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paul_ripley
Contributor II

How to add an adjustment to a row

Hello

I have a table with a 'Value' column.  I would like to add 803 to the row where portfolio_ef = 22703033.

I therefore set up an excel s/sheet (see attached) with columns below

period_adjportfolio_ef_adjCompany_adjInvestment GBP adj
20171222703033Scandlines803

and then tried to add in the value of 803 using the set analysis below. However it added 803 onto each line in the table. Can you maybe assist in explaining how I can do this?

Many thanks Paul

=sum({$<period = {">=$(vStartPeriod_PY)<=$(vEndPeriod_PY)"}>} [Investment GBP] ) /1000000

+
sum({$<period_adj = {201712}, portfolio_ef_adj = {22703033}>} [Investment GBP adj] )

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chrismarlow
Valued Contributor

Re: How to add an adjustment to a row

Hi,

If you have imported the spreadsheet & it is associating on the columns that link it then I would have thought you should just be able to 

sum({$<period = {">=$(vStartPeriod_PY)<=$(vEndPeriod_PY)"}>} [Investment GBP] +[Investment GBP adj]) /1000000

If your adjustment is also in millions.

If it is not working like that if you can share some of the script/picture of the data model (alt-t) may be able to help further.

Cheers,

Chris.

2 Replies
chrismarlow
Valued Contributor

Re: How to add an adjustment to a row

Hi,

If you have imported the spreadsheet & it is associating on the columns that link it then I would have thought you should just be able to 

sum({$<period = {">=$(vStartPeriod_PY)<=$(vEndPeriod_PY)"}>} [Investment GBP] +[Investment GBP adj]) /1000000

If your adjustment is also in millions.

If it is not working like that if you can share some of the script/picture of the data model (alt-t) may be able to help further.

Cheers,

Chris.

paul_ripley
Contributor II

Re: How to add an adjustment to a row

Thanks Chris.

Yes I had to link the adjustments to the main data and then it worked

Thanks
Paul