function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
JimmyMacJimmyMac 

Any Gurus Out There That Can Help With This?....

I have a requirement to create SUBTOTAL's for the  Market Value and Gain/Loss grouped by Product Type.: So the "Other" product type needs to have a SUBTOTAL line below it. My solution was to create a MAP(Product Type,Summed total)... And that works but my issue is in the display logic. How do I tell it to when to print the SUBTOTAL line?....

 

I basically need logic to say I have 'x' number of the same product types (x=2 for the 'Other' scenario) and to only print the SUBTOTAL for the LAST occurrence of 'Other'

 

Below is what the chart looks like. Thx to all! 

 

 

 

Account Type

Product TypeTax StatusHoldings
IRAMutual FundsQualified Account Name: FA-0090 - IRA12345
   
AssetAsset TypeSharesMarket ValueGain/Loss
Demo AssetFixed Income1000$101,250$8,250
American Skandia Growth IIGrowth100$8,000$500
Total:  $109,250$8,750
IRA Employer EstablishedOtherQualified Account Name: FA-0013 - ADV56789
   
AssetAsset TypeSharesMarket ValueGain/Loss
Flex Plus VIIFixed Income102.3$0$0
American Skandia Growth IIGrowth50$2,500$2,500
Total:  $2,500$2,500
JointOther  Account Name: FA-0015 - Glavey NEW
   
AssetAsset TypeSharesMarket ValueGain/Loss
Flex Plus VIIFixed Income1500$18,000$18,000
Total:  $18,000$18,000
401(k)Variable Annuities  Account Name: FA-0014 - PRU12345
   
AssetAsset TypeSharesMarket ValueGain/Loss
American Skandia Growth IIGrowth100$1,500$1,500
Total:  $1,500$1,500
   
Grand Total:  $131,250$32,25