Nested Tables

Nested tables combine loops with table structures to render complex, hierarchical tabular data. They are useful for grouped fee schedules, multi-entity portfolios, and categorised asset breakdowns.

Syntax

A nested table uses an outer loop to create section headers and an inner loop to populate rows within each section.

Template syntax

{{#each portfolio_groups}}
**{{group_name}}**

| Fund Name     | Balance     | Allocation |
|---------------|-------------|------------|
| {{#each funds}}                            |
| {{name}}      | {{balance}} | {{alloc}}% |
| {{/each}}                                  |
| **Subtotal**  | **{{subtotal}}** |         |

{{/each}}

When to use nested tables

Grouped assets — separate tables per asset class or account.
Multi-entity reports — one table per client in a joint advice scenario.
Fee comparison — current vs. recommended fee structures side by side.

Subtotals

Use the {{sum}} helper inside each group to calculate subtotals. Place a final {{sum}} outside the outer loop for a grand total.

Example data

Data

{
  "portfolio_groups": [
    {
      "group_name": "Growth Assets",
      "subtotal": "$200,000",
      "funds": [
        { "name": "Aus Equities Fund", "balance": "$120,000", "alloc": 40 },
        { "name": "Intl Equities Fund", "balance": "$80,000", "alloc": 27 }
      ]
    },
    {
      "group_name": "Defensive Assets",
      "subtotal": "$100,000",
      "funds": [
        { "name": "Fixed Interest Fund", "balance": "$60,000", "alloc": 20 },
        { "name": "Cash Account", "balance": "$40,000", "alloc": 13 }
      ]
    }
  ]
}

Table formatting

Column widths and styling are inherited from your uploaded template document. Ensure your template file has the table columns pre-formatted to the desired widths.