I have a DA that I have built that we import our Actual cost for projects.  I would like to set up a field that would reflec which cost category the actual fell under which would be either CapEx or OpEx.  The way that I would like to have this field populated is based on the data in the Account field.  My CapEx account will start with the number 1 and my OpEx account will start with the number 2 or 7.  So I would need to write something like this:  If the Account starts with 1 = CapEx and then the second expression would be If the Account starts with 2 or 7 = OpEx. 

I know that I can do this through Advance Report Builder, however I would have to build this in all of my reports and what I would ideally like is to be able to pull into my reports from one source instead of setting it up individually in each report.  As well I would like my user's to be able to go to the Project and see the view and also see the view from the DA tab. 

Any suggestions on how I can set this up in my DA?  Thank you!

When I've set up Expense tracking DAs for customers in the past, the trick is that there needs to be some kind of binary data element that allows you to segregate your expense types.  The two most common ways to do this are:

- Add a "Category" picklist field (I prefer a Radio Button type) that allows you to specify if the expense record is CapEx or OpEx.  This allows you to have one expense amount field in the record, then you can group/sort/filter by the Category field in views and reports.

- Have one field for CapEx and one for OpEx amounts.  This requires you to segregate the expenses in the spreadsheet prior to import, but gives you not only the grouping/sorting/filtering capabilities of the Category field, but allows you to create an aggregate field on the project that summarizes expenses by type.

Based on the scenario you desribe here, I'd recommend exploring the first approach.  You can probably write a macro in Excel that evaluates the Account field and assigns the correct Category value prior to the import.