Bucket Only Two Fields and All Data Remains the Same

JessicaS

I am attempting to bucketize only two data fields while leaving the other data with the same names. In this case, I'd like both lead sources that contain "Saleforce" to be in one bucket called Salesforce, I'd like the remaining lead sources to keep their respective names. When I use the formula at the bottom, it only buckets the Salesforce items and the remaining lead sources stay in an unnamed bucket. Please finish the formula at the bottom to prompt Beastmode to keep the remaining fields as they are.

 

Example:

Lead Source - Salesforce

Lead Source - Salesforce.com

Lead Source - Microsoft

Lead Source - Oracle

 

Formula:

CASE
WHEN `Lead Source Detail` like '%Salesforce%' then 'Salesforce'
End

Valiant

You almost had it. See small addition of ELSE statement below:

 

CASE
WHEN `Lead Source Detail` like '%Salesforce%' then 'Salesforce'
ELSE `Lead Source Detail`
End

Hope that helps,

Valiant

 

**Please mark "Accept as Solution" if this post solves your problem
**Say "Thanks" by clicking the "heart" in the post that helped you.

Valiant

You almost had it. See small addition of ELSE statement below:

 

CASE
WHEN `Lead Source Detail` like '%Salesforce%' then 'Salesforce'
ELSE `Lead Source Detail`
End

Hope that helps,

Valiant

 

**Please mark "Accept as Solution" if this post solves your problem
**Say "Thanks" by clicking the "heart" in the post that helped you.