Finding 'key words' in description of transactions on the same day?

[stephakneem]

Hi, if I have information on employee purchases, and there is a transaction date along with a description, how can I find all transactions where "x" keywords is found on that day while "x2" keywords are also found on the same day for that employee on the same day (transaction day)?

Employee	Vendor	Amount	Date	Description
EmmD	Food Corp.	$$$$	1-1-10	Food
BridgetP	Mechanic Org.	$$$	1-1-10	Tools
EmmD	Hotels Inc.	$$$$	1-1-10	Hotel

For example, both of EmmD's transactions should be flagged for containing a description with "food" and "hotel" on the same day.

[binuacs]

@stephakneem Have you tried the find and replace tool for your use case?

[ArnaldoSandoval]

Hi @stephakneem 

Based on the description you provide, the data is selected in four questions:

• Q1 - Description containing a Keyword (x in your wording)
• Q2 - The Description in the results from previous question should contain Keyword x2
• Q3 - The resulting records from previous question, should belong to Employee (target)
• Q4 - The results from previous question should be for a given date

Perhaps, asking for the transactions date should be the first question, now based on my interpretation of your question, I choose an Application workflow (yxwz) with the following interface: The questions appear with the same sequence listed above, perhaps you should ask for the data first.

Interface

The Application workflow looks like:

Workflow

Above the 4 questions, we parse your transaction date because it is an string with the format dd-MM-yy, the browser should the result is Browser (10).

Now with this workflow interface designer, we defined the Browse (10) to show the results

WF Interface

finally, I attached the WF Application.

hth

Arnaldo.

[Yoshiro_Fujimori · Accepted solution]

@stephakneem ,

I am not sure if I fully understand the requirement, but tried.

I hope this fits your case.

Workflow

Input

Added rows for my verification.

Output

Added RecordID for Join. (You may remove it with Select tool.)