Calculated column based on values in another column in Spotfire

[Sébastien Medhat 2]

Hello,

I just started using Spotfire and I am having a bit of a tough time figuring out how to create a particular calculated column, I need your help.

Here attacheda sample of the data I'm working with and the calculated column (NewCol) with the results.

Each Portfolio is related to another one "Attached_portfolio" except those with the value "O" in the "Porxy" column which are called portfolio model.

For all Portfolio with "N" in the column "Proxy" and for each "Label", all I want to do is to :

- Sum the amount value (column "Amount") with the amount value of the attached portfolio in the NewCol.

For all Portfolio with "O" in the column "Proxy" and for each "Label", all I want to do is to :

- Keep the same amount value in the NewCol

Thank you in advanced for your help.

[Fabian Duerr]

First create a litlle helper column 'by label'. You can hide this column later on :

Sum([Amount]) OVER ([Label])Then make your 'NewCol':

case

when [Proxy]="O" then [Amount]

when [Proxy]="N" then [by label]

endHope this works for you!

(If you have more attached portfolios you have to consider them in your OVER statement)