Forum Discussion
Dynamic stacked column chart aggregate values vs holdings values
Hi all, first time poster here so apologies if there are any answers to this question out there (havent found any yet). I am using a stacked column chart to show a breakdown of total Fair Market Value of some funds. This FMV is broken down into Cost Basis and Unrealized P/L with the total being equal to the FMV of the portfolio. When clicking on a holding I would like the y axis to rescale to the show the breakdown of the individual holding, rather than the whole portfolio. Ive attached some images below, any help would be much appreciated.
ie. in the second picture I would want to show just $5.9M in Cost Basis and $12.3M in P/L with a total of $18.2M, rather than having it still show as a proportion of the total portfolio.
Thanks All!
Hi dhpowerbi,
If I understand correctly, I think that editing the interactions from the source visual so that it cross-filters your column chart rather than cross-highlighting should achieve this.
Good luck!
Daniel
1 Reply
- dm-pSuper User
Hi dhpowerbi,
If I understand correctly, I think that editing the interactions from the source visual so that it cross-filters your column chart rather than cross-highlighting should achieve this.
Good luck!
Daniel