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

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • Answered
  • (Edited)
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))
Photo of Maximum Promotions Group

Maximum Promotions Group

  • 140 Points 100 badge 2x thumb
  • frustrated

Posted 2 years ago

  • 0
  • 1
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)
Thank you that was perfect.  I should have went to Empower.  Formulas are still tough for me. 
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]) 
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])