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Report Row Total Using Custom function

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

Postby divinest » Sun Jan 27, 2019 4:54 pm

Hi Mark,
Have a question, if i have 4 time periods selected and included field as div btw, i do see the dividend paid during those each time period for that security, however wanted to see if there is an option to add a custom field that shows the row total. Here is an example

Symbol period1 period2 period3 period4 Total

AAA 1 2 3 4
BBB 2 4 6 8
CCC 1 1 2 2


Looking to see how to calculate and populate the Total - i am using FM2018 Pro edition
If that is not currently available, will add it to the wish list section in Feedback section.
Thanks much!
divinest
 
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Joined: Tue Sep 05, 2017 7:07 pm

Postby Mark » Mon Jan 28, 2019 10:18 am

Hi divinest,

Sorry, no, it isn't a feature available. Of course, if those 4 fields were adjacent and non-overlapping date ranges, you could make a 5th that covered all prior 4 dates, and that would sum to the total of those first 4.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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