Hi,
I have a table which has the list of funds, the shares in each fund along with rating of each shares (A,B,C) for years 2022 and 2023.
I want to list the fund names, total shares for each fund in 2019,shares of each fund with category as "A" in 2019.
So I created a variable column v2 to find sum of shares of fund with category A:
If (year=2019 and category='A') THEN (1) ELSE (0). Then marked detail aggregation as "Total". It gives me the sum of shares for category A for Fund1. Working fine.
Now I created another variable column v1 to get total shares in a fund:
If (year=2019) THEN (1) ELSE (0). Then marked detail aggregation as "Total". It populates as just "1" for all fund rows. Not total'ing the values
Is there anything I am doing incorrect? OR why the total is not getting populated?
Thanks,
If (year=2019 and category='A') THEN (1) ELSE (0)
...doesn't seem like it would give you the sum of shares. It gives you the number of rows.
Sample inputs:
Fund Category Year Shares
Fund1 A 2019 17
Fund1 A 2020 25
Fund2 B 2019 44
Fund3 A 2019 50
I think your code would give you:
Category Year Shares
A 2019 2
A 2020 1
B 2019 1
But I think you're overthinking this. Why is this not a list with groupings or a crosstab?
Maybe sample inputs and expected outputs would help.
Hello dougp,
Thank you very much for your reply. I am sorry for the confusion. Attached is my scenario with expected output.
Now below is my logic. I now think whether this is occurring because year is just a dimension without a fact? If I change the logic of v1 as (year=2019 and position is not null) then it works.
Variable2 If (year=2019 and position=1) THEN (1) ELSE (0). Then marked detail aggregation as "Total". It gives me the sum of shares for position 1 for Fund1/2/.... Working fine.
Now I created another variable column v1 to get total shares in a fund:
If (year=2019) THEN (1) ELSE (0). Then marked detail aggregation as "Total". It populates as just "1" for all fund rows. Not total'ing the values
Thanks,
Data FUND YEAR SHARE POSITION
Fund1 2019 A 1
Fund1 2019 B 2
Fund2 2019 C 3
Fund3 2019 D 1
Fund3 2019 F 1
Fund3 2020 D 1
Fund2 2020 C 2
Result expected
FUND 2019Total Shares for each fund 2019No of Shares with posn 1 for each fund
Fund1 2 1
Fund2 1 0
Fund3 2 2