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Need to Lookup and Pick 2 Value from a table

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  • Need to Lookup and Pick 2 Value from a table

    I am trying to see how to do a post operation based on the scenario below. I don't care if its a post operation or not but I need to bring in a rate and an exemption type.

    I have a transactional file with four fields in question for the sake of discussion: Property, Sales Month, Tax Rate, Exemption Type
    The sales month uses a six character representation of the year and month, ie YYYYMM.
    Call this Table1, record 1 initially has these values for the first record.

    Property Sales Month Tax Rate Exempt Type
    Property1 201601

    I need to pull in the tax rate and the exempt type out of Table2 by first matching the value from Property in each table, and by looking up the tax rate and exempt type in table 2 from each of the effective months below. So the correct answer is to match up 201601 as being greater than 201509 but less than 201602, so the Tax Rate should be .035 and the Exempt Type should be 11 in this case.

    In another table (call it Table2), I have records similar to below:
    Property, Eff Month, Tax Rate, Exemption Type

    The Eff Month has the same 6 digit character set for year and month, also YYYYMM.
    So, table2 could have records like this.

    Property Eff Month Tax Rate Exempt Type
    Property1 201412 0.075 Null
    Property1 201505 0.053 5
    Property1 201509 0.035 11
    Property1 201602 0.053 5

    Thanks for your help....


  • #2
    Re: Need to Lookup and Pick 2 Value from a table

    A post operation, replacing, should do it with both fields to post having the condition salesmonth <=effmonth.

    Each property matching record will replace the taxrate and exempttype fields until the last one where salesmonth <=effmonth is found, the rest of the property matching records will be skipped.

    I changed the field names you indicated because you don't have fields named Sales Month, Tax Rate, Exempt Type, or Eff Month. Why not use the real names?
    There can be only one.