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newhopepdx's avatar
newhopepdx
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2 years ago
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Multiple conditons in conditional column

The desired outcome is to modify an existing Fund table consisting of the first two columns below by adding the third column. Funds table: Fund Name        Class                    Subclass Genera...
  • newhopepdx's avatar
    newhopepdx
    2 years ago

    Thanks.

    I tried using an "and" clause but it didn't work... the entries with "General Inc" all ended up as "Misc".  I thought I had the "and" clause wrong, but the problem (aparently) was a space character in the Fund Name field. When I modified the Remove Duplicates to include a trim of the Fund Name, it worked....

    = Table.TransformColumns(#"Removed Duplicates",{{"Fund Name", Text.Trim, type text}})