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Pelberg ConsultingPelberg Consulting 

Only first half of a formula calculating

I have a time-based formula using the CASE function to input values. However, only the first half of this formula is calculating. Anything based on the second half of the formula is coming up NULL. I am wondering if I somehow ended the formula after the first half and the second half is not registering. Any idea where I am going wrong?

IF(Bimonthly_Period_Date__c < DateValue ("2020-05-31"),
    CASE($User.Username,
        "viola@alosahealth.org", 2426.66,
        "mockdoc2@gmail.com", 4160.00,
        "susan@alosahealth.org", 2426.66,
        "paula@alosahealth.org", 2426.66,
        "lbolland@alosahealth.org", 4166.67,
        "katarina@alosahealth.org", 4583.34,
        "marc@alosahealth.org", 4375.00,
        "cholohan@alosahealth.org", 4166.67,
        "bkeleher@alosahealth.org", 4166.67,
        "kelly@alosahealth.org", 4791.67,
        "pnerderman@alosahealth.org", 4166.67,
        "michaelp@alosahealth.org", 4583.33,
        "sparsons@alosahealth.org", 3750.00,
        "mwilliams@alosahealth.org", 4166.66,
        "sandeep@alosahealth.org", 3900.00,
        "gdubuque@alosahealth.org", 3750.00,
        "kheher@alosahealth.org", 4166.67,
        "jluby@alosahealth.org", 4166.67,
        "bnoll.nelson@alosahealth.org", 4166.67,
        "aguyet@alosahealth.org", 4166.67,
        NULL
        ),
    IF(Bimonthly_Period_Date__c > DateValue ("2020-05-31"),
        CASE($User.Username,
            "viola@alosahealth.org", 2426.66,
            "mockdoc2@gmail.com", 4160.00,
            "susan@alosahealth.org", 2426.66,
            "paula@alosahealth.org", 2426.66,
            "lbolland@alosahealth.org", 4166.67,
            "katarina@alosahealth.org", 4583.34,
            "marc@alosahealth.org", 4375.00,
            "cholohan@alosahealth.org", 4333.34,
            "bkeleher@alosahealth.org", 4333.34,
            "kelly@alosahealth.org", 4791.67,
            "pnerderman@alosahealth.org", 4166.67,
            "michaelp@alosahealth.org", 4583.33,
            "sparsons@alosahealth.org", 3750.00,
            "mwilliams@alosahealth.org", 4166.66,
            "sandeep@alosahealth.org", 3900.00,
            "gdubuque@alosahealth.org", 3750.00,
            "kheher@alosahealth.org", 4166.67,
            "jluby@alosahealth.org", 4166.67,
            "bnoll.nelson@alosahealth.org", 4166.67,
            "aguyet@alosahealth.org", 4166.67,
            NULL
            ),
            NULL
    )
)
Best Answer chosen by Pelberg Consulting
Eric PraudEric Praud
Here's what I would do (I also changed DATEVALUE to DATE as it takes less characters):
CASE($User.Username,
            "viola@alosahealth.org", 2426.66,
            "mockdoc2@gmail.com", 4160.00,
            "susan@alosahealth.org", 2426.66,
            "paula@alosahealth.org", 2426.66,
            "lbolland@alosahealth.org", 4166.67,
            "katarina@alosahealth.org", 4583.34,
            "marc@alosahealth.org", 4375.00,
            "kelly@alosahealth.org", 4791.67,
            "pnerderman@alosahealth.org", 4166.67,
            "michaelp@alosahealth.org", 4583.33,
            "sparsons@alosahealth.org", 3750.00,
            "mwilliams@alosahealth.org", 4166.66,
            "sandeep@alosahealth.org", 3900.00,
            "gdubuque@alosahealth.org", 3750.00,
            "kheher@alosahealth.org", 4166.67,
            "jluby@alosahealth.org", 4166.67,
            "bnoll.nelson@alosahealth.org", 4166.67,
            "aguyet@alosahealth.org", 4166.67,
            
IF(Bimonthly_Period_Date__c > DATE(2020,05,31)
CASE($User.Username,"cholohan@alosahealth.org", 4333.34,
"bkeleher@alosahealth.org", 4333.34, NULL),
     CASE($User.Username,"cholohan@alosahealth.org", 4166.67,
"bkeleher@alosahealth.org", 4166.67, NULL)))

 

