How to change/reroute specific values in a field and leave all others the same
I have a table card. It shows the amount of deals closed by each sales team. In some cases, sales reps change industry teams. I want to be able to say "If sales manager = Joe Smith, then change team to Retail" but since there are 100 managers, I don't want to go thru and put each one in since the rest of the mappings should remain unchaged... this is what I have so far but I'm getting a syntax error. Can anyone spot what I'm missing here?
CASE
WHEN `Sales Rep Supervisor` = 'John Smith' then `Sales Team` = 'Retail'
ELSE `Sales Team` END
Best Answer
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Drop the `Sales Team` =
CASE
WHEN `Sales Rep Supervisor` = 'John Smith' then 'Retail'
ELSE `Sales Team` END0
Answers
-
Drop the `Sales Team` =
CASE
WHEN `Sales Rep Supervisor` = 'John Smith' then 'Retail'
ELSE `Sales Team` END0 -
I tried it, but then I lose the manager's name. I need Sales Manager to remain the person's name. The team describes what industry they sell to. So I still need 2 separate fields. I just want to reroute John Smith's reps to Retail instead of Advertising.
so the current columns say
Sales Manager: John Smith
Sales Team: Advertising
I need it to say
Sales Manager: John Smith
Sales Team: Retail
but all other managers should keep their current sales teams
0 -
I'm a bit unclear on how you're using the fields. Is this a table chart type?
The BeastMode I provided will replace the Sales Team field, you should still be using the same Sales Manager field.
Any chance you could take a screenshot of how you have the fields setup in your card?
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Ahh I see what you're saying. It looks likethat worked. Thank you!!
0
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