Syntax
$Revenue$ > 1000 => "High"
$Revenue$ > 100 => "Medium"
TRUE => "Low"Column names in $, string values in double quotes, => before the result. Rules evaluate top to bottom and the first match wins, so a TRUE => catch-all belongs last.
Without a catch-all, unmatched rows get a missing value — which is sometimes what you want and is more often an oversight.
Order matters
$Revenue$ > 100 => "Medium"
$Revenue$ > 1000 => "High" <- never reachedEvery value over 1000 is also over 100, so the first rule catches everything and the second never fires. Order from most specific to least.
Append or replace
The dialog offers appending a new column or replacing an existing one. Appending is safer while developing, since you can compare the original and the result side by side.
Operators
| Operator | Use |
|---|---|
=, >, <, >=, <= | Comparison |
LIKE | Wildcard match, e.g. $Name$ LIKE "Ltd" |
MATCHES | Regex |
IN | Membership in a list |
MISSING | MISSING $Email$ => "No email" |
AND, OR, NOT | Combine conditions |
Rule Engine versus Math Formula versus String Manipulation
Rule Engine for conditional assignment. Math Formula for arithmetic. String Manipulation for text functions such as strip(), upperCase(), substr(), replace().
Where you need arithmetic that varies by condition, Rule Engine can produce a value that Math Formula then uses — or use Column Expressions, which combines both in a scripting-style interface.