I am trying to the shares and the cost together by company by quarter. All I know is I will need to add new columns, but I am lost on what to do.
@albertn A Summarize tool should do the work, but I dont see the "Quarter" Column.
And it will be better if you could show us what is your desired output?
Sorry I didn't type it into my post. I am trying to add the shares and the cost together by company by quarter.
Hey @albertn
Let's break this down.
A) Add a column that has which quarter this particular trade took place in. You can use a formula tool to add this column based on a trade date (using some of the date formulas)
Then use a summarize tool.
- Group by Quarter
- Group by company
- Sum Shares
This will give you a recordset that has 3 columns - Quarter; Company; Total Shares
