2 Replies Latest reply on Jan 15, 2019 10:07 AM by Mike Russell

    Calculated Field to Count # of Records in Each Quarter for Prev 4 Quarters

    Mike Russell

      Hi. Assume I have a data source that has ACCOUNT_NUM, OPENING_DATE, and CREDIT_SCORE. I'm trying to create a graph that shows a distribution of % of records opened for each CREDIT_SCORE in each quarter for the past 4 quarters (dynamically) based on OPENING_DATE. Also, I need to overlay the same distribution, but for the entire portfolio. This would allow us to see distribution of CREDIT_SCORE for rolling 4 quarters vs. distribution of total portfolio of open accounts. I know how to show % of records for a row instead of count, but am having trouble creating the necessary calculations to create this graph. Sample data attached.