Story Board
| Story Board Name | Story Point Name | Dashboard/Worksheet | Dashboard/Worksheet Name |
|---|
|
|
 |
CRG Solutions |
| Tableau Workbook Name : HFC Analysis.twb |
|
|
CRG Solutions |
| Tableau Workbook Name : HFC Analysis.twb |
|
Counts |
|
|---|---|
| Dashboards # | 27 |
| Worksheets # | 268 |
| Data Source # | 2 |
| Data Source Filters # | 2 |
| Custom Sql # | 0 |
| Fields # | 69 |
| Calculated Fields # | 403 |
| Groups # | 7 |
| Hierarchies # | 0 |
| Parameters # | 4 |
| Sets # | 3 |
Data Source alias |
Data Source type |
Source |
Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name |
Field selection |
Field Wildcard |
Field Condition |
Field Limit |
Context Filter |
|---|---|---|---|---|---|
| Product | Selected from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
Dashboard Name |
Worksheet Name |
|---|---|
| Disbursement trend by borrower profile | Disbursement by borrower profile |
| Disbursement trend by borrower profile | YTD disbursement by Borrowerprofile |
| Disbursement trend by borrower profile | Borrower counts by borrower profile |
| Disbursement trend by borrower profile | Disb mix% by borrower profile |
| Disbursement trend by borrower profile | YTD Disb mix% Borrower profile 18-19 |
| Disbursement trend by borrower profile | YTD Disb mix% Borrower profile 19-20 |
| Disbursement trend by borrower profile | Growth % Label (5) |
| Disbursement trend by borrower profile | Growth % by borrower profile |
| Disbursement trend by borrower profile | YTD Growth% Borrower profile |
| Disbursement trend by borrower profile | Go Back Button |
| Disbursement trend by borrower profile | Home Button |
| Disbursement trend by borrower profile | Go Forward |
| Disbursement trend by LTV | Go Back Button |
| Disbursement trend by LTV | Home Button |
| Disbursement trend by LTV | Go Forward |
| Disbursement trend by LTV | LTV Bucket DIsbursements |
| Disbursement trend by LTV | YTD 18 LTV Bucket |
| Disbursement trend by LTV | YTD 19 LTV Bucket |
| Disbursement trend by LTV | Borrower counts for LTV Bucket |
| Disbursement trend by LTV | LTV Bucket Disb mix% |
| Disbursement trend by LTV | YTD 18 LTV Bucket Disb mix% |
| Disbursement trend by LTV | YTD 19 LTV Bucket DIsb mix% |
| Disbursement trend by LTV | Growth % Label LTV |
| Disbursement trend by LTV | Growth% of LTV |
| Disbursement trend by LTV | YTD Growth sub product type (2) |
| AUM & PAR analysis by LTV | AUM & PAR analysis by LTV |
| AUM & PAR analysis by LTV | Go Back Button |
| AUM & PAR analysis by LTV | Home Button |
| AUM & PAR analysis by LTV | Go Forward |
| AUM & PAR analysis by borrower profile | AUM & PAR analysis by borrower |
| AUM & PAR analysis by disbursement IRR | AUM & PAR analysis by disbursement IRR |
| AUM & PAR analysis by disbursement IRR | Go Back Button |
| AUM & PAR analysis by disbursement IRR | Home Button |
| AUM & PAR analysis by disbursement IRR | Go Forward |
| AUM & PAR analysis by state | AUM and PAR analysis by state |
| AUM & PAR analysis by state | Go Back Button |
| AUM & PAR analysis by state | Home Button |
| AUM & PAR analysis by state | Go Forward |
| AUM & PAR analysis by sub product type | AUM & PAR analysis by sub product type |
| AUM & PAR analysis by sub product type | Go Back Button |
| AUM & PAR analysis by sub product type | Home Button |
| AUM & PAR analysis by sub product type | Go Forward |
| AUM & PAR analysis by tenure | AUM & PAR analysis by tenure |
| AUM & PAR analysis by tenure | Go Back Button |
| AUM & PAR analysis by tenure | Home Button |
| AUM & PAR analysis by tenure | Go Forward |
| AUM trends for branches Branch Performance | AUM & PAR analysis by branch |
| AUM trends for branches Branch Performance | Go Back Button |
| AUM trends for branches Branch Performance | Home Button |
| AUM trends for branches Branch Performance | Go Forward |
| Dashboard 22 | Disbursement trend by sub product type (3) |
| Dashboard 22 | YTD 2019 sub product type |
| Dashboard 22 | YTD 2020 Sub Product type |
| Dashboard 22 | Disb cust count |
| Dashboard 22 | Disb mix% |
| Dashboard 22 | YTD 2019 disb mix% |
| Dashboard 22 | YTD 2020 disb mix% |
| Dashboard 23 | Disbursement trend by sub product type (4) |
| Dashboard 23 | YTD 2019 sub product type |
| Dashboard 23 | YTD 2020 Sub Product type |
| Dashboard 23 | YTD 2019 disb mix% |
| Dashboard 23 | YTD 2020 disb mix% |
| Dashboard List | IndoStar Button |
| Dashboard List | Monthly Disbursement trends Button |
| Dashboard List | Monthly AUM trends |
| Dashboard List | Disbursement trend by sub product type text |
| Dashboard List | Disbursement trend by state Button |
| Dashboard List | Disbursement trend by tenure |
| Dashboard List | Disbursement trend by LTV Button |
| Dashboard List | Disbursement trend by borrower profile button |
| Dashboard List | Disbursement trend by Disbursement IRR Button |
| Dashboard List | AUM & PAR analysis by sub product type Button |
| Dashboard List | AUM & PAR analysis by state button |
| Dashboard List | AUM & PAR analysis by tenure button |
| Dashboard List | AUM & PAR analysis by LTV Button |
| Dashboard List | AUM & PAR analysis by disbursement IRR text |
| Dashboard List | AUM & PAR analysis for branches branch performance Button |
| Dashboard List | Operational performance (1/3) |
| Dashboard List | Operational Performance (2/3) text |
| Disbursement Trend by | Disbursement Trend by Tenure1 |
| Disbursement Trend by State | Disbursement trend by state |
| Disbursement Trend by State | YTD disbursement by state |
| Disbursement Trend by State | Borrower Counts for State |
| Disbursement Trend by State | Disb mix % for State |
| Disbursement Trend by State | Disb mix% YTD 18-19 |
| Disbursement Trend by State | Disb mix% YTD 19-20 |
| Disbursement Trend by State | Growth % Label (2) |
| Disbursement Trend by State | disb trend by state growth |
| Disbursement Trend by State | YTD Growth for State |
| Disbursement Trend by State | Go Back Button |
| Disbursement Trend by State | Home Button |
| Disbursement Trend by State | Go Forward |
| Disbursement Trend by Tenure | Disbursement Trend by Tenure1 (3) |
| Disbursement Trend by Tenure | YTD disbursement by tenure |
| Disbursement Trend by Tenure | Borrower counts for tenure |
| Disbursement Trend by Tenure | Disb mix% for tenure |
| Disbursement Trend by Tenure | YTD disb mix % for tenure 18-19 |
| Disbursement Trend by Tenure | Growth % Label (3) |
| Disbursement Trend by Tenure | Growth% ure tenure |
| Disbursement Trend by Tenure | YTD disb mix % for tenure 19-20 |
| Disbursement Trend by Tenure | YTD Growth 19-20 for tenure |
| Disbursement Trend by Tenure | Go Back Button |
| Disbursement Trend by Tenure | Home Button |
| Disbursement Trend by Tenure | Go Forward |
| Disbursement trend by disbursement IRR | Disbursement trend by disbursement IRR |
| Disbursement trend by disbursement IRR | YTD disb IRR bucket |
| Disbursement trend by disbursement IRR | Borrower Counts for Disbursement IRR |
| Disbursement trend by disbursement IRR | Disb mix% Disbursement IRR |
| Disbursement trend by disbursement IRR | Disb mix% for disb IRR 18-19 |
| Disbursement trend by disbursement IRR | Disb mix% for disb IRR 19-20 |
| Disbursement trend by disbursement IRR | Growth % Label (2) |
| Disbursement trend by disbursement IRR | Growth % by IRR |
| Disbursement trend by disbursement IRR | YTD Growth% for IRR |
| Disbursement trend by disbursement IRR | Go Back Button |
| Disbursement trend by disbursement IRR | Home Button |
| Disbursement trend by disbursement IRR | Go Forward |
| Disbursement trend by sub product type | Disbursement trend by sub product type |
| Disbursement trend by sub product type | YTD Disb sub product type |
| Disbursement trend by sub product type | Borrower Counts for Sub Product type (2) |
| Disbursement trend by sub product type | Disb mix for Sub Product type |
| Disbursement trend by sub product type | YTD disbmix% for Sub product type 18-19 |
| Disbursement trend by sub product type | Growth % Label |
| Disbursement trend by sub product type | Growth% of Product Type |
| Disbursement trend by sub product type | YTD disbmix% for Sub product type 19-20 |
| Disbursement trend by sub product type | YTD Growth sub product type |
| Disbursement trend by sub product type | Go Back Button |
| Disbursement trend by sub product type | Home Button |
| Disbursement trend by sub product type | Go Forward |
| Indostar Analysis | MTD Logins |
| Indostar Analysis | Live Cust |
| Indostar Analysis | MTD sanctioned amt./ count |
| Indostar Analysis | MTD disbrsd amt./count |
| Indostar Analysis | ROI |
| Indostar Analysis | Insurance |
| Indostar Analysis | PF |
| Indostar Analysis | AUM |
| Indostar Analysis | Map |
| Indostar Analysis | Daily Trend by Product |
| Indostar Analysis | Sourcing Mix |
| Indostar Analysis | Channel Mix |
| Indostar Analysis | Top Deal Source |
| Indostar Analysis | Top 5 RM DECLARED/DELIVERED/DD |
| Indostar Analysis | Scheme |
| Indostar Analysis | LTV |
| Indostar Analysis | AUM Trend |
| Indostar Analysis | DPD Sheet |
| Indostar Analysis | Max Date |
| Indostar Analysis | Home Button |
| Indostar Analysis | Go Forward |
| Monthly AUM & PAR Trend | Monthly AUM Trend |
| Monthly AUM & PAR Trend | Go Back Button |
| Monthly AUM & PAR Trend | Home Button |
| Monthly AUM & PAR Trend | Go Forward |
| Monthly Disbursement Trend | Monthly Disbursement Trend updated |
| Monthly Disbursement Trend | Go Back Button |
| Monthly Disbursement Trend | Home Button |
| Monthly Disbursement Trend | Go Forward |
| Operational 2/3 | Operational Performance (2/3) |
| Operational 2/3 | Operational Performance (2/3) |
| Operational 2/3 | Operational Performance (2/3) |
| Operational 2/3 | Go Back Button |
| Operational 2/3 | Home Button |
| Operational 2/3 | Go Forward |
| Operational Performance (1/3) | Operational Perfoemance(1/3) |
| Operational Performance (1/3) | disbursements % |
| Operational Performance (1/3) | Operational Performance (1/3) |
| Operational Performance (1/3) | Go Back Button |
| Operational Performance (1/3) | Home Button |
| Operational Performance (1/3) | Go Forward |
| Operational Performance (1/3) | Login (Count) Housing Loan |
| Operational Performance (1/3) | YTD 18 Login (Count) Housing Loan |
| Operational Performance (1/3) | YTD 19 Login (Count) Housing Loan |
| Operational Performance (1/3) | Login (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Login (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Login (Count) Non Housing Loan |
| Operational Performance (1/3) | Sanction (Count) Housing Loan |
| Operational Performance (1/3) | YTD 18 Sanction (Count) Housing Loan |
| Operational Performance (1/3) | YTD 19 Sanction (Count) Housing Loan |
| Operational Performance (1/3) | Sanction (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Sanction (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Sanction (Count) Non Housing Loan |
| Operational Performance (1/3) | Disbursement (Count) Housing Loan |
| Operational Performance (1/3) | YTD 18 Disbursement (Count) Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursement (Count) Housing Loan |
| Operational Performance (1/3) | Disbursement (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Disbursement (Count) Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursement (Count) Non Housing Loan |
| Operational Performance (1/3) | Login (Value) Housing Laon |
| Operational Performance (1/3) | YTD 18 Login Housing Loan |
| Operational Performance (1/3) | YTD 19 Login Housing Loan |
| Operational Performance (1/3) | Login (Value) Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Login Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Login Non Housing Loan |
| Operational Performance (1/3) | Sanction (value) Housing Loan |
| Operational Performance (1/3) | YTD 18 Sanction Housing Loan |
| Operational Performance (1/3) | YTD 19 Sanction Housing Loan |
| Operational Performance (1/3) | Sanction (value) Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Sanction Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Sanction Non Housing Loan |
| Operational Performance (1/3) | Disbursement (Value) Housing loan |
| Operational Performance (1/3) | YTD 18 Disbursement Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursement Housing Loan |
| Operational Performance (1/3) | Disbursement (Value) Non Housing loan |
| Operational Performance (1/3) | YTD 18 Disbursement Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursement Non Housing Loan |
| Operational Performance (1/3) | Login to Sanction% (Housing Loan) P to Previous Month |
| Operational Performance (1/3) | Login to Sanction% (Housing Loan) Previous Month |
| Operational Performance (1/3) | Login to Sanction% (Housing Loan)Current Monthl |
| Operational Performance (1/3) | YTD 18 Login to Sanction% (Housing Loan) |
| Operational Performance (1/3) | YTD 19 Login to Sanction% (Housing loan) |
| Operational Performance (1/3) | Sanction to DIsb% (Housing Loan) P to Previous Month |
| Operational Performance (1/3) | Sanction to Disb% (Housing Loan) Previous Month |
| Operational Performance (1/3) | Sanction to Disb% (Housing Loan) Current Month |
| Operational Performance (1/3) | YTD 18 Sanction to Disb% (Housing Loan) |
| Operational Performance (1/3) | YTD 19 Sanction to Disb% (Housing Loan) |
| Operational Performance (1/3) | Login to DIsb% (Housing Loan) P to Previous Month |
| Operational Performance (1/3) | Login to Disb% (Housing Loan) Previous Month |
| Operational Performance (1/3) | Login to Disb% (Housing Loan) Current Month |
| Operational Performance (1/3) | YTD 18 Login to Disb% (Housing Loan) |
| Operational Performance (1/3) | YTD 19 Login to Disb% (Housing Loan) |
| Operational Performance (1/3) | P to Previous Login to Sanction% (NHL) |
| Operational Performance (1/3) | Previous Login to Sanction% (NHL) |
| Operational Performance (1/3) | Login to Sanction% (Non Housing Loan) |
| Operational Performance (1/3) | YTD 18 Login to Sanction (NHL) |
| Operational Performance (1/3) | YTD 19 Login to Sanction% (NHL) |
| Operational Performance (1/3) | P to Previous Sanction to DIsb% (NHL) |
| Operational Performance (1/3) | Previous Sanction to Disb% (NHL) |
| Operational Performance (1/3) | Sanction to Disb% (Non Housing Loan) |
| Operational Performance (1/3) | YTD 18 Sanction to Disb% (NHL) |
| Operational Performance (1/3) | YTD 19 Sanction to Disb% (NHL) |
| Operational Performance (1/3) | P to Previous login to Disb% (NHL) |
| Operational Performance (1/3) | Previous Login to Disb% (NHL) |
| Operational Performance (1/3) | Login to Disb% (Non Housing Loan) |
| Operational Performance (1/3) | YTD 18 Login to Disb% (NHL) |
| Operational Performance (1/3) | YTD 19 Login to Disb% (NHL) |
| Operational Performance (1/3) | Disbursal Trend % Housing Loan |
| Operational Performance (1/3) | YTD 18 Disbursal Trend % Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursal Trend % Housing Loan |
| Operational Performance (1/3) | Disbursal Trend % Non Housing Loan |
| Operational Performance (1/3) | YTD 18 Disbursal Trend % Non Housing Loan |
| Operational Performance (1/3) | YTD 19 Disbursal Trend % Non Housing Loan |
| Operational Performance (1/3) | Go Back Button |
| Operational Performance (1/3) | Home Button |
| Operational Performance (1/3) | Go Forward |
| Operational performance (2/3) | Date |
| Operational performance (2/3) | Login to Sanction (AVG) (housing Loan) |
| Operational performance (2/3) | Sanction to Disb (AVG) (housing Loan) |
| Operational performance (2/3) | Login to Disb (AVG) (housing Loan) |
| Operational performance (2/3) | YTD Login to Sanction (AVG) |
| Operational performance (2/3) | YTD Sanction to Disb (AVG) |
| Operational performance (2/3) | YTD Login to Disb (AVG) |
| Operational performance (2/3) | Date (2) |
| Operational performance (2/3) | Login to Sanction (NHL) |
| Operational performance (2/3) | Sanction to Disb (NHL) |
| Operational performance (2/3) | Login to Disb (NHL) |
| Operational performance (2/3) | YTD Login to Sanction (NHL) (AVG) |
| Operational performance (2/3) | YTD Sanction to Disb (NHL) (AVG) |
| Operational performance (2/3) | YTD Login to Disb (NHL) (AVG) |
| Operational performance (2/3) | Login to Disb Days (Housing Loan) |
| Operational performance (2/3) | Login to Disb Days YTD (Housing Loan) |
| Operational performance (2/3) | Login to Disb Days (Non Housing Loan) |
| Operational performance (2/3) | Login to Disb Days YTD (Non Housing Loan) |
| Operational performance (2/3) | Go Back Button |
| Operational performance (2/3) | Home Button |
| Operational performance (2/3) | Go Forward |
| PAR analysis by vintage | PAR analysis by Vintage |
| PAR analysis by vintage | 4 months since disbursement |
| PAR analysis by vintage | 6 months since disbursement |
| PAR analysis by vintage | 9 months since disbursement |
| PAR analysis by vintage | 12 months since disbursement |
| PAR analysis by vintage | 15 months since disbursement |
| PAR analysis by vintage | 18 months since disbursement |
| PAR analysis by vintage | 21 months since disbursement |
| Tabular Analysis | Login sact (3) |
| N/A | 90+ DPD% by State |
| N/A | 90+DPD% by Subproduct |
| N/A | AUM |
| N/A | AUM & PAR analysis by Branch |
| N/A | AUM & PAR analysis by LTV (2) |
| N/A | AUM & PAR analysis by branch |
| N/A | Borrower counts for LTV |
| N/A | Date (3) |
| N/A | Date (4) |
| N/A | Disb mix% for LTV |
| N/A | Disbursement trend by LTV Button |
| N/A | Disbursement trend by sub product type (2) |
| N/A | Growth % Label (4) |
| N/A | Growth% by LTV |
| N/A | Login to Disb (AVG) |
| N/A | Login to Disb - within days logic |
| N/A | Login to Sanction (AVG) Logic |
| N/A | MTD Disb. Trend |
| N/A | Operational Performance (1/3) button |
