Matrix of Conditions
I'm trying create some logic whereby I classify each Customer Account as either Existing, New Business or Churned for each Financial Year based on whether they had revenue in the last month of the previous financial year compared with the current year
I have created the Matrix below (the columns are Line Items) for the rules of classification
Below is the Module I created where I can classify each customer as 1 of the above based on the revenue but I cannot determine what the formula would be? I did not want to create a large IF statement (as in IF Opening ARR = TRUE & Closing ARR = TRUE THEN Existing). FYI I will be referencing a Module with Customers as rows & Time as columns & I will use the Mapping below to return the correct months revenue value
Is there a method to determine whether the customer has satisfied both criteria and return the List item?