Forum Discussion

Cognito82's avatar
Cognito82
Copper Contributor
Nov 22, 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[To...
excel
Formulas and Functions
office 365
mathetes's avatar
mathetes
Gold Contributor
Nov 22, 2022

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
    Nov 22, 2022
    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
      Nov 22, 2022
      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.
      • Cognito82's avatar
        Cognito82
        Copper Contributor
        Nov 22, 2022

        mathetes 

        https://1drv.ms/x/s!Aui5lVRDPQjas2QgD4a9ihQevy7u?e=sLMzim

         

        Hope this has worked??

        I'm real new at the more int/adv features of excel.

        Is the priority of these ifs where they exist in the formula?

        Ideally if both were yes I'd like it to only run off the dated ifs, but the dated ifs would always have more weight. Does this make sense?