| N/A | Operational Performance (2/3) text |
| N/A | Operational Performance(3/3) |
| N/A | Sheet 126 |
| N/A | Sheet 135 |
| N/A | Sheet 136 |
| N/A | Sheet 143 |
| N/A | Sheet 148 |
| N/A | Sheet 151 |
| N/A | Sheet 152 |
| N/A | Sheet 153 |
| N/A | Sheet 154 |
| N/A | Sheet 155 |
| N/A | Sheet 156 |
| N/A | Sheet 237 |
| N/A | Sheet 238 |
| N/A | Sheet 252 |
| N/A | Sheet 254 |
| N/A | Sheet 257 |
| N/A | Sheet 265 |
| N/A | Sheet 266 |
| N/A | Sheet 267 |
| N/A | Sheet 268 |
| N/A | Sheet 37 |
| N/A | Sheet 38 |
| N/A | Sheet 39 |
| N/A | Sheet 51 |
| N/A | Sheet 52 |
| N/A | Sheet 77 |
| N/A | Sheet 78 |
| N/A | Sheet 81 |
| N/A | Sheet 82 |
| N/A | analysis by branch Vintage |
Data Source |
Source Database |
Table Name |
Field Name |
Remote Field |
Data Type |
Used |
Folder |
Dimension/ Measure |
Hidden |
|---|---|---|---|---|---|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Dump Date | Dump Date | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Total POS | Total POS | real | Yes | measure | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | LTV_on_Loan | LTV_on_Loan | real | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Record ID | RecordID | integer | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Monthly ROI | Monthly_ROI | real | Yes | measure | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | PF Monthly | PF_Monthly | real | Yes | measure | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | New Program Type | New Program Type | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | New Scheme | New Scheme | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | State | State | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Product | Product | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Scheme | Scheme | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Disbursed Amount | Disbursed Amount | real | Yes | measure | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Disbursal Date | Disbursal Date | datetime | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Deal Source Type | Deal Source Type | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Deal Source Name | Deal Source Name | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Program Type | Program Type | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Pmay/Apf | PMAY/APF | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | PF Day | PF Day | real | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | ROI Day | ROI Day | real | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Lead Generator Name | RM | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | First disbursal | First disbursal | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Disb Customer Count | Disb Customer Count | integer | Yes | measure | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Customer ID | Customer ID | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Login Date | Login Date | datetime | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Deal Number | Deal Number | string | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Sanctioned date | Sanctioned date | date | Yes | dimension | No | |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | HFCBI | Tbl_HFC_Login_Sancation_Disbursment_Data | Sync Date | SyncDate | datetime | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Customer ID | Customer ID | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Year Month | year_month | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Max Dump Date | Max_Dump Date | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Record ID | RecordID | integer | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Dump Date | Dump Date | date | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Loan Number | Loan Number | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Product | Product | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Scheme | Scheme | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Dump Status | Dump_Status | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | DPD | DPD | real | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Pos | POS | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Overdue POS | Overdue POS | integer | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Total POS | Total POS | real | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Branch | Branch | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | RM | RM | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | First disbursal | First disbursal | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | State | State | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | LTV_on_Loan | LTV_on_Loan | real | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Total Charges | Total Charges | real | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Sync Date | SyncDate | datetime | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | HFCBI | Tbl_HFC_Loan_Dump_Data | Max Dump Date Flag | Max_Dump_Date_Flag | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Customer ID | Customer ID | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Year Month | year_month | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Max Dump Date | Max_Dump Date | date | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Record ID | RecordID | integer | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Dump Date | Dump Date | date | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Loan Number | Loan Number | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Product | Product | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Scheme | Scheme | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Dump Status | Dump_Status | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | DPD | DPD | real | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Pos | POS | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Overdue POS | Overdue POS | integer | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Total POS | Total POS | real | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Branch | Branch | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | RM | RM | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | First disbursal | First disbursal | datetime | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | State | State | string | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | LTV_on_Loan | LTV_on_Loan | real | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Total Charges | Total Charges | real | Yes | measure | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Sync Date | SyncDate | datetime | Yes | dimension | No | |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | C:/Users/Admin/Desktop/SME_Requirement/BackUp/Daily Basis Backup/HFC/HFC new/federated_03n3bhk03mrgbh1eff39c0.hyper | Extract | Max Dump Date Flag | Max_Dump_Date_Flag | string | Yes | dimension | No |
Calculated Field Name |
Tableau Field Name |
Data Source Name |
Formula |
Used? |
|---|---|---|---|---|
| Day Fresh/Existing | MTD Fresh/Existing (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if DATEDIFF('day',[Select Date],[First disbursal])=0 or ISNULL([First disbursal]) THEN "FRESH" else "EXISTING" END | No |
| Day Weighted ROI | MTD Weighted ROI (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Day Loan*ROI ]/[Current Day loan for INS])/100 | Yes |
| %Growth Disb. Amt. Tabular | %Growth Disb. Amt. Tabular Report (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF NOT ( YEAR( [Disbursal Date] ) = YEAR( { FIXED : MAX( [Disbursal Date] ) } ) - 1 AND DATEPART( 'quarter', [Disbursal Date] ) = DATEPART( 'quarter', { FIXED : MAX( [Disbursal Date] ) } ) AND MONTH( [Disbursal Date] ) > MONTH( { FIXED : MAX( [Disbursal Date] ) } ) ) THEN [Disbursed Amount] END | Yes |
| +ve Dynamic growth disb.count | +ve Dynamic growth disb.amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth disb.count]>0 THEN "â–²" END | Yes |
| +ve Dynamic growth sanct.amt. | +ve Dynamic growth logins (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth sanctioned amt]>0 THEN "â–²" END | Yes |
| -ve Dynamic growth logins | +ve Dynamic growth logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth Logins]<0 THEN "â–¼" END | Yes |
| +ve Dynamic growth disb.amt. | +ve Dynamic growth sanct.amt. (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic growth disb.amt.]>0 THEN "â–²" END | Yes |
| +ve Dynamic growth sanct.count | +ve Dynamic growth sanct.amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth sanctioned count]>0 THEN "â–²" END | Yes |
| -ve Dynamic growth disb.count | -ve Dynamic growth disb.amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth disb.count]<0 THEN "â–¼" END | Yes |
| -ve Dynamic growth sanct.amt. | -ve Dynamic growth logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth sanctioned amt]<0 THEN "â–¼" END | Yes |
| -ve Dynamic growth disb.amt. | -ve Dynamic growth sanct.amt. (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic growth disb.amt.]<0 THEN "â–¼" END | Yes |
| -ve Dynamic growth sanct.count | -ve Dynamic growth sanct.amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth sanctioned count]<0 THEN "â–¼" END | Yes |
| 18 months since disbursement | 12 months since disbursement (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "18" | Yes |
| Amount of Insurance | Amount of Disbursment (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD Insurance.] else [Current Day Insurance] END | Yes |
| Amount of PF | Amount of Disbursment (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD PF] else [Current Day PF] END | Yes |
| Amount of W ROI | Amount of Disbursment (copy 4) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [ MTD Weighted ROI] else [ Day Weighted ROI] END | Yes |
| Amount of loan for INS | Amount of Disbursment (copy 5) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD Loan for INS] else [Current Day loan for INS] END | Yes |
| Amount of Sanctioned | Amount of Disbursment (copy 6) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD sanctioned amt.] else [Current Day sanctioned amt] END | Yes |
| Till Amount of Disbursment | Amount of Disbursment (copy 7) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [universal till month] else [universal till day] END | Yes |
| Insurance % | Amount of Insurance (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Amount of Insurance ]/[Amount of loan for INS] | Yes |
| Current YTD Logins | Calculation_105553159717945344 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('year', [Login Date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) | No |
| Tenure Bucket | Calculation_1055812679386230790 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END | Yes |
| Login to Disb (Days) | Calculation_110901156284735490 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Disbursal Date],[Login Date])) | Yes |
| Current Month Disbursal Date | Calculation_110901156285456387 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND DATEPART('month',[Disbursal Date]) = DATEPART('month',DATEADD('month',-1,{max([Disbursal Date])})) | No |
| Sanction to Disb (Days) | Calculation_110901156294705158 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Disbursal Date],[Sanctioned date])) | Yes |
| Calculation2 | Calculation_1153202995485773824 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Application Form Number]) | No |
| Count of login | Calculation_1235393687773675524 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD Logins] else [Current Day Logins] END | Yes |
| Disb. IRR Bucket | Calculation_135952460414386180 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END | Yes |
| Login (Count) | Calculation_189151194140160000 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) | Yes |
| Login (Count) text | Calculation_189151194140725249 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login (Count)" | Yes |
| Sanction (Count) | Calculation_189151194143293443 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) | Yes |
| Sanction (Count) text | Calculation_189151194144194564 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Sanction (Count)" | Yes |
| Disbursement (Count) | Calculation_189151194149720069 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} | Yes |
| Disbursement Count text | Calculation_189151194151501830 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement (Count)" | Yes |
| Blank | Calculation_201536140290269186 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "" | Yes |
| Disbursal Trend (%) | Calculation_201536140349366278 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <= 15 THEN "1-15th of Month" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <= 24 THEN "16-24th of Month" ELSEIF DAY([Disbursal Date]) >= 25 AND DAY([Disbursal Date]) <= [month end -1] THEN "25th – Penultimate Day" ELSEIF DAY([Disbursal Date]) <= [month end] THEN "End Day of the Month" END | Yes |
| month end | Calculation_201536140366409738 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) | Yes |
| month end -1 | Calculation_201536140367089675 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INT([month end]-1) | Yes |
| Disbursed amount % | Calculation_201536140375560204 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) | Yes |
| Previous Month Login to Sanction | Calculation_218143122726211584 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous month Sanctioned Date (Non Housing Loan) (AVG)],[Previous month Login Date (Non Housing Loan) (AVG)])) | Yes |
| P to Previous Login to Sanction (AVG) | Calculation_218143122727583745 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous month Sanctioned Date (Non Housing Loan) (AVG)],[P to Previous month Login Date (Non Housing Loan) (AVG)])) | Yes |
| YTD Login to Sanction (NHL) (AVG) | Calculation_218143122736328707 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Sanctioned date (NHL)],[YTD 19 Login date (NHL)])) | Yes |
| YTD Sanction to Disb (NHL) | Calculation_218143122737131524 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Disbursed date (NHL)],[YTD 19 Sanctioned date (NHL)])) | Yes |
| YTD Login to Disb (NHL) | Calculation_218143122737815557 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Disbursed date (NHL)],[YTD 19 Login date (NHL)])) | Yes |
| product group | Calculation_256986712423161858 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scheme] = "ADDITIONAL TOP UP" AND [Product] = "HOME LOAN" THEN [Product (group)] = "Non Housing" END | No |
| Customer Count | Calculation_256986712491036678 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END | Yes |
| Percentage disbursment amount | Calculation_260927345282961409 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) | Yes |
| Till amount of Day loan amount | Calculation_302585610803367939 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Login Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Login Date]) <= ([Parameters].[Select Date]) THEN [Day Loan Amount]/1e7 END | No |
| Till amount of Sanctioned amount | Calculation_302585610804191238 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Sanctioned date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Sanctioned date]) <= ([Parameters].[Select Date]) THEN [Sanction Amount]/1e7 END | No |
| login to Disb % fixed date amount | Calculation_302585610804445191 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Fixed Calc - month wise login value (copy)]/[Fixed Calc - Quarter (copy)])/100 | No |
| percentage disbursed amount if null | Calculation_334110797602422786 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IFNULL( [Percentage disbursment amount], PREVIOUS_VALUE(0) ) | Yes |
| Forward | Calculation_335799709474172928 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Forward" | Yes |
| Home | Calculation_335799709477900289 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Main Menu" | Yes |
| Go Back | Calculation_335799709478887426 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Back" | Yes |
| MaxDate | Calculation_388998476905918477 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | {MAX([Disbursal Date])} | Yes |
| Row Level Security | Calculation_437975127101136896 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (USERNAME() = 'nhussain@indostarcapital.com' AND [Branch] = 'MUMBAI ANDHERI' OR [Branch] = 'MUMBAI KALYAN' OR [Branch] = 'MUMBAI VIRAR') OR (USERNAME() = 'aparikh@indostarcapital.com' AND [Branch] = 'DELHI GHAZIABAD' OR [Branch] = 'DELHI PITHAMPURA') | No |
| Count login oper. 1/3 | Calculation_447826736017346561 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Application Form Number]) | Yes |
| Sanction(count) | Calculation_447826736056668164 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //INT(IF MONTH([Sanctioned date]) > MONTH([Login Date]) THEN [Application Form Number] ELSE [Application Form Number] END) COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) | Yes |
| Current MTD Logins | Calculation_530580344873082880 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('month', [Login Date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) | Yes |
| Donut | Calculation_530580344929656849 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | avg(0) | Yes |
| Disbursed amt.% | Calculation_530580344932212756 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Disbursed Amount]/10000000 | No |
| test | Calculation_578994036588032001 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Customer Count])/[Count of login] | No |
| cal | Calculation_578994036592455683 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Application Form Number]) | Yes |
| count of measure | Calculation_590534528001253376 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNT([federated.03n3bhk03mrgbh1eff39c0uy2klh].[DPD Bucket]) | No |
