choubix
07-14-2008, 03:26 AM
hello,
I have 3 worksheets that i consolidate in 1 unique database using MS Queries.
I have a seires of account with a maximum allocation perf region /(asia, japan, europe...) and per product (equities, bonds...)
I managed to display the holdings (center of the pivot table) on the account per region (left of the pivot table) with a breakdown per account and date (top of the pivot table).
so now I have the amounts held by the clients in USD terms by region and by asset class.
now I need, in addition to that, to show how much these investments represent in % of the total (for each account) and it represents with regards to the maximum that is allowed to have invested per region and per product.
and I actually have no idea on how to do that...
can anyone shed some light on this for me please??
thank you
I have 3 worksheets that i consolidate in 1 unique database using MS Queries.
I have a seires of account with a maximum allocation perf region /(asia, japan, europe...) and per product (equities, bonds...)
I managed to display the holdings (center of the pivot table) on the account per region (left of the pivot table) with a breakdown per account and date (top of the pivot table).
so now I have the amounts held by the clients in USD terms by region and by asset class.
now I need, in addition to that, to show how much these investments represent in % of the total (for each account) and it represents with regards to the maximum that is allowed to have invested per region and per product.
and I actually have no idea on how to do that...
can anyone shed some light on this for me please??
thank you