I am having trouble figuring out if it is possible to use certain formula with things like charts, selects, top 'x' reports, cross tabs. I'm already using 'manual running totals' to get summation at the group level, since it is not possible to directly sum against these formulam but can't figure out if possible to use the formula elsewhere.
The report is a simple 'holdings' report. I group by portfolio, then security. The formula in question is a market value formula as follows:
@MarketValue:
formula= {HLD.qty} * {@MostRecentPrice}
The @MostRecentPrice formula is a custom UFL function as follows:
@MostRecentPrice:
Shared hldArray(4) as double
hldArray(1) = {HLD.security_id}
hldArray(2) = {HLD.portfolio_id}
hldArray(3) = {HLD.quantity}
hldArray(4) = {HLD.lot_num}
Formula= CustomMostRecentPrice ("Scrubbed","Default" ,CurrentDate,"PriceSourceX",hldArray)
where CustomMostRecentPrice is the UFL function that retrieves a price from the database based on the supplied argument values. The hldArray exposes the internal data requirements from the application in which the custom function lives.
Is it possible to use this formula in selects, charts, top 10, etc ?? I thought perhaps the formulae I set up for manual running totals could be used The detail level formula:
WhilePrintingRecords;
NumberVar MV;
MV := MV + {@MarketValue}
for selects/charts/topN at the detail level, or
WhilePrintingRecords;
NumberVar MV;
MV;
for selects/charts/TopN at the group level,
but they are not available for selection.
This is a huge setback for me if not possible
Thanks in advance for your help...
PS: Has anything changed in CR9 ?
The report is a simple 'holdings' report. I group by portfolio, then security. The formula in question is a market value formula as follows:
@MarketValue:
formula= {HLD.qty} * {@MostRecentPrice}
The @MostRecentPrice formula is a custom UFL function as follows:
@MostRecentPrice:
Shared hldArray(4) as double
hldArray(1) = {HLD.security_id}
hldArray(2) = {HLD.portfolio_id}
hldArray(3) = {HLD.quantity}
hldArray(4) = {HLD.lot_num}
Formula= CustomMostRecentPrice ("Scrubbed","Default" ,CurrentDate,"PriceSourceX",hldArray)
where CustomMostRecentPrice is the UFL function that retrieves a price from the database based on the supplied argument values. The hldArray exposes the internal data requirements from the application in which the custom function lives.
Is it possible to use this formula in selects, charts, top 10, etc ?? I thought perhaps the formulae I set up for manual running totals could be used The detail level formula:
WhilePrintingRecords;
NumberVar MV;
MV := MV + {@MarketValue}
for selects/charts/topN at the detail level, or
WhilePrintingRecords;
NumberVar MV;
MV;
for selects/charts/TopN at the group level,
but they are not available for selection.
This is a huge setback for me if not possible
Thanks in advance for your help...
PS: Has anything changed in CR9 ?