Create Master Item with only specifc values from a field

[Ry2023NL]

Hi all,

I have a field "Asset Class" with the following values

• Asset Allocation
• Bonds
• Fixed Income
• Equities

I would like to make a master item where the AA, Bonds & FI are then referred to as Fixed Income 

I was able to create one for equities using the formula: =if([Asset class]='Equities',[Asset class],Null())

But when I try to create for  Fixed Income (FI + Asset Allocation + Bonds) it doesn't work. 

What would be the correct way to do this? (tbf, I don't believe the Equities formula is the best way to go about it, but that one worked...)

Thanks!

[WildmoserGeorg]

hi,

maybe it works if you limit the selection via set analysis.

formula in master element:

=aggr(only({<h1={"b"}>}h1),h1)

script in data editor:

trans:
load * inline [
h1
a
b
]