| Current Month | Calculation_666251326448455681 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Current Month -3 | Calculation_666251326448640002 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Current Month Growth% | Calculation_666251326448848899 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (sum([Current Month])/sum([Current month -2]))-1 | Yes |
| P to Previous Month | Calculation_666251326449463300 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| P to Previous Month Growth% | Calculation_666251326449741829 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (sum([P to Previous Month])/sum([Current Month -4]))-1 | Yes |
| Previous Month | Calculation_666251326449885190 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Previous Month Growth% | Calculation_666251326450020359 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (sum([Previous Month])/sum([Current Month -3]))-1 | Yes |
| Growth | Calculation_666251326461349897 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Growth%" | Yes |
| Current Month -4 | Calculation_666251326478450698 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Current month -2 | Calculation_666251326516543500 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Borrower Counts | Calculation_680888030255243278 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Borrower Counts" | Yes |
| check 1 | Calculation_680888030255837199 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF ISNULL([Customer Count]) THEN 0 END | No |
| Disbursements | Calculation_680888030258237456 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursements" | No |
| Disb mix% | Calculation_680888030258982929 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disb mix%" | Yes |
| New Fresh/Existing | Calculation_68679918313902080 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Fresh/Existing (copy)] else [ MTD Fresh/Existing (copy)] END | No |
| Product Tabular | Calculation_695243233812201472 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Product]= 'COMMERCIAL PROPERTY PURCHASE RETAIL' THEN 'Non Housing Loan' ELSEIF [Product]= 'HOME LOAN' THEN 'Housing Loan' ELSEIF [Product]= 'HOME LOAN RETAIL' THEN 'Housing Loan' ELSEIF [Product]= 'LAP' THEN 'Non Housing Loan' ELSEIF [Product]= 'LAP RETAIL' THEN 'Non Housing Loan' END | No |
| Previous Quarter | Calculation_695243233825013762 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Disbursal Date]=DATEADD('quarter',-1,#2018-07-01#) | No |
| Current Quarter Disb. Amt | Calculation_695243233826766852 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF DATEDIFF('quarter', [Disbursal Date], [Select Date])=1 THEN [Disbursed Amount] END) | No |
| Fiscal Year 19-20 Start | Calculation_721701908512874496 1 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") | Yes |
| Fiscal Year 18-19 Start | Calculation_721701908512874496 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") | Yes |
| Fiscal year END 18-19 | Calculation_721701908512997377 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") | Yes |
| YTD Logic 18-19 | Calculation_721701908513112066 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Disbursal Date] >= [Fiscal Year 18-19 Start] AND [Disbursal Date] <= [Fiscal year END 18-19] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Disbursed amt 18-19 | Calculation_721701908513271811 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19] = "TRUE" THEN [Disbursed Amount]/1e7 END | Yes |
| Disbursal amount replace if null | Calculation_721701908525133831 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IFNULL( SUM( IF [Disbursal Date] >= [Disbursal Date] THEN [Disbursed Amount] END ), PREVIOUS_VALUE(0) ) | Yes |
| 4 months since disbursement | Calculation_743656946812198915 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "4" | Yes |
| 6 months since disbursement | Calculation_743656946813485061 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "6" | Yes |
| 9 months since disbursement | Calculation_743656946814566408 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "9" | Yes |
| 12 months since disbursement | Calculation_743656946815287306 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "12" | Yes |
| 15 months since disbursement | Calculation_743656946815864844 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "15" | Yes |
| 21 months since disbursement | Calculation_743656946824110096 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "21" | Yes |
| Disbursement amount text | Calculation_743656946827288594 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement amount" | Yes |
| Tat percentile | Calculation_743656946838392851 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= [month end] THEN "90%" END | Yes |
| Fixed IRR for Bucket | Calculation_745064310720299010 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ({ FIXED [Product (group)]:[ MTD Weighted ROI]})*100 | No |
| logins(Value) | Calculation_746190220553379840 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Day Loan Amount] | No |
| Login to Sanction % | Calculation_746190220561248261 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM([Sanction Amount])/SUM([Day Loan Amount]) | Yes |
| Sanction to Disb % | Calculation_746190220564217862 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM([Disbursed Amount])/SUM([Sanction Amount]) | Yes |
| Login to Disb % | Calculation_746190220565405704 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM([Disbursed Amount])/SUM([Day Loan Amount]) | Yes |
| login to disb Days Bucket | Calculation_746190220592443403 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END | Yes |
| Login to disb date | Calculation_746190220599615500 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INT([Disbursal Date]-[Login Date]) | No |
| Number of DSA | Calculation_746190220609921037 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([DSA Name]) | Yes |
| Login Value (Non Housing Loan) | Calculation_763923099023716352 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END | Yes |
| Current Login Value (Non Housing Loan) | Calculation_763923099024707586 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [Login Value (Non Housing Loan)]/1e7 END | Yes |
| Current Sanction Value (Non Housing Loan) | Calculation_763923099025432580 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Sanction Value (Non Housing Loan)]/1e7 END | Yes |
| Current Disbursement Value (Non Housing Loan) | Calculation_763923099026124805 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Disbursement Value (Non Housing Loan)]/1e7 END | Yes |
| Login to Sanction% (Non Housing Loan) | Calculation_763923099026456582 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Sanction Value (Non Housing Loan)])/SUM([Current Login Value (Non Housing Loan)]))/100 | Yes |
| Sanction to Disb% | Calculation_763923099027222535 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Disbursement Value (Non Housing Loan)])/SUM([Current Sanction Value (Non Housing Loan)]))/100 | Yes |
| Login to Disb% (Non Housing Loan) | Calculation_763923099028221960 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Disbursement Value (Non Housing Loan)])/SUM([Current Login Value (Non Housing Loan)]))/100 | Yes |
| Previous Login Value (Non Housing Loan) | Calculation_763923099029602313 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END | Yes |
| Previous Login Value (NHL) | Calculation_763923099029917706 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [Previous Login Value (Non Housing Loan)]/1e7 END | Yes |
| Previous Sanction Value (NHL) | Calculation_763923099031990283 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Previous Sanction Value (Non Housing Loan)]/1e7 END | Yes |
| Previous Disbursement Value (Non Housing Loan) | Calculation_763923099032317964 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount] END | Yes |
| Previous Disbursement Value (NHL) | Calculation_763923099032621069 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Previous Disbursement Value (Non Housing Loan)]/1e7 END | Yes |
| Previous Login to Sanction% (NHL) | Calculation_763923099033059342 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Sanction Value (NHL)])/SUM([Previous Login Value (NHL)]))/100 | Yes |
| Previous Sanction to Disb% (NHL) | Calculation_763923099033755663 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Disbursement Value (NHL)])/SUM([Previous Sanction Value (NHL)]))/100 | Yes |
| previous Login to Disb% (NHL) | Calculation_763923099034812432 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Disbursement Value (NHL)])/SUM([Previous Login Value (NHL)]))/100 | Yes |
| P to Previous month Login Value (Non Housing Loan) | Calculation_763923099038883857 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END | Yes |
| P to Previous Login value(NHL) | Calculation_763923099039297554 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [P to Previous month Login Value (Non Housing Loan)]/1e7 END | Yes |
| P to Previous Sanction Value(NHL) | Calculation_763923099039875091 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [P to Previous month Sanction Value (Non Housing Loan)]/1e7 END | Yes |
| P to Previous Disbursement Value(NHL) | Calculation_763923099040460820 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [P to Previous month Disbursement Value (Non Housing Loan)]/1e7 END | Yes |
| P to Previous Login to Sanction% (NHL) | Calculation_763923099040804885 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous Sanction Value(NHL)])/SUM([P to Previous Login value(NHL)]))/100 | Yes |
| P to Previous Sanction to Disb% (NHL) | Calculation_763923099041472534 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous Disbursement Value(NHL)])/SUM([P to Previous Sanction Value(NHL)]))/100 | Yes |
| P to Previous Login to Disb% (NHL) | Calculation_763923099042058263 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous Disbursement Value(NHL)])/SUM([P to Previous Login value(NHL)]))/100 | Yes |
| YTD 18 login value (NHL) | Calculation_763923099048837144 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount]/1e7 END | Yes |
| YTD 18 Login to Sanction (NHL) | Calculation_763923099051778074 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 18 Sanction value (NHL)])/SUM([YTD 18 login value (NHL)]))/100 | Yes |
| YTD 18 Sanction to Disb% (NHL) | Calculation_763923099052285979 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 18 Disbursement value (NHL)])/SUM([YTD 18 Sanction value (NHL)]))/100 | Yes |
| YTD 18 Login to Disb% (NHL) | Calculation_763923099052728348 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 18 Disbursement value (NHL)])/SUM([YTD 18 login value (NHL)]))/100 | Yes |
| YTD 19 Login to Sanction% (NHL) | Calculation_763923099054276637 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 19 Sanction value (NHL)])/SUM([YTD 19 Sanction value (NHL)]))/100 | Yes |
| YTD 19 Sanction to Disb% (NHL) | Calculation_763923099054923806 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 19 Disbursement value (NHL)])/SUM([YTD 19 Sanction value (NHL)]))/100 | Yes |
| YTD 19 Login to Disb% (NHL) | Calculation_763923099055587359 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD 19 Disbursement value (NHL)])/SUM([YTD 19 login value (NHL)]))/100 | Yes |
| Login to Sanction (AVG) | Calculation_789255850204360705 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login to Sanction (AVG)" | Yes |
| Sanction to Disb (AVG) | Calculation_789255850206887938 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Sanction to Disb (AVG)" | Yes |
| Login to Disb (Avg) text | Calculation_789255850218643459 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login to Disb (Avg)" | Yes |
| Sanction (Value) text | Calculation_800233368945774593 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Sanction (Value)" | Yes |
| Disbursement (Value) text | Calculation_800233368971702282 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement (Value)" | Yes |
| End day of the month | Calculation_800233368975405070 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DAY([Disbursal Date]) = [month end] THEN "End day of the Month" END | No |
| Login (Value) text | Calculation_801922218499686401 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login (Value)" | Yes |
| Day Loan Amount / 1cr | Calculation_815714544416841728 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Day Loan Amount]/1e7 | No |
| Sanction amount / 1cr | Calculation_815714544416964609 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Sanction Amount]/1e7 | No |
| Login to Sanction (month wise) | Calculation_821906943889260548 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Month Sanction Value])/SUM([Current Month login Value]))/100 | Yes |
| Current Login Value | Calculation_821906943908237319 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END | Yes |
| Current Month login Value | Calculation_821906943909179401 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [Current Login Value]/1e7 END | Yes |
| Previous Login Value | Calculation_821906943915782154 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END | Yes |
| Login to Disb% Current Month | Calculation_821906943920263180 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Month Disbursement Value])/SUM([Current Month login Value]))/100 | Yes |
| Previous Month Login to Sanction% | Calculation_821906943921668109 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Month Sanction Value])/SUM([Previous Month Login Value]))/100 | Yes |
| P to Previous Login Value | Calculation_821906943936028691 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END | Yes |
| P to Previous month Login Value | Calculation_821906943936249876 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [P to Previous Login Value]/1e7 END | Yes |
| P to Previous Sanction Value | Calculation_821906943936999445 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount] END | Yes |
| P to Previous Month Sanction value | Calculation_821906943937404950 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [P to Previous Sanction Value]/1e7 END | Yes |
| Login to Sanction% P to P | Calculation_821906943937695767 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous Month Sanction value])/SUM([P to Previous month Login Value]))/100 | Yes |
| P to Previous Disbursemnet Value | Calculation_821906943938142232 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount] END | Yes |
| P to Previous month Disbursement Value | Calculation_821906943938330649 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [P to Previous Disbursemnet Value]/1e7 END | Yes |
| Sanction to Disb% P to P | Calculation_821906943938588698 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous month Disbursement Value])/SUM([P to Previous Month Sanction value]))/100 | Yes |
| Login to Disb% P to P | Calculation_821906943940124699 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([P to Previous month Disbursement Value])/SUM([P to Previous month Login Value]))/100 | Yes |
| YTD Login Value 18 (Housing Loan) | Calculation_821906943956414496 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount]/1e7 END | Yes |
| YTD 18 Login to Sanction% (Housing Loan) | Calculation_821906943959240738 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Sanction Value 18 (Housing Loan)])/SUM([YTD Login Value 18 (Housing Loan)]))/100 | Yes |
| YTD 18 Sanction to Disb% (Housing Loan) | Calculation_821906943960932387 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Disbursement Value 18 (Housing Loan)])/SUM([YTD Sanction Value 18 (Housing Loan)]))/100 | Yes |
| YTD 18 Login to Disb% (Housing Loan) | Calculation_821906943961665572 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Disbursement Value 18 (Housing Loan)])/SUM([YTD Login Value 18 (Housing Loan)]))/100 | Yes |
| YTD 19 Login to Sanction% (Housing Loan) | Calculation_821906943978287142 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Sanction Value 19 (Housing Loan)])/SUM([YTD Login Value 19 (Housing Loan)]))/100 | Yes |
| YTD 19 Sanction to Disb% (Housing Loan) | Calculation_821906943979094055 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Disbursement Value 19 (Housing Loan)])/SUM([YTD Sanction Value 19 (Housing Loan)]))/100 | Yes |
| YTD 19 Login to Disb% (Housing Loan) | Calculation_821906943979667496 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([YTD Disbursement Value 19 (Housing Loan)])/SUM([YTD Login Value 19 (Housing Loan)]))/100 | Yes |
| login to Disb % (test) | Calculation_825284639424430082 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Customer Count Borrower count]/[Customer count Loan dump] | Yes |
| Logins Count (Validated) | Calculation_825284639427682309 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Application Form Number]) | No |
| Customer count(Test) | Calculation_825284639428558855 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Customer ID]) | No |
| Customer count Loan dump | Calculation_825284639430352904 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNT([federated.03n3bhk03mrgbh1eff39c0uy2klh].[Customer ID]) | Yes |
| Quarter Calculation | Calculation_829225322750869504 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATE(DATEPART('quarter', [Disbursal Date])) | No |
| Fixed Calc - Quarter | Calculation_829225322751262721 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | { FIXED [Quarter Calculation]: SUM([Disbursed Amount])} | No |
| % Growth Qtr Disb Amt | Calculation_829225322756067330 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Quarter Disb. Amt]/[Current Quarter Disb. Amt (copy)])-1 | No |
