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Nels921
Frequent Visitor

Summarizing credit score results by date order

I have a table that shows the credit scores for applicants everytime they submit an application.  This is a sample of the data and I'm only using this table to develop my report. Everytime an applicant does a credit check, a new row is inserted in the table with their score, result and the date of the credit check. 

 

ApplicantCredit ScoreResultDate
Company xyz1320Pass2022-10-02
Company xyz1315Fail2021-03-24
Company xyz1341Pass2021-10-02
Company abc1375Pass2021-11-16
Company1231168Fail2021-02-26
Company1231367Pass2022-01-27

 

I'm trying to create a report that summarises the credit scores by company in one row in the order that they were done (e.g 1st credit score should be the one that was the earliest date) so that we can see if there are any trends.  This is an example of how the table should  ideally be presented:

 

Applicant1st Credit Score1st Result2nd Credit score2nd Result3rd Credit score 3rd result4th----
Company xyz1315Fail1341Pass1320Pass 
Company abc1375Pass     
Company1231168Fail1367Pass   

 

I'm faily new to powrbi and have been stuck on this for a few days and I'd appreciate your advice. 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Nels921 ,

 

I create a simple data for testing, hope it can help you:

this is my data:

vmengzhumsft_0-1665564169158.png

according to your description, I think we can create a measure to get two groups( those who failed the first credit check but passed on the 2nd one; or those that passed on the first but failed on the second).

Measure = IF(SELECTEDVALUE('Table'[1 check])="pass"&&SELECTEDVALUE('Table'[2 check])="fail",1,IF(SELECTEDVALUE('Table'[1 check])="fail"&&SELECTEDVALUE('Table'[2 check])="pass",0))

 

Then we can through measure to filter:

vmengzhumsft_1-1665564538851.pngvmengzhumsft_2-1665564554923.png

 

Best regards,

Community Support Team Selina zhu

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

View solution in original post

3 REPLIES 3
Nels921
Frequent Visitor

Thank you for your response. I tried the formula and it gave me the correct visual: 

Nels921_2-1665467042007.png

 

 

However, I'm finding it challenging to filter and query the results.  As a next step in the analysis I need create different groups for the applicants (eg. those who failed the first credit check but passed on the 2nd one; or those that passed on the first but failed on the second).  What I had in mind initially was to just use different filter combinations to create the groups. But I'm not sure how to do that because the 1st, 2nd, 3rd results are not stored in their own separate columns. I was able to find the ones that passed on all credit checks and the ones who failed in all, but I haven't been able to do a combination of the two. 

I also tried exporing the visual into excel to see if I could create a pivot table but this was how that data was exported to csv. 

 

Nels921_3-1665467311712.png

 

Anonymous
Not applicable

Hi @Nels921 ,

 

I create a simple data for testing, hope it can help you:

this is my data:

vmengzhumsft_0-1665564169158.png

according to your description, I think we can create a measure to get two groups( those who failed the first credit check but passed on the 2nd one; or those that passed on the first but failed on the second).

Measure = IF(SELECTEDVALUE('Table'[1 check])="pass"&&SELECTEDVALUE('Table'[2 check])="fail",1,IF(SELECTEDVALUE('Table'[1 check])="fail"&&SELECTEDVALUE('Table'[2 check])="pass",0))

 

Then we can through measure to filter:

vmengzhumsft_1-1665564538851.pngvmengzhumsft_2-1665564554923.png

 

Best regards,

Community Support Team Selina zhu

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

Anonymous
Not applicable

Hi,

 

Just add a clumn on your table with this code :

Position =
var valcherhc='Table'[Date]
return
concatenate(calculate(RANK.EQ(valcherhc,'Table'[Date],ASC),ALLEXCEPT('Table','Table'[Applicant]))," tour")
and it will give you this result
JamesFr06_0-1665127872567.png

 

 

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