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tellmalaika17
New Contributor II

Aggregation

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 :

 

ClientProductSales
Affiliated GroupFI200
EQ400
MI100
London InvestmentWE250
TR120
SU131
VU

225

 

Expected output :

Pivot Table (all values for each fund 

ClientProductSales
Affiliated GroupOthers700
London InvestmentOthers726
Labels (1)
3 Replies
tellmalaika17
New Contributor II

Re: Aggregation

Attached is the excel

Re: Aggregation

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.

Channa
Valued Contributor III

Re: Aggregation

load client,'others' as product,sales from file

 

 

or make resident load on top of xls

Channa