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Creating Complex Conditions

Advanced Conditions

To create multiple conditions for the same condition name, click Advanced in the New Conditions dialog box. The Edit Condition dialog box is displayed. Then follow these steps:

1. Click the Add button.
2. Select an item from the Item drop-down list.
3. Select a conditional operator from the Condition drop-down list.
4. Select a value or option from the Values drop-down list.
5. Repeat these steps for each condition.

Grouping Conditions

Condition groups are displayed in the Formula region in the Edit Condition dialog box.  If you want to edit the conditions, you can do so from this dialog box.

The results window displays the results of the grouping conditions.

For instance, you want to find the expenditures for all Educational and Food and Drink expenditure category types. 

In the example above, the condition is:

• Return all expenditure types named “Educational Supplies” or all expenditure types named “Food & Drink” AND the Burdened Cost Pay Period is greater than $500.

AND has precedence over OR, while nesting conditions alter the default precedence.  Review the conditions above.  In this example, AND has precedence over OR because it is a nested condition.

Note:  To group, hold down the shift key and select items to group, chen click [And] or [Or] as appropriate.

Changing Logical Operators

By default, the AND operator is used to combine conditions. To toggle between AND and OR, double-click the Group field. To create a condition with multiple logical operators, follow these steps:

1. Create the conditions as described earlier.
2. Select the two conditions you want to group with either the [Shift] or [Ctrl] key.
3. Click the desired logical operator button.

Nested Conditions

A nested condition is a condition that contains other conditions as its components.

1.   Select [Edit, Worksheet, Conditions tab].

          

2.   Select [New].

3.   Select [Condition] from the Items column dropdown.

4.   Select [Advanced].

        

5.   Select a logical operator to group the conditions.

• And
• Or

6.   Click at the drop down of the Item field.  The following list appears:

• Create Calculation
• Select Condition (allows copy but not edit)
• Copy Condition (allows copy and edit)

7.   Select the particular condition you want to nest and select [OK].

Parameterized Conditions

A parameter is a value within a condition that you specify when you run a query. You use parameters to change conditions without having to change the query.

If a query includes a parameter, you are prompted to specify the information you want to see when you run the query.

For example, you can create a parameterized query that prompts you for an Event Activity Name.

1.   Add to the worksheet the condition on which you want to base the parameter.

2.   Select [Tools, Parameters] to edit existing parameters as in the case shown below, or to create a new parameter.

3.   Select [Edit].

In the example below we selected:

• Event as the prompt
• Use LOV as the description
• Allow only one set of parameter values for all worksheets in the workbook.
• Require value.
• Enable multiple values.
• The default is all (%).
• You cannot edit the condition here.

4.   Select the Refresh icon.

The Edit Parameter values window appears.

5.   Select the value(s) for the parameters you seek.

• The % is the parameter you use for ALL values.
• If you select several items and LEAVE IN THE %, your query will retrieve all values for the parameter.

6.   Select [OK] to run the query.

     

Creating a Parameterized Condition

1.   Select [Tools, Parameters, New] to open the Parameters dialog box.

You can go to this window DIRECTLY from the condition.  In the values area select [New Parameter].

2.   When you modify a parameterized condition the name of the parameter appears in the name field.

4.   Description: Enter a description of the parameter that is displayed in the Description area of the Available Parameters dialog box.

5.   Default Value: Select a value from the drop-down list to be used as a default if no value is selected in the Parameter Wizard.

Note: To change the conditional operator for a parameter, you must modify it in the Edit Condition dialog box. To disable a parameter, you must disable the condition.

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