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How to perform calculations at more granular level than dimensions in chart

I am trying to build up a chart that summarizes information at a level different than the level required to perform the calculation in the expression.

So for instance, I have 100 policyholders across 5 products.  I need to calculate an expression by each of the 100 policyholders (let's call it Face Amount), but I only want to see the sum of those amounts by 5 products I'm bringing in as a dimension.  Each policy holder has their own Rate (call it Mortality Rate) I need to multiply a number by, which is why I need to do this calculation for each one.  I have a pretty complex data structure so it'd be preferable not to bring this calculation in as a measure, but I realize I could do that to eliminate the issue entirely.

Is there a way just to do it in a Straight Table?

Basically the sum of Face Amount * Mortality Rate (for each policyholder).

Thanks in advance!

3 Replies
Oleg_Troyansky
Partner Ambassador/MVP
Partner Ambassador/MVP

You can use the Advanced Aggregation function AGGR(). In the AGGR(), make sure to include your chart dimensions among the aggregation dimensions, to make this calculation work within the chart.

cheers,

Oleg Troyansky

Come and learn Advanced Aggregation and Advanced Set Analysis at the Masters Summit for QlikView

ramoncova06
Specialist III
Specialist III

have you tried using aggr ?

https://community.qlik.com/docs/DOC-3857

or a rangesum ?

sasiparupudi1
Master III
Master III

please provide sample application