GIFilter GLDetails for non sequential accounts

Posted 7 months ago by Nathaniel Travis

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Nathaniel Travis
Answered

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If I want to run a report to build a table of data to use in analysis, but the accounts I want to pull are non sequential, whats the best way to do that.


The example half way down this link has a 'From Account' and 'To Account'.  Unfortunately I am new to my organization and did not set up the GL. and I have accounts spread out that I want to build reconciliations for using the GIFilter / Velixo-GLDetails.

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Harry Lewis posted 7 months ago Admin Best Answer

Hello.  Whenever doing a query based on non-contiguous values (such as non-sequential account numbers), each value would need to be specified in the filter you create.

Here is an example for retrieving data for four separate account numbers:

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Gabriel Michaud

Gabriel Michaud posted 7 months ago Admin

Thanks Harry.

Nathaniel, also please note that it's also possible to use the Velixo Range Filtering Syntax and the EXPANDACCOUNTRANGE function to achieve this:

P.S. You can hardcode the connection name and inquiry name in the function if you prefer, like that:

=GIFILTER("Demo","Velixo-GLDetail","Account",EXPANDACCOUNTRANGE("Demo",D3))


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Harry Lewis posted 7 months ago Admin

It's important to keep in mind that, if there are too many values, the filter can become so long as to surpass Excel's ability to store the string.  

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Harry Lewis posted 7 months ago Admin Answer

Hello.  Whenever doing a query based on non-contiguous values (such as non-sequential account numbers), each value would need to be specified in the filter you create.

Here is an example for retrieving data for four separate account numbers:

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