Duke
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Everything posted by Duke
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Christian, I can upload the file but each table has exactly the same fields just different constituents. For example each table has the following fields: Symbol, Name, Category, and Type. I just need to be able to pull those securities in the restricted table from the other table. Thank you for taking a look at my problem.
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I have two tables of data. One table contains securities i.e. stocks, mutual funds, ETF's etc.. The other table contains securities that our advisers are prohibited from buying. I am trying to build a list or report that excludes data from the restricted table to create an "approved list" of securities. I am not sure how to exclude the data of one table from the other. I have searched the forum but I am not sure I am looking for the correct terms. Any pointers would be greatly appreciated. Thanks