milkandcookies
New Member
Hi all,
I'd like to build a formula with multiple statements looking at multiple columns of data within its same row.
For sales rep "Bob", if column 'Period to Date' is =>25000, then it returns the text "PTD".
For sales rep "Bob", if column 'Beginning Balance" is =>15000 or >=-15000, it returns the text "BB".
For sales rep "Bob", if column 'Role' contains 'IVT', then it returns "ATTACK".
Ideally, the column would tell me each of these three results if Bob met criteria for each.
(e.g. "PTD, BB, ATTACK".) If "Bob" meets none of this criteria, the column would return blank.
If clarification is needed, please let me know!
Thank you!
I'd like to build a formula with multiple statements looking at multiple columns of data within its same row.
For sales rep "Bob", if column 'Period to Date' is =>25000, then it returns the text "PTD".
For sales rep "Bob", if column 'Beginning Balance" is =>15000 or >=-15000, it returns the text "BB".
For sales rep "Bob", if column 'Role' contains 'IVT', then it returns "ATTACK".
Ideally, the column would tell me each of these three results if Bob met criteria for each.
(e.g. "PTD, BB, ATTACK".) If "Bob" meets none of this criteria, the column would return blank.
If clarification is needed, please let me know!
Thank you!