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IF statement for Payments

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Yviana
4 - Data Explorer
4 - Data Explorer

Hi, I'm building a formula that says if the first payment date is equal to the month today then show the first payment date otherwise show other payments with the month today. 

 

Yviana_0-1675390600038.png

 

2 Replies 2
Ben_Young1
10 - Mercury
10 - Mercury

Hey @Yviana  - I normally type a bunch, but I'm tired.
Try this formula:

IF(
    {1st payment},
    IF(
        MONTH({1st payment}) = MONTH(TODAY()),
        {1st payment}
    ),
    IF(
        {2nd payment},
        IF(
            MONTH({2nd payment}) = MONTH(TODAY()),
            {2nd payment}
        ),
        IF(
            {3rd payment},
            IF(
                MONTH({3rd payment}) = MONTH(TODAY()),
                {3rd payment}
            ),
            IF(
                {4th payment},
                IF(
                    MONTH({4th payment}) = MONTH(TODAY()),
                    {4th payment}
                )
            )
        )
    )
)
Ben_Young1
10 - Mercury
10 - Mercury

As a side note, your data is better suited if you create a separate table for payment records.
Each payment record has a due date that gets rolled up on the original table for easy reporting and it kills these four bloated date fields on your table.
It's clean, easy to scale, and would be along best practices when it comes to thinking about this in a database.

Happy to provide more details if you're curious.