IF statement, multiple criteria, some with CONTAINS and some w/o

Hello Community! First time poster here. I maintain an extensive tracking spreadsheet and would like one column to populate "Yes" if there are ANY issues in other columns.

The criteria is:

-- if any of these columns contain "TBD" (Lead, [Due Date], [Submission Date], [Other information], [QA Team Notes])

-- if any of these columns are NOT blank (Escalation, [Escalation Notes])

-- if [Submission Status] is one of “Submitted, pending Follow-up” or “Pending Request” or “Requested?” or “Submitted?” or “#INVALID OPERATION”

-- if [Submission Status] is “Submitted” or “Submitted, pending follow-up” AND [Redact Review] is “Yes” or “Yes (see notes)" AND [Redact Submission] is blank AND [Redact Status] is blank

-- [Copy of Submission] is “Pending upload”

I got all the "TBD" statements to work with =IF(OR(CONTAINS("TBD", Lead@row), CONTAINS("TBD", [Due Date]@row), CONTAINS("TBD", [Submission Date]@row), CONTAINS("TBD", [Other Information]@row), CONTAINS("TBD", [QA Team Notes]@row)), "Yes")

But when I try to add additional statements, it stops working. This was my last attempt:

=IF(OR(CONTAINS("TBD", Lead@row), CONTAINS("TBD", [Due Date]@row), CONTAINS("TBD", [Submission Date]@row), CONTAINS("TBD", [Other Information]@row), CONTAINS("TBD", [QA Team Notes]@row)), Escalation@row <> “”, “Yes”))

Thanks in advance for any insight you can provide!!

Best Answer

  • Dana G
    Dana G ✭✭
    Answer ✓

    Hi @Steven Stikons, After lots of head scratching I figured out that the quotes ("") weren't copy/pasting properly from Word (where I was building the formulas)! Once determined I was able to troubleshoot the rest of the formula:

    =IF(OR(CONTAINS("TBD", Lead@row), CONTAINS("TBD", [Due Date]@row), CONTAINS("TBD", [Submission Date]@row), CONTAINS("TBD", [Other Information]@row), CONTAINS("TBD", [QA Team Notes]@row), [Escalation2]@row <> "", [Escalation Notes]@row <> "", OR([Submission Status]@row = "Submitted, pending Follow-up", [Submission Status]@row = "Pending Request", [Submission Status]@row = "#INVALID OPERATION"), AND(OR([Submission Status]@row = "Submitted", [Submission Status]@row = "Submitted, pending Follow-up"), OR([Redact Review]@row = "Yes", [Redact Review]@row = "Yes"), [Redact Submission Date]@row = "", [Redact Status]@row = ""), [Copy of Submission]@row = "Pending upload"), 1)

    Thanks so much for your help!

Answers

  • Steven Stikons
    Steven Stikons ✭✭✭
    edited 07/29/21

    Hi Dana,

    You closed your OR function too soon and have one too many close parentheses at the end of the formula.

    Try this:

    =IF(OR(CONTAINS("TBD", Lead@row), CONTAINS("TBD", [Due Date]@row), CONTAINS("TBD", [Submission Date]@row), CONTAINS("TBD", [Other Information]@row), CONTAINS("TBD", [QA Team Notes]@row), Escalation@row <> ""), "Yes")

  • Dana G
    Dana G ✭✭

    Thanks @Steven Stikons! Glad to know I'm on the right track. However, I tried the formula and it's showing as unparseable. I tried a few different columns instead of the Escalation column, in case the issue was with that particular column, but they all return this same error.

  • Dana G
    Dana G ✭✭
    Answer ✓

    Hi @Steven Stikons, After lots of head scratching I figured out that the quotes ("") weren't copy/pasting properly from Word (where I was building the formulas)! Once determined I was able to troubleshoot the rest of the formula:

    =IF(OR(CONTAINS("TBD", Lead@row), CONTAINS("TBD", [Due Date]@row), CONTAINS("TBD", [Submission Date]@row), CONTAINS("TBD", [Other Information]@row), CONTAINS("TBD", [QA Team Notes]@row), [Escalation2]@row <> "", [Escalation Notes]@row <> "", OR([Submission Status]@row = "Submitted, pending Follow-up", [Submission Status]@row = "Pending Request", [Submission Status]@row = "#INVALID OPERATION"), AND(OR([Submission Status]@row = "Submitted", [Submission Status]@row = "Submitted, pending Follow-up"), OR([Redact Review]@row = "Yes", [Redact Review]@row = "Yes"), [Redact Submission Date]@row = "", [Redact Status]@row = ""), [Copy of Submission]@row = "Pending upload"), 1)

    Thanks so much for your help!

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