Forum Discussion

Helper I

3 years ago

Solved

Compare customer change between two dates from account table

Hello everyone! I am new to Power BI, like it very much so far, but now I am struggling with data aggegation and comparison. Example: I have an account table that also includes some inform...

Need Help

v-yueyunzh-msft

3 years ago

Hi , ChrisCBR

For the column , we need the static fields. Due to we can not put the measure on the headers . So we need to create two dimention table.

Here are the steps you can refer to :

(1)We need to click "New Table" to create two tables:

Row = VALUES('Table'[RatingGrade])

Column = VALUES('Table'[RatingGrade])

(2)Then we need to create two measures:

Expouser 1-1 = var _row =SELECTEDVALUE('Row'[RatingGrade])
var _column = SELECTEDVALUE('Column'[RatingGrade])
var _date1 = SELECTEDVALUE('Date1'[Date1])
var _date2 = SELECTEDVALUE('Date2'[Date2])
var _row_t  =  FILTER( 'Table' , 'Table'[Date] =_date1 && 'Table'[Defaulted]=1)
var _column_t = FILTER('Table','Table'[Date] =_date2 && 'Table'[Defaulted]=0)
var _row_customerNumber = MAXX(FILTER(_row_t , [RatingGrade] = _row),[CustomerNumber])
var _column_customerNumber = MAXX(FILTER(_column_t , [RatingGrade] = _column),[CustomerNumber])
var _in_customnumber =INTERSECT( SELECTCOLUMNS(_row_t , "CustomerNumber",[CustomerNumber])  ,  SELECTCOLUMNS(_column_t , "CustomerNumber",[CustomerNumber]))
var _row_value =DISTINCT(SELECTCOLUMNS( FILTER(_row_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _column_value = DISTINCT(SELECTCOLUMNS( FILTER(_column_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _value =SUMX( FILTER( _row_t,[RatingGrade] = _row) , [Exposure])
return
IF(_row in _row_value && _column in _column_value && _row_customerNumber=_column_customerNumber,   _value  ,           BLANK())

Expouser 1-2 = var _row =SELECTEDVALUE('Row'[RatingGrade])
var _column = SELECTEDVALUE('Column'[RatingGrade])
var _date1 = SELECTEDVALUE('Date1'[Date1])
var _date2 = SELECTEDVALUE('Date2'[Date2])
var _row_t  =  FILTER( 'Table' , 'Table'[Date] =_date1 && 'Table'[Defaulted]=1)
var _column_t = FILTER('Table','Table'[Date] =_date2 && 'Table'[Defaulted]=0)
var _row_customerNumber = MAXX(FILTER(_row_t , [RatingGrade] = _row),[CustomerNumber])
var _column_customerNumber = MAXX(FILTER(_column_t , [RatingGrade] = _column),[CustomerNumber])
var _in_customnumber =INTERSECT( SELECTCOLUMNS(_row_t , "CustomerNumber",[CustomerNumber])  ,  SELECTCOLUMNS(_column_t , "CustomerNumber",[CustomerNumber]))
var _row_value =DISTINCT(SELECTCOLUMNS( FILTER(_row_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _column_value = DISTINCT(SELECTCOLUMNS( FILTER(_column_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _value =SUMX( FILTER( _column_t,[RatingGrade] = _column) , [Exposure])
return
IF(_row in _row_value && _column in _column_value && _row_customerNumber=_column_customerNumber,   _value  ,           BLANK())

(3)Then we put the fields we need on the visual and we will meet your need:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

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

1119Exposure.pbix70 KB

ChrisCBR

Helper I

3 years ago

Hello!

here is a visualisation, based on my second example:

2) default between 30.09.2022 and 31.03.2022

Rating Migration of Exposure 1
*Ratinggrade 2*	C	D
Ratinggrade1	Exposure1	Exposure1
FFF	9.400.000	-
FF	-	48.000.000

SQL-code for getting the data:

SELECT RatingGrade1

, RatingGrade2

, sum(Exposure1) Exposure1

,sum(menge.Exposure2) Exposure2

from (

SELECT a.*,b.Exposure2, b.RatingGrade2 FROM (

SELECT CustomerNumber

,Defaulted

,RatingGrade as RatingGrade1

,sum(Exposure) Exposure1

from cbr.BeispielDefaultBI

where Defaulted=1

and Date='20220930'

