Planned Benefits by Year Stacked by Objective – SQL

Planned Benefits by Year Stacked by Objective - 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 Objective, then presents a stacked bar chart.

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RegoXchange Content ID: EX1691

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Content Type: Clarity Studio

Related Modules: Benefits

Company: Rego Consulting