Formula Help -- Proposals and Gift Amount

Monica Solomon

Hello,



I have run into a bit of a roadblock.  I need to report on outright gifts (those that do not hae a proposal) for a campaign.  Things were going well until general gifts started to arrive (ahead of plan).  Basically, my current formula looks at the status in proposal tab and all that is adds up nicely.  How do I add to this statement (or create a different one) using null for the proposal status and gift amount?  Any suggestions on how to co-mingle the different fields. 



Here is my current formula:



if {CnPrProp_1.CnPrProp_1_Status}= "Funded" then {CnPrProp_1.CnPrProp_1_Amount_Funded} else 

if {CnPrProp_1.CnPrProp_1_Status} = "Planned Gifts - Realized" then {CnPrProp_1.CnPrProp_1_Amount_Funded} else

if {CnPrProp_1.CnPrProp_1_Status} = "Secured" then {CnPrProp_1.CnPrProp_1_Amount_Expected} else

if {CnPrProp_1.CnPrProp_1_Status} = "Verbal Commitment" then {CnPrProp_1.CnPrProp_1_Amount_Expected}

Joshua Bekerman bCLO bCRE

What if you just ended the statement with "else 0"?  

Chester Bammel

I'm not sure I am completely following you, but if you want to allow for a null status, then use something like:



if isnull({CnPrProp_1.CnPrProp_1_Status}) then 0 else

the rest of your formula...

Mike Furlong

How are you exporting the gift information?  Much like was stated above, you can add the logic for the gifts after you determine that the Proposal status is null. Something like this once it's all together...

if isnull({CnPrProp_1.CnPrProp_1_Status}) then

{Gf.Gf_Amount}

else

(if {CnPrProp_1.CnPrProp_1_Status}= "Funded" then {CnPrProp_1.CnPrProp_1_Amount_Funded} else 

if {CnPrProp_1.CnPrProp_1_Status} = "Planned Gifts - Realized" then {CnPrProp_1.CnPrProp_1_Amount_Funded} else

if {CnPrProp_1.CnPrProp_1_Status} = "Secured" then {CnPrProp_1.CnPrProp_1_Amount_Expected} else

if {CnPrProp_1.CnPrProp_1_Status} = "Verbal Commitment" then {CnPrProp_1.CnPrProp_1_Amount_Expected})