Wildmatch IF and 2 fields

[paul_ripley]

Hello

I have a table and it shows a list of portfolio values. I would like to do a calculated dimension as if the period is 201903 and the portfolio_text  is 'Action' then I need to create a new portfolio name 'EFV stake'.  I also need to have the portfolio_text for 'Amor' to be renamed for all periods to 'EFV stake'.  I thought i would at least try the Action part but the below doesnt seem to work - can you help with what i am doing wrong

many thanks

Paul

=if( wildmatch(portfolio_text,'Action')
+
wildmatch(period,201903), 'EFV stake'

, portfolio_text)

[Taoufiq_Zarra]

can you develop or share a sample data ?

[paul_ripley · Accepted solution]

thanks but i ended up solving the issue 

Thanks for offering to help