0% found this document useful (0 votes)
2 views329 pages

LLLL

The document contains a series of data entries and formulas related to business processes, including coalescing names, checking conditions for status and resolution, and calculating financial metrics. It appears to be a structured database or spreadsheet format with multiple entries for tracking business-related information. Additionally, it includes logic for ensuring data integrity and consistency in status updates.

Uploaded by

inzwijamba
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
2 views329 pages

LLLL

The document contains a series of data entries and formulas related to business processes, including coalescing names, checking conditions for status and resolution, and calculating financial metrics. It appears to be a structured database or spreadsheet format with multiple entries for tracking business-related information. Additionally, it includes logic for ensuring data integrity and consistency in status updates.

Uploaded by

inzwijamba
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

15.0.0.

OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOOOOO
OOOOJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJJJJJJ
JJJJJJJJJJJHH
HHHHHHHH
HHHHHHHH
HHHHHHHH
HHHHHHHH
HHHHHHHH
HHHHH77777
777777777777
777777777777
777777777777
777777777777
777777777777
7777777WW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
WWWWWW
W5555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
555555555555
55555555555Z
ZZZZZZZZZZ
ZZZZZZZZZZ
ZZZZZZZZZZ
ZZZZZZZZZZ
ZZZZZZZZZZ
ZZZZZZZZZ
TT
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null


"Business"
[End Time]>[Start Time]

0
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
0

"Good"
0

"Good"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
[End Time]>[Start Time]

Today()

"Good"

0
0

No
[End Time]>[Start Time]
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
[Subtotal]+[Tax]
0

No
[End Date]>[Start Date]
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])
Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
0
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
=Today()
[Delivery Date]>=Today()

No

"Not Started"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null


"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Full-time"
[Unit Price]*[Quantity]*(1-[Discount])

0
0

"None"
=Today()

0
[End Time]>[Start Time]
[End Date]>=[Start Date]

"Not Submitted"
=Today()

No
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
[Subtotal]+[Tax]+[Shipping]

0
[Original Contract Sum]+[Change Orders]

[Completed Previously]+[Completed This Period]

([Completed Previously]+[Completed This Period])*0.05

([Completed Previously]+[Completed This Period])-(([Completed Previously]+


[Completed This Period])*0.05)+[Tax]
(([Completed Previously]+[Completed This Period])-(([Completed Previously]+
[Completed This Period])*0.05)+[Tax])-[Previous Payments]

0
Today()
"1 - New"

"1 - Critical"

=Today()

Make sure the Status and Resolution fields are in sync

[Status]="3 - Resolved"
[Resolution] Is Null

If the Status is Resolved but the Resolution is not specified,


raise an error to prevent the data from being saved

You must select a resolution.

[Status]="4 - Closed"

[Resolution] Is Null

If the Status is Closed but the Resolution is not specified, raise


an error to prevent the data from being saved

An issue must be resolved before it can be closed.


[Resolution] Is Not Null

If the Status is not Resolved and not Closed but a Resolution


is specified, clear the resolution

Resolution

Null

Make sure the Status and Resolution fields are in sync

[Status]="3 - Resolved"

[Resolution] Is Null
If the Status is Resolved but the Resolution is not specified,
raise an error to prevent the data from being saved

You must select a resolution.

[Status]="4 - Closed"

[Resolution] Is Null

If the Status is Closed but the Resolution is not specified, raise


an error to prevent the data from being saved

An issue must be resolved before it can be closed.

[Resolution] Is Not Null


If the Status is not Resolved and not Closed but a Resolution
is specified, clear the resolution

Resolution

Null
0

"Good"
0

0
0
IIf([Returned Date] Is Null,"Checked Out","Returned")

Today()
IIf([Returned Date] Is Null,"Checked Out","Returned")

Today()
IIf([Returned Date] Is Null,"Loaned","Returned")

Today()
[End Time]>[Start Time]
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
0
0

No
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
[Unit Price]*[Quantity]*(1-[Discount])

0
"None"
IIf([Status]="Completed",No,Yes)

=Today()

"New"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
1

No
0
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
"Open"
0

No

0
0
IIf([Status] In ("Completed","Deferred"),No,Yes)
[End Date]>=[Start Date]

"2 - Medium"

"Not Started"

Now()

Not Update([Changed Date])

Changed Date

Now()
0
0
0
=Today()

0
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])
Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
[Quantity]*[Unit Price]

0
[Unit Price]*[Quantity]*(1-[Discount])

"None"
IIf([Status]="Completed",No,Yes)

