Inference Rules on Importing from external source like text

[roc27583]

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.

[Leith Ross]

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.