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

crazybeauti_ful
8 - Asteroid

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".

 

AccountCodeSecExpectation
1amscb2exclude
1a518b2exclude
1a000b2exclude
2bmscb2include
2b000b2include
3cxyzb2include
3c000b2include
4d518b2exclude
4dxyzb2exclude

 

Help please. Thank you!

2 REPLIES 2
Blake
12 - Quasar

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! 

 

Blake_0-1589988797465.png

 

crazybeauti_ful
8 - Asteroid

Thanks so much, Blake! That was really quick!

 

Very much appreciated.

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