Aggregating data from specific clients in associated databases
First, apologies if this has been asked before. I am attaching a file that has 3 sheets that explain my problem. I have three databases, and I need to aggregate data for specific clients using data from 2 databases (assets in one, and liabilities in another). Using the client database (or sheet in the Excel) I want to look for specific client ID in the other 2 databases and add their respective amount of assets and liabilities. Not all clients have assets data and not all have liability data as you can see.
How can I complete column D in the Client Sheet? Do I need to code?
Re: Aggregating data from specific clients in associated databases
Hello again Andrey (or anyone who might be able to help),
The table you created with column "Assets+Liability" by Client ID is the data I wanted to get. However, I want to manipulate that data or use it as a possible dimension in order to sort, group by specific amounts, or do other calculations using it. This is not possible as far as I know if the data is in a table instead of as a new variable. What I would like is to have a the new variable "AUM" in the Client2 dataset filled with that data and I believe the coding is different in that case. I am relatively new to coding in the data load editor but I wasn't able to create a new variable or fill the "AUM" variable in the "Client2" Database.
If you or anyone can help me finally solve this it would be much appreciated. I am attaching the file "Qlik-Challenge.qvf" file which has 3 datasets: Client2, Assets, and Liability. What I would like to do is the same as you did with the table but including the content of "Assets+Liability" in the "Client2" database (in the AUM column which currently has "0" in it). As you will see it is not just adding "Assets+Liability" because what I actually need is to add those two variables from the other datasets but for specific "client_IDAT" or client IDs. I believe this is what you did with the command "Left Join".