If formula with AND and OR

I am creating a formula column to populate it with data already in one of two columns. There are three conditions that would cause the data to be from one of the specific columns; otherwise, it should come from the other column.

  • Condition 1: If the Group Name column status is “Faster,” then the data should come from the “Annualized Savings” column.

  • Condition 2: If the Group Name column status is “Cheaper,” AND the item Name is “Annualized Cost,” then the data should come from the “Annualized Savings” column.

  • Condition 3: If the Group Name column status is “Cheaper,” AND the item Name is “Paper Savings,” then the data should come from the “Annualized Savings” column.

If none of the three conditions are met, then the data should come from the “Process Savings” column.

I’ve tried a number of variations of formulae, but I keep getting an “Illegal Formula” error. Here is my current attempted formula:
IF(OR({Group Name}=“Faster”, AND({Group Name}=“Cheaper”,{Name}="Annualized Cost), AND({Group Name}=“Cheaper”,{Name}=“Paper Savings”),{Annualized Savings}),{Process Savings})

Any help would be greatly appreciated!

Hi Jeffery,

Without testing anything, I believe you have a closing parenthesis in the wrong spot. The one after {Annualized Savings}, should be after “Paper Savings” as this is the closing parenthesis of OR(

I would try:

IF(OR({Group Name}=“Faster”, AND({Group Name}=“Cheaper”,{Name}="Annualized Cost), AND({Group Name}=“Cheaper”,{Name}=“Paper Savings”)),{Annualized Savings},{Process Savings})


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