Excluding Data from Table

[Duke]

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

[Christian Marks]

hmmmm, data sets from two different tables are inherently separate. Perhaps uploading your file might help us to understand more clearly what you are trying to do.

All Best,

Christian

[Duke]

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.

[Christian Marks]

Perhaps you don't need two tables. I think you only need one table with an Approved field in it, which you would mark with 1 (checkbox to user) if an item is "approved" Then you can do a search when running your report for only those with a 1 in the approved field.

If you do need two tables and you only want to see data from the "approved" list then you need to build a layout that shows records from a table occurrence that is based on the "approved" table.