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CiaraCaryl
Frequent Visitor

IF Function & Filter Help

The Goal is to have one column that generates "SDR Gen" is the SRD Name and AE Name are not blank, and generate "Self Gen" if the SDR name is blank and the AE Name is not blank. Here are the two formulas I have tried, any tips?

SDR Gen = (
IF(Opportunity[SDR Name]<> BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Gen"), IF(Opportunity[SDR Name]= BLANK() & Opportunity[AE Name]<> BLANK(), "Self Gen", BLANK()))

SDR Gen = (IF(Opportunity[SDR Name]<> BLANK(), "SDR Gen", "Self Gen"), FILTER(Opportunity, Opportunity[AE Name]<> BLANK()))

Any suggestions on how to make this work would be greatly appreciated.


1 ACCEPTED SOLUTION
Irwan
Super User
Super User

hello @CiaraCaryl ,

 

please check if this accomodate your need.

Irwan_0-1720825314115.png

SDR Gen =
IF(
    not ISBLANK('Table'[SRD Name])&&not ISBLANK('Table'[AE Name]),
    "SDR Gen",
IF(
    ISBLANK('Table'[SRD Name])&&not ISBLANK('Table'[AE Name]),
    "Self Gen",
    BLANK()
))
 
Hope this will help you.
Thank you.

View solution in original post

1 REPLY 1
Irwan
Super User
Super User

hello @CiaraCaryl ,

 

please check if this accomodate your need.

Irwan_0-1720825314115.png

SDR Gen =
IF(
    not ISBLANK('Table'[SRD Name])&&not ISBLANK('Table'[AE Name]),
    "SDR Gen",
IF(
    ISBLANK('Table'[SRD Name])&&not ISBLANK('Table'[AE Name]),
    "Self Gen",
    BLANK()
))
 
Hope this will help you.
Thank you.

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