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sibrulotte
Creator III
Creator III

Indirect set analysis

I can't get this to spell out properly, even with the set analysis wizard...

I have a set of CUSIP in table VAL_RPT (Val_RPT.CUSIP). I have to sum the market value of these securities with VAL_RPT.MKT_VALUE .

I want to restrict the CUSIPs I have in the VAL_RPT to thos that exist in the index table, for the S&P/TSX index.

I'd filter for S&P, get a list of CUSIP, then exclude those from my VAL_RPT.CUSIP list.

I would then be left with only CUSIPS that are not part of the index. I need to add the market values for those securities (CUSIP).

Here's what the wizard had to say:

sum({< VAL_RPT.CUSIP -= E({1<[Name (Benchmark)] ={'S&P/TSX Composite TR Index'}>}VAL_RPT.CUSIP>} VAL_RPT.MKT_VALUE) 

But that returns zero, while with individually selected CUSIPs I get 83Million...

Any help is appreciated

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