Forum Discussion
Identify Back Date Entry / Deals - Volume Report
Hi, We are facing 3 issues as of now: 1) Back Date Entry posted in system 2) Change in Loan Amount 3) Change in Loan Start Date column Explaination: Point# 1) There is a bug in our system ...
hi, Anonymous
Could you share your sample pbix or some data sample and expected output for us. Do mask sensitive data before uploading.
Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
Best Regards,
Lin
- Hi, Please find the link of sample data. Regards, Ashish Mehra
- Hi, Please find the sample data with require output. https://drive.google.com/file/d/15zyZ8emFWO2qE5_CrlgqS4AbUM6oHdZE/view?usp=sharing Regards, Ashish Mehra
hi, Anonymous
Whether data from July File and Aug File will be in the same table?
and what is the logic of "Back Date Entry "?
Best Regards,
Lin
- Hi
Jul & Aug file are two tables.
Logic of Back date entry / deal is :
First; in our sample file in Data worksheet we have two tables Volume Report till July & Aug. Let's name them Volume Report July as "Table 1" & other as "Table 2"
e.g. we have 3 deals booked in Apr refer Table 1.
Ops team manually booked deals of previous month's in the month of April & now we have 4 deals booked in the month of April refer Table 2
The logic to calculate Volume Report is Disbursed amount is freeze.
There can not be any (+) or (-) for previous month (s)
Let me share the process we follow:
Ops team shared mail for any back date entry they manually post in the system.
With their help we figure out number & amount by which the back date deals are posted in the system.
Here we show impact ( Disbursed amount) in the current month (Table2).
We can not rely on Ops & would like to ensure we do not miss any entry.
You may refer to Ouput worksheet for more understanding.
Write back for any clarification.
Regards
Ashish Mehra