Newbie Questions

Re: Calculated Value formula help!!

javiusaf — Thu, 23 May 2013 14:29:38 GMT

THANKS FOR THE HELP!! Rules was the key word! I was making it harder than it was and was trying to write up an elaborate formula. Have a great day!

Re: Calculated Value formula help!!

ErnestoM — Thu, 23 May 2013 12:59:33 GMT

It sounds like these:

javiusaf:
if Cal_Month = "Oct" or "Nov" or "Dec" Reporting Qtr = 1,

if Cal_Month = "Jan" or "Feb" or "Mar" Reporting_Qtr= 2

if Cal_Month = "Apr" or "May" or "Jun" Reporting_Qtr= 3

if Cal_ Month = "Jul" or "Aug" or "Sep" Reporting_Qtr= 4

should be rules on the Cal_Month field, so that when it changes, a rule sets the value of the Reporting_Qtr field. The part in bold is the condition on your rule and the underlined portion is the action.

Hope this helps!

Calculated Value formula help!!

javiusaf — Wed, 22 May 2013 20:18:49 GMT

Good day,

I need a formula that does the following on the "Reporting Qtr" field

If Cal_Month = "Oct" or "Nov" or "Dec" Reporting Qtr = 1,

if Cal_Month = "Jan" or "Feb" or "Mar" Reporting_Qtr= 2

if Cal_Month = "Apr" or "May" or "Jun" Reporting_Qtr= 3

if Cal_ Month = "Jul" or "Aug" or "Sep" Reporting_Qtr= 4

I also need a formula for the "FiscalYr" field, which is based on the Cal_Month field result

---If Reporting_Qtr=1 then FiscalYr = Calendar_Yr +1

Else FiscalYr = Calendar_Yr.

I really would appreciate the help. Thanks for your attention.