I have two formulas from two different reports that I have to get together into one formula - I know it sounds easy, but after 3 days of turning them inside out - I have given up. My results are either it omits all of "075" or counts only "075" regardless of what the name is...blah blah. I don't want to bore you with all the scenerios, if you just put it together the way you think it should go, maybe it will be a way I have not tried.
THanks alot for any help. By the way, there is a reason for the repetition in the second formula. If I don't do it that way, it brings in numbers I don't want.
FIRST FORMULA - 401K
if {Transaction_History.Fund} in "0100" to "0399"
and {Transaction_History.Trade_Type}='P'
and not ({Rep_Profile.Territory} in
["85", "89", "90", "88", "00"])
and(({Transaction_History.Social_Code} <> "047"
or
({Transaction_History.Social_Code} <> "075" and
{UNICMPNY.C_NAME} <> "Fidelity Investment Advisor
Group"
)
then {Transaction_History.Gross_Amount}
SECOND FORMULA - Mutual Funds
If (({Transaction_History.Fund} in "0100" to "0399"
and not ({Rep_Profile.Territory} in
["00", "85", "88", "89", "90"])
and {Transaction_History.Trade_Type}='P' )
or ({Transaction_History.Fund} = "0744"
and not ({Rep_Profile.Territory} in
["00", "85", "88", "89", "90"])
and {Transaction_History.Trade_Type}='P' )
or ({Transaction_History.Dealer_Number} = "40158"
and {Rep_Profile.Territory} = "00"
and {Transaction_History.Trade_Type}='P'
then {Transaction_History.Gross_Amount}
THanks alot for any help. By the way, there is a reason for the repetition in the second formula. If I don't do it that way, it brings in numbers I don't want.
FIRST FORMULA - 401K
if {Transaction_History.Fund} in "0100" to "0399"
and {Transaction_History.Trade_Type}='P'
and not ({Rep_Profile.Territory} in
["85", "89", "90", "88", "00"])
and(({Transaction_History.Social_Code} <> "047"
({Transaction_History.Social_Code} <> "075" and
{UNICMPNY.C_NAME} <> "Fidelity Investment Advisor
Group"
then {Transaction_History.Gross_Amount}
SECOND FORMULA - Mutual Funds
If (({Transaction_History.Fund} in "0100" to "0399"
and not ({Rep_Profile.Territory} in
["00", "85", "88", "89", "90"])
and {Transaction_History.Trade_Type}='P' )
or ({Transaction_History.Fund} = "0744"
and not ({Rep_Profile.Territory} in
["00", "85", "88", "89", "90"])
and {Transaction_History.Trade_Type}='P' )
or ({Transaction_History.Dealer_Number} = "40158"
and {Rep_Profile.Territory} = "00"
and {Transaction_History.Trade_Type}='P'
then {Transaction_History.Gross_Amount}