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JamGardner
Contributor III
Contributor III

Grouping Rows together from a single Field On Load

Hi All, 

 

I am trying to derive some new fields by looking at a single column and then giving them a new title. 

I have field A which has for example (frontline sales, reactive sales, front office, back office service, business sales, business service) and I want to create a new field (B)  which pulls these all under rolled up view of Sales, Service and Business.

I have tried an IF and Wildmatch to pull this together but I can only seem to get a view of 2 of these. 

eg

If(client='a','b','c')>0,'Sales','Service',if(WildMatch(CallType='d','e ,'f','g','h')>0,'Business','Service')

 

I feel rather foolish as I can't seem to work it out and any help would be appreciated

Labels (2)
1 Solution

Accepted Solutions
sunny_talwar

@JamGardner Try this

 

If(Match(client, 'a', 'b', 'c'), 'Sales',
If(Match(CallType, 'd', 'e' , 'f', 'g', 'h'), 'Business','Service'))

 

View solution in original post

2 Replies
sunny_talwar

@JamGardner Try this

 

If(Match(client, 'a', 'b', 'c'), 'Sales',
If(Match(CallType, 'd', 'e' , 'f', 'g', 'h'), 'Business','Service'))

 

JamGardner
Contributor III
Contributor III
Author

Thank you so much! Its always the simplest solution that seems to work.