1 Reply Latest reply on Feb 8, 2019 9:04 AM by Scott Hoffman

    Filter by total

    Jeff Stanley

      I have a set of data for customer trades

       

       

      Each customer name will have a limit as to the total trade value they can have outstanding

      In this instance "Red" and "Blue" are over their Risk cap, which is filtered for in the next screen

       

       

      what I need to do is include the cusip level data from the first list within the overcap report, but only include those that are over the cap - in this case red and blue. As you can see from this page, if I include the risk cap amount it is compared on a cusip level rather than a name level.

       

      How do I filter the "Overcap Holdings" page to only include those that are over on the total level - so only Red and Blue but still include the cusip data?