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Formula Help?!

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Asteroid

How can I implement this rule into my workflow?

 

[Business Unit]

[New/Renew Indicator]

[Location]

[Premium]

 

What I want to do is say, If [Business Unit] = "X" and [New/Renew Indicator] = "New" then allocate 80% of [Premium] to [Location] Y and 20% of [Premium] to [Location] Z

Quasar
Quasar

You may have to create two formulas.

 

[Y Allocation] 

if [business unit] = "X" and [New/Renew Indicator] = "New"

then [Premium]*.8

endif

 

[Z Allocation]

if [business unit] = "X" and [New/Renew Indicator] = "New"

then [Premium]*.2

endif

Quasar

Possible to share sample data and desired output? as the description is not clear enough to understand. 

 

Asteroid

The formula I used is as follows:

 

Output Column: [Premium]

If [Business Unit] = "X" and [Location] != "Y" and [Location] != "Z" then [Premium]*.8 else if [Business Unit] = "A" and [Location] = "B" then [Premium]*.2 else [Premium] endif endif

 

 

This formula worked. But, after thinking it through it is not what I really need.

 

What I need is, have any account with Premium to allocate (keep) 80% of the premium in the original [Location] and 20% subtracted out and allocated to [Location] "A".  

 

For example:

Account 1 - Location X: $10

Account 2 - Location Y: $10

Account 3 - Location Z: $10

 

Whats needed...(Remapping Premium) 

Account: 1 - Location X: $8 and Location A: $2

Account 2 - Location Y: $8 and Location A: $2

Account 3 - Location Z: $8 and Location A: $2

 

 

 

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