Planned Benefits by Year Stacked by Category – BT – SQL

Planned Benefits by Year Stacked by Category - BT - SQL

This Portlet starts by pulling Active Investments from a Classic UI Portfolio.  It then looks for the Cost Plan of Record and its’ linked Benefit Plan.  It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.

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RegoXchange Content ID: EX1690

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Content Type: Clarity Studio

Related Modules: Benefits

Company: Rego Consulting