Build Data Mining searches
- Before building a search, decide what information you want to search for and which search criteria are most relevant to the clients you want to find.
- Select search criteria to build a new search or to change an existing custom search.noteYou can select 1 or more criteria. Selecting 1 criterion lets more clients pass the search. For more complex searches, you'll need multiple criteria.
- Edit the search formula to combine the selected criteria into logical relationships.noteAll calculated values for your selected application database will be available for a search, but you'll need to define input screen field criteria to make them available for a search.
Example — 1 criterion — search for all 1040 clients for whom a Schedule C was prepared
- Select1040 Individualfrom theClient databasedropdown list.
- SelectContinue (Step 2), then select a report or letter from the Print selection group.
- SelectAdd/Modify Searches.
- SelectAddto add a new search, orEdit.
- Add or change theSearch name.noteYou can't change the predefined searches included with Data Mining.
- In theSelect Search Criteriawindow, select theFormand verify thatPreparedis selected.
- SelectSchedule C [Prepared], then theSelectbutton.
- SelectDone.
Result: The Data Mining results include all clients for whom Schedule C was prepared.
Example 2 — Multiple criteria — search for clients with AGI greater than $50,00 and employer name containing “Bowman”
- Before building this search, you'll need to define criteria for fields without field views and define calculated values criteria.
- Select 1040 Individual from theClient databasedropdown list.
- SelectContinue (Step 2), then select a report or letter from the Print selection group.
- SelectAdd/Modify Searches.
- Adda new search or select an existing search, thenEdit.
- Enter or change theSearch name.
- SelectCalculated value.
- SelectUS: 1040, Line 38 - Adjusted Gross Inc > 0from theAvailable criteriapane, thenAdd/Modify.
- With1040, Line 38 - Adjusted Gross Inc > 0selected, selectEdit.
- SelectGreater Thanas theOperator, and enter50000for theValue.
- SelectEnter, thenDone.
- UseSelectto choose your search criteria.
- SelectInput screen field.
- SelectAdd/Modify, thenAdd.
- Select theIncomefolder, thenEmployer's name.
- Select theSelectbutton.
- In the Operator field, select theContainsoption.
- EnterBowmanfor theValue.
- SelectEnter, thenDone.
- SelectSelectto choose your search criteria.
- SelectDone.
Result: The Data Mining search passes all clients who had AGI greater than $50,000 and whose employer's name contained the word “Bowman.”
