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Question

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

  • May 30, 2017
  • 0 replies
  • 27 views
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))
      This topic has been closed for replies.

      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
      • Author
      • Quickbase Alumni
      • June 7, 2017
      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]) 
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