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In many cases, we can simplify the resulting output by using a formula in the impacted column.

Steps

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  1. Edit the Analytics report you wish to modify.

  2. Click the gear symbol next to the field that contains both the old and new organization unit name. In the case above, it’s the Linked From Institution Name field.

  3. Click on Edit formula.

  4. Note what the full field’s name is. In this case, it’s "Requester"."Linked From Institution Name".

  5. Paste the following formula:

    Code Block
    CASE  
WHEN "Requester"."Linked From Institution Name" = 'University of California, Santa Cruz' THEN 'University of California Santa Cruz'   
WHEN "Requester"."Linked From Institution Name" = 'University of California, Santa Barbara' THEN 'University of California Santa Barbara'   
WHEN "Requester"."Linked From Institution Name" = 'University of California, Merced' THEN 'University of California Merced' 
WHEN "Requester"."Linked From Institution Name" = 'UC Merced' THEN 'University of California Merced' 
ELSE "Requester"."Linked From Institution Name" 
END

  6. If modifying a different column than "Requester"."Linked From Institution Name", substitute all references of "Requester"."Linked From Institution Name" with the appropriate field name. (For example, we were retrieving ”Loaned at Institution Name”, our code would look like this:

  7. Code Block
    CASE  
WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Santa Cruz' THEN 'University of California Santa Cruz'   
WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Santa Barbara' THEN 'University of California Santa Barbara'   
WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Merced' THEN 'University of California Merced' 
WHEN "Loan Details"."Loaned at Institution Name" = 'UC Merced' THEN 'University of California Merced' 
ELSE "Loan Details"."Loaned at Institution Name"
END

  8. If desired, click the checkbox for Custom Headings and next to Column Heading enter a useful label.

  9. Click Ok and then run your report like normal. Note: if you get a “Formula syntax is invalid” error, double check you do not have any “smart quotes” in you SQL. They must be straight quotes.

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