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srujanaponnuru
Creator
Creator

particular cell summation

Hi,

The below data is shown as:

                                                                                       

Asset
  Class
PositionStress Test
  Values
Equityposition1-699
Equityposition2-118
Equityposition3-972
Derivativesposition4-870
Derivativesposition5-63
Derivativesposition6-884
Fixed Incomeposition7-98
Fixed Incomeposition8-73
Fixed Incomeposition9-242
Forexposition10-398
Forexposition11-50
Forexposition12-659
Forexposition13-474
Commoditiesposition14-190
Commoditiesposition15-632
Commoditiesposition16-533

I want a pivot table to calculate the sum of stress test values only for equity type , derivatives etc separately.

example:  for equity I want the summation of position 1 + position 2 + Positiion 3 (I,e  = (-699+(-118)+-(-972))

Please help me out.

REgards

Srujana

18 Replies
qlikmsg4u
Specialist
Specialist

Is this you want...please tell us the requires output

alex_millan
Creator III
Creator III

Hi again,

If you can switch the order of some of the columns, you can set the dimensions on the left and the calculations on the right:

As Dimensions:

- Portfolio

- [Asset class]

- Position

As expressions.

Sum x portfolio = Sum(TOTAL <Portfolio> [Stress Test Values])

Sum x asset class = Sum(TOTAL <[Asset class]>[Stress Test Values])

Sum x position = Sum([Stress Test Values])

HTH

Regards,

srujanaponnuru
Creator
Creator
Author

Hi,

I should get fields in a pivot table as Asset class, Position thru these two fields I need to calculate Column L from Column N.

antoniotiman
Master III
Master III

Hi this is what You want ?

See Attachment

Regards

srujanaponnuru
Creator
Creator
Author

Hi  AntonioTiman,

Yes, but I have so many positions and Asset classes, I cant mention all the positions in that expression. Is there any other way to do it ?

any way thank you for your help.

regards

Srujana

Kushal_Chawda

Please see the attached.

This is what you are looking for

antoniotiman
Master III
Master III

Change expression to

Sum({<[Asset Class]={'Equity'}>} [Stress Test Values3])

srujanaponnuru
Creator
Creator
Author


Hi Kush,

thanks a lot for your help. It worked.

Regards

Srujana

Kushal_Chawda

srujanaponnuru‌  have you seen the application which I have attached