Hello,
I am currently trying to write an import routine, that will 'tag' data through predfedined 'inference' rules that are call values.
So for example, the user has a CSV file with three columns, Date | Amount | Description.
The user knows that any record with a description of 'ATM Fee' should be assigned predetermined category, and sub category values.
In this example, the end result would look like this
Date | Amount | Description | Category | Sub Category|
01-01-2011 | 100.00 | ATM Fee | Expenses | Banking Fees |
How can we do this UPON IMPORT?
How would you handle this if the user wants to define upto (X) number of 'Inference Rules' ?
Would also like to add additional functions like changing these rules as Enabled/Disabled so users can choose when rules apply or not.
Hope this makes sense.
Hello roc27583,
You would be better off using Access rather than Excel. You need a database program with scripting capability to create rules. Excel is neither a true database program nor a script driven application. You would waste a lot of time trying to cobble code together to make something work in Excel.
Sincerely,
Leith Ross
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