Custom Formula Functions

[egervaise]

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

[patrick_digan · Accepted solution]

@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!

[MSalvage]

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]

awesome this worked! thanks