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Data Mining

Add or modify calculated values search criteria

When you select calculated values criteria for a search, Data Mining defaults to search for all values greater than zero. Edit calculated values search criteria when you want to search for clients whose data contains other ranges of amounts, numbers, or dates.
  1. In the
    Add / Modify Search Criteria
     window, select
    Calculated values
    .
  2. In
    Product
    , select
    federal
     or a state for the calculated values search criterion that you want to define.
  3. Add a criterion or modify the definition of an existing criterion:
    • To add a new criterion based on an existing criterion: Select a criterion, then select
      Another
      .
    • To modify the current definition of an existing, user-created criterion: Select the criterion, then select
      Edit
      .
    note
    • You can't modify the predefined search criteria included with Data Mining.
    • When you add or modify a search criterion in the Search Criteria list, the new definition applies to all searches that use that criterion, including existing searches.
    • If you don't want to affect existing searches, don’t modify the search criterion. Instead, add and edit a new search criterion.
  4. From the
    Operator
     dropdown list, select the mathematical operator for the search criterion.
  5. Enter the
    Value in Field
     to use as the basis for the search criterion.
    note
    If you're searching for specific calculated amounts, numbers, or dates, define the relevant calculated values search criteria.
  6. Select
    Enter
     to save your changes.
  7. Do 1 of the following:
    • To add or modify other calculated values search criteria, repeat steps 3 to 6.
    • Add or modify input screen criteria.
    • Close the
      Add / Modify Search criteria
       window, select
      Done
      .
You can now add the new search criterion you created to your search.
Search for all 1040 clients with AGI greater than $50,000
  1. Select
    1040 Individual
     from the
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  2. Select a report or letter in the Print selection group box.
  3. Select
    Add / Modify Searches
    .
  4. Select
    Add
     or select a search, then select
    Edit
    .
  5. Enter a
    Search name
    .
  6. Select
    Calculated Value
    , then
    Add / Modify
    .
  7. For
    Product
    , select the federal or state application for the criteria you want to define.
  8. In the
    Add / Modify Search Criteria
     window, select
    Calculated values
    .
  9. In the Search criteria list, select
    1040, Line 38 - Adjusted Gross Income > 0
    , then
    Another
    .
  10. Select
    Greater than
     from the
    Operator
     dropdown list.
  11. Enter
    50,000
     in
    Value in Field
    .
  12. Select
    Enter
    , then
    Done
    .
    note
    The defined criterion
    1040, Ln 38, Adjusted Gross Income greater than 50000
     will be available for all searches.
    If you select
    Between
     as the
    Operator
    , you'll need to enter the range of values.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Data Mining

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