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Dear All
I have a problem regarding a pivot table I am creating.
I have premium per customer, let's say 100k for customer A and 100k for customer B. However, I bought reinsurance with several reinsurers for customer A.
Customer A 100k
Customer B 100k
When I now add the dimension Reinsurer_Name into the pivot table, I get 100k for each reinsurer instead of just 100k once. However, I would like to look it like this:
Customer A 100k Reinsurer 1 10k
Customer A Reinsurer 2 5k
Customer A Reinsurer 3 5k
Customer B 100k
Total 200k 20k
I had a solution for a static table like if(dimensionality()=0,formula,''). However, I would like to have the users adding and removing flexibly one dimension or the other (instead of Customer A it could be Local Policy 1 of Custumor A and Local Policy 2 for Customer A etc), hence the solution should be independent of any specific dimension, values should not be repeated for any dimension.
Many thanks for your help.
Best regards,
Jan
Hi!
I can not figure out your issue. Can you please share a sample of data and a datailed explanation (maybe a picture or excel may help)?
Hi
Many thanks for your reply.
First it would look like this with any additional dimension:
Premium | Reinsurance Premium | |
Company Inc | 100,000 | 5,000 |
Enterprise & Co | 100,000 | - |
Total | 200000 | 5000 |
What happens when I add an additional dimension:
Premium | Reinsurer_Name | Reinsurance Premium | |
Company Inc | 100,000 | Swiss Re | 2,500 |
Company Inc | 100,000 | Hannover Re | 2,000 |
Company Inc | 100,000 | Munich Re | 500 |
Enterprise & Co | 100,000 | - | |
Total | 200,000 | 5,000 |
However, I would like it to look like this:
Premium | Reinsurer_Name | Reinsurance Premium | |
Company Inc | 100,000 | Swiss Re | 2,500 |
Company Inc | Hannover Re | 2,000 | |
Company Inc | Munich Re | 500 | |
Enterprise & Co | 100,000 | - | |
Total | 200,000 | 5,000 |
Or if I choose another dimension (dimensions are all hidden, unless activated via =SubStringCount('|' & Concat(distinct Dimension, '|') & '|', '|Reinsurer_Name|'), like Reinsurance_Type I would also like not to have
Premium | Reinsurance_Type | Reinsurance Premium | |
Company Inc | 100,000 | XoL | 2,500 |
Company Inc | 100,000 | QS | 2,500 |
Enterprise & Co | 100,000 | - | |
Total | 200,000 | 5,000 |
but I would like to have
Premium | Reinsurance_Type | Reinsurance Premium | |
Company Inc | 100,000 | XoL | 2,500 |
Company Inc | QS | 2,500 | |
Enterprise & Co | 100,000 | - | |
Total | 200,000 | 5,000 |
The premium applies to the whole client and I would like to show that, but I would also be able to show various splits of the reinsurance premium without having the premium repeated.
Many thanks.
Jan
Hi!
Is "Premium" a dimension or an expression?
Regards,
Jaime.
Premium & Reinsurance Premium are expressions.
Hi!
Okay, I begin to get it. In a pivot table you can not have an expression column between dimension columns as you need so you are not using a pivot table (it seems to be a straight table).
The most similar way to solve your requirements, as far as I know, is to use a pivot table, then create the expression premium and then check "show partial sums" in Reinsurer_Name and Company.
Check the attached file!
regards,
Jaime,
Many thanks. Your solution does not seem to work in the environment I created:
I add another picture to make the whole structure clearer:
Metrics are expressions, dimensions are dimensions. Whenever the user chooses one/several dimensions and one/several metrics the pivot table below changes accordingly. Everything works fine with the exception that when I choose a dimension for reinsurance premium (let's say the names of the reinsurer) I get the premium repeated as many times as there are reinsurer names (I cannot show the data due to confidentiality reasons).
I used your solution in a static pivot table setting, there it works fine, you can use for example an if-clause with dimensionality(). However, in the present setting I have changing dimensionalities.
Many thanks,
Jan
Hi Jan:
You have changing dimensionalities but you can always check how many, you have to modify properly that if-clause. Example: lets suppose that in the static pivot table you writte the following expression in order to "hide" values except totals when you have 2 dimensions:
if(dimesionality() = 2, ' ', Sum(Premium))
Now, you have to generalize it to something like
if(dimesionality() = GetSelectedCount([Dimensions list]), ' ', Sum(Premium))
Note that this will work if you have the "Always fully expanded" box checked!
Regards,
Jaime.