=Today()

"New"
Concat([Budget Year]," - ",[Budget Quarter])
DateDiff(MONTH,[Start Date],[End Date])*[Rental Rate]

[End Date]>=[Start Date]

0
2
0
[End Time]>[Start Time]
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
0

No
[End Time]>[Start Time]
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
"On Track"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])
Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
IIf([Status] In ("Completed","Deferred"),No,Yes)

[Percent Complete] Between 0 And 1


"2 - Medium"

"Not Started"

This data macro makes sure the Status is set correctly if the Percent
Complete is updated or it makes sure the Percent Complete is set correctly
if the Status is updated.
Percent Complete: 0=0%, 1=100%

[Percent Complete]=0

Percent Complete is default - check Status

[Status]="Completed"

If Status is changed to Completed set Percent Complete to


100%

Percent Complete
1

[Percent Complete]=1

If Percent Complete is 100% set Status to Completed

[Status]

"Completed"

[Status]="Completed" Or [Status]="Not Started"


If Percent Complete is between 0% and 100% and the Status is
either Completed or Not Started, set Status to In Progress

Status

"In Progress"

This data macro makes sure the Status is set correctly if the Percent
Complete is updated or it makes sure the Percent Complete is set correctly
if the Status is updated.
Percent Complete: 0=0%, 1=100%

Update([Percent Complete])

[Percent Complete]=1
If Percent Complete is changed to 100% and Status is not set
to Completed, set Status to Completed

[Status]<>"Completed"

Status

"Completed"

[Percent Complete]=0

If Percent Complete is changed to 0% and Status is


Completed, set Status to Not Started

[Status]="Completed"
Status

"Not Started"

[Status]="Completed" Or [Status]="Not Started"

If Percent Complete is between 0% and 100% and the Status is


either Completed or Not Started, set Status to In Progress

Status

"In Progress"
Update([Status])

[Status]="Completed"

If Status is changed to Completed and Percent Complete is not


100%, set Percent Complete to 100%

[Percent Complete]<>1

Percent Complete

1
[Status]="Not Started"

If Status is changed to Not Started and Percent Complete is


not 0%, set Percent Complete to 0%

[Percent Complete]<>0

Percent Complete

[Percent Complete]=1
If Status is changed to something other than Completed and
the Percent Complete is 100%, set Percent Complete to 0%

Percent Complete

0
IIf([Status] In ("Completed","Deferred"),No,Yes)

[Percent Complete] Between 0 And 1

"2 - Medium"

"Not Started"

This data macro makes sure the Status is set correctly if the Percent
Complete is updated or it makes sure the Percent Complete is set correctly
if the Status is updated.
Percent Complete: 0=0%, 1=100%

Update([Percent Complete])
[Percent Complete]=1

If Percent Complete is changed to 100% and Status is not set


to Completed, set Status to Completed

[Status]<>"Completed"

Status

"Completed"

[Percent Complete]=0

If Percent Complete is changed to 0% and Status is


Completed, set Status to Not Started
[Status]="Completed"

Status

"Not Started"

[Status]="Completed" Or [Status]="Not Started"

If Percent Complete is between 0% and 100% and the Status is


either Completed or Not Started, set Status to In Progress

Status
"In Progress"

Update([Status])

[Status]="Completed"

If Status is changed to Completed and Percent Complete is not


100%, set Percent Complete to 100%

[Percent Complete]<>1

Percent Complete

1
[Status]="Not Started"

If Status is changed to Not Started and Percent Complete is


not 0%, set Percent Complete to 0%

[Percent Complete]<>0

Percent Complete

0
[Percent Complete]=1

If Status is changed to something other than Completed and


the Percent Complete is 100%, set Percent Complete to 0%

Percent Complete

0
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null


"Business"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
0

=Today()
[Sunday]+[Monday]+[Tuesday]+[Wednesday]+[Thursday]+[Friday]+[Saturday]
([Sunday]+[Monday]+[Tuesday]+[Wednesday]+[Thursday]+[Friday]+
[Saturday])*[Pay Rate]

0
0
0
DateDiff(DAY,[Start Date],[End Date])
[End Date]>=[Start Date]

"Pleasure"
Coalesce([First Name]+" "+[Last Name],[Last Name],[First Name],[Email],
[Company])

Coalesce([Last Name]+" "+[First Name],[Last Name],[First Name],[Email],


[Company])

Coalesce([First Name],[Last Name],[Email],[Company]) Is Not Null

"Business"
Today()
"Best Way"
0

You might also like