Custom Formula Functions

I have a list of sales reps with assigned regions in the original data source. However, I need to change the name of the region on a few reps. How do I do this? I thought using the if to formula but don't know how to write it. Any advice or suggestions ?

Example:

original data with column headers "Sales Rep" & "Region" respectively.

Sales rep 1 = Americas

Sales rep 2 = Americas

Change to

Sales rep 1 = Latin America

Sales rep 2 = North America

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@egervaise Before you write out a messy formula, I would go for a text input with a join and union like so. I think this would be easier to track.

Let me know what you think!

Community 11-16-17.yxmd

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@egervaise Before you write out a messy formula, I would go for a text input with a join and union like so. I think this would be easier to track.

Let me know what you think!

Community 11-16-17.yxmd

egervaise,

You could also use the Switch function to update the region column something like this:

Switch([Sales rep],[Region],'rep 1','North America','rep 2','South America')

Good luck!

Michael

awesome this worked! thanks

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