How to use SWITCH function

[Niels_T]

Hello,

I have appended both my credit memo and invoice tables.

Now I would like to make an extra column that contains the Document Type which is either credit memo or invoice.

I tried doing this with a switch function that goes as followed:

Document Type =

SWITCH (

TRUE(),

CONTAINS('$Sales + Cr_Memo Header', '$Sales + Cr_Memo Header'[Posting Description], "Invoice"), "Invoice",

CONTAINS('$Sales + Cr_Memo Header', '$Sales + Cr_Memo Header'[Posting Description], "Credit memo"), "Credit Memo"

)

I used the column posting description. This column gives me all the invoice and credit memo values with a number behind it.

The logic of the function that I wanted to write is as followed:

IF the column post description contains the value invoice then add invoice in the document type column. IF it contains Credit Memo then add Credit Memo in the document type column.

[mahoneypat · Accepted solution]

A simpler way to do this would be in the query editor.  Before you append the tables, add a Custom Column with a constant string value in each table called "Document Type" with = "Invoice" or = "Credit Memo".

Pat

[Niels_T]

Apparently you don't need to do this before you append  them. I added custom columns and my appended table automatically updated itself.

Thanks for the help!