Formulas

Good day all. I am trying to create a formula to name my Clients based on the following: If {company} is not blank, use {company} and if {company} is blank use {last name}, {first name} - and if there is a spouse name use {last name}, {first name} & {spouse name}I can't quite get it to work - can anyone help? 

I'm new here so I do not know that many formula. I imported my tables from excel and I have it generate name of the product with product name + weight. However, I want the numbers that are generated in 2 digits format. And here is my current formula :"[90.0]"&" "&{product name}&" "&{weight)}I tried using Round(), but it didn't help.  

I am trying to have a due date automatically calculated, but don't want weekends or holidays included. I am using the WORKDAY function, but still getting weekends. Workback from is the date to begin working on each task and Workback is the number of days allowed for each task. Can someone help?Here is what I am using: WORKDAY({Workback from}, {Workback},'2023-10-23,2023-11-23, 2023-11-24, 2023-12-22, 2023-12-25, 2023-12-26, 2023-12-27, 2023-12-28, 2023-12-29,2024-01-01, 2024-01-15, 2024-02-09, 2024-02-19, 2024-03-29, 2024-05-06, 2024-05-27, 2024-07-01, 2024-07-02, 2024-07-03, 2024-07-04, 2024-07-05, 2024-09-02, 2024-09-20, 2024-10-25, 2024-11-28, 2024-11-29, 2024-12-24, 2024-12-25, 2024-12-26, 2024-12-27, 2024-12-28, 2024-12-29, 2024-12-30, 2024-12-31, 2025-01-01')

Dear community of people so much smarter than me!I am using Airtable to build a film budget that has a number of fields and formulas that are causing me headaches. Table 1) Budget top sheet (two rollup fields: budget & actuals)Table 2) Budget (above the line and below the line)Table 3) ActualsTable 4) Cashflow forecastCHALLENGES: 1) On the budget - certain line items are subject to fringe (payroll fees, withholdings on a state-by-state basis, admin fees, etc.) and need to be calculated on a per line item basis. This is not consistent across the budget. How to solve for this? 2) From the above - - for things subject to fringes - we need to have a number calculated and roll up to the first table outlined above (the budget top sheet). How best to do this?3) We also need to calculate contingency - which is only calculated on Below the Line costs... how best to delineate this - calculate this - and have the number roll up accurately to the budget top sheet? If you ha

Hi - I am trying to update a forecast in case the field hasn't been updated for over a month. The idea is that if there are no updates, the forecast would lower by 10%. It all looks great, until I have to "Update record", I pull the record ID (dynamic) and added the field "Forecasted" and also make it dynamic. I add the field "Forecasted" and multiply it by 0.9. However, this creates an error. Here are the different versions and the results: "Forecasted"*0.9 --> Error"Forecasted"(0.90) --> Error"Forecasted".9 --> If the original value was $15,000 it shows $150,001 (maybe it thinks I want to move the decimal place?)"Forecasted""Multiply by" --> I created the field "Multiply by" to all equal 0.9 in the data, but whenever I place both of them together, no changes"Forecasted"*"Multiply by" --> Error"Forecasted"10% --> ErrorThis should be simple, the formula is pretty easy, but for some reason I can't get it to work. Can someone please help me? Thanks!

Hello,I'm trying to create a mapping using IF and OR statement, in order to map a set of values for the 'Status' field to this new formula field.  This formula doesn't cause an errors, but it only partially works.  Does anyone know why this doesn't work?IF({Status} = "Complete",  "Completed",  IF(    OR(      {Status} = "Low Risk",      {Status} = "Candidate"    ),    "On track",    IF(      OR(        {Status} = "Medium Risk",        {Status} = "High Risk",      ),      "At risk",      IF(        OR(          {Status} = "New",          {Status} = "Needs Investigation",          {Status} = "Need More Info",          {Status} = "Under Review",          {Stat

I've read through several help topics and I am still having issues, hoping someone can help me. I have a field that is counting the days between the due date and todays date. I need to use these numbers to create a formula to provide an aging report. I'd like the 'Aging' Field to use age count to represent I need to group my table by aging, which I am trying to do by creating a formula based on the age count.if age count has a number between 1-30, aging is 1-30if age count has a number that falls between 31-60, aging is 31-60if age count has a number that falls between 61-90, aging is 61-90 Daysif age count has a number that falls between 91-119, aging is 91-119 Daysif age count has a number that falls between <120, aging is over 120 daysI’ve read through many articles and forum discussions about the nested formulas, but continue to run into errors, as a lot of the examples are not for so many options.Not only am I having trouble with the formula the age count formula

Hello! I need to create a formula that pulls records from fields that correspond to answers of multiple-choice questions, like "What language do you speak"? Our multiple-choice questions also have an "Other" field. "Other" fields hold records which are either "no" (i.e. the person didn't select the "Other" response) or they are "yes, + [response e.g. Portuguese]". I want the formula to be able to pull the text from the "Other" fields IF it's a "yes, [response]" record, but to NOT include the "yes, " part, ONLY the response part (e.g. "Portuguese"). Can anyone tell me how to build that into the formula? Essentially, I need this part of the formula to say "IF the "Other" field contains a "yes, [response]" answer, then extract only the [response] text.Thanks!