| Disbursement trend by LTV text | Calculation_835699269155049480 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement trend by LTV" | Yes |
| Disbursement trend by borrower profile text | Calculation_835699269155405833 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement trend by borrower profile" | Yes |
| YTD text 18 | Calculation_850335904859860993 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "YTD 18" | Yes |
| previous12months | Calculation_852587760737558529 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATEDIFF('month',[Disbursal Date],TODAY())<=12 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 | Yes |
| Previous3monthsDisbDate-refered | Calculation_852587760749436932 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 | Yes |
| (ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) | Calculation_879327845164916736 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) | Yes |
| Growth % (Disbursed Amount) | Calculation_879327845169086465 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (ZN(SUM([Disbursed Amount])) - LOOKUP(ZN(SUM([Disbursed Amount])), -1)) / ABS(LOOKUP(ZN(SUM([Disbursed Amount])), -1)) | Yes |
| Last 3 months (growth) | Calculation_879327845169967106 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LAST() < 3 | Yes |
| Growth | Calculation_885238806966480896 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) | No |
| test Current month | Calculation_885238806975729666 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (([Current month -1]-[Current Month]/[Current month -1]*100))/1e7-1 | Yes |
| MTD Weighted ROI | Calculation_894808966349017094 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD Loan*ROI ]/[Current MTD Loan for INS])/100 | Yes |
| Login to Sanction (Days) | Calculation_931963662344372226 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Sanctioned date],[Login Date])) | Yes |
| YTD 19 Disbursed date | Calculation_940407912752545792 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursal Date] END | Yes |
| Login to Sanction (AVG) (Housing Loan) | Calculation_940407912753418241 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Sanctioned date],[YTD 19 Login date])) | No |
| YTD 19 Login to Sanction (AVG) (Housing Loan) | Calculation_940407912754106370 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Sanctioned date],[YTD 19 Login date])) | Yes |
| Current Month Disbursal Date (Non Housing Loan) | Calculation_940407912759894019 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END | Yes |
| Previous month Disbursal Date (Non Housing Loan) (AVG) | Calculation_940407912760782852 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END | Yes |
| P to Previous Month Login to Sanction (AVG) (NHL) | Calculation_940407912763928584 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous month Sanctioned Date (Non Housing Loan) (AVG)],[P to Previous month Login Date (Non Housing Loan) (AVG)])) | No |
| LTV Bucket | Calculation_94857079143546880 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END | Yes |
| Login to Sanction% text | Calculation_94857079147597829 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login to Sanction %" | Yes |
| Sanction to Disb% text | Calculation_94857079147892742 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Sanction to Disb %" | Yes |
| Login to Disb% text | Calculation_94857079148056583 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Login to Disb %" | Yes |
| Customer Count Borrower count | Calculation_952792857447288833 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD([Customer Count]) | Yes |
| Disbursement trend by LTV (Text) | Calculation_953637238734950400 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Disbursement trend by LTV" | Yes |
| Operational Performance (1/3) | Calculation_953637238745915393 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Operational Performance(1/3)" | Yes |
| Operational performance(2/3) text | Calculation_953637238749229058 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "Operational Performance (2/3)" | Yes |
| Test Quarter | Calculation_955889064752967686 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Disbursement Quarter]= "Q1" THEN [Set 1] ELSEIF [Parameters].[Disbursement Quarter]= "Q2" THEN [Set 1] ELSEIF [Parameters].[Disbursement Quarter]= "Q3" THEN [Set 1] ELSEIF [Parameters].[Disbursement Quarter]= "Q4" THEN [Set 1] END | No |
| Growth wrt MTD logins | Calculation_978688515572670464 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD Logins]/[Previous MTD Logins ])-1 | Yes |
| Dynamic Growth Logins | Calculation_978688515574517761 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scope]= "MTD" THEN [Growth wrt MTD logins] ELSE [Growth wrt DAY logins] END | Yes |
| Growth wrt MTD sanctioned amt. | Calculation_978688515577044994 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD sanctioned amt.]/[Previous MTD sanctioned amt.])-1 | Yes |
| Growth wrt DAY sanctioned amt. | Calculation_978688515579342851 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Current Day sanctioned amt]/[Previous Day sanctioned amt ]-1 | Yes |
| Dynamic Growth sanctioned amt | Calculation_978688515579613188 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scope]= "MTD"THEN [Growth wrt MTD sanctioned amt.] ELSE [Growth wrt DAY sanctioned amt.] END | Yes |
| Growth wrt MTD sanctioned count | Calculation_978688515580977157 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD sanctioned count]/[Previous MTD sanctioned count ])-1 | Yes |
| Growth wrt DAY sanctioned count | Calculation_978688515581427718 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Day sanctioned count]/[Previous Day sanctioned count ])-1 | Yes |
| Dynamic Growth sanctioned count | Calculation_978688515581603847 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]= "MTD" THEN [Growth wrt MTD sanctioned count] ELSE [Growth wrt DAY sanctioned count] END | Yes |
| Growth wrt MTD disb.amt. | Calculation_978688515583541256 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD Disbursement amt.]/ [Previous MTD Disbursement amt.])-1 | Yes |
| Growth wrt DAY disb.amt. | Calculation_978688515584028681 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Day Disbursement amt]/[Previous Day Disbursement amt])-1 | Yes |
| Dynamic growth disb.amt. | Calculation_978688515584196618 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scope]= "MTD" THEN [Growth wrt MTD disb.amt.] ELSE [Growth wrt DAY disb.amt.] END | Yes |
| Growth wrt MTD disb.count | Calculation_978688515584491531 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current MTD Disbursement count]/[Previous MTD Disbursement count])-1 | Yes |
| Growth wrt DAY disb.count | Calculation_978688515584716812 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Day Disbursement count]/ [Previous Day Disbursement count])-1 | Yes |
| Dynamic Growth disb.count | Calculation_978688515584905229 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Scope]= "MTD" THEN [Growth wrt MTD disb.count] ELSE [Growth wrt DAY disb.count] END | Yes |
| Month/Day wise trend | Calculation_978688515587702798 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //DATE(IF [Scope]= "MTD" THEN DATEPART('month', [Disbursal Date]) //ELSE DATEPART('day', [Disbursal Date]) //END) STR(if [Scope]= "MTD" THEN DATENAME('month', [Disbursal Date]) ELSE DATENAME('day', [Disbursal Date]) END) | Yes |
| DSA Name | Calculation_978688515630006292 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Deal Source Name] | Yes |
| Sort by Disb.# & value | Calculation_978688515631398934 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | CASE [Sort By :] WHEN "Disbursement #" THEN [Count of Disbursment] WHEN "Disbursement value" THEN [Amount of Disbursment ] END | No |
| universal till month | Calculation_978688515910348832 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Disbursal Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Disbursal Date]) <= ([Parameters].[Select Date]) THEN [Disbursed Amount] END | Yes |
| +ve Dynamic growth logins | Calculation_978688515938463782 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Dynamic Growth Logins]>0 THEN "â–²" END | Yes |
| Calculation1 | Calculation_990791928899039233 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DATE([Login Date]) >= DATE(STR(YEAR(TODAY())) + "-04-01") AND DATE([Login Date]) <= DATE(STR(YEAR(TODAY()))+ "-04-30") | No |
| Count of Sanctioned | Count of Disbursment (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD sanctioned count] else [Current Day sanctioned count] END | Yes |
| Amount of Disbursment | Count of Disbursment (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD Disbursement amt.] else [Current Day Disbursement amt] END | Yes |
| Count of Disbursment | Count of login (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [Scope]="MTD" then [Current MTD Disbursement count] else [Current Day Disbursement count] END | Yes |
| Current MTD Loan for INS | Current Day Disb for INS (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 AND (DATEDIFF('month', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [Month Loan Amount] END) | Yes |
| Previous Day Disbursement amt | Current Day Disbursement amt (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=1 THEN [Disbursed Amount] END) | Yes |
| Previous Day Disbursement count | Current Day Disbursement count (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=1 THEN [Loan Number] END) | Yes |
| Previous Day Logins | Current Day Logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] //AND DATEDIFF('month', [Login Date], [Select Date])=0 AND DATEDIFF('day', [Login Date], [Parameters].[Select Date])=1 THEN [Application Form Number] END) | Yes |
| Previous Day sanctioned amt | Current Day sanctioned amt (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Sanctioned date]<= [Select Date] //AND DATEDIFF('month', [Sanctioned date], [Select Date])=0 AND DATEDIFF('day', [Sanctioned date], [Parameters].[Select Date])=1 THEN [Sanction Amount] END) | Yes |
| Previous Day sanctioned count | Current Day sanctioned count (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Sanctioned date]<= [Select Date] //AND DATEDIFF('month', [Sanctioned date], [Select Date])=0 AND DATEDIFF('day', [Sanctioned date], [Parameters].[Select Date])=1 THEN [Application Form Number] END) | Yes |
| Current Disbursement Value | Current Login Value (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount] END | Yes |
| Current Sanction Value | Current Login Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-1,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount] END | Yes |
| Previous MTD Disbursement amt. | Current MTD Disbursement amt. (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])= 1 AND [Disbursal Date]<= dateadd('month',-1, [Parameters].[Select Date]) THEN [Disbursed Amount] END) | Yes |
| Current MTD Insurance. | Current MTD Disbursement amt. (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 THEN [INSURANCE AMOUNT] END) | Yes |
| Current Day Disbursement amt | Current MTD Disbursement amt. (copy 4) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=0 THEN [Disbursed Amount] END) | Yes |
| Current MTD PF | Current MTD Disbursement amt. (copy 5) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 AND (DATEDIFF('month', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [PF_Monthly]/1.18 END) | Yes |
| Current Day loan for INS | Current MTD Disbursement amt. (copy 7) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 AND DATEDIFF('day', [First disbursal], [Parameters].[Select Date])=0 AND (DATEDIFF('year', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [Day Loan Amount] END) | Yes |
| Current MTD Disbursement count | Current MTD Disbursement amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 THEN [Disb Customer Count] END) | Yes |
| Current Day Disbursement count | Current MTD Disbursement count (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=0 THEN [Disb Customer Count] END) | Yes |
| Disbursement(count) | Current MTD Disbursement count (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //SUM(IF [Disbursal Date]<= [Disbursal Date] //AND DATEDIFF('month', [Disbursal Date], [Disbursal Date])=0 //THEN [Disb Customer Count] //END) { FIXED [Product (group)],[Disbursal Date oper. performance]: COUNT([Disb Customer Count])} | Yes |
| Previous MTD Disbursement count | Current MTD Disbursement count (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])= 1 AND [Disbursal Date]<= dateadd('month',-1, [Parameters].[Select Date]) THEN [Loan Number] END) | Yes |
| Current Day Insurance | Current MTD Insurance. (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=0 THEN [INSURANCE AMOUNT] END) | Yes |
| Current MTD Loan*ROI | Current MTD Loan for INS (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 AND (DATEDIFF('month', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [Month Loan Amount]*[Monthly_ROI] END ) | Yes |
| Current Day Loan*ROI | Current MTD Loan*ROI (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 AND (DATEDIFF('day', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [Day Loan Amount]*[ROI Day] END ) | Yes |
| Previous MTD Logins | Current MTD Logins (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('month', [Login Date], [Parameters].[Select Date])= 1 AND [Login Date]<= dateadd('month',-1, [Parameters].[Select Date]) THEN [Deal Number] END) | Yes |
| Current Day Logins | Current MTD Logins (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] //AND DATEDIFF('month', [Login Date], [Select Date])=0 AND DATEDIFF('day', [Login Date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) | Yes |
| Current PMTD Logins | Current MTD Logins (copy 4) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('month', [Login Date], DATETRUNC('month',dateadd('month',-1,[Parameters].[Select Date])))=1 THEN [Application Form Number] END) | No |
| Current MTD sanctioned amt. | Current MTD Logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Sanctioned date]<= [Select Date] AND DATEDIFF('month', [Sanctioned date], [Parameters].[Select Date])=0 THEN [Sanction Amount] END) | Yes |
| Current Day PF | Current MTD PF (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('day', [Disbursal Date], [Parameters].[Select Date])=0 AND (DATEDIFF('day', [First disbursal], [Parameters].[Select Date])=0 OR ISNULL([First disbursal])) THEN [PF Day]/1.18 END) | Yes |
| Current MTD Disbursement amt. | Current MTD sanctioned amt. (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('month', [Disbursal Date], [Parameters].[Select Date])=0 THEN [Disbursed Amount] END) | Yes |
| Previous MTD sanctioned amt. | Current MTD sanctioned amt. (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | sum(IF [Sanctioned date]<= [Select Date] AND DATEDIFF('month', [Sanctioned date], [Parameters].[Select Date])= 1 AND [Sanctioned date]<= dateadd('month',-1, [Parameters].[Select Date]) THEN [Sanction Amount] END) | Yes |
| Current Day sanctioned amt | Current MTD sanctioned amt. (copy 4) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Sanctioned date]<= [Select Date] //AND DATEDIFF('month', [Sanctioned date], [Select Date])=0 AND DATEDIFF('day', [Sanctioned date], [Parameters].[Select Date])=0 THEN [Sanction Amount] END) | Yes |
| Current MTD sanctioned count | Current MTD sanctioned amt. (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Sanctioned date]<= [Select Date] AND DATEDIFF('month', [Sanctioned date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) | Yes |
| Current Day sanctioned count | Current MTD sanctioned count (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Sanctioned date]<= [Select Date] //AND DATEDIFF('month', [Sanctioned date], [Select Date])=0 AND DATEDIFF('day', [Sanctioned date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) | Yes |
| Previous MTD sanctioned count | Current MTD sanctioned count (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Sanctioned date]<= [Select Date] AND DATEDIFF('month', [Sanctioned date], [Parameters].[Select Date])= 1 AND [Sanctioned date]<= dateadd('month',-1, [Parameters].[Select Date]) THEN [Loan Number] END) | Yes |
| Previous Month Disbursal Date | Current Month Disbursal Date (Calculation) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Disbursal Date] END | Yes |
| Current Month Sanctioned Date (Non Housing Loan) | Current Month Disbursal Date (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-1,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Sanctioned date] END | Yes |
| Current Month Login Date | Current Month Disbursal Date (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Login Date] END | Yes |
| Current Month Sanctioned Date | Current Month Disbursal Date (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND DATEPART('month',[Sanctioned date]) = DATEPART('month',DATEADD('month',-1,{max([Sanctioned date])})) | No |
| Current Month Sanction Date | Current Month Disbursal Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-1,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanctioned date] END | Yes |
| Previous Month Login Value | Current Month Disbursement Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN [Previous Login Value]/1e7 END | Yes |
| Current Month Disbursal Date (Calculation) | Current Month Login Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Disbursal Date] END | Yes |
| Current Month Login to Disb (Days)(NHL) | Current Month Login to Disb (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Disbursal Date (Non Housing Loan)],[Current Month Login Date (Non Housing Loan)])) | Yes |
| Current Month Login to Sanction (Days)(NHL) | Current Month Login to Disb (Days)(NHL) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Sanctioned Date (Non Housing Loan)],[Current Month Login Date (Non Housing Loan)])) | Yes |
