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iantemte
Regular Visitor

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:

 

iantemte_0-1646884093863.png

 

how might i have separate what-if parameters per loan type adjust each loan type respectively?

I was thinking loan-type VAR cast in a measure, but cannot get it to work!

Thanks for your help,

 

Ian

 

 

1 ACCEPTED SOLUTION
v-yanjiang-msft
Community Support
Community Support

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.

vkalyjmsft_0-1647333639824.png

vkalyjmsft_1-1647333666323.png

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.

vkalyjmsft_2-1647333851899.png

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.

 

 

View solution in original post

4 REPLIES 4
v-yanjiang-msft
Community Support
Community Support

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.

vkalyjmsft_0-1647333639824.png

vkalyjmsft_1-1647333666323.png

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.

vkalyjmsft_2-1647333851899.png

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
Super User
Super User

@iantemte did you test what I proposed? From your reply, it is not clear if you test what I provided?



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parry2k
Super User
Super User

@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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Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Please let me clarify:

iantemte_0-1646885841970.png

 

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

 

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