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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Cummulative Trending View

Hi,   I wanted calculate a cummulative view. My table looks like below, Loan ID Date Status 1 2-Jan Contracted 1 3-Jan PTD 2 4-Jan Contracted 3 5-Jan Contracted 4 1-F...
Need Help
Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hello Sir,

 

Sorry for the trouble!

 

In the above corrected file you have attached, i have tested with a pat_id 9936 for the year 2022 like below,

 

 

The dataset for this pat_id,

 

 

For the september month there are 4 event_names and the most recent even is the full loan amount considering the timestamp. So the expected output for september and october should reflect only full loan amount and

similarly for november and december it should be Payment processed( since the most recent event_name is payment processed considering the time stamp). 

 

But we could see all the status since we considered only the date in the calendar function.

Is it possible to change this with the timestamp?

It could be of great help if you could give me an insight!

 

Thanks

 

 

Ashish_Mathur's avatar
Ashish_Mathur
Super User
3 years ago

Hi,

Share the dowload link of the PBI file and show the problem there.  Show the expected result as well.

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi Sir,

     

    Thank you so much!

     

    You can download the file below,

     

    https://drive.google.com/drive/folders/1kUJEzxtkH40lzd3h4FvOuysf9JPo8_FS?usp=sharing

     

    It is the file you have shared me prior with filter applied on the visual for a particular pat_id 9936 for year 2022. 

     

    The dataset for this pat_id is below,

     

     

    Expected output: 

    For the september month there are 4 event_names and the most recent event is the full loan amount considering the timestamp. So the expected output for september and october should reflect only full loan amount (the graph for should show only Full Loan Amount Event and should not show the other 3 event_names like Application Link Sent, Application Complete and  Approved) and

    similarly for november and december it should be Payment processed( since the most recent event_name is payment processed  and begin treatment considering the time stamp and should not show the event_name Payment Pending). 

     

    Please Help me with this.

     

     

    Thanks,

    Dharani

     

     

     

     

     

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    3 years ago

    Hi,

    Someone else will help you with this.