Aggregating Rows based on Condition

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evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Aggregating Rows based on Condition

Post by evflores001 »

Hello,

I have been trying to solve this for about a week and have not been able to come up with a solution.

My goal is to return the total number of loans per Category (i.e., Contruction Loan, Land Loan, Multi-Family, etc...).
So far I have been able to filter out the subcategories I am looking for and even placing the accurate number of loans within each category. The issue lies when I try to perform a {Count} or {CountIf} on either the Loans databand or the User Defined Fields (Udfs) databand.

The first report I am attaching shows a breakdown of all active loans with the Udfs (or categories) for which the loan returns true.
Attachments
ExposureLimitsTest_Categories_per_Loan.mrt
(87.75 KiB) Downloaded 115 times
Last edited by evflores001 on Tue Jan 05, 2021 9:02 pm, edited 1 time in total.
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

This second report was rendered using group headers. This does place the right amount of loans under each category, however, when performing the count function, the value returned is not accurate.
Attachments
ExposureLimitsTest_v3.1.mrt
(70.03 KiB) Downloaded 116 times
Last edited by evflores001 on Tue Jan 05, 2021 9:00 pm, edited 1 time in total.
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

This latest version that I've been working on is closer to what I am aiming for. It follows a similar approach to the other databands within the report as I have to use the merge based on value and tag property. However, the count does not return an accurate sum of the loans that fall within each category.


Any help would be much appreciated, thank you.
Attachments
ExpoLimTest_v1.2.mrt
(90.61 KiB) Downloaded 123 times
Lech Kulikowski
Posts: 6812
Joined: Tue Mar 20, 2018 5:34 am

Re: Aggregating Rows based on Condition

Post by Lech Kulikowski »

Hello,

Please send us a test data for your report.

Thank you.
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

Hope this helps,

Thank you
Attachments
ExpoLimTest_[InProg]_v1.2.json
(92.4 KiB) Downloaded 107 times
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

Did you receive my test data report?
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

Hello,

Did you require any additional information?

Thank you
Lech Kulikowski
Posts: 6812
Joined: Tue Mar 20, 2018 5:34 am

Re: Aggregating Rows based on Condition

Post by Lech Kulikowski »

Hello,

The sent JSON is not data for your report.

Please send us test data that we can use in the report.

Thank you.
evflores001
Posts: 21
Joined: Wed Dec 02, 2020 9:21 pm

Re: Aggregating Rows based on Condition

Post by evflores001 »

Am I able to do this within Stimulsoft?
Otherwise, I will have to ask for the dataset from our developer/
Lech Kulikowski wrote: Mon Jan 18, 2021 10:52 am Hello,

The sent JSON is not data for your report.

Please send us test data that we can use in the report.

Thank you.
Lech Kulikowski
Posts: 6812
Joined: Tue Mar 20, 2018 5:34 am

Re: Aggregating Rows based on Condition

Post by Lech Kulikowski »

Hello,

In the standalone designer, there is an option - "Embed all data to resources" in the dictionary action.

Thank you.
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