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Earl40
Helper I
Helper I

Help with formula to populate new column

Hello,

 

I have formula based on the data below where it searches for a work in the description column then populates a new column based on the search. I want to find a way to add a new step where if the result is blank based on the first part of the forumal then it checks other criteria then populates if conditions are present. Screenshot of my current formula below

 

Looking to add if the result is blank then check if Assigned buy = Mike or George, Source = Auto, Type = Case and rule isnt blank. Thank you in advance

Earl40_0-1735589950640.png

 

 

ID #Received DateAssigned bySourceTypeRuleDescription
19/1/2024GeorgeManualCASE Legal - blablabla
29/2/2024MikeManualCASE XYZ - blablabla
39/3/2024AUTOMATICManualCASE XYZ - blablabla
49/4/2024GeorgeManualCASE XYZ - blablabla
59/5/2024MikeManualCASE XYZ - blablabla
69/6/2024SteveManualCASE XYZ - blablabla
79/7/2024RobertManualCASE XYZ - blablabla
89/8/2024RobertManualCASE Compliance - blablabla
99/9/2024RobertManualCASE Compliance - blablabla
109/10/2024GeorgeManualCASE Media - blablabla
119/11/2024MikeManualCASE Media - blablabla
129/12/2024MikeManualCASE XYZ - blablabla
139/13/2024MikeAutoCASEAmount Violation1 ABC
149/14/2024MikeManualCASE XYZ - blablabla
159/15/2024MikeManualCASE XYZ - blablabla
169/16/2024MikeManualCASE XYZ - blablabla
179/17/2024AUTOMATICManualCASE XYZ - blablabla
189/18/2024AUTOMATICManualCASE XYZ - blablabla
199/19/2024AUTOMATICManualCASE XYZ - blablabla
209/20/2024MikeManualCASE XYZ - blablabla
219/21/2024SteveManualCASE XYZ - blablabla
1 ACCEPTED SOLUTION
ryan_mayu
Super User
Super User

@Earl40 

pls see if this is what you want. you can replace the "XXXXX" to the expected output.

 

category = SWITCH(TRUE(),
SEARCH("Legal",'Table'[Description],1,0)>0,"Legal",
SEARCH("XYZ",'Table'[Description],1,0)>0,"XYZ",
SEARCH("Compliance",'Table'[Description],1,0)>0,"Compliance",
SEARCH("Media",'Table'[Description],1,0)>0,"Media",
'Table'[Assigned by] in {"Mike","George"}&&'Table'[Source]="Auto"&&'Table'[Type]="Case","XXXXX")
11.PNG
 




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1 REPLY 1
ryan_mayu
Super User
Super User

@Earl40 

pls see if this is what you want. you can replace the "XXXXX" to the expected output.

 

category = SWITCH(TRUE(),
SEARCH("Legal",'Table'[Description],1,0)>0,"Legal",
SEARCH("XYZ",'Table'[Description],1,0)>0,"XYZ",
SEARCH("Compliance",'Table'[Description],1,0)>0,"Compliance",
SEARCH("Media",'Table'[Description],1,0)>0,"Media",
'Table'[Assigned by] in {"Mike","George"}&&'Table'[Source]="Auto"&&'Table'[Type]="Case","XXXXX")
11.PNG
 




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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