Completing the Sample Project

Clean up the diagram by removing unused elements.

  1. Create an additional Aggregate Simple Query called ValueByBook,
    1. Set column expressions:
      • BookId IndividualPositions.BookId
      • CurrentPosition sum ( IndividualPositions.CurrentPosition )
      • AveragePosition sum ( IndividualPositions.AveragePosition )
    2. Set Group By to IndividualPositions.BookId.
    3. Toggle to OUTPUT.
    4. Connect it to the IndividualPositions join object.
  2. Delete the unused input stream element NEWSTREAM that was added automatically when you created the project.
    Remove any other unused elements as well, so that you can run the project.
  3. (Optional) Toggle to Iconic mode to Compare your diagram to the figure in Portfolio Valuation Sample Diagram.
    • Click the Toggle Image button in the upper left corner of a shape, or,
    • Click the All Iconic or All Verbose button in the toolbar.