Help to Create Calculated Field

Q&A
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1

Hello, I am trying to create a difficult calculated field, hoping you can provide assistance:
image

  • new calculation = “Transaction Amount” unless there’s a “Follow-On” amount. If there’s a “Follow-On” amount, the calculation should be the “Follow-On” Amount.
    Thank you,
    Diana
2

In the picture, you can see the “Aggregate” = “Transaction Amount” + “Follow-On” , which isn’t correct.
we want the aggregate to be the “Follow-On” unless there is no “Follow-On.” If there isn’t a “Follow-On” the “Aggregate” should = “Transaction Amount”

3

Hi @dherasme,

Can you try this?

Aggregate = coalesce({Follow-On}, {Transaction Amount})
4

Hi! @David_Wong Thanks, this does pull the “Follow On” field, but where “Follow-On” is “0” it isn’t pulling the “Transaction Amount”
image

5

Hi @dherasme,

Can you try this?

ifelse(
    {Follow-On} > 0, {Follow-On},
    {Transaction Amount}
)
6

@David_Wong this worked!! thanks so much!