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Cognito82's avatar
Cognito82
Copper Contributor
Nov 23, 2022

Help with IFS Please

I'm unsure if I'm doing this right.

This formula is entered into a follow up column and has 2 date columns as well as 2 y/n columns. Source table is from today formula(table).

 

=IFS(J3<=Table1[Today]-180,"No",E3<=Table1[Today]-365,"No",F3="Yes","No",D3="No","Yes",F3="No","Yes",TRUE,"Yes")

 

Most rows are working but I'm unsure if it's correct once I correctly fill all columns with data.

Edit: It was working but this formula has now populated all NO.

I have updated formula to this currently

=IFS(D2="No","Yes",F2="No","Yes",J2<=Table1[Today]-180,"No",E2<=Table1[Today]-365,"No",F2="Yes","No",TRUE,"Yes")

😢

5 Replies

  • mathetes's avatar
    mathetes
    Gold Contributor

    Cognito82 

     

    You've had 35+ views, no replies. I strongly suspect it's because it's not clear if you actually have a question, and, if so, what that question is.

    • Your description of the organization of the data to which the formula refers is unclear at best, confusing for sure.
    • Where the formula itself resides is not mentioned, so its relationship to the fuzzy data in their various columns is unclear.
    • What the formula--if and when you get it working--is supposed to do, what its function is in the bigger scheme of things, is unclear.

    My own firsthand experience is that if I'm not clear on what a conditional formula is supposed to be doing, the conditional formula will suffer from that lack of clarity. So you could help us help you if you back up and describe what's going on in everyday English, without reference to the formula; the formula will follow quite naturally after the bigger picture is clear.

     

     

    • Cognito82's avatar
      Cognito82
      Copper Contributor
      I'm trying to flag follow up contact to clients if conditions are/aren't met and dates fall beyond certain timeframes.
      Y/n columns refer to active and key accounts(being D and F), dated columns refer to last service and last contact(being E and J).
      I'm hoping to provide this formula so as if the accounts are not active, a follow up is flagged; if an account is active but the parameters with in the formula for dates fall out of range(ie =180 days and/or +365 days) a follow up is flagged.
      • mathetes's avatar
        mathetes
        Gold Contributor
        That helps. Even more helpful would be if you could post a copy of the actual (or a facsimile with real names removed) on OneDrive or GoogleDrive, with a link posted here that grants us access. That way we (I or somebody else here) could write and test a formula with some real data.

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