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Contributor II
Contributor II

Using And and OR in the same condition in Set Analysis

Got to get this below condition into a straight table expression.

sum (Net_amount)  when

bd_id = 1

and ass.sec_type = 'mf'

and cancelled_ind = 'N'

and proprietary = 0

and trans_type = 'b'

and int_type not in (0, -1, 25, 207, 6, 7, 24, 11, 30, 31, 43, 51, 52, 211)

and cusip not like 'FDN%'

and trade_date between '1/01/2016' and '3/31/2016'

and acct_type not like '%529%'

and net_amt >= $2000

and Norm_Trans_Cd not in ('0301SDU','0302SDU','0401SUD','0402RDU','4001SDU')

and ((trans_code not in ('20XX  1','050',   '052',  '332300++','3320++', '132101++','10TOAD','0140','002'))   or exchange_ind = 'N')

got to this

<[BD_ID] = {'1'}

,[Description] = {'Independent RIA', 'Advisor Select – Full Wrap', 'Advisor Select – with Trans Chrgs'}

,[trans_type] ={'b'}

,[Int_Type]-={'0','-1','25','207','6','7','24','11','30','31','43','51','52','211'}

,[sec_type]-={'mm', 'ca', '01'}

,[CUSIP] -= {'FDN*'}

,[Acct_Type] -={'*529*'}

,[Cancelled_Ind] = {'N'}

,[Proprietary] = {'0'}

,[Trans_Type] = {'b'}

,[sec_type] = {'mf','MF'}

,[Norm_Trans_Cd] -={'0301SDU','0302SDU','0401SUD','0402RDU','4001SDU'}

,[Trade_Date]={"$(= '>=' & $(vYearStartDate) & '<=' & $(vYearEndDate))"}

,[Net_Amt] ={">=2000"}

,[Trans Code] -={'20XX  1','050','052','332300++','3320++','132101++','10TOAD','0140','002'}

>

need help in getting the AND and the OR condition in the same condition.

4 Replies
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Master III
Master III

are you getting any error?

Highlighted
Partner
Partner

use this:

<[BD_ID] = {'1'}

,[Description] = {'Independent RIA', 'Advisor Select – Full Wrap', 'Advisor Select – with Trans Chrgs'}

,[trans_type] ={'b'}

,[Int_Type]-={'0','-1','25','207','6','7','24','11','30','31','43','51','52','211'}

,[sec_type]-={'mm', 'ca', '01'}

,[CUSIP] -= {'FDN*'}

,[Acct_Type] -={'*529*'}

,[Cancelled_Ind] = {'N'}

,[Proprietary] = {'0'}

,[Trans_Type] = {'b'}

,[sec_type] = {'mf','MF'}

,[Norm_Trans_Cd] -={'0301SDU','0302SDU','0401SUD','0402RDU','4001SDU'}

,[Trade_Date]={"$(= '>=' & $(vYearStartDate) & '<=' & $(vYearEndDate))"}

,[Net_Amt] ={">=2000"}

,[Trans Code] -={'20XX  1','050','052','332300++','3320++','132101++','10TOAD','0140','002'}

> + <exchange_ind = {'N'}>

Regards

Highlighted
Contributor II
Contributor II

not getting the correct answer

Highlighted
Contributor II
Contributor II

((trans_code not in ('20XX  1','050',   '052',  '332300++','3320++', '132101++','10TOAD','0140','002'))   or exchange_ind = 'N')

is a compund condition. need a way to use a compound condition with other conditions