Showing results for 
Search instead for 
Did you mean: 
JCBI1023 Member

If Statement Help

Hello Community,

Thank you for your help! This should be a quick one. 


I am working on an AR Aging report. I have a 'Cust. Name" column in Sheet1 and another sheet called "Collector". We have 3 collectors: Collector 1 is responsible for Cust. Names that start with a certain letter, Collector 2 is responsible for Cust. Names that start with a certain letter, and the same with Collector 3. 


Well, we have introduced a "Contractor". This Contractor is responsible for 3 specific Cust. Names.


Here is how I am assigning a "First Letter" to a Collector... Here's a screenshot of my "Collector" sheet.

Collector Sheet.png


Then a created a Letter column in my Sheet1 with using the formula Letter = LEFT([Cust. Name],1)

cust name.png


So my end result is working:



What do I need to do to "override" this and give the Contractor access to her 3 Customers? I was thinking of creating another Table and calling it "Contractor" with a Contractor Column and a Cust. Name column. But how would I relate everything? 







kcantor Super Contributor
Super Contributor

Re: If Statement Help


I would probably use an if statement to give the customer initial a special character and then assign that character to the contractor.

for example, if [CustomerName] is "Pete Smith" then "*" else if [CustomerName] is "Greg Jones" then "&" else [First Letter]

Of course you will need to work on that if statement. I have limited screen acces right now and your images do not work on my mobile so I can't see if you are doing this in query editor or DAX.  

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

Proud to be a Datanaut!

Helpful resources

Can You Solve These Challenge

Challenge: Can You Solve These?

Find out how to participate in the first Power BI 'Can You Solve These?' challenge.

Community News & Announcements

Community News & Announcements

Get your latest community news and announcements.

Virtual Launch Event

Microsoft Business Applications October Virtual Launch Event

Join us for an in-depth look at the new innovations across Dynamics 365 and the Microsoft Power Platform.

Community Kudopalooza

Win Power BI Swag with Community Kudopalooza!

Each week, complete activities and be qualified in the drawing for cool Power BI Swag.

Users Online
Currently online: 53 members 1,110 guests
Please welcome our newest community members: