Hello, I created the following table with the first 5 columns using DashAG. I want to create the 6th column named “Desired_ Results” but haven’t been able to successfully do that by defining a function in js, (very new to JS Data Grid). The logic for the column is that at the security level (lowest level), “Desired_ Results” should contain the the data in the “Position Liquidity” column, but for the account level it should be the aggregated results of the the “Position Liquidity” times “Allocation”, and at the household level it should contain the aggregated results of the two accounts level. Can someone please help mw with the JavaScript Data Grid function to create this please?
Thanks in advance!
Lili
Group | Security Name | Market Value | Allocation | Position Liquidity | Desired_ Results |
---|---|---|---|---|---|
Household | 238,880.84 | 199.95% | |||
Account1 | 75,968.50 | 36.39% | |||
Canadian Fixed Income Pool | 75,968.50 | 18.2% | 2 | 2 | |
Account2 | 162,912.34 | 163.55% | |||
Canadian Fixed Income Corporate Class | 109,604.11 | 26.3% | 2 | 2 | |
US Equity Value Corporate Class | (14,201.47) | 3.4% | 2 | 2 | |
International Equity Value Corp Class | (10,717.34) | 2.6% | 2 | 2 | |
Canadian Equity Alpha Corp Class | 51,264.04 | 12.3% | 2 | 2 | |
US Equity Small Cap Corporate Class | 1,822.63 | 0.4% | 2 | 2 | |
Real Estate Investment Corporate Class | (227.83) | 0.1% | 1 | 1 | |
International Equity Growth Corp Class | 2,775.85 | 0.7% | 2 | 2 | |
Global Fixed Income Corporate Class | (32,538.12) | 7.8% | 2 | 2 | |
US Equity Growth Corporate Class | 2,582.42 | 0.6% | 2 | 2 | |
Canadian Equity Value Corporate Class | 26,474.26 | 6.3% | 2 | 2 | |
Emerging Markets Equity Corporate Class | 4,076.11 | 1.0% | 2 | 2 | |
Canadian Equity Small Cap Corp Class | 18,188.33 | 4.4% | 2 | 2 | |
International Equity Alpha Corp Class | 11,659.51 | 2.8% | 2 | 2 | |
Canadian Equity Growth Corporate Class | 4,447.95 | 1.1% | 2 | 2 | |
Enhanced Income Corporate Class | 19,324.52 | 4.6% | 2 | 2 | |
US Equity Alpha Corp Class | (31,622.63) | 7.6% | 2 | 2 |