Hi There - I have simple CSV file with a few columns of data on a securities portfolio. Each row is a separate investment security. Each month end the total number of securities changes (and therefore the number of rows changes). I created a table in wData and also created a query to filter out unneeded rows. My question is that I want then to populate a table in Wdesk for all investment securities as of a particular month end. Unlike using the INDEX function to source a fixed GL account and date parameter, I mere just want to source all rows from the query that have say a date of '04-30-2020' - realizing that each month there may be more or less rows from the month before.
Ultimately i want to be able to drop the CSV file into a box folder and make a chain to fetch it, run the query and then serve it up to the Wdesk and into my monthly close deck.
Can you point me to where i can find information on how to do this? Many thanks for any help.