How to match based on which criteria

NemoAndStitch22 — Sun, 20 Jun 2021 12:04:30 GMT

Hiya,

I've got 3 data sets - Enquiries, Quotes and Sales that I need to match between.

Essentially I would like to follow the enquiries through to sales.

I have two ways of following the enquiry through, either through the enquiry number or through a unique identifier that I've created from the customer name and postcode.

I've given all 3 of my data sets the unique identifier and all data sets have the enquiry number... I need both fields as the enquiry number can sometimes change so the UID is a back up to match on.

What I would like to do is create a field to say 'if the enquiry number is the same, say "Enquiry Match", if the UID is the same, say "UID Match", otherwise no match'.

I've loaded all 3 of my data sets as just straight loads, I can left join if needed, but I don't know how to link them in the same way I would if it was excel where I would just use a multiple if statement with lookups in.

Hopefully this makes sense.

topic How to match based on which criteria in App Development

How to match based on which criteria