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Jkaplan88
Regular Visitor

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

DateCompanyInvestment TypeLoan BalanceAdvance RateBorrowing Base
1/31/2020Company 1Second Lien Loan        2,474,794100%                 2,474,794
2/29/2020Company 1Second Lien Loan        2,474,79490%                 2,227,314
3/31/2020Company 1Second Lien Loan        2,474,79485%                 2,103,575
4/17/2020Company 1Second Lien Loan        2,474,79480%                 1,979,835
1/31/2020Company 2First Lien Loan        3,258,21195%                 3,095,301
2/29/2020Company 2First Lien Loan        3,249,94195%                 3,087,444
3/31/2020Company 2First Lien Loan        3,249,94195%                 3,087,444
4/17/2020Company 2First Lien Loan        3,249,94195%                 3,087,444
1/31/2020Company 3First Lien Loan           549,911100%                    549,911
2/29/2020Company 3First Lien Loan           548,49790%                    493,648
3/31/2020Company 3First Lien Loan           548,49780%                    438,798
4/17/2020Company 3First Lien Loan           548,49770%                    383,948
1 ACCEPTED SOLUTION
v-xicai
Community Support
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.

 

Or could you please share your sample data and desired output screenshots for further analysis? You can also upload sample pbix to OneDrive and post the link here. Do mask sensitive data before uploading.

 

Please read this post to get your answer quickly: How to Get Your Question Answered Quickly.

 

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.

View solution in original post

2 REPLIES 2
v-xicai
Community Support
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.

 

Or could you please share your sample data and desired output screenshots for further analysis? You can also upload sample pbix to OneDrive and post the link here. Do mask sensitive data before uploading.

 

Please read this post to get your answer quickly: How to Get Your Question Answered Quickly.

 

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.

Greg_Deckler
Super User
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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