], "Large Business", Case([Project Type Rollup], "Audits", "Large Business-Audits", "Consulting", "Large Business-Consulting", "Desk Research", "Large Business-Desk Research", "Guidebook", "Large Business-Guidebook", "Training", "Large Business-Training", "CUMULUS", "Large Business-CUMULUS", "Other", "Large Business-Other"), ([Customer Type], "Small Business", Case([Project Type Rollup], "Audits", "Small Business-Audits", "Consulting", "Small Business-Consulting", "Desk Research", "Small Business-Desk Research", "Guidebook", "Small Business-Guidebook", "Training", "Small Business-Training", "CUMULUS", "Small Business-CUMULUS", "Other", "Small Business-Other"), ([Customer Type], "NGO/Non-Profit", Case([Project Type Rollup], "Audits", "NGO/Non-Profit-Audits", "Consulting", "NGO/Non-Profit-Consulting", "Desk Research", "NGO/Non-Profit-Desk Research", "Guidebook", "NGO/Non-Profit-Guidebook", "Training", "NGO/Non-Profit-Training", "CUMULUS", "NGO/Non-Profit-CUMULUS", "Other", "NGO/Non-Profit-Other"))))))))) The first instance of Customer Type is highlighted and the message when I hover over it is 'expecting bool but found textlist.' When I try to save, the error message is: "Formula error -- Bad or missing arguments in function call The types of the arguments or the number of arguments supplied do not meet the requirements of the functionCase. The function is defined to beCase ( x, val1, result1, ..., else-result) . You may need to do one of the following to fix the problem: Choose the right number and type of arguments. Use a type conversion function to convert the arguments you are using to the correct type. Choose a different function." ------------------------------ Rebecca Garcia-Pons ------------------------------ Re: Nested Case formula issue / snapshot fieldIt's text. Should it be something else? ------------------------------ Rebecca Garcia-Pons ------------------------------ Re: Nested Case formula issue / snapshot fieldThanks for the quick reply! I tried it, but now the error says 'expecting bool but found textlist' ------------------------------ Rebecca Garcia-Pons ------------------------------ Nested Case formula issue / snapshot fieldI'm relatively new to formulas and having an issue with a nested case statement. The main thing I'm trying to accomplish is setting up a snapshot field for target profit margin. I created a new table, relationship, and snapshot field itself just fine, but the target profit margin is based on a Margin Category, which is based on two other criteria, Customer Type and Project Type. I've tried writing the formula for Margin Category in any number of ways but keep getting different errors. My latest try is below, and the current error is 'Expecting textlist but found text.' Any help is greatly appreciated! Case([Customer Type], "Corporate Coalition", Case([Project Type Rollup], "Audits", "Corporate Coalition-Audits", "Consulting", "Corporate Coalition-Consulting", "Desk Research", "Corporate Coalition-Desk Research", "Guidebook", "Corporate Coalition-Guidebook", "Training", "Corporate Coalition-Training", "CUMULUS", "Corporate Coalition-CUMULUS", "Other", "Corporate Coalition-Other"), Case([Customer Type], "Foundation", Case([Project Type Rollup], "Audits", "Foundation-Audits", "Consulting", "Foundation-Consulting", "Desk Research", "Foundation-Desk Research", "Guidebook", "Foundation-Guidebook", "Training", "Foundation-Training", "CUMULUS", "Foundation-CUMULUS", "Other", "Foundation-Other"), Case([Customer Type], "Government", Case([Project Type Rollup], "Audits", "Government-Audits", "Consulting", "Government-Consulting", "Desk Research", "Government-Desk Research", "Guidebook", "Government-Guidebook", "Training", "Government-Training", "CUMULUS", "Government-CUMULUS", "Other", "Government-Other"), Case([Customer Type], "Large Business", Case([Project Type Rollup], "Audits", "Large Business-Audits", "Consulting", "Large Business-Consulting", "Desk Research", "Large Business-Desk Research", "Guidebook", "Large Business-Guidebook", "Training", "Large Business-Training", "CUMULUS", "Large Business-CUMULUS", "Other", "Large Business-Other"), Case([Customer Type], "Small Business", Case([Project Type Rollup], "Audits", "Small Business-Audits", "Consulting", "Small Business-Consulting", "Desk Research", "Small Business-Desk Research", "Guidebook", "Small Business-Guidebook", "Training", "Small Business-Training", "CUMULUS", "Small Business-CUMULUS", "Other", "Small Business-Other"), Case([Customer Type], "NGO/Non-Profit", Case([Project Type Rollup], "Audits", "NGO/Non-Profit-Audits", "Consulting", "NGO/Non-Profit-Consulting", "Desk Research", "NGO/Non-Profit-Desk Research", "Guidebook", "NGO/Non-Profit-Guidebook", "Training", "NGO/Non-Profit-Training", "CUMULUS", "NGO/Non-Profit-CUMULUS", "Other", "NGO/Non-Profit-Other"))))))) ------------------------------ Rebecca Garcia-Pons Program Director ------------------------------