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Hello!
Let's see if anyone can help me. I tell you:
I have a column named STEPNAME and another STATECODENAME.
I need to create a conditional column that meets the following:
1. [Statecodename] = "Won" ----> "Earned"
2. [Statecodename] = "Lost" ----> "Lost"
3. [Statecodename] = "Open" and [Stepname] = "3" ----> "Qualified"
4. [Statecodename] = "Open" and [Stepname] = "4" ----> "Qualified"
5. [Statecodename] = "Open" and [Stepname] = "5"----> "Qualified"
I had tried this formula, but the "Qualified" returns them to me as null and it is not correct:
= each if [statecodename] = "Canada" then "Canada"
else if [statecodename] = "Perdida" then "Perdida"
else if [statecodename] = "Abierta" & [Stepname] = "3" then "Cualificada"
else if [statecodename] = "Abierta" & [Stepname] = "4" then "Cualificada"
else if [statecodename] = "Abierta" & [Stepname] = "5" then "Cualificada"
else null)
I need this conditional column to put as a legend on a chart.
How can I make a formula that fulfills all this and that I get in a column those that are WON, LOST and QUALIFIED?
Thanks in advance and greetings!
Solved! Go to Solution.
Hi,
The following calculated column logic works:
Calculated Col =
IF(
Statecode[Statecodename] = "Won", "Won",
IF(Statecode[Statecodename] = "Lost", "Lost",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 3, "Qualified",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 4, "Qualified",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 5, "Qualified", "Null")))))
Below is the returned results with some dummy data.
Hi, @Syndicate_Admin ;
I think johncolley's answer is correct, here is a more concise method by the way.
Calculated Col =
SWITCH (
Statecode[Statecodename],
"Won", "Won",
"Lost", "Lost",
"Open",
IF ( Statecode[Stepname] = 3 || [Stepname] = 4 || [Stepname] = 5, "Qualified" )
)
Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi,
The following calculated column logic works:
Calculated Col =
IF(
Statecode[Statecodename] = "Won", "Won",
IF(Statecode[Statecodename] = "Lost", "Lost",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 3, "Qualified",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 4, "Qualified",
IF(Statecode[Statecodename] = "Open" && Statecode[Stepname] = 5, "Qualified", "Null")))))
Below is the returned results with some dummy data.
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