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Calculated Column Sub-Totals

Questions on using, creating, or understanding data in Fund Manager reports.

Postby AssetHound » Mon Oct 08, 2018 11:44 am

I use a formula to calculate an income column:
IF((Totaldist_btw > Projected_annualincome),Totaldist_btw,Projected_annualincome) .

This works great except for a calculated column sub-total. The formula is actually applied to the sub-totals also rather than adding up the actual number in the calculated column meaning that my sub-total is not correct for the calculated column.

Can I get the calculated column to total correctly?
AssetHound
 
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Postby Mark » Mon Oct 08, 2018 3:58 pm

Hi AssetHound,

Sorry, no, it works the way you're describing. It applies the same formula to each line in the report, rather than applying it only to the "Listed" items, and summing. Maybe we could consider an option for this in the future.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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