Creating a new category field using existing fields within the data set
I would like to create a new field to categorize our different insurance payers into a few main buckets. The logic involves using three exisiting fields to determine which payer bucket each row (insurance claim) should be called. Is it best to do this as magic transform or do in a beast mode?
Currently I am using a nested If statement in Excel to accomplish this:
IF(`Ins Product`="MCR Replcmt","MCR Replcmt",
IF(OR(`Financial Class`="Medicare",`Financial Class`="Medicaid",`Financial Class`="Medicaid Replacement"),"Medicare",
I am new to Domo, so I am not yet familar with the syntax in beast mode. If this is the best method, a formula would be most useful and much appreciated!