View source: R/build_grouped_pm_cash_flow.R
NAV / CF joined from merge_nav_and_cf() needs to filter out dates IF not aggregated and not ITD. This avoids filtering out important data from roll up calculations
1 | filter_dates(.data, start_date, end_date, itd, ...)
|
.data |
is from merge_nav_and_cf() |
start_date |
is a string (format yyyy-dd-mm) |
end_date |
is a string (format yyyy-dd-mm) |
itd |
is TRUE / FALSE for inception to date |
... |
aggregation choices from from pm_fund_info (i.e. pm_fund_portfolio, pm_fund_category, pm_fund_id) |
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