| Previous Month Login to Sanction (Days) | Current Month Login to Sanction (Days) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous Month Sanctioned date Date],[Previous Month Login Date])) | Yes |
| Current Month Sanction to Disb (AVG) (Housing Loan) | Current Month Login to Sanction (Days) (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Disbursal Date (Calculation)],[Current Month Sanction Date])) | Yes |
| Current Month Login to Disb (Days) | Current Month Login to Sanction (Days) (copy 4) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Disbursal Date (Calculation)],[Current Month Login Date])) | Yes |
| Previous Month Login to Sanction (Days) | Current Month Login to Sanction (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous Month Sanctioned date Date],[Previous Month Login Date])) | No |
| Current Month Sanction to Disb (Days)(NHL) | Current Month Login to Sanction (Days)(NHL) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Disbursal Date (Non Housing Loan)],[Current Month Sanctioned Date (Non Housing Loan)])) | Yes |
| Current Month Disbursement Value | Current Month Sanction Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Current Disbursement Value]/1e7 END | Yes |
| Current Month Login Date (Non Housing Loan) | Current Month Sanctioned Date (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Login Date] END | Yes |
| Current Month Sanction Value | Current Month login Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Current Sanction Value]/1e7 END | Yes |
| Previous Quarter Disb. Amt | Current Quarter Disb. Amt (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SUM(IF [Disbursal Date]<= [Select Date] AND DATEDIFF('quarter', [Disbursal Date], [Parameters].[Select Date])= 2 THEN [Disbursed Amount] END) | No |
| Previous YTD Logins | Current YTD Logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('year', [Login Date], [Parameters].[Select Date])= 1 THEN [Application Form Number] END) | No |
| Current month -1 | Current month -2 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END | Yes |
| Disbursal Date oper. performance | Disbursal Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Disbursal Date] | Yes |
| Disbursal Trend (%) done | Disbursal Trend (%) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <= 15 THEN "1-15th of Month" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <= 24 THEN "16-24th of Month" ELSEIF DAY([Disbursal Date]) >= 25 AND DAY([Disbursal Date]) <= 29 THEN "25th – Penultimate Day" ELSEIF DAY([Disbursal Date]) <= 30 AND DAY([Disbursal Date]) <= 31 THEN "End Day of the Month" END | Yes |
| Fiscal year END 19-20 | Fiscal year END 18-19 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(YEAR(TODAY())) + "-03-31") [MaxDate] | Yes |
| Fixed Calc - month wise login value | Fixed Calc - Quarter (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | { FIXED MONTH([Login Date]): SUM([Day Loan Amount])} | No |
| Fixed Calc - month wise Disbursement value | Fixed Calc - month wise Sanction value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | { FIXED MONTH([Disbursal Date]): SUM([Disbursed Amount])} | No |
| Fixed Calc - month wise Sanction value | Fixed Calc - month wise login value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | { FIXED MONTH([Sanctioned date]): SUM([Sanction Amount])} | No |
| MTD Fresh/Existing | Fresh/Existing (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if DATEDIFF('month',[Select Date],[First disbursal])=0 or ISNULL([First disbursal]) THEN "FRESH" else "EXISTING" END | No |
| Growth wrt DAY logins | Growth wrt MTD logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ([Current Day Logins]/[Previous Day Logins ])-1 | Yes |
| PF % | Insurance % (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | [Amount of PF]/([Amount of loan for INS]) | Yes |
| Disbursement Value (Non Housing Loan) | Login Value (Non Housing Loan) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount] END | Yes |
| Sanction Value (Non Housing Loan) | Login Value (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-1,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount] END | Yes |
| First Sanction to Approval | Login date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INT([Sanctioned date]-[Approval Date]) | No |
| Login to Disb (Avg) | Login to Disb % (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | AVG([Day Loan Amount])/AVG([Disbursed Amount]) | Yes |
| Login to Sanction (Avg) | Login to Sanction % (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | AVG([Day Loan Amount])/AVG([Sanction Amount]) | Yes |
| Current Month Login to Sanction (Days) | Login to Sanction (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Sanction Date],[Current Month Login Date])) | Yes |
| Sanction to Disb% (month wise) | Login to Sanction (month wise) (April) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Current Month Disbursement Value])/SUM([Current Month Sanction Value]))/100 | Yes |
| P to Previous Sanction to Disb (AVG) | P to Previous Login to Sanction (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous month Disbursal Date (Non Housing Loan) (AVG)],[P to Previous month Sanctioned Date (Non Housing Loan) (AVG)])) | Yes |
| P to Previous Month Sanctioned Date | P to Previous Month Disbursal Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Sanctioned date] END | Yes |
| P to Previous Month Login to Disb (Days) | P to Previous Month Login to Sanction (Days) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous Month Disbursal Date],[P to Previous Month Login Date])) | Yes |
| P to Previous Month Sanction to Disb (Days) | P to Previous Month Login to Sanction (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous Month Disbursal Date],[P to Previous Month Sanctioned Date])) | Yes |
| P to Previous Month Login Date | P to Previous Month Sanctioned Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Login Date] END | Yes |
| P to Previous Login to Disb (AVG) | P to Previous Sanction to Disb (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous month Disbursal Date (Non Housing Loan) (AVG)],[P to Previous month Login Date (Non Housing Loan) (AVG)])) | Yes |
| P to Previous month Login Date (Non Housing Loan) (AVG) | P to Previous month Disbursal Date (Non Housing Loan) (AVG) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Login Date] END | Yes |
| P to Previous month Sanctioned Date (Non Housing Loan) (AVG) | P to Previous month Disbursal Date (Non Housing Loan) (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Sanctioned date] END | Yes |
| P to Previous month Sanction Value (Non Housing Loan) | P to Previous month Login Value (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount] END | Yes |
| P to Previous month Disbursement Value (Non Housing Loan) | P to Previous month Sanction Value (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount] END | Yes |
| Previous Sanction Value (Non Housing Loan) | Previous Login Value (Non Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-2,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount] END | Yes |
| Previous Sanction Value | Previous Login Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-2,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount] END | Yes |
| P to Previous Month Disbursal Date | Previous Month Disbursal Date (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Disbursal Date] END | Yes |
| Previous Month Sanctioned date Date | Previous Month Disbursal Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-2,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Sanctioned date] END | Yes |
| Previous Month Disbursement Value | Previous Month Login Value (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Previous Disbursement Value]/1e7 END | Yes |
| Previous Month Sanction Value | Previous Month Login Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Previous Sanction Value]/1e7 END | Yes |
| Previous Month Sanction to Disb (Days) | Previous Month Login to Sanction (Days) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous Month Disbursal Date],[Previous Month Sanctioned date Date])) | Yes |
| Previous Month Login to Disb (Days) | Previous Month Login to Sanction (Days) (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous Month Disbursal Date],[Previous Month Login Date])) | Yes |
| P to Previous Month Login to Sanction (Days) | Previous Month Login to Sanction (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[P to Previous Month Sanctioned Date],[P to Previous Month Login Date])) | Yes |
| Previous Month Sanction to Disb (AVG) | Previous Month Login to Sanction (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous month Disbursal Date (Non Housing Loan) (AVG)],[Previous month Sanctioned Date (Non Housing Loan) (AVG)])) | Yes |
| Previous Month Login to Disb (AVG) | Previous Month Sanction to Disb (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Previous month Disbursal Date (Non Housing Loan) (AVG)],[Previous month Login Date (Non Housing Loan) (AVG)])) | Yes |
| Previous Month Login Date | Previous Month Sanctioned date Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' Then [Login Date] END | Yes |
| Previous Disbursement Value | Previous Sanction Value (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount] END | Yes |
| LYTD Logins | Previous YTD Logins (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('year', [Login Date],DATETRUNC('year',dateadd('year',1,[Login Date])))=1 THEN [Application Form Number] END) | No |
| P to Previous month Disbursal Date (Non Housing Loan) (AVG) | Previous month Disbursal Date (Non Housing Loan) (AVG) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END | Yes |
| Previous month Sanctioned Date (Non Housing Loan) (AVG) | Previous month Disbursal Date (Non Housing Loan) (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Sanctioned date])= month(DATEADD('month',-2,{max([Sanctioned date])})) AND YEAR([Sanctioned date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Sanctioned date] END | Yes |
| Previous month Login to Disb% | Previous month Sanction to Disb% (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Month Disbursement Value])/SUM([Previous Month Login Value]))/100 | Yes |
| Previous month Login Date (Non Housing Loan) (AVG) | Previous month Sanctioned Date (Non Housing Loan) (AVG) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND YEAR([Login Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Login Date] END | Yes |
| Previous3monthsLoginDate-refered | Previous3monthsDisbDate-refered (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATEDIFF('month',[Login Date],TODAY())<=3 and DATEDIFF('month',[Login Date],TODAY())>=1 | Yes |
| Previous3monthsSanctionedDate-refered | Previous3monthsDisbDate-refered (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATEDIFF('month',[Sanctioned date],TODAY())<=3 and DATEDIFF('month',[Sanctioned date],TODAY())>=1 | Yes |
| Previous3monthsFirstDisbDate-refered | Previous3monthsDisbDate-refered (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | DATEDIFF('month',[First disbursal],TODAY())<=3 and DATEDIFF('month',[First disbursal],TODAY())>=1 | Yes |
| Sanction to Disb (Avg) | Sanction to Disb % (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | AVG([Sanction Amount])/AVG([Disbursed Amount]) | Yes |
| Current month Sanction to Disb (Days) | Sanction to Disb (Days) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[Current Month Disbursal Date (Calculation)],[Current Month Sanction Date])) | No |
| Previous month Sanction to Disb% | Sanction to Disb% (month wise) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | (SUM([Previous Month Disbursement Value])/SUM([Previous Month Sanction Value]))/100 | Yes |
| YTD 19 Disbursement value (NHL) | YTD 18 Disbursement value (NHL) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount]/1e7 END | Yes |
| YTD 19 Sanction value (NHL) | YTD 18 Sanction value (NHL) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20 Sanctioned Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount]/1e7 END | Yes |
| YTD 18 Sanction value (NHL) | YTD 18 login value (NHL) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Sanctioned Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount]/1e7 END | Yes |
| YTD 18 Disbursement value (NHL) | YTD 18 login value (NHL) (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount]/1e7 END | Yes |
| YTD 19 login value (NHL) | YTD 18 login value (NHL) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount]/1e7 END | Yes |
| YTD 19 Disbursed date (NHL) | YTD 19 Disbursed date (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursal Date] END | Yes |
| YTD 19 Login date | YTD 19 Disbursed date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20 Login Date] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Login Date] END | Yes |
| YTD 19 Login date (NHL) | YTD 19 Login date (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20 Login Date] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Login Date] END | Yes |
| YTD 19 Sanctioned date | YTD 19 Login date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20 Sanctioned Date] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanctioned date] END | Yes |
| YTD 19 Sanction to Disb (AVG) (Housing Loan) | YTD 19 Login to Sanction (AVG) (Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Disbursed date],[YTD 19 Sanctioned date])) | Yes |
| YTD 19 Login to Disb (AVG) (Housing Loan) | YTD 19 Sanction to Disb (AVG) (Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ABS(DATEDIFF('day',[YTD 19 Disbursed date],[YTD 19 Login date])) | Yes |
| YTD 19 Sanctioned date (NHL) | YTD 19 Sanctioned date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | if [YTD Logic 19-20 Sanctioned Date] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanctioned date] END | Yes |
| YTD Disb mix% 19-20 | YTD Disb mix% 18-19 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF ATTR([YTD Logic 19-20]) = "TRUE" THEN SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) END | No |
| YTD Disb mix% 18-19 | YTD Disbursed amt 18-19 (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF ATTR([YTD Logic 18-19]) = "TRUE" THEN SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) END | No |
| YTD Disbursed amt 19-20 | YTD Disbursed amt 18-19 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20] = "TRUE" THEN [Disbursed Amount]/1e7 END | Yes |
| YTD Disbursement Value 19 (Housing Loan) | YTD Disbursement Value 18 (Housing Loan) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount]/1e7 END | Yes |
| YTD Disbursement Value 18 (Non Housing Loan) | YTD Disbursement Value 18 (Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount]/1e7 END | No |
| YTD Logic 18-19 Login Date | YTD Logic 18-19 (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Login Date] >= [Fiscal Year 18-19 Start] AND [Login Date] <= [Fiscal year END 18-19] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Logic 19-20 | YTD Logic 18-19 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Disbursal Date] >= [Fiscal Year 19-20 Start ] AND [Disbursal Date] <= [Fiscal year END 19-20] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Logic 18-19 Sanctioned Date | YTD Logic 18-19 Login Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Sanctioned date] >= [Fiscal Year 18-19 Start] AND [Sanctioned date] <= [Fiscal year END 18-19] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Logic 19-20 Login Date | YTD Logic 19-20 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Login Date] >= [Fiscal Year 19-20 Start ] AND [Login Date] <= [Fiscal year END 19-20] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Logic 19-20 Sanctioned Date | YTD Logic 19-20 Login Date (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Sanctioned date] >= [Fiscal Year 19-20 Start ] AND [Sanctioned date] <= [Fiscal year END 19-20] THEN "TRUE" ELSE "FALSE" END | Yes |
| YTD Login Value 19 (Housing Loan) | YTD Login Value 18 (Housing Loan) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount]/1e7 END | Yes |
| YTD Sanction Value 18 (Housing Loan) | YTD Login Value 18 (Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Sanctioned Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount]/1e7 END | Yes |
| YTD Login Value 18 (Non Housing Loan) | YTD Login Value 18 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount]/1e7 END | No |
| YTD Disbursement Value 18 (Housing Loan) | YTD Sanction Value 18 (Housing Loan) (copy 2) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount]/1e7 END | Yes |
| YTD Sanction Value 19 (Housing Loan) | YTD Sanction Value 18 (Housing Loan) (copy 3) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 19-20 Sanctioned Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount]/1e7 END | Yes |
| YTD Sanction Value 18 (Non Housing Loan) | YTD Sanction Value 18 (Housing Loan) (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [YTD Logic 18-19 Sanctioned Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Sanction Amount]/1e7 END | No |
| YTD text 19 | YTD text 18-19 (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | "YTD 19" | Yes |
| universal till day | universal till month (copy) | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | IF [Disbursal Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND DAY([Disbursal Date]) <= DAY([Parameters].[Select Date]) THEN [Disbursed Amount] END | Yes |
| DPD Bucket | Calculation_894808966475468809 | Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END | Yes |
| new % PAR validated | 0 + DPD % Updated (copy 2) | Tbl_HFC_Loan_Dump_Data (HFCBI) | (SUM([DPD greater than 0])/SUM([Total POS]))*100 | Yes |
