Skip to main content
Question

Filter Imported Data

  • April 22, 2019
  • 0 replies
  • 45 views
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?
    This topic has been closed for replies.

    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.
    • DouglasFolk
    • Registered
    • April 22, 2019
    Could you not scrub them before you import? Do all the records need to be in Quickbase?
    Terms & ConditionsAccessibility statement