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CASE WHEN syntax help please

edited Dec 3, 2019 4:07PM in Search / Reporting 2 comments

I'm creating a report that groups invoices according to the (Income) Account.  However, I have some items where I have an old account (BT Deferred Revenue Account) and I want to group together with a newer account.

I've created a text formula field with the following but I just get invalid expression.

CASE WHEN account="BT Deferred Revenue Account" THEN "4010: Sales BT Websites" ELSE account END

I've tried with single quotes and double quotes and no quotes.

I then wanted to be able to group on this formula field.

Thanks for advice, Jean

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