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#19741 - 11/21/09 09:42 AM Gridview View for text string in a range of accts
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
Each year our client's auditors ask for a schedule of remuneration and travel costs for key staff.

How would you go about creating a Gridview view that would query the user for the range of accounts you wish to search for a particular text string? Example: I wish to search all accounts from 8000 to 9999 for the text string "Lyndon"

This search would be on the Ledger database.
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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#19745 - 11/22/09 08:58 PM Re: Gridview View for text string in a range of accts [Re: Lyndon_Olfert]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3613
Loc: Toronto ON, Canada
Hello Lyndon:

Create a View using the "G/L Posted Transactions" table.

Create a filter using the following syntax:
AND(
TRIM({Trx Acct}) >= QUERYSTRING("Starting Account", "1000"),
TRIM({Trx Acct}) <= QUERYSTRING("Ending Account", "9999"),
FIND(UPPER(QUERYSTRING("Search for")), UPPER({Trans Description 1}&{Trans Description 2} ),1 ) > 0
)

You will be asked to enter 3 pieces of information:
-Starting Acct
-Ending Acct
-Text string

The text string search is case insensitive and searches both Description 1 and Description 2.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#19746 - 11/23/09 05:01 AM Re: Gridview View for text string in a range of accts [Re: Bruce Gardner]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3613
Loc: Toronto ON, Canada
Hello Lyndon:

I should add that the example above assumes GL 9.0A or B. If you are using 8.1, remove the reference to Description 2.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#19747 - 11/23/09 07:30 AM Re: Gridview View for text string in a range of accts [Re: Bruce Gardner]
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
I am impressed. It worked on the first attempt! Thanks Bruce!

Is there a way for it to not be case sensitive? I remember Andrew mentioning that you can force the results of a search into Upper Case somehow.
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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#19748 - 11/23/09 07:31 AM Re: Gridview View for text string in a range of accts [Re: Bruce Gardner]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Thanks Bruce,

I was just waiting until I powered up my laptop, but you beat me to it!
_________________________
Andrew Bates

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#19749 - 11/23/09 07:39 AM Re: Gridview View for text string in a range of accts [Re: Retired_Guy]
doswalt Offline
Adagio Specialist

Registered: 11/10/06
Posts: 319
Loc: AL
FIND formula above uses the UPPER() formula so it finds everything.

David

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#19750 - 11/23/09 07:40 AM Re: Gridview View for text string in a range of accts [Re: Lyndon_Olfert]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3613
Loc: Toronto ON, Canada
Hi Lyndon:

The search doesn't care whether you use upper or lower case. You'll see that the UPPER() function is used to convert both what the user types in and what is contained in the 2 Description fields. That way apples are compared to apples.

I should have said "not case sensitive" rather than "case insensitive" earlier. I thought of that at the time, but it was late & I was tired!
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#19753 - 11/23/09 08:25 AM Re: Gridview View for text string in a range of accts [Re: Bruce Gardner]
Lyndon_Olfert Offline
Adagio Specialist

Registered: 06/15/04
Posts: 362
Loc: Winnipeg
That is what I thought the "UPPER" meant. Thanks again
_________________________
Lyndon Olfert, CPA, CGA, CAFM
President - Aboriginal Strategies Inc.

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