Forum Discussion
Good morning jplefka ,
This is a really interesting scenario.
If I understood well your situation, you are able to show the correct listing of portfolios containing at least one account for a specific type, and the results for each portfolio show the correct value for all corresponding accounts.
However the grand total doesn't show the correct value, since it shows the total amount for all accounts in all portfolios.
You can change that behaviour in the value where you applied the ALL function, by changing the Totals Calculation to sum (or any other available function). It should then return the correct value, summing the results for all portfolios that have ate least one account of specific type.
Please let me know if this helps 🙂
Always here to help,
Helena from QBeeQ
[email protected]
QBeeQ - Gold Implementation and Development Partner
www.qbeeq.pl