2 Replies Latest reply: May 15, 2014 9:53 AM by RalphB _ RSS

    Filter Based On Second File

    MartyN _

      Is it feasible to structure a filter such that only items common to both are returned.  More specifically, I have an Excel file containing account identifiers.  I would like only those with matches in my (Monarch) table to show in the filtered result.  While I can do it outside of Monarch, say in Access, it would be more efficient if my result set is developed before the export.


        • Filter Based On Second File

          You will need to run one report through Monarch first and save it as an Excel file. 


          Then, open the second report in Monarch, and add an External Lookup to the first Excel file based on the common key. 


          Now you can add a filter that is  based on the value from the second report being equal to the lookup value from the first report.

          • Filter Based On Second File
            RalphB _

            Hi Marty

            You don't say which version of Monarch 8 you have, but if you have the Pro version, you can link your report to the excel file using the external lookup feature. Linking to external databases is only available in the Pro versions of Monarch. Once done, you can apply a filter to get the results you need.