Create grouping based on a keyword

[aalfa]

Hi there,

Can I create custom groups based on a keyword in a particular field?

For example, here are a few entries in my field:

- $10 cash drop

- 6/19 interest expense

- 6/20 interest expense

- 8/19 DISC 

- $15 cash drop

- 4/23 DISC

- Discovery

I want to group all entries that contain the keyword "DISC" but potentially exclude "Discovery."

Thank you,

Alex

[vanessafvg · Accepted solution]

maybe something like this could work?

@aalfa

group=
SWITCH (
    TRUE (),
    AND ( SEARCH ( "Disc", Fieldname ) = 1, SEARCH ( "Discovery", Fieldname ) = 0 ), "Disc",
    "NA"
)

[v-yulgu-msft · Accepted solution]

Hi @aalfa,

You could refer to below formula to create a calculated column:

Grouping = IF(FIND("DISC",'Create grouping'[Column1],1,0)>0,"DISC","N/A")

As FIND function is case sensitive, it will distinguish "DISC" and "Disc", the record containing "Discovery" will be excluded in result.

Regards,
Yuliana Gu 

[vanessafvg · Accepted solution]

maybe something like this could work?

@aalfa

group=
SWITCH (
    TRUE (),
    AND ( SEARCH ( "Disc", Fieldname ) = 1, SEARCH ( "Discovery", Fieldname ) = 0 ), "Disc",
    "NA"
)