Filter Imported Data
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 th...
Forum Discussion
Here is a solution.
Make a new table of internal account numbers. Set Key field as the Account #. 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 [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 Account # mirror and make it a formula field with a formula of
[Account #]
Lookup the field
[Internal Account?]
use it to filter off Internal accounts off your report.
Going forward you can add or delete Internal Accounts using that table.
Make a new table of internal account numbers. Set Key field as the Account #. 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 [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 Account # mirror and make it a formula field with a formula of
[Account #]
Lookup the field
[Internal Account?]
use it to filter off Internal accounts off your report.
Going forward you can add or delete Internal Accounts using that table.
It actually didn't work! I thought it did but it was different criteria that was eliminating the sample data I tested. So I went back to your suggestion and it worked like a charm. Thanks again.