Sample Data Categorization Formulas

For details about using the functions included in these samples, see Formula Operators and Functions.

Deal Size Large and Small

This formula displays “Large Deal” for deals over one million dollars or “Small Deal” for deals under one million dollars.

Deal Size Small

This formula displays Small if the price and quantity are less than one. This field is blank if the asset has a price or quantity greater than one.

Product Categorization

This formula checks the content of a custom text field named Product_Type and returns Parts for any product with the word “part” in it. Otherwise, it returns Service. Note that the values are case-sensitive, so if a Product_Type field contains the text “Part” or “PART,” this formula returns Services.