Help with formula IF statement

[ianvosler]

Hello

I am trying to figure out a way to have certain values replaced based on specific criteria but having trouble getting the correct IF statment in the formula tool. The rule to build is to replace the notional market value for any "FT" Inv types with the related unrealized sec GL, while all other Inv types should be unaffected (maintain its current notional market value). for ex. Row 3 needs to show 0 for notional market value and row 2 should maintain the 26,543,258. Thanks.

[DataNath]

Hey @ianvosler, unless I'm missing something it should just be the following (after selecting the notional value field from the dropdown in the Formula configuration in order to overwrite it):

IF [INV_TYPE] = 'FT' THEN [UNREALIZED_SEC_GL] ELSE [NOTIONAL_MARKET_VALUE_BASE] ENDIF