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AlexG3726's avatar
AlexG3726
Frequent Visitor
4 years ago
Solved

Grouping Items based on SWITCH?

Hello, I have a bunch of vairous loans that I would like to group based on text each loan contains, and then display  data based on those groups. When I use the formula below does not display the correct output, as it only displays FHA loans and not any other loans. How would I go about creating a visual that would group these loans by program and display the associated data with those groups? thanks!

Loan Program =
SWITCH(TRUE()
CONTAINS('loan',loan[loanname], "2nd")
,"Second/HELOC",
CONTAINS('loan',loan[loanname], "High")
,"High Balance",
CONTAINS('loan',loan[loanname], "Jumbo")
,"Jumbo",
CONTAINS('loan',loan[loanname], "Non-QM")
,"Non-QM",
CONTAINS('loan',loan[loanname], "HECM")
,"Reverse",
CONTAINS('loan',loan[loanname], "USDA")
,"USDA",
CONTAINS('loan',loan[loanname], "CONV")
,"CONV",
CONTAINS('loan',loan[loanname], "VA")
,"VA",
CONTAINS('loan',loan[loanprogramname], "FHA")
,"FHA",
"NA"
))
Need Help
  • AlexisOlson's avatar
    AlexisOlson
    4 years ago

    I think you want CONTAINSSTRING instead. 

     

    Loan Program =
SWITCH (
    TRUE (),
    CONTAINSSTRING ( loan[loanname],        "2nd"    ), "Second/HELOC",
    CONTAINSSTRING ( loan[loanname],        "High"   ), "High Balance",
    CONTAINSSTRING ( loan[loanname],        "Jumbo"  ), "Jumbo",
    CONTAINSSTRING ( loan[loanname],        "Non-QM" ), "Non-QM",
    CONTAINSSTRING ( loan[loanname],        "HECM"   ), "Reverse",
    CONTAINSSTRING ( loan[loanname],        "USDA"   ), "USDA",
    CONTAINSSTRING ( loan[loanname],        "CONV"   ), "CONV",
    CONTAINSSTRING ( loan[loanname],        "VA"     ), "VA",
    CONTAINSSTRING ( loan[loanprogramname], "FHA"    ), "FHA",
    "NA"
)

2 Replies

  • AlexisOlson's avatar
    AlexisOlson
    Super User
    4 years ago

    I think you want CONTAINSSTRING instead. 

     

    Loan Program =
SWITCH (
    TRUE (),
    CONTAINSSTRING ( loan[loanname],        "2nd"    ), "Second/HELOC",
    CONTAINSSTRING ( loan[loanname],        "High"   ), "High Balance",
    CONTAINSSTRING ( loan[loanname],        "Jumbo"  ), "Jumbo",
    CONTAINSSTRING ( loan[loanname],        "Non-QM" ), "Non-QM",
    CONTAINSSTRING ( loan[loanname],        "HECM"   ), "Reverse",
    CONTAINSSTRING ( loan[loanname],        "USDA"   ), "USDA",
    CONTAINSSTRING ( loan[loanname],        "CONV"   ), "CONV",
    CONTAINSSTRING ( loan[loanname],        "VA"     ), "VA",
    CONTAINSSTRING ( loan[loanprogramname], "FHA"    ), "FHA",
    "NA"
)