Forum Discussion

kincaids's avatar
kincaids
Helper II
9 years ago

percentages and multiple query columns

I'm new to Power BI and having a difficulty applying what I'm learning through the hours of tutorials to my particular situation, so your help is greatly appreciated.

 

Our company rents instruments to school children.  There are a three types of rental accounts:

 

  • those that returned their instrument
  • those that ended their agreement by owning their instrument (renting to ownership or paying off their balance early at a discount)
  • those that are currently renting

Of the two (three) types of ended rentals, I want to determine what percentage returned their instrument, what percentage rented until ownership, and what percentage took the early pay-off discount.

 

Here's the infromation I have (both of these pictures represent columns found in the same query):

 

 Figure A   Figure B

Anyone who is still renting (A 'null' in the Return Date column and a 'P' in the rnt_dunn column) needs to not be taken into account for percentage purposes.

 

rental return customer - date in return column

owned through rental - null & X with Next Pmt # = Terms

owned through early pay-off - null & X with Next Pmt # does not = Terms

 

Using these columns/data, how would I get the answer I'm looking for?

10 Replies

  • I'm guessing that this would be an ideal time for a drill down. The main visualization would be those returned versus those owned, while the drill down would occur once selecting "owned", revealing the percentage of early payoff's versus those who rented all the way to ownership.
      • Greg_Deckler's avatar
        Greg_Deckler
        Community Champion

        kincaids - To get this question answered, you need to post some sample data that is not a picture and then the result that you would expect from that sample data. That way it is easy to recreate your issue and find a solution.