I am trying to change the name of type = invoice on the results from "invoice" to "Order" but my formula keeps getting an error....any ideas...this is what i am using... Case When {type}='invoice' THEN {type} ='Order' end

You have no

else

and

invoice

is not capitalized so it's not going to match. And you are assigning a value to

{type}

, you cannot do that.

CASE WHEN {type}='Invoice' THEN 'Order' ELSE {type} END

that worded but failed when i added credit memos also

make sure your second When is capitalized as well

i got it to work...this is how it is CASE WHEN {type}='Invoice' THEN 'Order' WHEN {type}='Cash Sale' THEN 'Order' When {type}='Credit Memo' THEN 'Refund' ELSE {type} END