Filtering a single column using multiple criteria

Hi All,

I have a column with multiple account names and I am trying to filter it to contain only account names that are book/tax differences. Rather than using the filter tool to do a custom filter with the exact account name, I was hoping to cut down the formula to somehow do a contains function.

For example, there are accounts such as "brokerage interest non-taxable", "investment interest non-taxable", "non-deductible expenses", and "unrealized gain/loss" so rather than doing the account names, I want the filter criteria to be "non-taxable", "unrealized", and "non-deductible". What is the best way to do this?

Thanks!

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Accepted answers

CharlieS

Use the Custom Filter option on a Filter tool with a formula that looks like this:

IF
contains([AccountName],"non-taxable")
OR contains([AccountName],"unrealized")
OR contains([AccountName],"non-deductible")
THEN 'true'
ELSE 'false' ENDIF

20190122-FilterContains.yxmd

All comments

CharlieS

Use the Custom Filter option on a Filter tool with a formula that looks like this:

IF
contains([AccountName],"non-taxable")
OR contains([AccountName],"unrealized")
OR contains([AccountName],"non-deductible")
THEN 'true'
ELSE 'false' ENDIF

20190122-FilterContains.yxmd

LWHITTAKER001

That worked - thanks so much!

Olushka

Could you please help to solve the problem with filtering. I need to chose multiple criteria together (in one time) in one column. But it is not worked.

Example 1 is below

Contains([Population type], "Refugees") AND
Contains([Population type],"Population, total")

Or Example 2:

Contains([Countries], "USA") AND

Contains([Countries],"Germany") AND

Contains([Countries], "Japan") AND

Contains([Countries], "China") AND

Could you please advise what is the problem

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