| 30 + DPD % Updated | 0 + DPD % Updated (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM([30+DPD%])/TOTAL(SUM([Total POS])) | Yes |
| 0 + DPD % Updated | 90 + DPD % Updated (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM([0+DPD% ])/TOTAL(SUM([Total POS])) | Yes |
| 30+DPD% | 90+DPD% (copy 2) | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [DPD Bucket] = "30 to 60" OR [DPD Bucket] = "60 to 90" THEN [Total POS] END | Yes |
| 0+DPD% | 90+DPD% (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [DPD Bucket] = "0 to 30" THEN [Total POS] END | Yes |
| Disb. IRR Bucket | Calculation_135952460414386180 | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END | Yes |
| AUM | Calculation_188588257012195329 | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) | Yes |
| Customer Count | Calculation_256986712490774533 | Tbl_HFC_Loan_Dump_Data (HFCBI) | COUNT([Customer ID]) | Yes |
| AUM % | Calculation_387591090747064323 | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM([Total POS])/TOTAL(SUM([Total POS])) | Yes |
| Count of cust for Aum product trend | Calculation_387591090770776072 | Tbl_HFC_Loan_Dump_Data (HFCBI) | COUNTD([Customer ID]) | Yes |
| Fixed aum LTV | Calculation_387591090777890826 | Tbl_HFC_Loan_Dump_Data (HFCBI) | { FIXED [Dump Date],[Product ],[Product (group)]:[LTV test]} | No |
| LTV test | Calculation_387591090822381579 | Tbl_HFC_Loan_Dump_Data (HFCBI) | (SUM([LTV_Sanction_Amount])/SUM([LTV_Asset_Value]))*100 | No |
| Tenure bucket | Calculation_547187403265671168 | Tbl_HFC_Loan_Dump_Data (HFCBI) | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END | Yes |
| 90+DPD% | Calculation_574490479863971841 | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [DPD Bucket] = "greater than 90" THEN [Total POS] END | Yes |
| Automated Date selection filter | Calculation_665969800510640129 | Tbl_HFC_Loan_Dump_Data (HFCBI) | [Select Date] = [Max_Dump Date] | No |
| 90 DPD | Calculation_666251326542823439 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "90+DPD%" | Yes |
| 90 + DPD % Updated | Calculation_666251326553976854 | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM([90+DPD%])/TOTAL(SUM([Total POS])) | Yes |
| Max Dump Flag | Calculation_698620918677086208 | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) | Yes |
| Max dump Bar | Calculation_698620918736809987 | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) | Yes |
| Date filter | Calculation_714946463123574785 | Tbl_HFC_Loan_Dump_Data (HFCBI) | [Select Date]=[Dump Date] | Yes |
| DPD greater than 0 | Calculation_759419548341825544 | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [DPD] > 0 THEN [Total POS] END | Yes |
| AUM & PAR analysis by disbursement IRR text | Calculation_768426687000899584 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis by disbursement IRR" | Yes |
| Operational Performance (2/3) text | Calculation_768426687004676097 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Operational Performance (2/3)" | Yes |
| DPD Customer Count | Calculation_802203718657019904 | Tbl_HFC_Loan_Dump_Data (HFCBI) | COUNTD( IF [Max_DPD_Flag]='Y' THEN [Customer ID] END) | Yes |
| LTV Bucket 1 | Calculation_820499621528100864 | Tbl_HFC_Loan_Dump_Data (HFCBI) | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.60 THEN 'Upto 60%' ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.70 THEN "60 to 70%" ELSEIF [LTV_on_Loan] >= 0.70001 AND [LTV_on_Loan] <= 0.80 THEN "70 to 80%" ELSEIF [LTV_on_Loan] >= 0.80001 THEN "More than 80%" END | Yes |
| IndoStar Analysis text | Calculation_835699269143678978 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "IndoStar Analysis" | Yes |
| Monthly Disbursement Trend text | Calculation_835699269144301571 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Monthly disbursement trends" | Yes |
| Monthly AUM trends | Calculation_835699269148786692 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Monthly AUM & PAR trends" | Yes |
| Disbursement trend by Sub product text | Calculation_835699269149364229 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Disbursement trend by sub product type" | Yes |
| Disbursement trend by state | Calculation_835699269152497670 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Disbursement trend by state" | Yes |
| Disbursement trend by tenure text | Calculation_835699269153124359 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Disbursement trend by tenure" | Yes |
| Disbursement trend by Disbursement IRR text | Calculation_835699269157277707 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Disbursement trend by disbursement IRR" | Yes |
| AUM & PAR analysis by sub product type text | Calculation_835699269157699596 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis by sub product type" | Yes |
| AUM & PAR analysis by state text | Calculation_835699269159190541 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis by state" | Yes |
| AUM & PAR analysis by tenure text | Calculation_835699269159972878 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis by tenure" | Yes |
| AUM & PAR analysis by LTV text | Calculation_835699269164089359 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis by LTV" | Yes |
| AUM & PAR analysis for branches branch performance text | Calculation_835699269164412944 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "AUM & PAR analysis for branches Branch performance" | Yes |
| Operational Performance (1/3) text | Calculation_835699269164761105 | Tbl_HFC_Loan_Dump_Data (HFCBI) | "Operational Performance (1/3)" | Yes |
| Previous3MonthsDumpDate-refer | Calculation_852587760749973509 | Tbl_HFC_Loan_Dump_Data (HFCBI) | DATEDIFF('month',[Dump Date],TODAY())<=3 and DATEDIFF('month',[Dump Date],TODAY())>=1 | Yes |
| Previous12MonthsDumpDate | Calculation_852587760760475655 | Tbl_HFC_Loan_Dump_Data (HFCBI) | DATEDIFF('month',[Dump Date],TODAY())<=12 and DATEDIFF('month',[Dump Date],TODAY())>=1 | Yes |
| DPD Bucket | Calculation_894808966475468809 | Tbl_HFC_Loan_Dump_Data (HFCBI) | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END | Yes |
| AUM ttl | Calculation_96545948452585472 | Tbl_HFC_Loan_Dump_Data (HFCBI) | { FIXED [Select Date]: [AUM]} | Yes |
| % PAR | Calculation_96545948452720641 | Tbl_HFC_Loan_Dump_Data (HFCBI) | (SUM([Total POS]) /AVG( [AUM ttl])) | Yes |
| Customer CountD | Customer Count (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | COUNTD([Customer ID]) | Yes |
| LTV on Loan for aum | LTV on Loan (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM(if [Dump Date]= [Select Date] then [LTV_Sanction_Amount] end) /SUM(if [Dump Date]= [Parameters].[Select Date] then [LTV_Asset_Value] END) | No |
| LTV on Loan | LTV on POS (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM(if [Dump Date]= [Select Date] then [LTV_Sanction_Amount] end) /SUM(if [Dump Date]= [Parameters].[Select Date] then [LTV_Asset_Value] END) //[Sanction as on date]/[Asset Value] | Yes |
| Max dump Bar Duplicate | Max dump Bar (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) | Yes |
| Previous3MonthsMaxDumpDate-refer | Previous3MonthsDumpDate-refer (copy 2) | Tbl_HFC_Loan_Dump_Data (HFCBI) | DATEDIFF('month',[Max_Dump Date],TODAY())<=3 and DATEDIFF('month',[Max_Dump Date],TODAY())>=1 | Yes |
| Previous5MonthsDumpDate-refer | Previous3MonthsDumpDate-refer (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | DATEDIFF('month',[Dump Date],TODAY())<=5 and DATEDIFF('month',[Dump Date],TODAY())>=1 | Yes |
| LTV on POS | Total POS (copy) | Tbl_HFC_Loan_Dump_Data (HFCBI) | SUM(if [Dump Date]= [Select Date] then [Total POS] end) /SUM(if [Dump Date]= [Parameters].[Select Date] then [LTV_Asset_Value] END) | Yes |
Group Name |
Grouped Value Name |
Grouped Values |
Used? |
|---|---|---|---|
| Product (group) | Non Housing Loan | HOME LOAN, HOME LOAN RETAIL, COMMERCIAL PROPERTY PURCHASE RETAIL, LAP, LAP RETAIL | No |
| Program Type (group) | Salaried | AH BANKING SURROGATE, AH EMI MULTIPLIER, AH INCOME MULTIPLIER, AH ITR BASED SENP, AH PD BASED SENP, AH_BANKING SURROGATE, AH_EMI MULTIPLIER, AH_INCOME MULTIPLIER, AH_ITR BASED_SENP, AH_PD BASED_SENP, AH_PD BASED_UPTO RS.7LAKHS, AVERAGE BANKING PROGRAM, BALANCE TRANSFER LOANS, BANKING SURROGATE, DECLARED INCOME - VANILLA SELF EMPLOYED, GROSS PROFESSIONAL RECEIPT FOR SEP, INCOME MULTIPLIER -SURROGATE, PD BASED PROGRAM, RH BANKING SURROGATE, RH DECLARED INCOME SENP, RH GROSS PROFIT, RH_BANKING SURROGATE, RH_DECLARED INCOME SENP, RH_DECLARED INCOME_SEP, RH_GROSS PROFESSIONAL RECEIPTS FOR SEP, RH_GROSS PROFIT, RH_LIQUID INCOME SURROGATE, RH_MORTGAGE TOP UP MULTIPLIER, RTR BASED EMI MULTIPLIE, SELF EMPLOYED, SENP BANKING SURROGATE, SENP INCOME BASED, SENP LIQUID INCOME PROGRAM, AH CASH SALARY SALARIED, AH CHEQUE SALARY SALARIED, AH_CASH SALARY_SALARIED, AH_CHEQUE SALARY_SALARIED, DECLARED INCOME - VANILLA SALARIED, RH DECLARED INCOME SALARIED, RH_DECLARED INCOME SALARIED, SALARIED, SALARIED-HOME LOAN | No |
| Scheme & Product (Combined) (group) (group) | Non Housing Loan | Home Loan, Home Loan Retail, Additional Top Up, COMMERCIAL PROPERTY PURCHASE RETAIL, Lap, Lap Retail | No |
| Scheme & Product (Combined) (group) | Lap Retail | (COMMERCIAL PROPERTY PURCHASE RETAIL,COMMERCIAL PROPERTY PURCHASE RETAIL), (HDFC LIFE INSURANCE,COMMERCIAL PROPERTY PURCHASE RETAIL), (BT,HOME LOAN), (BT AND TOP UP,HOME LOAN), (BT RENOVATION,HOME LOAN), (BUILDER PURCHASE,HOME LOAN), (EXTENSION,HOME LOAN), (HDFC LIFE INSURANCE,HOME LOAN), (ICICI PRUDENTIAL LIFE INSURANCE,HOME LOAN), (PLOT AND CONSTRUCTION,HOME LOAN), (PLOT PURCHASE,HOME LOAN), (REFINANCE,HOME LOAN), (REPAIR AND RENOVATION,HOME LOAN), (RESALE PURCHASE,HOME LOAN), (SELF CONSTRUCTION,HOME LOAN), (UC BT AND EXTENSION,HOME LOAN), (BUILDER PURCHASE_RETAIL,HOME LOAN RETAIL), (HDFC LIFE INSURANCE,HOME LOAN RETAIL), (HL BT,HOME LOAN RETAIL), (HOME IMPROVEMENT,HOME LOAN RETAIL), (PLOT_CONSTRUCTION,HOME LOAN RETAIL), (RCP,HOME LOAN RETAIL), (RESALE,HOME LOAN RETAIL), (SELF CONSTRUCTION,HOME LOAN RETAIL), (SORP,HOME LOAN RETAIL), (ADDITIONAL TOP UP,LAP), (BT,LAP), (BT AND TOP UP,LAP), (BUILDER PURCHASE,LAP), (HDFC LIFE INSURANCE,LAP), (ICICI PRUDENTIAL LIFE INSURANCE,LAP), (RESI LET OUT,LAP), (RESI VACANT,LAP), (SOCP,LAP), (SORP,LAP), (HDFC LIFE INSURANCE,LAP RETAIL), (LAP COMMERCIAL,LAP RETAIL), (LAP COMMERCIAL BT,LAP RETAIL), (LAP RESIDENTIAL,LAP RETAIL), (LAP RESIDENTIAL BT,LAP RETAIL), (LAP RETAIL,LAP RETAIL), (LAP RETAIL BT TOPUP,LAP RETAIL), (TOP UP,LAP RETAIL) | No |
| Product & Scheme (Combined) (group) (group) | Non Housing Loan | Home Loan, Home Loan Retail, ADDITIONAL TOP UP, COMMERCIAL PROPERTY PURCHASE RETAIL, Lap, Lap Retail | No |
| Product & Scheme (Combined) (group) | Lap Retail | (HOME LOAN,ADDITIONAL TOP UP), (COMMERCIAL PROPERTY PURCHASE RETAIL,COMMERCIAL PROPERTY PURCHASE RETAIL), (COMMERCIAL PROPERTY PURCHASE RETAIL,HDFC LIFE INSURANCE), (HOME LOAN,BT), (HOME LOAN,BT AND TOP UP), (HOME LOAN,BT RENOVATION), (HOME LOAN,BUILDER PURCHASE), (HOME LOAN,EXTENSION), (HOME LOAN,HDFC LIFE INSURANCE), (HOME LOAN,ICICI PRUDENTIAL LIFE INSURANCE), (HOME LOAN,PLOT AND CONSTRUCTION), (HOME LOAN,PLOT PURCHASE), (HOME LOAN,REFINANCE), (HOME LOAN,REPAIR AND RENOVATION), (HOME LOAN,RESALE PURCHASE), (HOME LOAN,SELF CONSTRUCTION), (HOME LOAN,UC BT AND EXTENSION), (HOME LOAN RETAIL,BUILDER PURCHASE_RETAIL), (HOME LOAN RETAIL,HDFC LIFE INSURANCE), (HOME LOAN RETAIL,HL BT), (HOME LOAN RETAIL,PLOT_CONSTRUCTION), (HOME LOAN RETAIL,RESALE), (HOME LOAN RETAIL,SELF CONSTRUCTION), (HOME LOAN RETAIL,SORP), (HOME LOAN RETAIL,TOP UP), (LAP,ADDITIONAL TOP UP), (LAP,BT), (LAP,BT AND TOP UP), (LAP,COMM LET OUT), (LAP,HDFC LIFE INSURANCE), (LAP,ICICI PRUDENTIAL LIFE INSURANCE), (LAP,RESI LET OUT), (LAP,RESI VACANT), (LAP,SOCP), (LAP,SORP), (LAP RETAIL,HDFC LIFE INSURANCE), (LAP RETAIL,LAP COMMERCIAL), (LAP RETAIL,LAP COMMERCIAL BT), (LAP RETAIL,LAP RESIDENTIAL), (LAP RETAIL,LAP RESIDENTIAL BT), (LAP RETAIL,LAP RETAIL), (LAP RETAIL,LAP RETAIL BT TOPUP), (LAP RETAIL,TOP UP) | No |
| Product (group) | Non Housing Loan | HOME LOAN, HOME LOAN RETAIL, COMMERCIAL PROPERTY PURCHASE RETAIL, LAP, LAP RETAIL | No |
Parameter Name |
Data Type |
Allowable Value Type |
Current Value |
Values |
Used? |
|---|---|---|---|---|---|
| Select Date | Date | Range | #2019-08-12# | Min: undefined, Max: undefined, Step size: undefined | Yes |
| Sort By : | String | List | "Disbursement value" | "Disbursement \#", "Disbursement value" | No |
| Disbursement Quarter | String | List | Q3 2018-19 | "Q1", "Q2", "Q3", "Q4" | No |
| Scope | String | List | "MTD" | "MTD", "On this Day" | Yes |
Set Name |
Filter Details |
Used? |
|---|---|---|
| [Set 1] | General: | No |
| [Set 2] | General: 2018, 2019, | No |
| [Set 3] | General: | No |
|
|
Unused Objects in Workbook |
Data Source Alias |
Field Name |
|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan_Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Customer_ID |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product_ |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Scheme_ |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanction as on date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch_ |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LTV_Asset_Value |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LTV_Sanction_Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LTV_Total_POS |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Dump_Date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LTV_On_Loan_Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | LTV_On_POS |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Tenure |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Month Loan Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Application Form Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Industry |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sub Industry |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sector Type |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Day Loan Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Approval Date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursal Flag |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursal No |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Status |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Reason For Foreclosure |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Effective ROI |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Fresh/Existing |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanctioned status |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanction Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INSURANCE AMOUNT |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Number_J |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product_J |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Scheme_J |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch_J |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | RecordID |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Monthly_ROI |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Tenure |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Month Loan Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | PF_Monthly |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | New Program Type |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | New Scheme |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Application Form Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | State |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Scheme |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Industry |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sub Industry |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sector Type |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Day Loan Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursed Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Approval Date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursal Date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursal Flag |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Deal Source Type |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Deal Source Name |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disbursal No |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Loan Status |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Reason For Foreclosure |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Program Type |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | PMAY/APF |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | PF Day |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | ROI Day |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | RM |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | First disbursal |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Disb Customer Count |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Login Date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Fresh/Existing |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanctioned status |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Deal Number |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanctioned date |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Sanction Amount |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | INSURANCE AMOUNT |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | SyncDate |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Max_DPD |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Sanction as on date |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Effective ROI |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Loan Tenure |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | LTV_Asset_Value |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | LTV_Sanction_Amount |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Max_DPD_Flag |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Max_DPD |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Sanction as on date |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Effective ROI |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Loan Tenure |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | LTV_Asset_Value |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | LTV_Sanction_Amount |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Max_DPD_Flag |
