Complex Expressions

A complex expression is one that searches for multiple criteria. The and operator or the or operator connect these criteria. A complex expression can include one or more of the following:

A series of statements connected by the and operator in which the criteria of all statements must be satisfied. For example, to define a group that includes all assets whose Class is not CE and whose Tax Book Depreciation Method is MF, you would write the expression:

Class is not CE

Tax Book Depreciation Method is MF

Note that you do not have to enter the and operator; when you specify two different fields, the system assumes the and operator.

A series of statements connected by the or operator in which the criteria of any one of the statements must be satisfied. For example, to define a group that includes all assets whose Tax Book Depreciation Method is either MF or MT, you would write the expression:

Tax Book Depreciation Method is MF

Tax Book Depreciation Method is MT

Note that you do not have to enter the or operator; when you specify the same field twice, the system assumes the or operator.

Note: Be careful when you specify criteria for the same field while using the is not operator; you may obtain a surprising result. Suppose you create a group using the following expression:

Class is not CE

Class
is not FF

You may be surprised to discover that the group using this expression contains all assets, including assets in the CE class and the FF class. Because you specified the same field (Class), the system employs the or operator. An asset in the AA class is not in the CE or FF class, so it satisfies the criteria. An asset in the CE class is not in the FF class, so it satisfies the criteria. And of course, an asset in the FF class is not in the CE class, so the group contains that asset as well. (Remember, when the system employs the or operator, the asset is included in the group if one of the criteria is true.)

A single statement that searches a single field for multiple criteria connected by the and operator; all criteria must be satisfied. For example, to define a group that includes all assets acquired in 2022, you would write the expression:

Acquisition Date is between 01/01/2022 and 12/31/2022

Note that in this case, you must enter the and operator.

You could write an expression combining all search criteria specified above as follows:

Class is not CE

Tax Book Depreciation Method is MF

Tax Book Depreciation Method is MT

Acquisition Date is between 01/01/2022 and 12/31/2022

Here is how it reads:

  • Create a group where the Class is not equal to CE AND
  • where the Tax Book Depreciation Method is equal to MF OR
  • where the Tax Book Depreciation Method is equal to MT AND
  • where the Acquisition Date is between 01/01/2022 and 12/31/2022