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Analytics for Wealth Management Example Earnings and Fees .CSV File
Here’s an example of the .CSV file you create to update the Analytics for Wealth Management and Analytics for Insurance earnings and fees datasets.
product,id,date,fees,revenue,commissions,aum
Annuity,1,2018-04-08,471.47,1266.59,142.1,688051.4
Annuity,2,2018-04-03,333.22,1779.32,634.29,1101404.38
ETF,3,2018-04-29,419.49,766.86,113.81,1150628.79
Life Insurance,4,2018-04-26,498.2,822.17,927.73,462348.11
Life Insurance,5,2018-02-17,450.12,1454.37,63.2,1110180.51
Life Insurance,6,2018-06-10,664.98,1908.04,659.39,1157066.6
Annuity,7,2018-04-12,0,667.34,0,1177799.88
ETF,8,2018-03-09,556.04,1052.64,922.76,919275.15
Mutual Fund,9,2018-06-27,170.19,1878.01,751.38,1140515.99
Mutual Fund,10,2018-02-23,0,1203.79,0,922238.4
Life Insurance,11,2018-01-18,268.01,556.91,392.37,841724.49
Mutual Fund,12,2018-02-04,689.72,1604.4,708.29,1094500.71
ETF,13,2018-02-09,282.24,1565.3,13.46,491790.29
Life Insurance,14,2018-07-12,755.09,809.98,992,598137.15
Life Insurance,15,2018-07-28,503.85,1178.26,177.14,573037.08
Annuity,16,2018-01-03,269.3,816.47,684.57,595944.41
ETF,17,2018-05-21,522.49,1645.45,764.25,440486.76
Annuity,18,2018-04-02,825.27,681.24,802.86,558388.76
Annuity,19,2018-03-12,213.86,1065.97,951.93,550783.13
Savings,20,2018-05-30,487.02,1123.16,508.36,454734.57
Annuity,21,2018-02-09,794.99,1885.09,668.64,606486.9
Life Insurance,22,2018-07-14,297.03,1422.7,49.78,801082.51
ETF,23,2018-05-05,969.78,1033.94,681.32,706809.66
Annuity,24,2018-05-24,172.19,1334.47,475.32,551905.53
ETF,25,2018-03-22,462.21,1793.9,64.15,1171338.12
Life Insurance,26,2018-04-18,772.53,783.78,974.62,1063116.75
Mutual Fund,27,2018-01-28,902.16,924.42,613.41,908242.05
ETF,28,2018-04-10,793.34,914,728.2,660987.47Did this article solve your issue?
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