Help with IF Formulas

Hello,

I need help with formulas...I am sure these are very basic things, so I apologize ahead of time lol, but I cannot find the info online or I am just not doing it right. I feel like it's taking me too many formulas to do something that might be able to be executed with less !


Here is what I am hoping to accomplish, in one formula if possible:

If the "Tableau Sale Closing Date" > "DueDate" = "Need to Pay"

If the "Tableau Sale Closing Date" is BLANK = "Need to Monitor"

If the "Tableau Sale Closing Date" < "Due Date" = "Need to Monitor"


And then another formula on another cell where if it says "Need to Monitor" in the column above, and we are within "15 days" from the "Due Date" Column, then it says "Need to Pay"

:

Answers

  • Ameya Athalye
    Ameya Athalye ✭✭✭✭✭

    Hi @josie.french

    Try this:

    IF(ISBLANK([Tableau Sale Closing Date]@row), "Need to Monitor", IF([Tableau Sale Closing Date]@row > [Due Date]@row, "Need to Pay", "Need to Monitor"),"")

    IF(AND(<cell above> = "Need to Monitor", Today() <= [Due Date]@row -15),"Need to Pay","")

    The second formula is going to fail for sure but i just wrote it to give you an example of how you can lay it out. Referencing the cell above is not straightforward. You'll have to do some research on it.

    Hope this helps.

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