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Hi all,

 

I've been having problems creating a view that I would like to see based on the data I have.  This is for a company that measures the dollars collected per client based on the amount of dollars they place with the firm.

 

For example, if they place $1,000 dollars of debt with the company, how much of that debt was collected in month 1, month 2, month 3, etc?

 

I have the month of the date of placement, and the month of payment for each client (placement date always shows as the first of the month).

 

The liquidity is calculated by the sum of payments/ sum of placements for each month.  I can get this data to be in table form, but have trouble combining the different measures into a graph.

 

I attached 3 months of examples in the workbook for simplicity(3 month, 6 month, 9 month) but in reality I will have 12 months of data.  The calcs are at the bottom of this post.

 

As you can see, I have separate calculations for each month of liquidity.  In reality, I need a general calculation (likely depending on batch age) so I can have the liquidity % as it's own measure, instead of a different measure for each month.

 

The Stats worksheet shows the data, and I need to somehow get that into line graph form by combining the measures.  the 3 month, 6 month, 9 month labels would be the x axis, the percentage label would be the y axis, the percentage value would be measured in the graph, the years would each be their own color.  I have tried several if/else statements, but I cannot get more than one value plotted:

 

Below is how I get to the measure for 3 month liquidity:

 

1.  Calculate the age of the "batch".  Month of activity is the month that a payment was received- this is how i'd get the liquidity label.  i could have age of batch on the x axis.

 

DATEDIFF('month',[Month of Placements],[Month of Activity])

 

2. Calculate the amount that was placed in that time:

 

IF DATEDIFF('month',[Month of Placements],TODAY())>= 3 then

   [Placements]

ELSE

0

END

 

3. Calculate the amount of payments that were received in the 3 months of the placement:

 

IF DATEDIFF('month',[Month of Placements],TODAY())>= 3 and [Batch Age]<=2 then

   [Amt Pmts]

ELSE

0

END

 

4.  Calculate the 3 month liquidity:

 

sum( [3 Month Payments (Monthly)])/sum([3 Month Placements (Monthly)] )

7 answers
  1. Feb 16, 2018, 5:00 PM

    Hey,

     

    If I got you correctly, you want just to show a Line graph based on a parameter you want to choose. You would like to analyze 3 months or 6 months o 12 months and show the liquidity % per month.

     

    I added a Begin date parameter, so you can choose the date you would like to begin you analysis and added a batch parameter, the total number of months you would like to see on you Line graph.

     

    If this is the path let us know

     

    Thanks

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