Issues with Table creation

[qlikofba]

Hi,

I am having issues with creating a table the way I am trying to create it.

I have a table1 shown below

Plan           Balance         Count

Plan 1             10,000         2

Plan 2           5,000                4

Plan 3             20,000            3

-The Plan is the type of plan accounts fall into(e.g. Checking for Students, Checking for businesses, Savings for Kids etc) Doesnt include loans

-The balance is the total balance in that plan,

-The count is the total accounts in that plan.

Accounts are tied to tax id numbers

I want to create the table2 like this which show of these checking/savings accounts, Which tax ids have loans of those plans

Plan         Balance                      Count

Plan 1          Loan(balance)            Loan(count)

Plan 2     Loan(balance)                 loan(count)

Plan 3      Loan(balance)              Loan(Count)

User example

John has 2 checking accounts, 1 savings, and 3 loans(20k total)

Table 1:

Plan                                  Balance                Count

Checking for Students         1,000                        1

Checking for Bus                    150.00                 1

Savings                                 5,000                     1

I want it to show this information below since he has 3 loans for 20k. Do i need set analysis for this?

Table 2                    

Plan                                      Balances     Count

Checking for Students          20000            3

Checking for Bus                    20000          3

Savings                                     20000       3

I no this inst completely accurate but for now, if i can get it to display of the three checking account plans i have, the total loans in each

[qlikofba]

bump

[Anil_Babu_Samineni]

Could be need Set operator only. But, Fortunately what you given the data is not accuracy to me. I am not sure how John and where we are referring?

I think you need Total Keyword for your expression, But not sure where we need to look

[qlikofba]

Sorry if it was confusing.  I want to see the amount of customers who have a savings accounts based off a plan

So for instance, Lets say john has 3 checking and 1 saving account

This is what i want the final chart to look like

Plan                                    Balance                     Count               Count(savings Accounts)    Balance Savings

Checking for students        500                              1                              1                               500000

Checking for Business       10000                             2                           1                                500000

In excel this raw data would look like this

Name       plan                        acct #         taxidnbr        account Type          Bal

John        check4students        12345       12345678             CK                   500

John        check4business         2345        12345678            CK                   6000

John        check4business         45567        12345678            CK                  4000

John        savings                      86843      12345678              SV                500000

[qlikofba]

bump