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SOLVED

Filtering a single column using multiple criteria

LWHITTAKER001
6 - Meteoroid

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!

5 REPLIES 5
CharlieS
17 - Castor
17 - Castor

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

 

 

LWHITTAKER001
6 - Meteoroid

That worked - thanks so much!

Olushka
5 - Atom

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

 

 

nitinsrivastava
5 - Atom

Try below formula : 

 

[Countries] IN ("USA", "GERMANY")

TL_123
5 - Atom

I think your connector is wrong - try to swap AND for OR.

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