Hi,
I have a table with columns loan account id, loan id, loan status id, loan status desc, loan funding date, loan remaining balance, product name, days past due, accrual date, x, current remaining balance.
I have to summarize the data based on two columns loan funding date and loan accrual date.
If the user selects a date say - 09/30/2022 (on loan funding date column)
The data should be filtered such that for each loan id, there should be max accrual date in each month and the year and its corresponding days past due and loan remaining balance for loans having loan status id as 100 with in the (09/30) date. There should be a record for each loan id even if there is no accrual date.
ps: the data should be filtered on loan funding date column and the max accrual dates should also be within the filtered date on the loan funding date column
on this fitered data set, we have to calculate a measure which is the sum of loan remaining balance for each loan id.
Here is the link for the pbix file,
https://drive.google.com/drive/folders/1o_Vj-nl6ilxrx3WJzo-s6oP9J-w3rcYR?usp=sharing
Approximately there should be 181 loans for the given data set.
Please help me resolve this problem.
@Ashish_Mathur
Thanks,
Dharani
