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I'm trying to make a line graph showing the performance of multiple investment portfolios. I'm able to create this for all portfolios grouped together, with PRODDATE as the only dimension using "No accumulation" and the following formula:
exp(RANGESUM(above(
log(1+AGGR($(vPerf),PRODDATE))
,0,RowNo())))
Trying to add the dimension SUB_PRODUCT_NAME to both the aggr expression and as a dimension produces this graph, which is not right at all
If I run the following expression, and set "Full accumulation" and change the expression to
log(1+AGGR($(vPerf),SUB_PRODUCT_NAME,PRODDATE))
I get the correct log values, but this is not what my audience is expecting, they need to see the exponential numbers (what I'm doing is calculating the product over time).
I have tried and failed so many times now, that I'm about to give up. Anyone who has an idea on how to produce a graph of the exponential values as they evolve over time (PRODDATE)?
How about this?
Aggr(exp(RangeSum(Above(log(1+Aggr($(vPerf),SUB_PRODUCT_NAME, PRODDATE)), 0, RowNo()))), SUB_PRODUCT_NAME, PRODDATE)
Try this
Aggr(exp(RangeSum(Above(log(1+Aggr($(vPerf),PRODDATE)), 0, RowNo()))), SUB_PRODUCT_NAME, PRODDATE)
Thanks for the suggestion Sunny.
Unfortunatley it did not yield the correct result. I ended up with the following graph:
How about this?
Aggr(exp(RangeSum(Above(log(1+Aggr($(vPerf),SUB_PRODUCT_NAME, PRODDATE)), 0, RowNo()))), SUB_PRODUCT_NAME, PRODDATE)
Just caught that myself. Thank you very much Sunny. You just made my day!