Territory Formula

Sometimes it can be useful to group lists of countries using a formula field. This helps simplify your filter logic and makes reporting easier. This example formula groups countries from the Americas continent into a single checkbox.

If( 
CASE(Country, 
'United States','Americas', 
'Antigua and Barbuda','Americas', 
'Argentina','Americas', 
'Bahamas','Americas', 
'Barbados','Americas', 
'Belize','Americas', 
'Bolivia','Americas', 
'Brazil','Americas', 
'Canada','Americas', 
'Chile','Americas', 
'Colombia','Americas', 
'Costa Rica','Americas', 
'Cuba','Americas', 
'Dominica','Americas', 
'Dominican Republic','Americas', 
'Ecuador','Americas', 
'El Salvador','Americas', 
'Grenada','Americas', 
'Guatemala','Americas', 
'Guyana','Americas', 
'Haiti','Americas', 
'Honduras','Americas', 
'Jamaica','Americas', 
'Mexico','Americas', 
'Nicaragua','Americas', 
'Panama','Americas', 
'Paraguay','Americas', 
'Peru','Americas', 
'Saint Kitts and Nevis','Americas', 
'Saint Lucia','Americas', 
'Saint Vincent and the Grenadine','Americas', 
'Suriname','Americas', 
'Trinidad and Tobago','Americas', 
'Uruguay','Americas', 
'Venezuela','Americas',null)=='Americas', True, False)

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