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OK, I have a question re: summing. I want to SUM [Contract Value] when Stage is 'Contract' and add this to the SUM of [Pipeline Value] when Stage is 'Contract Negotiation' or 'Offer Negotiation'.
I've seen conditional sums in here, but they are typically summing one field when multiple conditions exist. Here I need to sum 2 fields when 2 or more conditions exist.
Any help would be greatly appreciated!
Hi Try this code:
=Sum((If(Stage='Contract',ContractValue) and if(Stage='Contract Negotiation' or 'Offer Negotiation',[Pipeline Value]))
Thanks for this! I just had to tweak the "and" to an "or" and now it works, so I get what I need! Thanks!
Hi James
IF want to SUM [Contract Value] when Stage is 'Contract' and add this to the SUM of [Pipeline Value] when Stage is 'Contract Negotiation' or 'Offer Negotiation'. please see below code try to with this hopefully it will work out for your issue.
=Sum((If(Stage='Contract',ContractValue) and if(Stage='Contract Negotiation' or 'Offer Negotiation',[Pipeline Value]))
Hi James
If use set analysis the syntax would as per below and sum(set analysis is more efficient than ifs
=sum({<Stage={'Contract'}>}[Contract Value])
+ sum({< Stage= {'Contract Negotiation' , 'Offer Negotiation'}>} [Pipeline Value])
Regards
Padma