Formula help for Custom Column

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Answered

I'm trying to create a custom column where the current user is the value in the Account Director field AND the when the date falls within quarter 3 of the year. The Quota field is the currency amount that will be shown in the chart. I'm having a problem because they are different types of fields. I also tried using Case and got a bunch of errors as well. :(

Here is my formula:

If([Team - Account Director]=User() and Month([Calculated End Date]),

"7", [Total 2014 Q3 Quota],

"8", [Total 2014 Q3 Quota],

"9", [Total 2014 Q3 Quota],

null)

Thanks!!
Photo of Leanne

Leanne

  • 354 Points 250 badge 2x thumb

Posted 5 years ago

  • 0
  • 1
If(

[Team - Account Director]=User() and Month([Calculated End Date]) = 7, [Total 2014 Q3 Quota],

[Team - Account Director]=User() and Month([Calculated End Date]) = 8, [Total 2014 Q3 Quota],

[Team - Account Director]=User() and Month([Calculated End Date]) = 9, [Total 2014 Q3 Quota])
Photo of Leanne

Leanne

  • 354 Points 250 badge 2x thumb
Thank you!!! (sometimes the answer is such a small change!!)