Unlock a world of possibilities! Login now and discover the exclusive benefits awaiting you.
Hi,
I have a requirement to aggregate values if it belongs to same funds in front end pivot table. For instance, Fund name is Affiliated group fund, in one column and another column has products which has multiple products for this particular fund. So in pivot table it shows 3 rows for products and affiliated group fund is merged. Current output :
Client | Product | Sales |
Affiliated Group | FI | 200 |
EQ | 400 | |
MI | 100 | |
London Investment | WE | 250 |
TR | 120 | |
SU | 131 | |
VU | 225 |
Expected output :
Pivot Table (all values for each fund
Client | Product | Sales |
Affiliated Group | Others | 700 |
London Investment | Others | 726 |
Attached is the excel
You can remove the Product dimension from the pivot right? because Product column will have static value for all the funds.
Gives us a little more explanation on the requirement to help you.
load client,'others' as product,sales from file
or make resident load on top of xls