Hi, I am using access to run exposure reports for someone's portfolio. I have a table of clients and their max and min % their account needs to contain in stocks and max and min for bonds. I have a query that calculates the % they have in stocks and another that calculates % bonds from a bulk report of all clients with their holdings by account number. To calculate the %, I used "Security Type" criteria "=equity" or "=Debt" and the sum function to add all them up per account number. However, when running the final query that puts the % stocks and % bonds next to their max and mins exposure, if someone is 100% in stocks, the final query will remove their account from the sheet. Instead of telling me they are 100% in stocks and 0% in bonds, it removes their name from the sheet because they don't have any data matching "=debt". Is there a way to tell Access to keep the account numbers on the final query and either leave the 0% bonds blank or enter 0? I am aware of the NZ function but not sure if it is applicable here. Thank you!
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