cancel
Showing results for 
Search instead for 
Did you mean: 

Drill down in xcelsius 2008 upto 3 level in column chart

Former Member
0 Kudos

Hi Guys,


I am having issues in drill-down upto 3 level in column chart in Xcelsius 2008.

I have got following data  and i want that in first column with summation of annual & potential fees by category and when i click on category then it should take me second column chart showing me summation of annual & potential fees by sub-category and when i click on the subvategory then it should take me third column chart showing description.I tried but could not get desired results and checked many post on internet but have yet not found anything substantial.


Please help..


Thanks

Joseph


CategoriesSub CategoriesDescriptionAnnual FeesPotential Fees
11Domestic Custody Tier 1 $               305,047 $               169,471
11Domestic Custody Tier 2 (Cash) $                    6,127 $                    2,451
12International Custody $            2,388,829 $               972,933
23Domestic Transactions  Equities - STP $                  95,670 $                 44,646
23Domestic Transactions  - Unitised $                    2,125 $                    1,275
23Domestic Transactions  - Fixed Income $                    9,060 $                    9,060
23Domestic Transaction Cancellations $                        810 $                       810
23Global Transaction Cancellations $                  20,820 $                 13,880
23Cash $                  39,160 $                 19,580
23FFX $                  23,960 $                 17,970
23Income Collection $               106,680 $               106,680
23Domestic Derivatives $                  33,930 $                 22,620
23Corporate Action $                  14,440 $                 14,440
24International Transactions $               598,865 $               250,411
35Portfolio Establishment $                           -  $                           - 
35Accounting - Direct $               102,000 $                 51,000
35Accounting - Unitised
35Taxation (qtly) - Direct $                           - 
35Taxation (qtly) - Unitised
35Taxation (Mnthly) - Direct $                           -  $                           - 
35Taxation (Mnthly) - Unitised
35Board Rptg $                        500 $                           - 
35AASB7 $                    1,500 $                           - 
35APRA Reporting $                  63,000 $                           - 
3545 Day Rule $                  16,000 $                           - 
35TOFA $                           -  $                           - 
35Performance (Direct) - Monthly $                           -  $                           - 
35Compliance Monitoring - Direct $                  99,000 $                           - 
35Compliance Monitoring - Unitised $                           - 
35GST Reporting - Direct $                           -  $                           - 
35GST Reporting - Unitised $                           -  $                           - 
35Unit Pricing - Options $                  60,000 $                           - 
35Unit Pricing - Asset Class/Sector Pool $                  72,500 $                           - 
35Unit Pricing - Direct $               200,000 $                           - 
35Unit Pricing - Unitised $               120,000 $                           - 
35Corp Governance Fee $                           -  $                           - 
35Asset Class Allocation $                           -  $                           - 
35Attribution $                    6,000 $                    6,000
35Statistical Analysis $                    8,400 $                    8,400
35Derivatives Fees $                           -  $                           - 
46Registry Maintenance $                           -  $                           - 
46Fund Maintenance - Ell Special Opps Platform $                           - 
47Registry Transactions - Manual $                           -  $                           - 
47Registry Transactions - Electronic $                           -  $                           - 
48Reporting - KYC $                           -  $                           - 

Accepted Solutions (1)

Accepted Solutions (1)

former_member182541
Active Contributor
0 Kudos

Create three different queries Category, sub-category & description. Map the column chart with the first query which will be having the values summed by category wise. Then in the second query create a prompt on category for sub category map this result set to another column chart where you can get the data sub category wise based on category selection, use the insertion type to pass the value to the prompt. do the same for third by passing sub-category and get the description.

Take a look at the below link.

Former Member
0 Kudos

Thanks suman for your help.

I have gone through your example but What if we have got the data in excel sheet  and we have to manipulate the  dashboard without using Bex  query .

Please help me in that scenario...

Joseph

Answers (0)