Nesting CASE and IF

I'm trying to assign sales territories based on multiple criteria and am having problems...

Here is what I am trying to do:

1. If there Salesperson_Override field is populated use that person
2. If there is no Salesperson_Overide, look at Territory (can be East or West)
3. Assign to a salesperson based on the vertical

here is what i have that isn't working:

IF ([Salesperson_Overide]="",
   Case ([Territory]="West",
        Case ([Vertical]="Accessories", "Bob",
                                      "Appliances", "Jim",
                                      "Auto", "Jane",)
        Case ([Vertical]="Accessories", "Mary",
                                      "Appliances", "Tom",
                                      "Auto", "Sue",))

I have made many adjustments but can't seem to get past my syntax issues. Help please?






1 person found this helpful

 Also, you have commas at the end of your case statement with no "else" value.  This is how I would do the formula you have at the top:

var Text $notOveride = If([Territory]="West",Case([Vertical]="Accessories", "Bob","Appliances", "Jim","Jane"),Case ([Vertical]="Accessories","Mary","Appliances","Tom","Sue"));

If([Salesperson_Overide]="", $notOveride,[Salesperson_Overide])


Territory is only East or West, so if it is West, do the first case, if not, do the second case.

With the case statement, I eliminated "Auto" and left "Jane" or "Tom" (depending on the territory) as the "else" result).

I put these in a variable at the top so you have a clean If statement below.

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