GROUP BY CustomerNumber

,Defaulted

,RatingGrade

INNER JOIN (

SELECT CustomerNumber

,Defaulted

,RatingGrade as RatingGrade2

,sum(Exposure) Exposure2

from cbr.BeispielDefaultBI

where Defaulted=0

and Date='20220331'

GROUP BY CustomerNumber

,Defaulted

,RatingGrade

)b on b.CustomerNumber = a.CustomerNumber

)menge

GROUP BY RatingGrade1

, RatingGrade2

Best regards

Chris

v-yueyunzh-msft

Community Support

3 years ago

Hi , ChrisCBR

For the column , we need the static fields. Due to we can not put the measure on the headers . So we need to create two dimention table.

Here are the steps you can refer to :

(1)We need to click "New Table" to create two tables:

Row = VALUES('Table'[RatingGrade])

Column = VALUES('Table'[RatingGrade])

(2)Then we need to create two measures:

Expouser 1-1 = var _row =SELECTEDVALUE('Row'[RatingGrade])
var _column = SELECTEDVALUE('Column'[RatingGrade])
var _date1 = SELECTEDVALUE('Date1'[Date1])
var _date2 = SELECTEDVALUE('Date2'[Date2])
var _row_t  =  FILTER( 'Table' , 'Table'[Date] =_date1 && 'Table'[Defaulted]=1)
var _column_t = FILTER('Table','Table'[Date] =_date2 && 'Table'[Defaulted]=0)
var _row_customerNumber = MAXX(FILTER(_row_t , [RatingGrade] = _row),[CustomerNumber])
var _column_customerNumber = MAXX(FILTER(_column_t , [RatingGrade] = _column),[CustomerNumber])
var _in_customnumber =INTERSECT( SELECTCOLUMNS(_row_t , "CustomerNumber",[CustomerNumber])  ,  SELECTCOLUMNS(_column_t , "CustomerNumber",[CustomerNumber]))
var _row_value =DISTINCT(SELECTCOLUMNS( FILTER(_row_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _column_value = DISTINCT(SELECTCOLUMNS( FILTER(_column_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _value =SUMX( FILTER( _row_t,[RatingGrade] = _row) , [Exposure])
return
IF(_row in _row_value && _column in _column_value && _row_customerNumber=_column_customerNumber,   _value  ,           BLANK())

Expouser 1-2 = var _row =SELECTEDVALUE('Row'[RatingGrade])
var _column = SELECTEDVALUE('Column'[RatingGrade])
var _date1 = SELECTEDVALUE('Date1'[Date1])
var _date2 = SELECTEDVALUE('Date2'[Date2])
var _row_t  =  FILTER( 'Table' , 'Table'[Date] =_date1 && 'Table'[Defaulted]=1)
var _column_t = FILTER('Table','Table'[Date] =_date2 && 'Table'[Defaulted]=0)
var _row_customerNumber = MAXX(FILTER(_row_t , [RatingGrade] = _row),[CustomerNumber])
var _column_customerNumber = MAXX(FILTER(_column_t , [RatingGrade] = _column),[CustomerNumber])
var _in_customnumber =INTERSECT( SELECTCOLUMNS(_row_t , "CustomerNumber",[CustomerNumber])  ,  SELECTCOLUMNS(_column_t , "CustomerNumber",[CustomerNumber]))
var _row_value =DISTINCT(SELECTCOLUMNS( FILTER(_row_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _column_value = DISTINCT(SELECTCOLUMNS( FILTER(_column_t , [CustomerNumber] in  _in_customnumber ) , "RatingGrade",[RatingGrade]))
var _value =SUMX( FILTER( _column_t,[RatingGrade] = _column) , [Exposure])
return
IF(_row in _row_value && _column in _column_value && _row_customerNumber=_column_customerNumber,   _value  ,           BLANK())

(3)Then we put the fields we need on the visual and we will meet your need:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

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

1119Exposure.pbix70 KB

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Compare customer change between two dates from account table

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