I have the primary field set as a formula right now as CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be the formula for the primary field if I wanted it to be Client Last Name, Client First Name & Spouse First Name Spouse Last Name if the marital status field is married?

Hello!I have a list of names under a multi-select. Everyone in Blue is a FT staff member, everyone in yellow is a contracted worker. I want a count field (or formula field) that will automatically count all the Blue multiple select to give me the total number of FT workers, and another field to count the Yellow multiple selects for the total amount of contract workers. Is this possible? Best,H

Hello there,I am trying to create a formula that calculates the total cost of items based on their quantity and unit price; while also factoring in a discount percentage if applicable. I have tried using nested IF statements; but I am running into some challenges with getting the formula to calculate correctly. Here's an example of what I am trying to achieve:Item A; Quantity = 10, Unit Price = $20, Discount = 10%Item B; Quantity = 5, Unit Price = $15, Discount = 0%I want the formula to calculate the total cost for each item taking into account the quantity, unit price, and discount, and then sum up the total cost for all items.Could someone please guide me on how to structure this formula correctly?Also, I have gone through this; https://community.airtable.com/t5/formulas/need-help-with-formula/salesforce/149593 and it definitely helped me out a lot.Any help or insights would be greatly appreciated.Thank you in advance for your assistance.

I have 4 Tables (Payments, Receivables, CostCenters, Extract)The Payments and Receivables records are linked to CostCenters records.The Extract records are linked to Payments ou Receivables records ("If it's a receipt, it will be associated with an account receivable, and if it's a payment, it will be associated with an account payable.) So i want to make a formula field with an IF to get a cost center from Payments if the record is linked to a payment if not it will get the receivable costcenterIs it possible?

Hey all! I am trying to set up a form that is being sent out to about 200 people for the purpose of tracking time allocation for employees. To do so, the employees will fill out a form at the end of the week, selecting the projects they worked on throughout the week. After selecting multiple projects they worked on, I'd like for the form to auto-calculate the % of time they spent on the project. For example:If a person worked on 4 projects, the formula spits out that they spent 25% of their time across all 4 projects.If a person worked on 5 projects, the formula spits out that they spent 20% of their time across all 5 projects.After doing this, I'd like the user to be able to edit the percentage tied to each project, and then automatically adjust the other percentages to total 100%. Thoughts on a solution here?

Hi there,Wondering if anyone could help me with a couple of formulas.I have an existing date field (DD-MMM-YY) and I want to create deadlines from this field as follows:1.  23rd day of the 9th month after this date; example - where source field is 31-12-2022, formula should result in 23-09-2023 and for 28-02-2023, formula should result in 23-11-2023.2.  23rd day of the previous month; example - where source field is 31-12-2022, formula should result in 23-11-2022 and for 28-02-2023, formula should result in 23-01-2023.3.  23rd day of the month that is 6 months earlier; example - where source field is 31-12-2022, formula should result in 23-06-2022 and for 28-02-2023, formula should result in 23-08-2022.For automations I would like the resulting dates to be in local format and up to now have been creating a secondary field using the DATETIME_FORMAT formula but wonder if there is any way to incorporate the DATETIME_FORMAT formula into the original DATEADD formula to limit

Hello everyone,I have the following problem, which I haven't been able to solve for weeks. Basically, I want to do a Count with a dynamic condition on a date, which is not possible in the Count field settings.I have three linked tables:1 table A "Contracts" with insurance contracts. It has an anniversary date field.1 table B "Vehicles" linked to table A for vehicles attached to insurance contracts. It includes two fields with a date of entry into the fleet, and a date of exit from the fleet.1 table C "Annual periods" is linked to table A contracts. It contains the annual entry and exit periods created from the contract anniversary date.What I want to do is obtain from table B "Vehicles" to table C "Annual periods" a count of the number of vehicles:1 - on the entry date,2 - on the period exit date.The calculation of the count in table C from table B is normally quite straightforward: starting from (for example) the entry date, the count of the number of vehicles is :(Date of entry into

Dear AT Community!I'm collecting arrival and departure dates for an event setup period from workers. They can register through a form. In my base now I have two date fields with an arrival and a departure date for each worker. The setup period spans from 5th May to 16th May.The question is: How many workers are on site each day?In order to answer that question I created 8 formula fields and wrote a simple formula to extract the needed information from the date fields. The output looks like this:Now in the bottom row the sums are given which equal the number of workers on site each day.I tried to create a bar chart in an interface showing the days on the vertical axis and the number of workers on the horizontal axis. To no avail. Any ideas on how to approach this would be appreciated. I'm kinda stuck.Best regardsHenry

