Building Data Mining searches

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Before building a search, decide what information you want to search for and try to determine which search criteria are most relevant to the clients you want to find.

Next, select search criteria to build a new search or to modify a custom search you previously created. After selecting the search criteria, edit the search formula to combine the selected criteria into logical relationships.

Note: All calculated values for your selected application database will be available for a search, but you must define input screen field criteria to make them available for a search.

When building searches, you can choose one or more than one criterion.

  • Choosing only one criterion allows more clients to pass the search. View an example.
    Example: You want to search for all 1040 clients for whom a Schedule C was prepared.
    1. Select 1040 Individual from the Client database drop-down list.
    2. Click the Continue (Step 2) button and select a report or letter in the Print selection group box.
    3. Click the Add/Modify Searches button.
    4. To add a new search, click the Add button in the Add/Modify Searches dialog. To modify a custom search that you previously created, highlight the search name and click the Edit button.
    5. To name a new search or to change the name of an existing search, enter the name in the Search name field.

      Note: Predefined searches that are included with Data Mining cannot be modified.

    6. In the Select Search Criteria dialog, click the Form option and verify that the Prepared option is selected.
    7. Highlight Schedule C [Prepared] in the left pane and click the Select button.
    8. Click Done.
    Result: The Data Mining results include all clients for whom Schedule C was prepared.
  • For more complex searches, choose multiple criterion. When you choose more than one criterion, you can edit the search formula to refine your search further. View an example.
    Example: To search for all clients whose AGI was greater than $50,000 and whose employer's name contained the word "Bowman." Before building this search, you must define criteria for fields without fieldviews and define calculated values criteria.
    1. Select 1040 Individual from the Client database drop-down list
    2. Click the Continue (Step 2) button and select a report or letter in the Print selection group box.
    3. Click the Add/Modify Searches button.
    4. To add a new search, click the Add button in the Add/Modify Searches dialog. To modify a custom search that you previously created, highlight the search name and click the Edit button.
    5. To name a new search or to change the name of an existing search, enter the name in the Search name field.
    6. Click the Calculated value option.
    7. Highlight US: 1040, Line 38 - Adjusted Gross Inc > 0 in the Available criteria pane and click the Add/Modify button.
    8. With the 1040, Line 38 - Adjusted Gross Inc > 0 option selected, click the Edit button.
    9. Select Greater Than in the Operator field, and enter 50000 in the Value field.
    10. Click the Enter button.
    11. Click Done.
    12. Click the Select button to move the selected search criteria to the right pane. 
    13. Click the Input screen field option.
    14. Click the Add/Modify button.
    15. Click the Add button.
    16. Click the Income folder, then click inside the Employer's name field.
    17. Click the Select button.
    18. In the Operator field, select the Contains option.
    19. In the Value field, enter Bowman.
    20. Click the Enter button, then click Done.
    21. Click the Select button to move the selected search criteria to the right pane.
    22. Click Done.

    Result: The Data Mining search passes all clients who had AGI greater than $50,000 and whose employer's name contained the word "Bowman."

Related topic: Data Mining overview

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