Can you clarify what you mean by x axis? As far as I can see, bucket is already your x axis.
Also, with your x axis it, what value is Calc_CS_Balance?
The last calculation is giving you one value because you're aggregating everything into one value. How should the aggregation be broken down?
Can you please provide the workbook.
Thanks for reply!!
So the X axis is a distribution of percent balance which is calculated in [Calc_CS_Balance].
I have to spread Percent participant vs percent balance but balance should be group in a given ranges.
I am unable to upload a sample workbook from office system.
Is there any other way to share the workbook like email address so that I could share.
Yes, that's my comments about in what level you want to calculate the %.
It seems you can't calculate the % in ID level as one id just maps to one asset type so the calculation always return null , or it is in plan level, but it just contains two types.
So I don't how your original chart shows different bins
We just received the data and the excel mock-up from the stake holder, even I don't know that the requirement is correct or not.
But it seems logical when I think it business prospects.
Lets assume 20% of people are investing 30-40% of total balance in a specific Asset(Company Stock).
10% of people are investing 40-50%% of total balance in a same Asset(Company Stock)
5% of people are investing 50-70%% of total balance in a same Asset(Company Stock)
Which means they basically wants to see the concentration for a specific Asset Class(Company Stock)
So that's all information I received and I am trying to build same thing shown in mock-up.
Please suggest and share your thoughts...!!