How to exclude all related items belonging to a single account?

[crazybeauti_ful]

Hi,

I'm working on a report with thousands of line items. I need to exclude all related transactions in an account that has a "518" code in one the columns - not all transactions have "518" code but they must be excluded anyway if one of the related transactions in that account has that code.

In the table below, all 1a and 4d must be excluded as they include line items with a code of "518".

Account	Code	Sec	Expectation
1a	msc	b2	exclude
1a	518	b2	exclude
1a	000	b2	exclude
2b	msc	b2	include
2b	000	b2	include
3c	xyz	b2	include
3c	000	b2	include
4d	518	b2	exclude
4d	xyz	b2	exclude

Help please. Thank you!

[Blake · Accepted solution]

Hi @crazybeauti_ful 

You can filter for fields that contain (or equal) "518", summarize your list by account, and use the join as a filter to separate between your include and exclude categories. 

See the attached workflow and let me know if it works for you! 

[crazybeauti_ful]

Thanks so much, Blake! That was really quick!

Very much appreciated.