| Unused Worksheets |
|
| Unused Parameters |
|
| Unused Calculations |
|
| Unused Sets |
|
Dashboards
| Dashboard Name: Disbursement trend by borrower profile |
 |
Counts | |
|---|---|
| Worksheets | 12 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in " Disbursement trend by borrower profile" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| disb borrower to forward disb state | Go Forward | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
| disb borrower to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb borrower to back LTV | Go Back Button | Go Back Button, Home Button, Go Forward, LTV Bucket DIsbursements, YTD 18 LTV Bucket, YTD 19 LTV Bucket , Borrower counts for LTV Bucket, LTV Bucket Disb mix%, YTD 18 LTV Bucket Disb mix%, YTD 19 LTV Bucket DIsb mix%, Growth % Label LTV, Growth% of LTV, YTD Growth sub product type (2) | on-select | All |
| Dashboard Name: Disbursement trend by LTV |
 |
Counts | |
|---|---|
| Worksheets | 13 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in " Disbursement trend by LTV " Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| dis trend to ltv to back tenure | Go Back Button | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| dis trend by ltv to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| dis trend to ltv to forward borrower | Go Forward | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: AUM trends for branches Branch Performance |
 |
Counts | |
|---|---|
| Worksheets | 4 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "AUM trends for branches Branch Performance" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| aum branch per to forward op 1/3 | Go Forward | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
| aum branch per to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum branch per to back AUM disbursement IRR | Go Back Button | AUM & PAR analysis by disbursement IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Dashboard 22 |
 |
Counts | |
|---|---|
| Worksheets | 7 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 0 |
| Below Worksheets were used in "Dashboard 22" Dashboard |
|
| Dashboard Name: Dashboard 23 |
 |
Counts | |
|---|---|
| Worksheets | 5 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 0 |
| Below Worksheets were used in "Dashboard 23" Dashboard |
|
| Dashboard Name: Dashboard List |
 |
Counts | |
|---|---|
| Worksheets | 17 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 17 |
| Below Worksheets were used in "Dashboard List" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Main Dashboard to LTV | Disbursement trend by LTV Button | Go Back Button, Home Button, Go Forward, LTV Bucket DIsbursements, YTD 18 LTV Bucket, YTD 19 LTV Bucket , Borrower counts for LTV Bucket, LTV Bucket Disb mix%, YTD 18 LTV Bucket Disb mix%, YTD 19 LTV Bucket DIsb mix%, Growth % Label LTV, Growth% of LTV, YTD Growth sub product type (2) | on-select | All |
| Main menu to Indostar analysis | IndoStar Button | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
| Main menu to Monthly Disbursement trend | Monthly Disbursement trends Button | Monthly Disbursement Trend updated, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Monthly AUM trend | Monthly AUM trends | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Disbursement sub product type | Disbursement trend by sub product type text | Disbursement trend by sub product type, YTD Disb sub product type, Borrower Counts for Sub Product type (2), Disb mix for Sub Product type, YTD disbmix% for Sub product type 18-19, Growth % Label, Growth% of Product Type, YTD disbmix% for Sub product type 19-20, YTD Growth sub product type , Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Disbursement by state | Disbursement trend by state Button | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Disbursement by tenure | Disbursement trend by tenure | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| Main Dashboard to Operational (2/3) | Operational Performance (2/3) text | Date, Login to Sanction (AVG) (housing Loan), Sanction to Disb (AVG) (housing Loan), Login to Disb (AVG) (housing Loan), YTD Login to Sanction (AVG), YTD Sanction to Disb (AVG), YTD Login to Disb (AVG), Date (2), Login to Sanction (NHL), Sanction to Disb (NHL), Login to Disb (NHL), YTD Login to Sanction (NHL) (AVG), YTD Sanction to Disb (NHL) (AVG), YTD Login to Disb (NHL) (AVG), Login to Disb Days (Housing Loan), Login to Disb Days YTD (Housing Loan), Login to Disb Days (Non Housing Loan), Login to Disb Days YTD (Non Housing Loan), Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Disbursement Borrower profile | Disbursement trend by borrower profile button | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to Disbursement by IRR | Disbursement trend by Disbursement IRR Button | Disbursement trend by disbursement IRR, YTD disb IRR bucket, Borrower Counts for Disbursement IRR, Disb mix% Disbursement IRR, Disb mix% for disb IRR 18-19, Disb mix% for disb IRR 19-20, Growth % Label (2), Growth % by IRR, YTD Growth% for IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to AUM & PAR sub product type | AUM & PAR analysis by sub product type Button | AUM & PAR analysis by sub product type, Go Back Button, Home Button, Go Forward | on-select | All |
| main menu to AUM & PAR state | AUM & PAR analysis by state button | AUM and PAR analysis by state, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to AUM & PAR tenure | AUM & PAR analysis by tenure button | AUM & PAR analysis by tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| Main menu to AUM & PAR LTV | AUM & PAR analysis by LTV Button | AUM & PAR analysis by LTV, Go Back Button, Home Button, Go Forward | on-select | All |
| main menu to AUM & PAR branch performance | AUM & PAR analysis for branches branch performance Button | AUM & PAR analysis by branch , Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard list to AUM by Disbursement IRR | AUM & PAR analysis by disbursement IRR text | AUM & PAR analysis by disbursement IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| Main Dashboard to Operational(1/3) | Operational performance (1/3) | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Disbursement Trend by |
 |
Counts | |
|---|---|
| Worksheets | 1 |
| Parameters | 0 |
| Quick Filters | 1 |
| Actions | 0 |
| Below Worksheets were used in "Disbursement Trend by" Dashboard |
|
Field Name | Sheet Name | Apply to |
|---|---|---|
| Set 1 | Disbursement Trend by Tenure1, Login sact (3) | Selected |
| Dashboard Name: Disbursement Trend by State |
 |
Counts | |
|---|---|
| Worksheets | 12 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Disbursement Trend by State" Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| disb trend to forward disb irr | Go Forward | Disbursement trend by disbursement IRR, YTD disb IRR bucket, Borrower Counts for Disbursement IRR, Disb mix% Disbursement IRR, Disb mix% for disb IRR 18-19, Disb mix% for disb IRR 19-20, Growth % Label (2), Growth % by IRR, YTD Growth% for IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| disb state to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb state to backward borrower | Go Back Button | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Disbursement Trend by Tenure |
 |
Counts | |
|---|---|
| Worksheets | 12 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Disbursement Trend by Tenure " Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| trend by tenure to forward ltv | Go Forward | Go Back Button, Home Button, Go Forward, LTV Bucket DIsbursements, YTD 18 LTV Bucket, YTD 19 LTV Bucket , Borrower counts for LTV Bucket, LTV Bucket Disb mix%, YTD 18 LTV Bucket Disb mix%, YTD 19 LTV Bucket DIsb mix%, Growth % Label LTV, Growth% of LTV, YTD Growth sub product type (2) | on-select | All |
| trend by tenure to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| trend by tenure to back sub product | Go Back Button | Disbursement trend by sub product type, YTD Disb sub product type, Borrower Counts for Sub Product type (2), Disb mix for Sub Product type, YTD disbmix% for Sub product type 18-19, Growth % Label, Growth% of Product Type, YTD disbmix% for Sub product type 19-20, YTD Growth sub product type , Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Disbursement trend by disbursement IRR |
 |
Counts | |
|---|---|
| Worksheets | 12 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Disbursement trend by disbursement IRR " Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| disb irr to aum forward product type | Go Forward | AUM & PAR analysis by sub product type, Go Back Button, Home Button, Go Forward | on-select | All |
| disb irr to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb irr to back state | Go Back Button | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Disbursement trend by sub product type |
 |
Counts | |
|---|---|
| Worksheets | 12 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Disbursement trend by sub product type " Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| sub product to tenure forward | Go Forward | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| sub product to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| sub product to back mon aum trend | Go Back Button | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
| Dashboard Name: Indostar Analysis |
 |
Counts | |
|---|---|
| Worksheets | 21 |
| Parameters | 3 |
| Quick Filters | 2 |
| Actions | 4 |
| Below Worksheets were used in "Indostar Analysis" Dashboard |
|
| Parameters Used |
|
Field Name | Sheet Name | Apply to |
|---|---|---|
| Branch | AUM , AUM Trend, Channel Mix, DPD Sheet, Daily Trend by Product, Go Forward, Home Button, Insurance, LTV, Live Cust, MTD Logins, MTD disbrsd amt./count, MTD sanctioned amt./ count, Map, Max Date, PF, ROI, Scheme, Sourcing Mix, Top 5 RM DECLARED/DELIVERED/DD, Top Deal Source | Selected |
| Product | AUM, AUM , AUM Trend, Channel Mix, DPD Sheet, Daily Trend by Product, Insurance, LTV, Live Cust, MTD Logins, MTD disbrsd amt./count, MTD sanctioned amt./ count, Map, Max Date, PF, ROI, Scheme, Sourcing Mix, Top 5 RM DECLARED/DELIVERED/DD, Top Deal Source | Selected |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| Filter 1 (generated) | Map | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
| Filter1 | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | N/A | All |
| Filter 3 (generated) | Go Forward | Monthly Disbursement Trend updated, Go Back Button, Home Button, Go Forward | on-select | All |
| IndoStar to Main menu | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| Dashboard Name: Monthly Disbursement Trend |
 |
Counts | |
|---|---|
| Worksheets | 4 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 3 |
| Below Worksheets were used in "Monthly Disbursement Trend " Dashboard |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter(s) |
|---|---|---|---|---|
| mon disb trend to mon aum trend go forward | Go Forward | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
| mon dis trend to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| mon disb trend to back | Go Back Button | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
| Dashboard Name: PAR analysis by vintage |
 |
Counts | |
|---|---|
| Worksheets | 8 |
| Parameters | 0 |
| Quick Filters | 0 |
| Actions | 0 |
| Below Worksheets were used in "PAR analysis by vintage" Dashboard |
|
| Dashboard Name: Tabular Analysis |
 |
Counts | |
|---|---|
| Worksheets | 1 |
| Parameters | 0 |
| Quick Filters | 1 |
| Actions | 0 |
| Below Worksheets were used in "Tabular Analysis " Dashboard |
|
Field Name | Sheet Name | Apply to |
|---|---|---|
| Set 1 | Disbursement Trend by Tenure1, Login sact (3) | Selected |
Worksheets
| Worksheet Name: Disbursement by borrower profile |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Program Type (group) | Excluded from list | All | None | None | No |
| Tenure Bucket | Selected from list | All | None | None | No |
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Forward | "Forward" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Program Type group | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Monthly Disbursement Trend updated |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| previous12months | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Till Amount of Disbursment])/1e7 | Label |
| SUM([Till Amount of Disbursment])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| previous12months | DATEDIFF('month',[Disbursal Date],TODAY())<=12 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| SUM([Till Amount of Disbursment])/1e7 | SUM([Till Amount of Disbursment])/1e7 |
| SUM([Till Amount of Disbursment])/1e7 | SUM([Till Amount of Disbursment])/1e7 |
| universal till month | IF [Disbursal Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Disbursal Date]) <= ([Parameters].[Select Date]) THEN [Disbursed Amount] END |
| Field Name | Column/Row |
|---|---|
| sum:Amount of Disbursment copy 7:qk + [federated.0lc3pzu0vm3l7v16q9mqo0nsjvjt | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2018-10-31#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 12 months since disbursement | "12" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 12 months since disbursement | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2019-01-31#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 15 months since disbursement | "15" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 15 months since disbursement | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2019-04-30#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 12 months since disbursement copy | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2019-07-31#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 21 months since disbursement | "21" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 21 months since disbursement | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2018-02-28#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 4 months since disbursement | "4" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 4 months since disbursement | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2018-04-30#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 6 months since disbursement | "6" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 6 months since disbursement | Columns |
| Worksheet Name: months since disbursement |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| First disbursal | In-Range | All | None | max[#2018-07-31#], min[#2017-11-18#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| 9 months since disbursement | "9" |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| 9 months since disbursement | Columns |
| Worksheet Name: DPD by State |
 |
Field Name | Formula |
|---|---|
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 DPD | "90+DPD%" |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: DPD by Subproduct |
 |
Field Name | Formula |
|---|---|
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 DPD | "90+DPD%" |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM |
  |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [AUM]/1e7 | Label |
| [AUM]/1e7 | Label |
Field Name | Formula |
|---|---|
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| [AUM]/1e7 | AUM/1e7 |
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| [AUM]/1e7 | AUM/1e7 |
| IndoStar Analysis text | "IndoStar Analysis" |
|
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [AUM]/1e7 | Label |
Field Name | Formula |
|---|---|
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| [AUM]/1e7 | AUM/1e7 |
| IndoStar Analysis text | "IndoStar Analysis" |
| Worksheet Name: AUM |
|
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [AUM]/1e7 | Label |
Field Name | Formula |
|---|---|
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| [AUM]/1e7 | AUM/1e7 |
| IndoStar Analysis text | "IndoStar Analysis" |
| Worksheet Name: AUM PAR analysis by state button |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| main menu to AUM & PAR state | AUM & PAR analysis by state button | AUM and PAR analysis by state, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis by state text | "AUM & PAR analysis by state" |
| Worksheet Name: AUM PAR analysis by tenure button |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to AUM & PAR tenure | AUM & PAR analysis by tenure button | AUM & PAR analysis by tenure, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis by tenure text | "AUM & PAR analysis by tenure" |
| Worksheet Name: AUM PAR analysis by Branch |
   |
Field Name | Formula |
|---|---|
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| SUM([Total POS])/10000000 | SUM([Total POS])/10000000 |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| SUM([Total POS])/10000000 | SUM([Total POS])/10000000 |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by LTV |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| LTV Bucket 1 | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.60 THEN 'Upto 60%' ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.70 THEN "60 to 70%" ELSEIF [LTV_on_Loan] >= 0.70001 AND [LTV_on_Loan] <= 0.80 THEN "70 to 80%" ELSEIF [LTV_on_Loan] >= 0.80001 THEN "More than 80%" END |
