Data mining is a tool used to interrogate the tax database of client information to help manage the tax return process. It is also used to target, sell and market the firm's tax services. The data mining routine will give the user the ability to do a complicated search and retrieve operations on the client database i.e. create a list of all clients who have income in excess of €100,000 who did not do BES or use Film last year.
The user can create as many data queries as they like. To create a data mine click on Data Mining on the navigation bar.
Then click New. The Query window appears showing the Details tab.
In the Details tab page, you have to specify the kind of query that you want to generate.
Enter the following information:
Description of Query
Query Group - Select the group of the query from the drop-down list. If the group you are looking for is not a part of the list, then you can enter the name of the query group here. It will be added to the list, for you to use the next time.
Source of Information
Click on the Query Builder Tab. The Query Builder window appears showing the following:
The Query Builder helps you define the information you are looking to retrieve from the database. The query statement appears at the bottom of the screen.
Select the section or field name that you are looking for, from the Field drop-down list. Then select the condition that you want to specify from the Condition drop-down list. Once that has been done, enter the value that you are looking for in the Value box. Select either “and” or “or” depending on whether you want all the conditions that you have specified, to be met or anyone.
Multiple lines can be entered here for detailed queries.
Click on the Fields Tab to select or unselect the fields of information you want to appear on your data mine. These fields will be available for mail merge once the query is “run”.
Once you are happy with the created query Click Save & Close to retain your data mining results.
Back on the datamining screen click the Run Query button as in the screen below.
The Query screen will appear as follows: it lists all the records in the database that fulfill the criteria set in the query builder. The user can now click on the Microsoft Word button and do a standard letter mail merge requesting or offering information to the clients listed. The user can click on the Microsoft Excel button and export the list into a perfectly formatted Excel Spreadsheet for further analysis.
If you are on a network you may want to keep all of your particular saved queries in a directory so that they are available to all staff members. If you click the Settings button on the Data Mining screen you can agree on a network path.