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noman212
Creator III
Creator III

Straight table values in Text Objects

Hi Friends,

I have a dashboard which displays top 5 Annualized Premium on the basis of that we have related values against these annaulized Premium as shown below their Sum at Risk, Consultant Name and Branch name.

i have a requirement now. i want this top 5 values in Text Objects.

Like

If annualized premium of top 1 Client is 10,000 i want the Client name of against this Annualized Premium their Sum at risk and their Branch and Consultant name, all these 6 Column values mentioned below i want in seperate text object for top 5 Clients whose paid the highest Annaualized Premium..

How can i achieved this please help..

      

      

Client NameProposalAnnualized PremiumSum at RiskConsultantNameBranchName
Lashma Raam671815/KP-15010,000395,600Raza HassanAhmed Pur East
Muhammad Aslam671813/KP-7358,192160,000Muhammad Arif NadeemGojra*
Muhammad Khan671819/KP-7328,00080,000Haq NawazChakwal*
Liaqat Ali671834/AH-6021,407841,655Nasir Ali BhattiMoro
Saeed Sarwar671836/AH-6021,237346,000Nasir Ali BhattiMoro

Regards

Noman khan

1 Solution

Accepted Solutions
MK_QSL
MVP
MVP

Use below in text boxes.

= 'Rank 1 : '& CHR(10) &

'Client Name - '& FirstSortedValue([Client Name], -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Proposal - '& FirstSortedValue(Proposal, -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Annual Premium - '& FirstSortedValue(Aggr(SUM([Annualized Premium]),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Risk - '& FirstSortedValue(Aggr(SUM(Risk),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Consultant Name - '& FirstSortedValue(ConsultantName, -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Branch Name - '& FirstSortedValue(BranchName, -Aggr(SUM([Annualized Premium]),[Client Name]))

= 'Rank 2 : '& CHR(10) &

'Client Name - '& FirstSortedValue([Client Name], -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Proposal - '& FirstSortedValue(Proposal, -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Annual Premium - '& FirstSortedValue(Aggr(SUM([Annualized Premium]),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Risk - '& FirstSortedValue(Aggr(SUM(Risk),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Consultant Name - '& FirstSortedValue(ConsultantName, -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Branch Name - '& FirstSortedValue(BranchName, -Aggr(SUM([Annualized Premium]),[Client Name]),2)

Replace 2 with 3, 4, 5 etc for Rank 3, Rank 4 and Rank 5

View solution in original post

2 Replies
MK_QSL
MVP
MVP

Use below in text boxes.

= 'Rank 1 : '& CHR(10) &

'Client Name - '& FirstSortedValue([Client Name], -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Proposal - '& FirstSortedValue(Proposal, -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Annual Premium - '& FirstSortedValue(Aggr(SUM([Annualized Premium]),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Risk - '& FirstSortedValue(Aggr(SUM(Risk),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Consultant Name - '& FirstSortedValue(ConsultantName, -Aggr(SUM([Annualized Premium]),[Client Name])) & CHR(10) &

'Branch Name - '& FirstSortedValue(BranchName, -Aggr(SUM([Annualized Premium]),[Client Name]))

= 'Rank 2 : '& CHR(10) &

'Client Name - '& FirstSortedValue([Client Name], -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Proposal - '& FirstSortedValue(Proposal, -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Annual Premium - '& FirstSortedValue(Aggr(SUM([Annualized Premium]),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Risk - '& FirstSortedValue(Aggr(SUM(Risk),[Client Name]), -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Consultant Name - '& FirstSortedValue(ConsultantName, -Aggr(SUM([Annualized Premium]),[Client Name]),2) & CHR(10) &

'Branch Name - '& FirstSortedValue(BranchName, -Aggr(SUM([Annualized Premium]),[Client Name]),2)

Replace 2 with 3, 4, 5 etc for Rank 3, Rank 4 and Rank 5

View solution in original post

noman212
Creator III
Creator III
Author

Thanks alot MRKachhiaIMP