Formulas

 

Discussion List

  • 4-4-5 Fiscal Year, Need Formula to Identify Quarters

    Hello, I need some help developing a formula to calculate the fiscal year now that my company has switched to a 4-4-5 fiscal year calendar. The new fiscal year used to start in October and this was my formula: =IF(MONTH(Date@row) <= 3, "Q2", IF(MONTH(Date@row) <= 6, "Q3", IF(MONTH(Date@row) <= 9, "Q4", "Q1"))) How would I…

  • Date Logic in Form

    In forms it is not uncommon to have a Start and End date for any reason (mine is for PTO). It would be very helpful if there could be some logic added to Date fields to compare with other Date fields. In my case I need to add logic that prevents a user from entering an End Date that is prior to the Start Date. Today this…

  • Average a column from another sheet

    I am trying to average the "Days Shipped Delta" column from another sheet, based on (2) criteria from columns in that same sheet. (FY & Month) I am using the formula below but it returns #DIVIDE BY ZERO. =AVG(COLLECT({Days to Ship Delta}, {FY}, "FY26", {Month}, "01-January"))

  • Create an EMAIL() or CONTACT() function

    Create an EMAIL() or CONTACT() function so that email information can be extracted from a contact column. For reference we are trying to get the user's email before the "@" sign to print on a printable pdf. Even if I use a formula like: =IFERROR(LEFT([Contact]@row, FIND("@", [Contact]@row) - 1), [Contact]@row) this will…

  • Identifying which calendar quarters a project is active (last quarter, this quarter, next quarter)

    I'm building executive reports to show which projects are active by quarter. I have start and end dates for each project to show the active date range. The output I'm looking for is a report showing what was active last quarter. Another report showing what is active this quarter. And what will be active next quarter.…

  • Pulling multiple rows from one sheet to another based on value in a column.

    Hello! I'm sure this is a basic question that I'm just missing the how-to on. Our orginization has a master schedule for the year. I need to take from that master schedule and populate a different sheet based on a date. For example, master schedule has a column of dates. Multiple rows will contain that date. I need to pull…

  • Contact List fields

    I'm working on a project where I want to reference the contact list field in an automation email body, but it only pulls the Name field of the contact list item. Is there a way to get just the email address or does anyone have a good workaround for this?

  • Formula to Convert Scientific Notation to Numerical Value

    Hi, I am trying to create a sheet from data that is originally held in .csv files. My goal is to make it so that transferring the data to my sheet should be as simple as just copy and paste. My issue is that two of the fields that I need to copy over are reported in scientific notation (1.3E+004) and I am trying to figure…

  • Native Secondary Axis & Mixed Charting

    Problem: Current Limitations Scale Conflicts: Currently, users cannot easily plot two data series with vastly different scales (e.g., "Budget" in millions vs. "% Complete" in decimals) on the same chart; the smaller metric becomes invisible. Complex Workarounds: Users are forced to create "Helper Columns" (to manually…

  • Using a formula to assign multiple contacts

    Good morning! I am having a difficult time using a formula to assign multiple contacts. I have the checkbox selected to allow multiple contacts, but it seems as though when it comes to a formula, the cell is only seeing it as text. Example: Cell1 - megan@test.com Cell2 - jones@test.com Formula: Cell1 + Cell2 This then just…