Data Categorization

[mikep7521]

Hello,

I'm trying to segment my data by the Asset Class Segment Column. But the next three columns are showing the same values for each asset classs, while the final column does show amounts per each category? How do I set this up so I can categorize each column to have its own value for each asset class? I'm pulling my data from a salesforce org.

[jthomson · Accepted solution]

This is usually a filter direction or relationship issue - what does your data model look like, and is it possible to "assign" each entry in your face value column to something in your list of asses classes?

[mikep7521]

It was just as simple as establishing the correct relationship. Thank you!