Aggregating Rows based on Condition
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Aggregating Rows based on Condition
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.
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
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- ExposureLimitsTest_Categories_per_Loan.mrt
- (87.75 KiB) Downloaded 116 times
Last edited by evflores001 on Tue Jan 05, 2021 9:02 pm, edited 1 time in total.
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
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
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- ExposureLimitsTest_v3.1.mrt
- (70.03 KiB) Downloaded 117 times
Last edited by evflores001 on Tue Jan 05, 2021 9:00 pm, edited 1 time in total.
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
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.
Any help would be much appreciated, thank you.
- Attachments
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- ExpoLimTest_v1.2.mrt
- (90.61 KiB) Downloaded 124 times
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- Posts: 6812
- Joined: Tue Mar 20, 2018 5:34 am
Re: Aggregating Rows based on Condition
Hello,
Please send us a test data for your report.
Thank you.
Please send us a test data for your report.
Thank you.
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
Hope this helps,
Thank you
Thank you
- Attachments
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- ExpoLimTest_[InProg]_v1.2.json
- (92.4 KiB) Downloaded 108 times
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
Did you receive my test data report?
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
Hello,
Did you require any additional information?
Thank you
Did you require any additional information?
Thank you
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- Posts: 6812
- Joined: Tue Mar 20, 2018 5:34 am
Re: Aggregating Rows based on Condition
Hello,
The sent JSON is not data for your report.
Please send us test data that we can use in the report.
Thank you.
The sent JSON is not data for your report.
Please send us test data that we can use in the report.
Thank you.
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- Posts: 21
- Joined: Wed Dec 02, 2020 9:21 pm
Re: Aggregating Rows based on Condition
Am I able to do this within Stimulsoft?
Otherwise, I will have to ask for the dataset from our developer/
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.
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- Posts: 6812
- Joined: Tue Mar 20, 2018 5:34 am
Re: Aggregating Rows based on Condition
Hello,
In the standalone designer, there is an option - "Embed all data to resources" in the dictionary action.
Thank you.
In the standalone designer, there is an option - "Embed all data to resources" in the dictionary action.
Thank you.