Forum Discussion

mohammedald's avatar
mohammedald
Helper I
2 years ago

I need Help With A Date Formula

Hello, Thank you so much for your time I will get right into the,   So to explain the problem so you have more context I have a dashboard that is connected through CRM online and we have deals that...
Need Help
dufoq3's avatar
dufoq3
Community Champion
2 years ago

Hi, in your sample [New Close Date] = [Est Close Date] 🙂
You can just play with IF statement (but be careful, you have space at the end of "Est Close Date " column name)

You havent't described what do you want to return for cases when:

  1. [Deal Stage] <> "Won"
  2. [Close Date] < [Est Close Date) (Opp015)

 

In my opinion there could be also situations when [Close Date] year does not equal [Est Close Date] year but you want to return [Close Date]