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Custom Formula Functions

egervaise
5 - Atom

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

3 REPLIES 3
patrick_digan
17 - Castor
17 - Castor

@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.

Capture.PNG

 

Let me know what you think!

MSalvage
11 - Bolide

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

egervaise
5 - Atom

awesome this worked! thanks

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