All Answers

Eric PraudEric Praud
Hi,

Looking at you rformula, ther eis no difference whether the Bimonthly_Period_Date__c is greater or lower than  "2020-05-31". Only when it's exactly that date or none of th eusername shoudl it give you null... Is that what you want?
If the date is not a criteria, you can simply go with:
CASE($User.Username,
            "viola@alosahealth.org", 2426.66,
            "mockdoc2@gmail.com", 4160.00,
            "susan@alosahealth.org", 2426.66,
            "paula@alosahealth.org", 2426.66,
            "lbolland@alosahealth.org", 4166.67,
            "katarina@alosahealth.org", 4583.34,
            "marc@alosahealth.org", 4375.00,
            "cholohan@alosahealth.org", 4333.34,
            "bkeleher@alosahealth.org", 4333.34,
            "kelly@alosahealth.org", 4791.67,
            "pnerderman@alosahealth.org", 4166.67,
            "michaelp@alosahealth.org", 4583.33,
            "sparsons@alosahealth.org", 3750.00,
            "mwilliams@alosahealth.org", 4166.66,
            "sandeep@alosahealth.org", 3900.00,
            "gdubuque@alosahealth.org", 3750.00,
            "kheher@alosahealth.org", 4166.67,
            "jluby@alosahealth.org", 4166.67,
            "bnoll.nelson@alosahealth.org", 4166.67,
            "aguyet@alosahealth.org", 4166.67,
            NULL
            )

 
Pelberg ConsultingPelberg Consulting
Actually, it's for two users that the date matters: 
"cholohan@alosahealth.org"
"bkeleher@alosahealth.org"

For these users the values are different before and after that date (on that date really doesn't matter). For everyone else they are the same. I wasn't sure if there was a better way to do this than what I had come up with. 
Eric PraudEric Praud
Here's what I would do (I also changed DATEVALUE to DATE as it takes less characters):
CASE($User.Username,
            "viola@alosahealth.org", 2426.66,
            "mockdoc2@gmail.com", 4160.00,
            "susan@alosahealth.org", 2426.66,
            "paula@alosahealth.org", 2426.66,
            "lbolland@alosahealth.org", 4166.67,
            "katarina@alosahealth.org", 4583.34,
            "marc@alosahealth.org", 4375.00,
            "kelly@alosahealth.org", 4791.67,
            "pnerderman@alosahealth.org", 4166.67,
            "michaelp@alosahealth.org", 4583.33,
            "sparsons@alosahealth.org", 3750.00,
            "mwilliams@alosahealth.org", 4166.66,
            "sandeep@alosahealth.org", 3900.00,
            "gdubuque@alosahealth.org", 3750.00,
            "kheher@alosahealth.org", 4166.67,
            "jluby@alosahealth.org", 4166.67,
            "bnoll.nelson@alosahealth.org", 4166.67,
            "aguyet@alosahealth.org", 4166.67,
            
IF(Bimonthly_Period_Date__c > DATE(2020,05,31)
CASE($User.Username,"cholohan@alosahealth.org", 4333.34,
"bkeleher@alosahealth.org", 4333.34, NULL),
     CASE($User.Username,"cholohan@alosahealth.org", 4166.67,
"bkeleher@alosahealth.org", 4166.67, NULL)))

 
This was selected as the best answer
Pelberg ConsultingPelberg Consulting
Thanks. But that seems to be returning NULL values for everything now. I feel like it's because the IF function isn't operating just for those two users and is operating for everyone. That's why I originally built it the way I did, although it wasn't working then either.
Eric PraudEric Praud
Since you're using $User.Username, is one of yout username in the list? If not, it will return null as you're looking at the logged in user's username 
Pelberg ConsultingPelberg Consulting
You are right, I do need to use the Created.By field instead of the $User field to see the data as an admin. But your formula still isn't solving my original issue. Your formula operates for the first half of the function, then when it gets down to the IF function it returns NULL values for both of those situations. Maybe there is no really good way to combine these two functions. 
(Also, thank you soooo much for your help! You are saving me hours of struggle, and I can't thank you enough!)
Eric PraudEric Praud
It should work if you're using CreatedBy.Username.
My first CASE function checks all the usernames that return only one number. In the Else condition, I have my IF statement that checks the date and the username of the other 2 people, then I give a number accordingly. If it's not one if the usernames in the formula, it returns null. If it is one of the last 2 usernames but the date is blank, it should return 4166.67
Pelberg ConsultingPelberg Consulting
YES! Thank you so much not only for the help, but the explination as well. I not just fixed this issue, but am more confident I can do this moving forward!
Pelberg ConsultingPelberg Consulting
YES! Thank you so much not only for the help, but the explination as well. I not just fixed this issue, but am more confident I can do this moving forward!