IIF statement with Filters

Hi,

I am trying to filter and retag a column with two filters on: 1 being engagement country being Switzerland, 2 account name is HSBC, Deutsche Bank, JPMorgan, BNP Paribas or Barclays. The field 'FSO WAM Filter' should be retagged to 'WAM Exceptions_Sw2'.

I have used the formula below but this doesn't seem to come through - anyone know what I'm doing wrong?

IIF ([EngagementCountry] = "Switzerland Geo"
AND
([AccountName] IN ("HSBC", "Deutsche Bank", "JPMorgan", "BNP Paribas", "Barclays"))
, "WAM Exceptions_Sw2" , [FSO WAM Filter] )

Thanks

Stephan

Input

Accepted answers

Syarifhidayat

Hi @STEPHAN555,

Here I attached some workflow.. I use formula tools to rename value inside FSO WAM Filter based on your condition.
But I want you to make sure, your condition should exactly same as your values. It is case sensitive.

Eg: your condition is 'JPmorgan', the tools will not change value at FSO WAM for Jpmorgan Chase & Co.

Please take a look at my workflow! Tell me if there some problem with my condition or etc.

IIF statement with Filters.yxmd

All comments

jdunkerley79

The expression looks fine. At a guess, there might be trailing white space. Try:

IIF (TRIM([EngagementCountry]) = "Switzerland Geo"
AND
TRIM([AccountName]) IN ("HSBC", "Deutsche Bank", "JPMorgan", "BNP Paribas", "Barclays")
, "WAM Exceptions_Sw2" , [FSO WAM Filter] )

STEPHAN555

This still didn't change anything in the output.. Do I need to add a filter function before making the changes?

Thanks!

MarqueeCrew

Can you copy some input records to a file that you want to find and include a few that you want to skip and then add them to the post please?

STEPHAN555

This is a sample of what the data in the input file looks like:

I would want to filter on Switzerland Engagement country and 'HSBC, JPMorgan...' on Account Name. Then retag the FSO WAM Filter to 'WAM Exceptions_Sw2'

AccountName	EngagementArea	EngagementCountry	EngagementRegion	FSO WAM Filter
Schroders	EMEIA	Germany Geo	FSO EMEIA	Other
Jpmorgan Chase & Co.	EMEIA	Germany Geo	FSO EMEIA	Other
Jpmorgan Chase & Co.	EMEIA	Germany Geo	FSO EMEIA	Other
Jpmorgan Chase & Co.	EMEIA	Germany Geo	FSO EMEIA	Other
HSBC	EMEIA	Switzerland Geo	FSO EMEIA	Other
Jpmorgan Chase & Co.	EMEIA	Switzerland Geo	FSO EMEIA	Other
HSBC	EMEIA	Switzerland Geo	FSO EMEIA	Other

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