I am new to working with Qlik and am hoping someone might have an idea on how to help.
I am developing a report that I can use to share donation/payment information with specific groups that my office reports out to.
Background: I work for a graduate school within a large university. Within my school are ten plus departments. Any time a donation or payment is made it is applied to an Account. Each department has several accounts, and none of the accounts are tagged with the department. All accounts have a static opening string of numbers associated with a specific department - 345.89034.xxxx.xxxxxx.xxxxx
Using a list box with all the department names, I would like to be able to select the department name and have my table show all the donations and payments made to that department so I can export them and share them with the intended recipients. This can't require too much effort on the part of the end user as it needs to work after I am long gone.
What I need to do:
1) Load a data set with the department names.
2) in Qlik, connect the department names with their specific account numbers. I need to use a wild card statement of some sort to match the department to the first few digits of the Account string (these never change even if a new account is created for that department).
3) I need my table to show only the gifts associated with that department when I select the department from the list box.
I will issue an advance apology, but I cannot share a data set owing to the confidentiality of the data being used.
0006743213 Albert Molar $50 432.84256.124356.9990.7789
The department information is not currently tracked in the system, but you know that all History accounts start with 432.84256.xxxx and all Science accounts start with 345.45678.xxxx. The solution needs to work with multiple accounts for each department.