Credit analysis

[mfcelleri]

Hello everyone,

I'm stuck with a problem that I can not solve.

I have a table that stores all the information regarding purchases and payments made by a customer.

I want to perform a global credit analysis over time; but I do not know how to do it.

How can I do to graph me for example, the credit over time; considering there are registered payments in that same period of time.

Attached example information, this information is from a single client.

Thanks and regards.

[Anonymous]

Analysis is a big thing, and maybe you need to contact the owner of the data on what does this person wants. I think there could be a number of ways to show this data, but guessing is not the right thing to do.

First, be sure on what will you do, and then ask the question here.

If it is up to you to choose those analysis, maybe you need to se a documentation on BI to know more.

I think it is not good practice to post an outside link here, so maybe google it and you can know more.

Good luck!

[balabhaskarqlik]

From your source data:

Create year, Month from date

Line chart

Dim's: Transaction, Year

Expression: Sum(Debit)

[balabhaskarqlik]

In script Create

  Dual(Year($1)&'-Q'&Num(Ceil(Num(Month($1))/3)),QuarterStart($1)) AS [YearQuarter]

Use this, in chart instead of Year dim.

Then your chart will be like this: