I have been trying to write an Aggregate formula to Sum a column based on certain criteria and then multiply that number by 10%.
The data table is called - "Deals (Zoho CRM)"
The column name is - "Amount"
The conditions for the Sum are -
-"Stage isn't 'Complete Stage', 'Engagement Cancelled'"
-" Client Type is 'Sell-Side Advisory' or 'M&A Advisory < $1M' or 'M&A Advisory $1 - $5M'"
-"On Hold isn't 'Yes'"
The Current Formula that I have created is as follows:
0.1 * SUMIF("Deals (Zoho CRM)"."Stage" NOT IN ('Complete Stage','Engagement Cancelled')
AND"Deals (Zoho CRM)"."Client Type" IN ('Sell-Side Advisory','M&A Advisory < $1M','M&A Advisory $1M - $5M')
And"Deals (Zoho CRM)"."On Hold" NOT IN ('Yes')),"Deals (Zoho CRM)"."Amount",0
Apologies for the scattered post. If anyone has any pointers on how I could fix this formula that would be greatly appreciated?
Thank you.