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This article applies to:

Product: UltraTax CS
Subject: 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.

In the

Data Mining

window, select the Client database
, then Continue (Step 2)
.

In the Print selection group box, select the report or letter, mailing labels, or an export report.

In the Client search/focus group box, select Add / Modify Searches
.

Select the name of the user-created search, then Edit
.

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.

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
.

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."

Select 1040 Individual
from Client database
dropdown list, then Continue (Step 2)
.

Choose the report or letter, mailing labels, or an export report.

Select Add/Modify Searches
.

To add a new search, select Add
.

To edit an existing custom search, select the search name, then Edit.

Enter a Search name
.

Select Input screen field
.

Select the criteria Employer's name contains Bowman
and Employer's name contains Beech
.

Select Calculated value
.

Select the previously defined search criterion, Adjusted Gross Income is more than 50000
from the Available criteria
list.

Select Edit Formula
.

note

All selected search criteria are in the 1st column, separated by the word AND.

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.

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Edit a search formula in Data Mining