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## Help with calculating change/difference over period

hoping a simple solution but i'm trying to calculate the change in Advance Rate and Borrowing Base from one period to the next for a portfolio of loans. there are hundreds of loans in the portfolio and my dataset includes this portfolio of loans for each date below and the dates are not necessarily month ends. should i be using a calculated column or better to use a measure? ideally, id like to be able to toggle the date range i'm calculating hte change over...i.e. 1/31/2020  - 4/17/2020 or 3/31/2020 - 4/17/2020

 Date Company Investment Type Loan Balance Advance Rate Borrowing Base 1/31/2020 Company 1 Second Lien Loan 2,474,794 100% 2,474,794 2/29/2020 Company 1 Second Lien Loan 2,474,794 90% 2,227,314 3/31/2020 Company 1 Second Lien Loan 2,474,794 85% 2,103,575 4/17/2020 Company 1 Second Lien Loan 2,474,794 80% 1,979,835 1/31/2020 Company 2 First Lien Loan 3,258,211 95% 3,095,301 2/29/2020 Company 2 First Lien Loan 3,249,941 95% 3,087,444 3/31/2020 Company 2 First Lien Loan 3,249,941 95% 3,087,444 4/17/2020 Company 2 First Lien Loan 3,249,941 95% 3,087,444 1/31/2020 Company 3 First Lien Loan 549,911 100% 549,911 2/29/2020 Company 3 First Lien Loan 548,497 90% 493,648 3/31/2020 Company 3 First Lien Loan 548,497 80% 438,798 4/17/2020 Company 3 First Lien Loan 548,497 70% 383,948
1 ACCEPTED SOLUTION
Community Support

Hi @Jkaplan88 ,

>>hoping a simple solution but i'm trying to calculate the change in Advance Rate and Borrowing Base from one period to the next for a portfolio of loans.

From your description, the words "from one period to the next for a portfolio of loans" means you need to compare the "Second Lien Loan" with the "First Lien Load" of  Investment Type, right? If so, you may refer to the similar case: Calculate variance from previous date.

Best Regards,

Amy

Community Support Team _ Amy

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

2 REPLIES 2
Community Support

Hi @Jkaplan88 ,

>>hoping a simple solution but i'm trying to calculate the change in Advance Rate and Borrowing Base from one period to the next for a portfolio of loans.

From your description, the words "from one period to the next for a portfolio of loans" means you need to compare the "Second Lien Loan" with the "First Lien Load" of  Investment Type, right? If so, you may refer to the similar case: Calculate variance from previous date.

Best Regards,

Amy

Community Support Team _ Amy

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

Super User

Column or measure, it depends. But, in general, See my article on Mean Time Between Failure (MTBF) which uses EARLIER: http://community.powerbi.com/t5/Community-Blog/Mean-Time-Between-Failure-MTBF-and-Power-BI/ba-p/3395....

I realize it sounds like it has nothing to do with your situation, but it does.

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