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iantemte's avatar
iantemte
Regular Visitor
4 years ago
Solved

Multi use What-If

We are a financial institution.   Looking to do an interest rate study per loan type.   We want to use what-if parameter slicers to study loan rate changes on recent bookings like this:   ...
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  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    4 years ago

    Hi iantemte ,

    According to your description, I think you want to create two parameters, one for the local loan rate changes and another for abroad loan rate changes, if this is the case, here's my solution.

    Create two what-if parameters.

    Create two measures.

    Rate Hypothetical delta =
SWITCH (
    MAX ( 'Table'[Loan Type] ),
    "Local Loans", 'Local'[Parameter Value],
    "Abroad loans", 'Abroad'[Parameter Value 2]
)

    New Rate = MAX('Table'[Recent booking rate])+'Table'[Rate Hypothetical delta]

    Get the result.

    I attach my sample below for reference.

     

    Best Regards,
    Community Support Team _ kalyj

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

     

     

parry2k's avatar
parry2k
Super User
4 years ago

iantemte you can easily do this, let's say you have two what-if parameters, loan type 1 and loan type 2

and this is what you will do in your measure:

 

Loan Rate Change =
VAR __loanType = SELECTEDVALUE ( Table[LoanType] )
RETURN
SWITCH ( __loanType, 
   "Local Loans", [Loan Type 1 Value],
   "Abroad Loans", [Loan Type 2 Value],
   0 --else value
)

New Rate = 
MAX ( Table[Recent Booking Rate] ) + [Loan Rate Change]

 

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iantemte's avatar
iantemte
Regular Visitor
4 years ago

Please let me clarify:

 

i have recently booked an amount @ a given rate in 2 loan types.

i want to theorize profitability if my given rate was at an adjusted rate per loan type.

i want rates to be adjusted with what-ifs generated by GENERATESERIES

the rate displayed by the GENERATESERIES is picked by a slider using a SELECTEDVALUE measure.

how do i allow myself to pick different alternate rates per loan type with corresponding sliders?

ie:  slider 1 affects LOCAL LOANS and slider 2 affects ABROAD LOANS.

NEW RATE is simplY SELECTEDVALUE + RECENT BOOKING RATE