Charting issue with multilevel xml data

[ebutter]

V.10
xml data file accessed with ADO.net driver

I have a number of bar chart reports that have $ on the vertical axis and something called Asset Class on the horizontal. Asset Classes are a property of an Asset. They are also a property of SubAsset. Assets may have 0 to many SubAssets.

In the Chart Expert/Data tab my charts are using:
On Change of- @AssetClass
Sum of @GetValue

The 3 relevant formulas:

Record Selection:
({Asset.ObjectType} = "Discretionary Asset" and
{AssetYear.Value} = {Revision.planyear} and
{SubAsset.assetclassactive} = 1 and
{AssetYear.Value} = {SubAssetYear.Value} and
{SubAsset.allocin} <> 0)
or
({AssetYear.Value} = {Revision.planyear} and
(
{Asset.ObjectType} = "Qualified Plan" or
{Asset.ObjectType} = "Stock Option" or
{Asset.ObjectType} = "Account Asset" or
{Asset.assetcategory} = "Investable Asset"
))

@AssetClass:
if {Asset.ObjectType} = "Discretionary Asset" and {SubAsset.assetclass} = "N/A" then
"Other"
else if {Asset.ObjectType} = "Discretionary Asset" and {SubAsset.assetclass} <> "N/A" then
{SubAsset.assetclass}
else if {Asset.assetclass} = "N/A" then
"Other"
else
{Asset.assetclass}

@GetValue
if {Asset.ObjectType} = "Discretionary Asset" then
{SubAssetYear.GetEndingValue}
else
{AssetYear.GetEndingValue}

The chart is only displaying bars for the SubAsset level instead of all of the assets in the data. When I pull the SubAsset code out of the formulas then the regular Asset records work and I get all of the bars. When I browse data in @AssetClass and @GetValue in only see the SubAsset values.

Any ideas? Thank you.

 

[lbass]

For one thing, your record selection formula only allows a value of "1" for {SubAsset.assetclass} when the {Asset.Objecttype} = "Discretionary Asset", and therefore your first clause in {@Assetclass} will never be true.

-LB