3 Replies Latest reply on Jul 1, 2016 1:02 PM by Shinichiro Murakami

# Help Creating Calc based on member in Set ?

Hi everyone,

I would like to see if someone could please help me out.  I am trying to create a simple Calculation with each of the members in a set.

The members of my set include :   Portfolio (A), Portfolio (B), Portfolio (C), Portfolio (D), Portfolio (E), Portfolio (F)

The simple ratio calculation I am trying to create is:   sum(Portfolio (A))/sum(Total Folio) for each of the Portfolio types in the set.

Is it possible that I can create this type of formula so that I can get the ratio for each of the members in the set?  Portfolio's A - F?

I am able to create this simple ratio at the individual level, which I have done for the calculation in my workbook (see calc. "Folio Segment/Total Folio") but this can be very time consuming if my set has over 100 members and need to create a ratio formula for each member of the members individually.   I'm sure there must be an easier and more efficient way but I'm not sure how to go about it.

Thanks and hope I my explanation made sense.   Attached is the workbook for those who can try and help.

Happy 4th of July to everyone this weekend!

Dario

• ###### 1. Re: Help Creating Calc based on member in Set ?

I hope this helps.

[Total Folio (copy)]

{fixed [DATE]:

sum(if [Stat-Act]="Total Portfolio" then [VALUES] end)}

[Folio Segment / Total Folio 2]

[VALUES]/[Total Folio (copy)]

ref) LOD

Thanks,

Shin

9.3 attached.

1 of 1 people found this helpful
• ###### 2. Re: Help Creating Calc based on member in Set ?

Shin,

Thank you very much for providing the correct answer and including further information on LOD calcs!

I appreciate the time you have taken to help me solve this issue..

All the best to you!

Dario

• ###### 3. Re: Help Creating Calc based on member in Set ?

Dario,

Thank you for your kind words.

That's my pleasure!

All the best for you, too.

Shin