overmyer24
New Member
- Joined
- Mar 31, 2020
- Messages
- 5
- Office Version
- 2016
- Platform
- Windows
- Web
Good evening - I'm struggling at trying to create a formula within a Table of data, which is driving a Pipeline Dashboard for our sales team.
I didn't find anywhere to attach a spreadsheet, so I must've missed it. Anyway, I want a column next to "Funding" to be a formula that shows "Active" or "Inactive". Active would be associated with Finalist, Submitted, Quoting and Initiated. All other names within the Stage header would be Inactive. Can anyone quickly put together a formula for this?
Thanks,
rO
Opportunity Owner | Opportunity Effective Date | Stage | Subscribers | Members | Funding |
Sales A | 1/1/2020 | Finalist | 10000 | 20000 | FI |
Sales B | 1/1/2020 | Closed Won | 269 | 511 | FI |
Sales B | 1/1/2020 | Submitted to Customer | 107 | 214 | FI |
Sales C | 1/1/2020 | Quoting | 7020 | 13338 | ASO |
Sales D | 1/1/2020 | Initiated | 4625 | 9250 | ASO |
Sales A | 1/1/2020 | Closed Lost | 3294 | 6259 | ASO |
Sales A | 1/1/2020 | Closed Won | 320 | 600 | ASO |
I didn't find anywhere to attach a spreadsheet, so I must've missed it. Anyway, I want a column next to "Funding" to be a formula that shows "Active" or "Inactive". Active would be associated with Finalist, Submitted, Quoting and Initiated. All other names within the Stage header would be Inactive. Can anyone quickly put together a formula for this?
Thanks,
rO