I didn't know what to the call the subject so I hope this explanation helps.
We have loans.
Loans are for properties.
A loan can have one or many properties.
All loans, regardless of the number of properties has a primary property.
Loans also have loan data like the date the loan closed, the interest rate, maturity date, etc.
Loans also have loan balances.
I've been asked to create a table in QlikSense where the loans are presented with the sum of the balance, but to only display the primary property, not all the properties. That means even if a loan has many properties, the balance should be for all, but only show one property by using the primary property.
I am not sure how to create the load script for that.
Do I do a load, then use resident (I am still learning that)? If so, how would I construct that?