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jisaacjisaac 

need to add a Close Date filter to this formula - suggestions?

I need to add one more thing to this formula - it should only apply for opportunities with a Close Date in 2009. We have a different margin for 2008. How do I append this formula to include that?

 

Sorry about the &quot-winking faces - they are really close quotes and a close parentheses.Not sure how to prevent their display in this forum.

 

Thanks,

Jane

 

 

 

 

if(
     or(
         ispickval( Product_Line__c ,"Internet - ASP")
         ,ispickval( Product_Line__c ,"Internet - Digital Insight")
        ,ispickval(Product_Line__c ,"Internet - In-House")
        ,ispickval(Product_Line__c ,"Lending - Commercial Velocity")
        ,ispickval(Product_Line__c ,"Lending - Consumer Streamlend")
        ,ispickval(Product_Line__c ,"Lending - Consumer Velocity")
        ,ispickval(Product_Line__c ,"Lending - Velocity Conversion")
     ), 0.38
,if(
    or(
      ispickval(OSI_Business_Unit__c ,"INTL")
      ,ispickval(OSI_Business_Unit__c ,"OSC-BSG")
    ), 0.30
,if(
    or(
       ispickval(OSI_Business_Unit__c ,"CSG Bank Acct Mgmt")
       ,ispickval(OSI_Business_Unit__c ,"CSG Bank Sales")
      ,ispickval(OSI_Business_Unit__c ,"CSG CU Acct Mgmt")
       ,ispickval( OSI_Business_Unit__c ,"CSG CU Sales - Major")
    ), 0.35,0.20
)
)

JakesterJakester
You can prevent the smileys by using the Insert Code button
hhuiehhuie

Try starting your code with this:

 

IF (YEAR(CloseDate) >= 2009, Your Code, However you want the formula to handle Close Dates that are not in 2009.

 

Hope this helps

Message Edited by hhuie on 03-12-2009 07:24 AM