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Romani's avatar
Romani
Helper II
2 years ago

Generic date

  CUSTOMER_NAME Offer Id OFFERS_DATE OFFER_ACCEPTANCE_DATE REJECTION_DATE INVESTIGATION_DATE SUBMISSION_TO_RISK SUBMISSION_DATE_TO_CREDIT APPROVAL_DATE Client 2 1 13/02/2023      ...
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BeaBF's avatar
BeaBF
Super User
2 years ago

Romani let's nstart from point 1. which is the start date and end date of the period?

The measure is:

Total Offers in Period =
VAR StartDate = DATE(2023, 1, 1) // Set your desired start date
VAR EndDate = DATE(2023, 12, 31)  // Set your desired end date
RETURN
COUNTROWS (
    FILTER (
        YourTable,
        YourTable[OFFERS_DATE] >= StartDate &&
        YourTable[OFFERS_DATE] <= EndDate
    )
)
you have to set the start date and end date.
 
BBF
  • Romani's avatar
    Romani
    Helper II
    2 years ago

    step one achieved 
    what about step 2 

    2- if the total number of offers in january equal 10 so i want something to see the last step that the offer is stpped on it so for example should be 2 at offering first stage 3 are pending accceptane 5 are under investigation that could happen when trackin the different dates of this offer 
    • BeaBF's avatar
      BeaBF
      Super User
      2 years ago

      Romani perfect! please explain the second step better, with an examploe on data

       

      BBF

      • Romani's avatar
        Romani
        Helper II
        2 years ago

         Summary

        • Total Offers: 5
        • Under Investigation: 1 (Client 11)

        Submission to Risk Phase

        • Clients whose offers ended in this phase:
          • Client 32
          • Client 44

        Submission to Credit Phase

        • Clients whose offers ended in this phase:
          • Client 85

        Approval Phase

        • Clients whose offers ended in this phase:
          • Client 49
            So based above info  when iam chossing this period give me this result
            did you get my point ?