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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.
Applicant | Credit Score | Result | Date |
Company xyz | 1320 | Pass | 2022-10-02 |
Company xyz | 1315 | Fail | 2021-03-24 |
Company xyz | 1341 | Pass | 2021-10-02 |
Company abc | 1375 | Pass | 2021-11-16 |
Company123 | 1168 | Fail | 2021-02-26 |
Company123 | 1367 | Pass | 2022-01-27 |
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:
Applicant | 1st Credit Score | 1st Result | 2nd Credit score | 2nd Result | 3rd Credit score | 3rd result | 4th---- |
Company xyz | 1315 | Fail | 1341 | Pass | 1320 | Pass | |
Company abc | 1375 | Pass | |||||
Company123 | 1168 | Fail | 1367 | Pass |
I'm faily new to powrbi and have been stuck on this for a few days and I'd appreciate your advice.
Solved! Go to Solution.
Hi @Nels921 ,
I create a simple data for testing, hope it can help you:
this is my data:
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:
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
Thank you for your response. I tried the formula and it gave me the correct visual:
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.
Hi @Nels921 ,
I create a simple data for testing, hope it can help you:
this is my data:
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:
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
Hi,
Just add a clumn on your table with this code :
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