Hello! I’m trying to build a table of multiple securities that would allow a financial advisor to tweak the percentage of any individual row up or down a couple percentage points and see how it affects the dollar amount, and vice versa. I originally worked on this as a repeater and was trying to get ChatGPT to help me out, but that didn’t work too well. I’ve since decided to ditch the repeater and simply sketch out what I’m trying to do and ask this forum for help. My plan is, once I get the math right, I’ll put it back into into a repeater. I’ve seen a really good example from another forum post (Pharmacy Pricing 2) and downloaded it, but it’s a little different from what I need; I the user to edit each line inline, and even ensure adjustments ultimately equal 100%. Has anyone built anything like this in Axure that they could share? I’d be super-grateful!! Attaching my sketch.
investmentProposalSketch.rp (126.7 KB)
What is the difficulty?
Hi @Jorkin ! I stripped my table down to nuts and bolts, but I can’t seem to successfully apply .toFixed(2) or .toLocaleString() to the calculated dollar amounts which appear in the USD column. What am I doing wrong?
investmentProposalSketch_052025.1.rp (87.9 KB)
I strive to minimize significant changes to your existing interaction patterns.
Just added a new text input field named “dollarText” and bound it to a USD currency formatting interaction.
This is awesome, @Jorkin thanks so much!! This is what I was looking for. 
Hi @Jorkin and community. My asset allocation table is coming along nicely, but I need help implementing a “drift alert”. It should be that for every strategy row in this table, the user can bump the allocation % up or down a few points, but if they go too far, the row will light up red because now it’s out of whack for its risk band. I can define a min & max drift for each row in the repeater, but after that I get lost, because I’m still new to advanced repeater functions.
TLDR: I’ve tried getting the background table row to change colors using styles, and then with dynamic panels. At one point I got the color to behave, but the percentages stopped incrementing. I’ve tried running this action off of the “+” sign, and also as a part of repeater Loaded. ChaptGPT tries to help, but it’s exhausting for me to keep having to teach it what’s in all of Axure’s menus. 
Can anyone assist? Many, many thanks!
investmentProposalSketch_052425.rp (118.7 KB)
investmentProposalSketch_052426 (Jorkin).rp (144.0 KB)
Got it @Jorkin - thanks again! Here’s what the table now looks like with A) drift alerts for + and -, and also with the total percentage highlighting red if it’s anything other than 100%.
I like that you send me just enough to help me get “un-stuck”, and then I’m able to run with it farther.
I have a few more features I want this table to do, if you’re willing to continue to help me (or point me in the right direction)! I’ll ask one at a time.
Change indicator: Making it so the user can see what changed when the user clicks on the + / - (how many points up or down got added). I need help trying to reset the global variable back to zero after the user hits the “reset” button.
I continue to be super grateful for your help!
investmentProposalSketch_052725.rp (117.9 KB)
@Jorkin I did it! IdiditIdiditIdiditIdiditIdidit! I got the change indicators working, green for positive and red for negative 
I probably have a few too many conditions written in there, but it works for my purposes.
Next I need to create a grand total dollar amount of all the rows in the table, ideally with decimals and commas. I’m off to the tutorials to try and teach myself - I may be back!
investmentProposalSketch_052825.rp (121.1 KB)
Hello - I’m still plugging away at this asset allocation table, but I’m stymied by what should be a simple thing: displaying a grand total that updates dynamically when a user adjusts percentages in individual rows. I’ve watched several tutorials but still can’t seem to hit on the magic combination. The goal is to demonstrate what would happen if a Financial Advisor wishes to tweak the percentage of a product up or down a couple of percentage points and see what effect that would have on the portfolio value. Can anyone assist?
investmentProposalSketch_060225.rp (186.2 KB)
Just to make it easier for anyone who doesn’t have Axure 11, I have simplified this repeater and rebuilt it in Axure 9.
I’ve tried more than a dozen different angles but am not quite hitting the right one. Any help is appreciated. Thanks!!
assetAllocation-RP9-June8.rp (69.6 KB)