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Hi All
I am using the following formula
sum(TOTAL {<Accounts-={'TBD'}>}premium)
/
sum(TOTAL {<Accounts-={'TBD'}>}premium/(1+Rate Chg))
I need the portfolio rate change to calculate an effect.
However, I would like to exclude the TBD accounts, however, the TOTAL overwrites my exclusion "Accounts-={'TBD'}.
I need all dimension of accounts except TBD for the total. How can I make sure the TBD accounts are excluded from the TOTAL?
Many thanks.
Best regards,
Jan
The dimension re-appear, but the total itself doesn't include the value associated with TBD, right? I think you might need to add an if statement here
If(not Match(Accounts, 'TBD'),
sum(TOTAL {<Accounts-={'TBD'}>}premium)
/
sum(TOTAL {<Accounts-={'TBD'}>}premium/(1+Rate Chg))
)
If you are using this -> Accounts-={'TBD'}, I don't see why Accounts which are TBD are not getting excluded. Have you added Accounts as dimension and see that TBD is getting added?
Yes, for some reason they are added again.
Can you possibly have spaces before or after TBD? Try this
Accounts -= {"*TBD*"}
Unfortunately, that does not change it. And the flag works in other formulae. It is just, if I calculate the total the TBD reappears.
The dimension re-appear, but the total itself doesn't include the value associated with TBD, right? I think you might need to add an if statement here
If(not Match(Accounts, 'TBD'),
sum(TOTAL {<Accounts-={'TBD'}>}premium)
/
sum(TOTAL {<Accounts-={'TBD'}>}premium/(1+Rate Chg))
)