GIFilter GLDetails for non sequential accounts

Posted over 1 year 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 over 1 year ago 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 over 1 year ago

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 over 1 year ago

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 over 1 year ago 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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