Forum Discussion
michaelh
3 years agoFrequent Visitor
Invesment Allocation Vs. Target Matrix
Hello All!
I am attempting to create a matrix that will show and compare current investment allocation and the target allocation. I don't feel like this should be too difficult but I am struggling with getting the target to sum up correctly on each level of the matrix. Any help would be appreciated. Here is an example of what I would like it to look like:
Here are some example data sets:
Please let me know if you have any questions or if I can provide anything further.
Thank you,
Mike
Hi,
Please find attached the PBI file.
5 Replies
- Ashish_Mathur
Super User
Hi,
Share the tables in a format that can be pasted in an MS Excel file. Sharing pictures is just useless.
- michaelhFrequent Visitor
Hi Ashish,
Sorry about that!
Sub Category Target Allocation Money Market 10% Large Cap 25% Small Cap 25% Corporate 20% Municipal 20% Security Name Amount Category Sub Category Money Market 100 Cash Money Market Stock A 100 Stock Large Cap Stock B 200 Stock Large Cap Stock C 300 Stock Small Cap Bond A 100 Bonds Municipal Bond B 200 Bonds Municipal Bond C 300 Bonds Corporate
Category Target Allocation Cash 10% Stock 50% Bonds 40% - Ashish_Mathur
Super User
- michaelhFrequent Visitor
Perfect!
Thank you very much!
- Ashish_Mathur
Super User
You are welcome.