Conditional column

[Syndicate_Admin]

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!

[v-yalanwu-msft]

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.

[johncolley · Accepted 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.