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Data Mining

Edit a search formula in Data Mining

When you select more than 1 criterion for a search, Data Mining creates a search formula consisting of AND and OR relationships between the criteria.
Most Data Mining default search formulas use AND relationships. This means a client's data needs to contain all the selected criteria for the client to pass the search.
Edit the search formula when you need to change the relationships to find 2 or more types of clients who have some data in common.
note
You can't modify predefined searches.
  1. In the
    Data Mining
     window, select the
    Client database
    , then
    Continue (Step 2)
    .
  2. In the Print selection group box, select the report or letter, mailing labels, or an export report.
  3. In the Client search/focus group box, select
    Add / Modify Searches
    .
  4. Select the name of the user-created search, then
    Edit
    .
  5. Select
    Edit Formula
    .
    note
    • The selected search needs to include 2 or more criteria for the
      Edit Formula
       to appear.
    • You can view an example at the end of these steps.
  6. To change the relationship between criteria, select a search criterion and drag it to a new position in the AND or OR column, or select
    AND
     or
    OR
    .
  7. Select
    Done
    , then
    Done
     again.
    tip
    • The text in the
      Edit Formula
       and
      Select Search Criteria
       windows is updates as you make changes to the formula
    • When you select the search criterion description, the other available locations for the criterion in the AND and OR columns are highlighted in white.
Example: Search for 1040 clients who had an adjusted gross income of more than $50,000 and whose employer's names contained either the word "Bowman" or "Beech."
  1. Select
    1040 Individual
     from
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  2. Choose the report or letter, mailing labels, or an export report.
  3. Select
    Add/Modify Searches
    .
  4. To add a new search, select
    Add
    .
  5. To edit an existing custom search, select the search name, then
    Edit.
  6. Enter a
    Search name
    .
  7. Select
    Input screen field
    .
  8. Select the criteria
    Employer's name contains Bowman
     and
    Employer's name contains Beech
    .
  9. Select
    Calculated value
    .
  10. Select the previously defined search criterion,
    Adjusted Gross Income is more than 50000
     from the
    Available criteria
     list.
  11. Select
    Edit Formula
    .
    note
    All selected search criteria are in the 1st column, separated by the word AND.
  12. Drag
    Employer's name contains Beech
     to the top of the 2nd column, or select the
    OR
    .
    note
    Employer's name contains Bowman
     and
    Employer's name contains Beech
     are separated by the word OR.
The search will pass all clients whose employer's names contain either "Bowman" or "Beech" and who had an adjusted gross income of more than $50,000.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Data Mining

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