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hosea_chumba's avatar
hosea_chumba
Icon for Helper I rankHelper I
3 years ago
Solved

Percentage change analysis per item

Take the example below, how do i compute the percentage change of client loan amount for each client ID from one cycle of loan to the next cycle.

Client IDCycle of loanLoan Amount
X1             200
X2             450
R1       20,000
R2          4,500
R3       34,000
  • Hi, hosea_chumba 

     

    You can try the following methods.
    Measure:

    Previous Amount = 
    VAR _N1 = MAXX (FILTER (ALL ( 'Table' ),
                [Cycle of loan] < SELECTEDVALUE ( 'Table'[Cycle of loan] )
                    && [Client ID] = SELECTEDVALUE ( 'Table'[Client ID] )
            ),[Cycle of loan])
    Var _N2=CALCULATE (SUM ( 'Table'[Loan Amount] ),
            FILTER (ALL ( 'Table' ),
                [Client ID] = SELECTEDVALUE ( 'Table'[Client ID] )
                    && [Cycle of loan] = _N1))
    Return
    IF(_N2=BLANK(),0,_N2)
    Measure = 
    IF ([Previous Amount] = BLANK (),BLANK (),
        DIVIDE ([Previous Amount] - SUM ( 'Table'[Loan Amount] ),SUM ( 'Table'[Loan Amount] )))

    Is this the result you expect?

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • v-zhangti's avatar
    v-zhangti
    Icon for Community Support rankCommunity Support

    Hi, hosea_chumba 

     

    You can try the following methods.
    Measure:

    Previous Amount = 
    VAR _N1 = MAXX (FILTER (ALL ( 'Table' ),
                [Cycle of loan] < SELECTEDVALUE ( 'Table'[Cycle of loan] )
                    && [Client ID] = SELECTEDVALUE ( 'Table'[Client ID] )
            ),[Cycle of loan])
    Var _N2=CALCULATE (SUM ( 'Table'[Loan Amount] ),
            FILTER (ALL ( 'Table' ),
                [Client ID] = SELECTEDVALUE ( 'Table'[Client ID] )
                    && [Cycle of loan] = _N1))
    Return
    IF(_N2=BLANK(),0,_N2)
    Measure = 
    IF ([Previous Amount] = BLANK (),BLANK (),
        DIVIDE ([Previous Amount] - SUM ( 'Table'[Loan Amount] ),SUM ( 'Table'[Loan Amount] )))

    Is this the result you expect?

    Best Regards,

    Community Support Team _Charlotte

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.