Calculated Field VAT
Hello I need to use a Calculated Field type in a SharePoint Custom List for value (inc-VAT) I already have a column for value (ex-VAT), and one for order date Here in the UK the VAT rates changed: - < 30/11/2008 = 17.5% 1/12/2008 - 31/12/2009 = 15% 1/1/2010 - 3/1/2011 = 17.5% > 3/1/2011 = 20% I need to create a formula for my field that will compare the order date against the above and then * the value (ex-VAT) field by 1.175, 1.15 or 1.2 dependent on the outcome. Is this the correct way to go about it? And if it is, how would I structure such a formula please? Thanks for your help with this! Mark
June 29th, 2010 5:42pm

Basically, anything you can write in Excel will work in a calculated column. Here's how I usually write and test these formulas... In Excel: - for each column used in the formula, name a cell (click in a cell and then click in the box to the left of the formula bar where cell address is displayed, type a name and press Enter) - in another cell write the equation using the cell names (don't use A1, B5, etc) - copy the formula and paste into SharePoint I think your formula would look like the following your column was named "TheDate": =IF(TheDate<DATE(2008,11,30),0.175,IF(TheDate<DATE(2009,12,31),0.15,IF(TheDate<DATE(2011,1,3),0.175,0.2))) Mike Smith TechTrainingNotes.blogspot.com
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June 29th, 2010 6:04pm

Thanks Mike, here's the working formular in case anyone else needs it: - =IF([Order Date]<DATE(2008,11,30),[Value (ex-VAT)]*1.175,IF([Order Date]<DATE(2009,12,31),[Value (ex-VAT)]*1.15,IF([Order Date]<DATE(2011,1,3),[Value (ex-VAT)]*1.175,1.2))) ...assuming you have a date column named Order Date and a column with the ex-VAT value named Value (ex-VAT) Thanks again, Mark
June 30th, 2010 12:06pm

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