0 Replies Latest reply: Aug 1, 2016 7:17 PM by Sarah Nguyen RSS

    Grouping

    Sarah Nguyen

      Hello -

       

      I need help with grouping in my visualization. I have the following data and need to group them by the colors as indicated below. I have amounts in the four columns (pat_amt, cob1_amt, cob2_amt, cob3_amt). Where there is a dollar amount in there, I need it to fall into the appropriate bucket  that it correspond with (as seen in the Financial Class fields). So if there is an amount in cob1_amt, then that should go into the cob1_Financial Class bucket. Thanks.

       

       

      Person_first_name

      pat_amt

      cob1_amt

      cob2_amt

      cob3_amt

      cob1_Financial_Class

      cob2_Financial_Class

      cob3_Financial_Class

      JIMMY

      $ -  

      $ (200.00)

      $ -  

      $ -  

      Blue Cross

       

       

      WILLIAM

      $ -  

      $ 100.00

      $ (200.00)

      $ -  

      Medicare

      Commercial

       

      GARY

      $ -  

      $ -  

      $ (700.00)

      $ -  

       

      Blue Cross

       

      ROGER

      $ (500.00)

      $ -  

      $ -  

      $             -

       

       

       

      Henry

      $ -  

      $ 100.00

      $ -  

      $ (25.00)

      Commercial

       

      Tricare

      MICHAEL

      $ -  

      $ 300.00

      $ -  

      $ (20.00)

      United Healthcare

       

      Commercial

       

       

       

      Financial Class

      Sum of amounts

      Blue Cross

      $ (900.00)

      Medicare

      $ 100.00

      Commercial

      $ (120.00)

      United Healthcare

      $ 300.00

      Tricare

      $ (25.00)

      Patient

      $ (500.00)