Hi,I'm using AirTable to track potential sales opportunities and would like to visualise on a chart the revenue per month.  This is similar to the Gantt chart view but instead would show the size of revenue rather than simply a project.For example, if an opportunity lands on the 15th April that will last 2 months, completing on the 15th June and worth £100k, this would be spread over those months.  I.e. £50k in April, £100k in May, and £50k in June.  Then a bar chart would total all these by month.In Excel this is relatively easy - you create a column for each month that calculates how much of the revenue in each month (can just about do that here but it's not easy).   Then you create a bar chart for the table and it shows it easily.  Can't find a way to do that in AirTable or with an app. Any and all help is much appreciated!!Dan 

Hello,The following formula doesn't work, with the field {Days (from Boosts)} being a lookup field representing the number 30. Is there an issue with using lookup fields within the DATEADD formula? DATETIME_FORMAT(SET_TIMEZONE(DATEADD({Created},{Days (from Boosts)},'days'),{Tutor Timezone (from Tutor)}),'DD MMM YYYY') The formula above works if I replace {Days (from Boosts)} with the number 30 however. I've just done some more testing and the following formula works as intended:DATEADD({Created},{Days (from Boosts) formatted},'days')So I believe the issue lies with DATETIME_FORMAT or the SET_TIMEZONE functionsAny help would be appreciated. Thank you,

Hi everybody,if I can ask for help with formulas in IF statementsI have developed Glide app with Airtable, works really good.I have a table WorkOrders, and among other columns, I have:"Start time", "Start kilometers", "End Time", "End kilometers", "Total km", "Total time", "Status".This formula is in column "Status", works good:IF(OR({NameSurname}="",{Startkm}=""),"CREATED",IF({Endkm}="","IN PROCESS",IF({Endkm}>{Startkm},"COMPLETED")))How can I add another Status, Canceled?Button CANCEL in Glide updates the fields: Startkm and Endkm to 0 (zero), StartTime and EndTime to CurrentTime (same data in StartTime and EndTime)Can you help me with the formula?Thank you very much    

I have two tables Experiments and Readings.Each experiment is linked to two or more reading records. Each reading has a DateTime field, and some readings such as pH and temperature. The pH and temperature readings are number fields.I want to use the first and last sets of readings in the Experiments table in some numeric formulas.In Experiments table I use a rollup field with MIN(values) to find the earliest DateTime in the linked readings. In the Readings table I use a lookup field and copy the {First DateTime} reading back into the readings table. So that all the Readings for a specific Experiment contain a field which is set to {First DateTime}.Then still in Readings, I have a field {First Temperature} with the formula:IF(DateTime={First DateTime},Temperature, '') Then back in Experiments I have a corresponding field {First Temperature Reading} that looks up the result in the {First Temperature} field.  This all appears to work correctly so far. In the {First Tem

Hi, I am doing a form for a remiders request, and I need that the filed "fecha de envio" the person is requesting the reminder have not the option to select a day before Today (current day).

Hola necesito generar in ID de solicitud para mi form que sea facil de buscar o indentificar

Hello Airtable community,I am working on a project where I need to automate some financial reports in Airtable and I would like to ask for your help to solve a specific challenge related to conditional sums in several tables.Context:I have a base with several key tables:[REPORTS] - Commercial: Records monthly orders per year (2022, 2023, 2024) assigned to different commercials.SUMMARY: Contains a record for each month of the year and I need to add up the order totals for each commercial, divided by year.Requirement:I want the "SUMMARY" table to have three columns (2022, 2023, 2024), each showing the sum of sales for a selected salesperson in a single selection field in the same table. The challenge is to have these totals update dynamically based on the selected salesperson.Attempts:I have tried using rollup fields, but these do not allow me to filter dynamically based on another selection in the same "SUMMARY" table. I am considering using scripts to calculate these values conditional

How do I use sum values automatically calculated when grouping fields for other formulas?I have to calculate the sum of values of a grouped field in other formulas. Is it possible? someone told about rollup, but I did not manage to obtain any useful result. I would need to obtain something like that in the screenshot in the sum field...Thanks in advance for your help 🙂 

Hello, I think I need a help of Airtable community even though there is built in AI helper in the formula field. Here is what I am trying to do and have no success for some unknown for me reason. I'm creating an automation that with the click of the button will send an sms text message to my customer. I've recently experienced a problem with Twillio campaign approval (they are giving a hard time), but I've got an approval with TextMagic. So, Text Magic accepts sms as an email, then converts it to text and then sends it to my customer. I have a dedicated Airtable field for the phone number. Based on this, I've created another formula field that adds "@textmagic.com" after the phone number, the formula looks like this: CONCATENATE(Phone,'@textmagic.com')Everything looked good, so I started with my automation, but my automation failed at the end due the format in the formula field. My formula adds the ending, but it keeps original Airtable fortmat of the phone number with the bracket