Need Formula Help Looking for most recent activity type but reviewing 6 columns
I need a formula for my metrics sheet to pull the most recent account engagement type from a separate sheet, however I have multiple columns to search for the most recent engagement type.
The form connected to the sheet allows a rep to select one, two, or three outreach updates so I have three Account Names, three Outreach Dates, and three Account Engagement type columns that the formula needs to review.
this is the formula i have been working with but something is off and i keep getting an error code:
=IF(
MAX(
COLLECT({Outreach #1 Date of Outreach}, {Outreach #1 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #2 Date of Outreach}, {Outreach #2 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #3 Date of Outreach}, {Outreach #3 Account Name (City)}, [Account Name (City)]@row)
) = 0,
"",
INDEX(
COLLECT(
{Outreach #1 Account Engagement Type}, {Outreach #1 Date of Outreach},
MAX(
COLLECT({Outreach #1 Date of Outreach}, {Outreach #1 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #2 Date of Outreach}, {Outreach #2 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #3 Date of Outreach}, {Outreach #3 Account Name (City)}, [Account Name (City)]@row)
),
{Outreach #1 Account Name (City)}, [Account Name (City)]@row
) +
COLLECT(
{Outreach #2 Account Engagement Type}, {Outreach #2 Date of Outreach},
MAX(
COLLECT({Outreach #1 Date of Outreach}, {Outreach #1 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #2 Date of Outreach}, {Outreach #2 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #3 Date of Outreach}, {Outreach #3 Account Name (City)}, [Account Name (City)]@row)
),
{Outreach #2 Account Name (City)}, [Account Name (City)]@row
) +
COLLECT(
{Outreach #3 Account Engagement Type}, {Outreach #3 Date of Outreach},
MAX(
COLLECT({Outreach #1 Date of Outreach}, {Outreach #1 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #2 Date of Outreach}, {Outreach #2 Account Name (City)}, [Account Name (City)]@row),
COLLECT({Outreach #3 Date of Outreach}, {Outreach #3 Account Name (City)}, [Account Name (City)]@row)
),
{Outreach #3 Account Name (City)}, [Account Name (City)]@row
),
1
)
)
Answers
-
Are you able to provide some screenshots for context? What is the error you are getting?
-
Yes, i am getting the #INVALID REF error! Thank you!
-
I have a variety of columns within the same sheet where a rep would submit either one, two, or three account outreach updates within the same form submission so one, two, or three updates within the same row. I need the formula to look for the specific account name in outreach #1, #2 or #3 and then look at the outreach dates to then determine the most recent date for outreach account engagement type and then return that engagement type
-
That particular error means you have not properly set up at least one of the Cross Sheet References. Double check all of those first.
.
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