on 08-20-2014 4:23 AM
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
Categories | Sub Categories | Description | Annual Fees | Potential Fees |
1 | 1 | Domestic Custody Tier 1 | $ 305,047 | $ 169,471 |
1 | 1 | Domestic Custody Tier 2 (Cash) | $ 6,127 | $ 2,451 |
1 | 2 | International Custody | $ 2,388,829 | $ 972,933 |
2 | 3 | Domestic Transactions Equities - STP | $ 95,670 | $ 44,646 |
2 | 3 | Domestic Transactions - Unitised | $ 2,125 | $ 1,275 |
2 | 3 | Domestic Transactions - Fixed Income | $ 9,060 | $ 9,060 |
2 | 3 | Domestic Transaction Cancellations | $ 810 | $ 810 |
2 | 3 | Global Transaction Cancellations | $ 20,820 | $ 13,880 |
2 | 3 | Cash | $ 39,160 | $ 19,580 |
2 | 3 | FFX | $ 23,960 | $ 17,970 |
2 | 3 | Income Collection | $ 106,680 | $ 106,680 |
2 | 3 | Domestic Derivatives | $ 33,930 | $ 22,620 |
2 | 3 | Corporate Action | $ 14,440 | $ 14,440 |
2 | 4 | International Transactions | $ 598,865 | $ 250,411 |
3 | 5 | Portfolio Establishment | $ - | $ - |
3 | 5 | Accounting - Direct | $ 102,000 | $ 51,000 |
3 | 5 | Accounting - Unitised | ||
3 | 5 | Taxation (qtly) - Direct | $ - | |
3 | 5 | Taxation (qtly) - Unitised | ||
3 | 5 | Taxation (Mnthly) - Direct | $ - | $ - |
3 | 5 | Taxation (Mnthly) - Unitised | ||
3 | 5 | Board Rptg | $ 500 | $ - |
3 | 5 | AASB7 | $ 1,500 | $ - |
3 | 5 | APRA Reporting | $ 63,000 | $ - |
3 | 5 | 45 Day Rule | $ 16,000 | $ - |
3 | 5 | TOFA | $ - | $ - |
3 | 5 | Performance (Direct) - Monthly | $ - | $ - |
3 | 5 | Compliance Monitoring - Direct | $ 99,000 | $ - |
3 | 5 | Compliance Monitoring - Unitised | $ - | |
3 | 5 | GST Reporting - Direct | $ - | $ - |
3 | 5 | GST Reporting - Unitised | $ - | $ - |
3 | 5 | Unit Pricing - Options | $ 60,000 | $ - |
3 | 5 | Unit Pricing - Asset Class/Sector Pool | $ 72,500 | $ - |
3 | 5 | Unit Pricing - Direct | $ 200,000 | $ - |
3 | 5 | Unit Pricing - Unitised | $ 120,000 | $ - |
3 | 5 | Corp Governance Fee | $ - | $ - |
3 | 5 | Asset Class Allocation | $ - | $ - |
3 | 5 | Attribution | $ 6,000 | $ 6,000 |
3 | 5 | Statistical Analysis | $ 8,400 | $ 8,400 |
3 | 5 | Derivatives Fees | $ - | $ - |
4 | 6 | Registry Maintenance | $ - | $ - |
4 | 6 | Fund Maintenance - Ell Special Opps Platform | $ - | |
4 | 7 | Registry Transactions - Manual | $ - | $ - |
4 | 7 | Registry Transactions - Electronic | $ - | $ - |
4 | 8 | Reporting - KYC | $ - | $ - |
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.
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