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

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

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.

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.