Forum Discussion
Generic date
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 ?
- Client 49
Romani second step:
Total Offers = COUNTROWS('Table')
Under Investigation =
CALCULATE(
COUNTROWS('Table'),
'Table'[OfferStatus] = "Under Investigation"
)
Clients Submission to Risk =
CALCULATE(
COUNTROWS('Table'),
'Table'[SUBMISSION_TO_RISK] <> BLANK(),
'Table'[SUBMISSION_DATE_TO_CREDIT] = BLANK(),
'Table'[APPROVAL_DATE] = BLANK(),
'Table'[REJECTION_DATE] = BLANK(),
'Table'[INVESTIGATION_DATE] = BLANK()
)
Clients Submission to Credit =
CALCULATE(
COUNTROWS('Table'),
'Table'[SUBMISSION_DATE_TO_CREDIT] <> BLANK(),
'Table'[APPROVAL_DATE] = BLANK(),
'Table'[REJECTION_DATE] = BLANK(),
'Table'[INVESTIGATION_DATE] = BLANK()
)
Clients Approval =
CALCULATE(
COUNTROWS('Table'),
'Table'[APPROVAL_DATE] <> BLANK()
)
If you want Client name:
Client Names Under Investigation =
CONCATENATEX(
FILTER(
'Table',
'Table'[OfferStatus] = "Under Investigation"
),
'Table'[CUSTOMER_NAME],
", "
)
Client Names Submission to Risk =
CONCATENATEX(
FILTER(
'Table',
'Table'[SUBMISSION_TO_RISK] <> BLANK() &&
'Table'[SUBMISSION_DATE_TO_CREDIT] = BLANK() &&
'Table'[APPROVAL_DATE] = BLANK() &&
'Table'[REJECTION_DATE] = BLANK() &&
'Table'[INVESTIGATION_DATE] = BLANK()
),
'Table'[CUSTOMER_NAME],
", "
)
Client Names Submission to Credit =
CONCATENATEX(
FILTER(
'Table',
'Table'[SUBMISSION_DATE_TO_CREDIT] <> BLANK() &&
'Table'[APPROVAL_DATE] = BLANK() &&
'Table'[REJECTION_DATE] = BLANK() &&
'Table'[INVESTIGATION_DATE] = BLANK()
),
'Table'[CUSTOMER_NAME],
", "
)
Client Names Approval =
CONCATENATEX(
FILTER(
'Table',
'Table'[APPROVAL_DATE] <> BLANK()
),
'Table'[CUSTOMER_NAME],
", "
)
BBF
- Romani2 years ago
Helper II
Totally wrong
i think you need to read again what i want to give me the desired output