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Performance by Allocation

I am interested in reporting performance by Allocation over time. For instance, Allocation would be on rows and Fiscal Year would be on columns. Values would be Profit % or a similar measure.

I get the problem where the same value shows for each Allocation in a Fiscal Year (e.g. 9.38% for each Allocation).

Has anyone figured out how to do this?


  • As each symbol can be split into multiple allocations, I had problems calculating actual performance by allocation. But please check "Compare" tab in v3 of PS - it will give you a lot of info using "CompareTo" source table - that can be loosely matched to allocation.
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