Filter Imported Data

Question

I have a list of accounts that gets imported into my application on a daily basis. I created a report that scrubs this daily list of accounts and only displays records that contain certain keywords that have to be reviewed. Within the original file, there are records that may contain the keywords but will never need to be reviewed because they are internal and I have a list (about 300 account numbers) and I would like to create a filter based on that list of accounts so that those are excluded from my report.

Is there a way to create a formula or a button that will scrub the file by those account numbers so they are filtered off my report?

quickbasecoachd · Answer

Here is a solution.Make a new table of internal account numbers. Set Key field as the Account #.&nbsp; Import your list of 300 Internal accounts.Make a field on the Internal Accounts list of Type Formula checkbox with a formula of true and call it&nbsp;[Internal Account?]Make a relationships to your data table (1 Internal Account has many data records) and let the system create a field called [Related Account]Change the [Related Account] field name it&nbsp; Account # mirror&nbsp; and make it a formula&nbsp; field with a formula of&nbsp;[Account #]Lookup the field&nbsp;[Internal Account?]use it to filter off Internal accounts off your report.Going forward you can add or delete Internal Accounts using that table.

douglasfolk · Answer

Could you not scrub them before you import? Do all the records need to be in Quickbase?

quickbasecoachd · Answer

Typically is it more difficult to do custom programming on a data feed from an external source than to just get your hands on the raw data yourself and use easy Quick base tools to set up the complex filters.

christinepratt1 · Answer

Thank you for the advice.

I think I found an easier way. Instead of creating a new table with a new relationship, I created a new multiple choice field [Exclude] where I listed all the account numbers I want to exclude. Then I added a filter to my report:

[Account Number] "does not contain" "the value in the field" [Exclude].

It seems to work.

quickbasecoachd · Answer

.. I'm not really understanding how you got that to work, but I guess if it's working then that is good.

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