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Hi all,
I have a field "Asset Class" with the following values
I would like to make a master item where the AA, Bonds & FI are then referred to as Fixed Income
I was able to create one for equities using the formula: =if([Asset class]='Equities',[Asset class],Null())
But when I try to create for Fixed Income (FI + Asset Allocation + Bonds) it doesn't work.
What would be the correct way to do this? (tbf, I don't believe the Equities formula is the best way to go about it, but that one worked...)
Thanks!
hi,
maybe it works if you limit the selection via set analysis.
formula in master element:
=aggr(only({<h1={"b"}>}h1),h1)
script in data editor:
trans:
load * inline [
h1
a
b
]