sumifs

[Ksisterhen]

Hi-

I am trying to create 5 new columns that look to see if a UID is in another file and if so to bring back a certain result

- the amount at-risk in the past 6 months, if not found then "none at risk"

- the amount adjusted in past 6 months, if not then "not adjusted in past 6 months"

- amount at risk in the past month, if not at risk then "none at risk"

- amount adjusted in the past month, if none adjusted then "none adjusted in past month"

Prior month adjustment bucket

     - if the amount at risk for the prior month minus the amount adjusted for the prior month = 0 then "did not review any orders, adjusted $ put amount adjusted in prior month"

     - if the amount at risk for the prior month minus the amount adjusted for the prior month >0 then "adjusted some in prior month, $ amount in past month"

      - if the amount at risk for the prior month minus the amount adjusted for the prior month = the amount at risk then "reviewed all orders"

     - if the provider had none at risk in the prior month then "none at risk in prior month"

see file for example data

[AndrewDMerrill · Accepted solution]

A sample workflow that meets your stated needs: