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Grouping

Hello -

I need help with grouping in my visualization. I have the following data and need to group them by the colors as indicated below. I have amounts in the four columns (pat_amt, cob1_amt, cob2_amt, cob3_amt). Where there is a dollar amount in there, I need it to fall into the appropriate bucket  that it correspond with (as seen in the Financial Class fields). So if there is an amount in cob1_amt, then that should go into the cob1_Financial Class bucket. Thanks.

Person_first_name

pat_amt

cob1_amt

cob2_amt

cob3_amt

cob1_Financial_Class

cob2_Financial_Class

cob3_Financial_Class

JIMMY

$ -  

$ (200.00)

$ -  

$ -  

Blue Cross

WILLIAM

$ -  

$ 100.00

$ (200.00)

$ -  

Medicare

Commercial

GARY

$ -  

$ -  

$ (700.00)

$ -  

Blue Cross

ROGER

$ (500.00)

$ -  

$ -  

$             -

Henry

$ -  

$ 100.00

$ -  

$ (25.00)

Commercial

Tricare

MICHAEL

$ -  

$ 300.00

$ -  

$ (20.00)

United Healthcare

Commercial

Financial Class

Sum of amounts

Blue Cross

$ (900.00)

Medicare

$ 100.00

Commercial

$ (120.00)

United Healthcare

$ 300.00

Tricare

$ (25.00)

Patient

$ (500.00)

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