Forum Discussion
Pipeline Trending Report
Hello,
I have a report requirement where i have to show the trends of each loan crossing different stages in a general timeline.
The Dataset looks like below,
| Loan ID | Current Loan Status | Link Sent On | Pre-Approved On | Approved On | Contracted On | Funded On | Expired On | Declined On |
| 1 | Funded | 1/1/2022 | 1/2/2022 | 1/3/2022 | 1/4/2022 | 1/5/2022 | ||
| 2 | Link Sent | 1/1/2022 | ||||||
| 3 | Pre-Approved | 2/1/2022 | 2/2/2022 | |||||
| 4 | Approved | 3/1/2022 | 3/2/2022 | 3/3/2022 | ||||
| 5 | Contracted | 4/1/2022 | 4/1/2022 | 4/1/2022 | 4/1/2022 | |||
| 6 | Expired | 5/1/2022 | 5/1/2022 | 5/2/2022 | 6/2/2022 | |||
| 7 | Declined | 6/1/2022 | 6/1/2022 | 6/2/2022 | ||||
| 8 | Funded | 1/1/2022 | 1/1/2022 | 1/1/2022 | 1/1/2022 | 1/1/2022 | ||
| 9 | Contracted | 7/1/2022 | 7/2/2022 | 7/2/2022 | 7/2/2022 | |||
| 10 | Approved | 8/1/2022 | 8/2/2022 | 8/2/2022 |
Each Ideal Flow of the loan movement is,
Link Sent -> Pre Approved -> Approved -> Contracted -> Funded
But a loan can fall into expired or Declined from any stage.
I want to create an pipeline trending monthly view like below,
Here is the calculation,
As of every month, i have to show how many are in that particular stages
| Link Sent On | Pre-Approved On | Approved On | Contracted On | Funded On | Expired On | Declined On | ||
| As of | Jan | 1 | 0 | 0 | 0 | 2 | 0 | 0 |
| As of | Feb | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| As of | Mar | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| As of | Apr | 0 | 0 | 0 | 1 | 0 | 0 | 0 |
| As of | May | 0 | 0 | 2 | 0 | 0 | 0 | 0 |
| As of | Jun | 0 | 0 | 0 | 0 | 0 | 1 | 1 |
| As of | Jul | 0 | 0 | 0 | 2 | 0 | 0 | 0 |
| As of | Aug | 0 | 0 | 3 | 0 | 0 | 0 | 0 |
Please let me know if this is possible with current dataset in Power BI and how to proceed with it.
Thanks,
Dharani
1 Reply
- Ashish_Mathur
Super User
