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I have a column that I need to group by an ID number. I have a list of 25 IDs that I need to split into two groups but then would like the rest put into a third group so that I can slice on t...
Performance is best if you do this task in the query editor:
Start in your sales table and merge it with the table containing the IDs for EDU and MIL on Offer Id. Expand the result on one field only: Portal.
This will allocate EDU and MIL to the matching items and leave null for all others. Then replace null by the name you want this group to be named.
Without knowing anything about your data model, hint, hint, you could brute force it with a HUUUUGE IF statement in a calculated column like:
IF([ID]=xxxx,"Group 1",IF([ID=yyyy,"Group 1",IF([ID]=zzzz,"Group 2","Group Other")))
Probably a better way, but I would have to see some sample data!