Find and Replace + Union

[ksamuel]

Hi all, I'd really appreciate a hand with this. I'm trying to replace the short name field in Fund 1 and Fund 2 with the legal name, based on the lookup table, and then union the 2 funds together.

[DataNath · Accepted solution]

How's this @ksamuel? After the Union, you'll need to Summarize to group by the Legal name and get the totals of the measures:

[ksamuel]

Thanks a ton @DataNath