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Formula Rollup RRS feed

  • Question

  • Hi, I have a simple formula - IIf([Milestone Level]=0,[Finish],"NA")

    Not every task in the plan will have a Milestone Level set ie it will be Null.  I need to roll up the Finish Date to the top of the plan using the Maximum rollup setting.  How do I exclude the Nulls and indeed the NAs to allow the Maximum to work?

    Thanks

    Dan

    Thursday, April 13, 2017 8:15 AM

Answers

  • Hi Dan,

    A max rollup will work if you use a date custom field and not a text custom field. I just tested your formula (I took the [milestone] field equal to YES) and it works well setting the rollup at maximum:


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by Dan Kient Tuesday, April 18, 2017 11:25 AM
    Thursday, April 13, 2017 8:30 AM
    Moderator

All replies

  • Hi Dan,

    A max rollup will work if you use a date custom field and not a text custom field. I just tested your formula (I took the [milestone] field equal to YES) and it works well setting the rollup at maximum:


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by Dan Kient Tuesday, April 18, 2017 11:25 AM
    Thursday, April 13, 2017 8:30 AM
    Moderator
  • thanks Guillaume

    Dan

    Tuesday, April 18, 2017 11:25 AM