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mohit_K
Helper I
Helper I

Count of Leads and Loans

I have two tables

Table 1

Admins Table 
Processingadmin_IDAdmin_Name
1Admin1
2Admin2
3Admin3
  

 

 

Table 2: Loan Table with Created date of last two months: April and May

Loans Table    
LeadIDLead_Created_DateFunding_AmountApprove_DateProcessingadmin_ID
3201/05/21500005/05/211
3302/05/21600006/05/212
3403/04/21003/04/213
3504/04/21700004/05/211
3605/05/21500005/05/212
3706/05/21200008/05/213
3807/05/21  3

 

I want output in following format

Required Output   
Admin_NameApproved Loans Count Leads CountNew Loan Count
Admin1210
Admin2221
Admin3010

 

Logics to be used:

   FromTo
Selected Date (Slicer)Using Lead_Created_Date01/05/2107/05/21

 

Approved Loans Count LogicCount of LeadID from Loans Table if Funding_Amount>0 and Approve_Date is not blank and Approve_Date is between date selected in slicer
Leads Count LogicCount of LeadID from Loans Table if Lead_Created_Date is between date selected in slicer
New Loan CountCount of LeadID from Loans Table if Funding_Amount>0 and Approve_Date is not blank and Approve_Date is between date selected in slicer and Lead_Created_Date=Approve_Date

 

Approved Loan Count should be basis Approved date(Approved date should be between date range selected in slicer) 

1 ACCEPTED SOLUTION
ryan_mayu
Super User II
Super User II

@mohit_K 

pls see the attachment below





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4 REPLIES 4
mohit_K
Helper I
Helper I

@ryan_mayu  What if i want to calculate Count of Leads and Loans for 1 week prior to selected date in slicer.

 

Can you please help me in this?

mohit_K
Helper I
Helper I

@ryan_mayu 

 

There is some issue in this DAX

 

I want to filter 

 

Count of loan approved basis Approve_Date

& Count of leads basis Lead_Created_Date 

 

In Slicer, if I use Lead_Created_Date to select date range then only count of leads is showing correct

 

and if I use Approve_Date to select date range then only count of loans is showing correct

 

 

@mohit_K 

Not quite clear about your quesition. I think it will be better to use the date slicer from datetime table. not approve date or create date. Then use DAX to control the result based on approve date or create date.





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ryan_mayu
Super User II
Super User II

@mohit_K 

pls see the attachment below





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

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