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Link child to parent in set based on value in one of two fields

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    #1

    Link child to parent in set based on value in one of two fields

    Hi,

    I did some searching, but couldn't find the answer I was looking for.

    I have two tables which I would like to link in a one-to-one relationship on the field "CODE". The parent has just one field called CODE, however the child has two fields - CODE and LACODE. In instances where the child has an entry in the LACODE field (i.e. isnotblank), I want to link the LACODE field in the child to the CODE field in the parent. In instances where LACODE is blank, I want to link the CODE field in the child to the CODE field in the parent.

    I'm guessing I need to use Link By Expression, but haven't been able to get the correct syntax for this.

    Any help would be greatly appreciated.
    Tags: None
    #2
    Re: Link child to parent in set based on value in one of two fields

    Code:
    IF(isnotblank("Lacode"),Lacode,code)
    I personally would place this a a calculated field in the child table. Then link from [parent]->code to [child]->%new_calc_field%
    Andrew

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      #3
      Re: Link child to parent in set based on value in one of two fields

      You might also experiment with linking the child table twice to the parent, one instance linked on code, the other on lacode.
      There can be only one.

      Comment

        #4
        Re: Link child to parent in set based on value in one of two fields

        Make a third field on the child called link_code - can be a calculated field.

        Put the value to link on in that field.
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        http://www.iadn.com/images/media/iadn_member.png

        Comment

          #5
          Re: Link child to parent in set based on value in one of two fields

          Appreciate the efforts for all involved.

          It looks like the "link to a calculated field" idea seems to work fine. I did try linking to the same table twice, using two different fields as Stan suggested, but it didn't appear to work (or I did something wrong). If anyone's interested, here's why I needed this:

          We're a CPA firm that maintains two client databases, 1 in our Tax software, and 1 in our Time and Billing software. The tax software generates an invoice, which then has to be entered into T&B for A/R purposes. After the dust settled from the end of this tax season, we needed to make sure that no one fell through the cracks - that all invoices generated were actually entered into T&B. I exported the billing info from the tax software into a table in Alpha, and the billing info from the T&B software was imported into another table. The problem was, that the key (in this instance, the client code), wasn't ALWAYS the same. Some of the T&B codes were different than the codes in the tax software, so in these instances when I compared the two, info was missing... I setup a custom field in the T&B software where we could enter the corresponding tax software code, and this would be included in the export... That way I could actually compare apples to apples. I know - "Why not changed the code in the T&B software to match?". We can't do that, because once a history is established, there is no way to change a code other than creating a new one (and losing the history).

          Just curious - I haven't been in the forums in probably over a year... what happened to my old login? I noticed that the forum looks different than it has in the past... do they purge people that haven't had any activity in a while?

          Thanks again.

          Comment

            #6
            Re: Link child to parent in set based on value in one of two fields

            Originally posted by MajDing View Post
            ... Some of the T&B codes were different than the codes in the tax software, so in these instances when I compared the two, info was missing....
            Shawn,
            What exactly did you use as criteria to match the two records when you did the "I compared the two" and discovered missing data. If it was maybe SSN or birth date or some other unique identifier(s), could your extra table field in each of the tables receiving the download be a calculated field that concatenates a few of these unique identifier fields together and use that as a linking field between the two tables. I got this to works concatenating mock SSN and DOB, and linking the tables in a set 1-M through the calculated linking fields.
            Mike W
            __________________________
            "I rebel in at least small things to express to the world that I have not completely surrendered"

            Comment

              #7
              Re: Link child to parent in set based on value in one of two fields

              Hi,

              I had to compare the two via the client code... We consider the codes in the tax software to be the "correct" codes. In many cases, the codes in the time and billing software are the same (making comparisons easy), but in some cases they differ, which is where the problem lied. While the tax software does have the DOB and SSN for obvious reasons, the T&B software does not - just basic stuff like name, address, entity type, etc. So the client code was the only way to go. By adding a custom field to the T&B software that a user could enter in a corresponding tax software code when necessary, I was able to match the two... It was just getting the logistics of linking them in a set... Creating a calculated field did the trick. Thanks for the reply

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