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Hello...have been lurking for quite a while and getting many answers. What a great community! Thank you all for all your efforts.
Today I have a problem I cannot find a solution for. Seems simple enough though.
I wish to create a button that sets filters in place that shows me all Purchase Orders made yesterday where the Currency does not match the HomeCurrency. I have the selection for Order_Date =Today()-1 to get yesterdays PO's but cannot figure out which properties to select so it will pick rows of data where these 2 fields do not match. We place the PO in Euro's but our HomeCurrency is USD. I wish to exclude any where they do match...USD to USD or Euro to Euro.
Select all where they don't match or exclude all that do match?
Maybe there is an easier way than a button? This will be standard report though and ran daily.
Any help is appreciated!
Chuck
Hi,
one solution might be:
='=Order_Date=Today()-1 and PO_Currency<>HomeCurrency'
hope this helps
regards
Marco
Please share sample application or data in excel sheet?
Thank you!
Thank you...here is sample set. This is a global tool so Home Currency can be any...and PO's go across the globe as well. My criteria will be yesterdays PO's over a certain $ limit and where currency does not match home currency. This is to identify orders that should be currency hedged.
PO# | Order_Date | PO_Currency | HomeCurrency |
414751 | 21.5.2018 | USD | USD |
303328 | 21.5.2018 | EUR | EUR |
303328 | 21.5.2018 | EUR | USD |
303699 | 21.5.2018 | CAD | USD |
304196 | 21.5.2018 | USD | USD |
304306 | 21.5.2018 | USD | RMB |
304349 | 21.5.2018 | USD | USD |
304484 | 21.5.2018 | CAD | CAD |
304580 | 21.5.2018 | USD | USD |
304580 | 21.5.2018 | USD | USD |
414740 | 21.5.2018 | EUR | RMB |
414740 | 21.5.2018 | USD | EUR |
414749 | 21.5.2018 | USD | USD |
305632 | 21.5.2018 | EUR | EUR |
414743 | 21.5.2018 | USD | USD |
415024 | 21.5.2018 | USD | CAD |
415025 | 21.5.2018 | USD | USD |
415028 | 21.5.2018 | RMB | USD |
415028 | 21.5.2018 | USD | USD |
306163 | 21.5.2018 | CAD | USD |
306603 | 21.5.2018 | USD | USD |
Hi,
one solution might be:
='=Order_Date=Today()-1 and PO_Currency<>HomeCurrency'
hope this helps
regards
Marco
This looks like it would be right. I will check it out tomorrow. I had been missing the first = signs before Order_Date.
Thanks much...
Chuck
It turns out the date format is an issue and was able to solve by this:
=Date(Today()-2,'D.M.YYYY') and -1 didn't have any data yet...timing issue.
Then for Currency the formula just doesn't work for me. It should I think but not.
I have tried an alternate where Select Currency as =only(HomeCurrency)
Then Select Exclude (Currency). This being a global dataset, but my HomeCurrency is USD and it excludes all USD transactions for other countries.
I wish I understood why the <> formula does not work or why Match or Not Match wouldn't work either.
Half way there though!
Thanks...
Further info now...this formula for Currency<>HomeCurrency works fine in the desktop tool...but not on our server system. Not sure why that would be. I assumed you got your result on a desktop system so tried and it does work....the full statement works.
Any thoughts why a server version is different? It locks up the browser there.