Search for specific record after data merge

New Here ,
Oct 21, 2020

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Hi,

I was wondering if there is a way to search for a specific record after performing a data merge with multiple records. We have created a mutual fund report template that looks beautiful, and when the preview box is checked, I can scroll through all the records (and even choose a specific record number) perfectly. I love this.

 

However, what if I wanted to look up a specific record by its ticker symbol, as opposed to scrolling through each individual record until I find it? If I'm looking for Fidelity Contrafund, I'd like to be able to plug "FCNTX" into a box and have the report fill based on that. Again, I know I can choose a record NUMBER as I'm scrolling through, but can those record numbers be defined using a text input instead of relying on a row number from the source file?

 

Does this make sense?

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Search for specific record after data merge

New Here ,
Oct 21, 2020

Copy link to clipboard

Copied

Hi,

I was wondering if there is a way to search for a specific record after performing a data merge with multiple records. We have created a mutual fund report template that looks beautiful, and when the preview box is checked, I can scroll through all the records (and even choose a specific record number) perfectly. I love this.

 

However, what if I wanted to look up a specific record by its ticker symbol, as opposed to scrolling through each individual record until I find it? If I'm looking for Fidelity Contrafund, I'd like to be able to plug "FCNTX" into a box and have the report fill based on that. Again, I know I can choose a record NUMBER as I'm scrolling through, but can those record numbers be defined using a text input instead of relying on a row number from the source file?

 

Does this make sense?

TOPICS
How to

Views

21

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
Oct 21, 2020 0

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