Formula to group fields based on a specific string of text in that field
Our customers are broken down by specific locations. I want to create a card to track sales for the customer that includes all of the customer locations and customer numbers. Is there a beast mode calculation I can create to pull any customer if it includes specific text (i.e. CASE WHEN NAME_CUST includes 'Customer*' ELSE 0 END)? I want to get a summarized value for 'Customer' if the customer I am trying to summarize has locations listed 'Customer - A', 'Customer - B', and 'Customer - C'?