| AUM & PAR analysis by LTV text | "AUM & PAR analysis by LTV" |
| Previous3MonthsDumpDate-refer | DATEDIFF('month',[Dump Date],TODAY())<=3 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by LTV |
 |
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| LTV Bucket 1 | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.60 THEN 'Upto 60%' ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.70 THEN "60 to 70%" ELSEIF [LTV_on_Loan] >= 0.70001 AND [LTV_on_Loan] <= 0.80 THEN "70 to 80%" ELSEIF [LTV_on_Loan] >= 0.80001 THEN "More than 80%" END |
| Previous3MonthsDumpDate-refer | DATEDIFF('month',[Dump Date],TODAY())<=3 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by LTV Button |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to AUM & PAR LTV | AUM & PAR analysis by LTV Button | AUM & PAR analysis by LTV, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis by LTV text | "AUM & PAR analysis by LTV" |
| Worksheet Name: AUM PAR analysis by borrower |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| Previous3MonthsDumpDate-refer | DATEDIFF('month',[Dump Date],TODAY())<=3 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by branch |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| SUM([Total POS])/10000000 | SUM([Total POS])/10000000 |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by branch |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/1e7 | Max Dump Flag/1e7 |
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by disbursement IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| Worksheet Name: AUM PAR analysis by disbursement IRR text |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Dashboard list to AUM by Disbursement IRR | AUM & PAR analysis by disbursement IRR text | AUM & PAR analysis by disbursement IRR, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis by disbursement IRR text | "AUM & PAR analysis by disbursement IRR" |
| Worksheet Name: AUM PAR analysis by sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis by sub product type Button |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to AUM & PAR sub product type | AUM & PAR analysis by sub product type Button | AUM & PAR analysis by sub product type, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis by sub product type text | "AUM & PAR analysis by sub product type" |
| Worksheet Name: AUM PAR analysis by tenure |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| Tenure bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| Previous3MonthsDumpDate-refer | DATEDIFF('month',[Dump Date],TODAY())<=3 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Worksheet Name: AUM PAR analysis for branches branch performance Button |
 |
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| main menu to AUM & PAR branch performance | AUM & PAR analysis for branches branch performance Button | AUM & PAR analysis by branch , Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| AUM & PAR analysis for branches branch performance text | "AUM & PAR analysis for branches Branch performance" |
| Worksheet Name: AUM Trend |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Previous12MonthsDumpDate | Selected from list | All | None | None | No |
| Year(Dump Date) | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [Max Dump Flag]/10000000 | Label |
| Measure Names | Color |
| [Max Dump Flag]/10000000 | Label |
| Measure Names | Color |
| [Max Dump Flag]/10000000 | Label |
| Measure Names | Color |
Field Name | Formula |
|---|---|
| Max Dump Flag | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max Dump Flag]/10000000 | Max Dump Flag/10000000 |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| IndoStar Analysis text | "IndoStar Analysis" |
| Previous12MonthsDumpDate | DATEDIFF('month',[Dump Date],TODAY())<=12 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Calculation_698620918736809987:qk + [federated.03n3bhk03mrgbh1eff39c0uy2klh | Rows |
| MY(Dump Date) | Columns |
| Worksheet Name: AUM and PAR analysis by state |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (Calculation_789255896560484352) | Selected from list | All | None | None | No |
| Measure Names: (Count of cust for Aum product trend) | Selected from list | All | None | None | No |
| Measure Names: (AUM %) | Selected from list | All | None | None | No |
| Measure Names: (90 + DPD % Updated) | Selected from list | All | None | None | No |
| Previous3MonthsMaxDumpDate-refer | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| AUM % | SUM([Total POS])/TOTAL(SUM([Total POS])) |
| Count of cust for Aum product trend | COUNTD([Customer ID]) |
| 90+DPD% | IF DPD Bucket = "greater than 90" THEN [Total POS] END |
| 90 + DPD % Updated | SUM([90+DPD%])/TOTAL(SUM([Total POS])) |
| Max dump Bar | SUM( IF [Max_Dump_Date_Flag] = 'y' THEN [Total POS] END) |
| [Max dump Bar]/1e7 | Max dump Bar/1e7 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Field Name | Column/Row |
|---|---|
| State | Rows |
| Measure Names: User(Calculation_789255896560484352) | Columns |
| Measure Names: (Count of cust for Aum product trend) | Columns |
| Measure Names: (AUM %) | Columns |
| Measure Names: (90 + DPD % Updated) | Columns |
| MY(Max Dump Date) | Columns |
| Worksheet Name: Borrower Counts for Disbursement IRR |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Disb. IRR Bucket | Selected from list | All | None | None | Yes |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| Disb. IRR Bucket | Rows |
| MY(First disbursal) | Columns |
| Worksheet Name: Borrower Counts for State |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(First disbursal) | Excluded from list | All | None | None | No |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
| State | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|
| Worksheet Name: Borrower Counts for Sub Product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Forward | "Forward" |
| Borrower Counts | "Borrower Counts" |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Worksheet Name: Borrower counts by borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Program Type (group) | Excluded from list | All | None | None | No |
| MY(First disbursal) | Excluded from list | All | None | None | No |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Forward | "Forward" |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Program Type group | Rows |
| Worksheet Name: Borrower counts for LTV |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(First disbursal) | Excluded from list | All | None | None | No |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Borrower Counts | "Borrower Counts" |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Borrower Counts | Columns |
| Worksheet Name: Borrower counts for LTV Bucket |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| LTV Bucket | Selected from list | All | None | None | Yes |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Forward | "Forward" |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| LTV Bucket | Rows |
| MY(First disbursal) | Columns |
| Worksheet Name: Borrower counts for tenure |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| MY(First disbursal) | Excluded from list | All | None | None | No |
| Tenure Bucket | Excluded from list | All | None | None | No |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Forward | "Forward" |
| Go Back | "Back" |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Worksheet Name: Channel Mix |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Deal Source Type | Selected from list | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
| User(Count of Disbursment (copy)) | In-Range | All | None | min[1.0000000000000001e-05] | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Highlight 1 (generated) | Channel Mix | Channel M | on-select | Selected (Deal Source Type) |
Field(s) Used | Mark Type |
|---|---|
| Deal Source Type | Color |
| Count of Disbursment | wedge-Size |
| Count of Disbursment | Size |
| Deal Source Type | Label |
| [Amount of Disbursment ]/10000000 | Label |
| Count of Disbursment | Label |
Field Name | Formula |
|---|---|
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Forward | "Forward" |
| Donut | avg(0) |
| Field Name | Column/Row |
|---|---|
| Calculation_530580344929656849:qk + [federated.0lc3pzu0vm3l7v16q9mqo0nsjvjt | Rows |
| Worksheet Name: DPD Sheet |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (Customer Count ) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_287385988390457345) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_287385988391067650) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_287385988391247875) | Selected from list | All | None | None | No |
| Measure Names: (% PAR) | Selected from list | All | None | None | No |
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Date filter | Selected from list | All | None | None | No |
| DPD Bucket | Selected from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| SUM([Overdue POS])/1000000 | SUM([Overdue POS ])/1000000 |
| SUM([Total Charges])/1000000 | SUM([Total Charges])/1000000 |
| SUM([Total POS])/1000000 | SUM([Total POS])/1000000 |
| Date filter | [Select Date]=[Dump Date] |
| IndoStar Analysis text | "IndoStar Analysis" |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| AUM ttl | { FIXED [Select Date]: AUM} |
| % PAR | (SUM([Total POS]) /AVG( AUM ttl)) |
| Field Name | Column/Row |
|---|---|
| DPD Bucket | Rows |
| Measure Names: Customer Count copy:qk | Columns |
| Measure Names: User(Calculation_287385988390457345) | Columns |
| Measure Names: User(Calculation_287385988391067650) | Columns |
| Measure Names: User(Calculation_287385988391247875) | Columns |
| Measure Names: (% PAR) | Columns |
| Worksheet Name: Daily Trend by Product |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Day(Disbursal Date) | Excluded from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
| previous12months | Selected from list | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Product | Color |
| SUM([Till Amount of Disbursment])/10000000 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| previous12months | DATEDIFF('month',[Disbursal Date],TODAY())<=12 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| universal till month | IF [Disbursal Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Disbursal Date]) <= ([Parameters].[Select Date]) THEN [Disbursed Amount] END |
| SUM([Till Amount of Disbursment])/10000000 | SUM([Till Amount of Disbursment])/10000000 |
| Field Name | Column/Row |
|---|---|
| sum:Amount of Disbursment copy 7:qk | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Date |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Operational performance(2/3) text) | Use all | All | None | None | No |
| Previous3monthsLoginDate-refered | Selected from list | All | None | None | No |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Field Name | Column/Row |
|---|---|
| MY(Login Date) | Columns |
| Worksheet Name: Date |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Date |
|
| Worksheet Name: Date |
|
| Worksheet Name: Disb cust count |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disb Customer Count) | Label |
Field Name | Formula |
|---|---|
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Disb mix for Sub Product type |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| MY(First disbursal) | Excluded from list | All | None | None | No |
| Borrower Counts | Selected from list | All | None | None | No |
| Previous3monthsFirstDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Percentage disbursment amount | Label |
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Borrower Counts | "Borrower Counts" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Worksheet Name: Disb mix for State |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Worksheet Name: Disb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disb mix Disbursement IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disb mix YTD |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Worksheet Name: Disb mix YTD |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Worksheet Name: Disb mix by borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Worksheet Name: Disb mix for LTV |
 |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Disb mix% | "Disb mix%" |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Worksheet Name: Disb mix for disb IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Worksheet Name: Disb mix for disb IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Worksheet Name: Disb mix for tenure |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Go Back | "Back" |
| Worksheet Name: Disbursal Trend Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursal Trend Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursement Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Disbursement Count text | "Disbursement (Count)" |
| Forward | "Forward" |
| Go Back | "Back" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursement Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Forward | "Forward" |
| Go Back | "Back" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursement Value Housing loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Disbursement (Value) text | "Disbursement (Value)" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursement Value Non Housing loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Disbursement Trend by Tenure |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (Calculation_260927345283944451) | Selected from list | All | None | None | No |
| Measure Names: Count(Disb Customer Count) | Selected from list | All | None | None | No |
| Measure Names: (Percentage disbursment amount) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_80220410429669389) | Selected from list | All | None | None | No |
| Measure Names: Sum(Disb Customer Count) | Selected from list | All | None | None | No |
| Set 1 | Selected from list | All | None | None | No |
| Year(Disbursal Date) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| SUM([%Growth Disb. Amt. Tabular ])/10000000 | SUM([%Growth Disb. Amt. Tabular ])/10000000 |
| MTD Weighted ROI | ([Current MTD Loan*ROI ]/[Current MTD Loan for INS])/100 |
| Field Name | Column/Row |
|---|---|
| Product | Rows |
| Disb. IRR Bucket | Rows |
| Measure Names: User(Calculation_260927345283944451) | Columns |
| Measure Names: Count(Disb Customer Count) | Columns |
| Measure Names: (Percentage disbursment amount) | Columns |
| Measure Names: User(Calculation_80220410429669389) | Columns |
| Measure Names: Sum(Disb Customer Count) | Columns |
| yr:Disbursal Date | Columns |
| Month(Disbursal Date) | Columns |
| Worksheet Name: Disbursement Trend by Tenure |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Forward | "Forward" |
| Go Back | "Back" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disbursement trend by Disbursement IRR Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Disbursement by IRR | Disbursement trend by Disbursement IRR Button | Disbursement trend by disbursement IRR, YTD disb IRR bucket, Borrower Counts for Disbursement IRR, Disb mix% Disbursement IRR, Disb mix% for disb IRR 18-19, Disb mix% for disb IRR 19-20, Growth % Label (2), Growth % by IRR, YTD Growth% for IRR, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by Disbursement IRR text | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by Disbursement IRR text | "Disbursement trend by disbursement IRR" |
| Worksheet Name: Disbursement trend by LTV Button |
  |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by LTV (Text) | Label |
| Disbursement trend by LTV text | Label |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Disbursement trend by LTV text | "Disbursement trend by LTV" |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by LTV text | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by LTV text | "Disbursement trend by LTV" |
| Worksheet Name: Disbursement trend by LTV Button |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by LTV text | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by LTV text | "Disbursement trend by LTV" |
| Worksheet Name: Disbursement trend by borrower profile button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Home) | Use all | All | None | None | No |
| Disbursement trend by borrower profile text | Selected from list | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Disbursement Borrower profile | Disbursement trend by borrower profile button | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by borrower profile text | Label |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Disbursement trend by borrower profile text | "Disbursement trend by borrower profile" |
| Worksheet Name: Disbursement trend by disbursement IRR |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Disb. IRR Bucket | Excluded from list | All | None | None | No |
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Forward | "Forward" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Year(Disbursal Date) | Columns |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Disbursement trend by state |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Disbursal Date) | Excluded from list | All | None | None | No |
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
| State | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [Disbursal amount replace if null]/1e7 | Label |
Field Name | Formula |
|---|---|
| [Disbursal amount replace if null]/1e7 | Disbursal amount replace if null/1e7 |
| Disbursal amount replace if null | IFNULL( SUM( IF [Disbursal Date] >= [Disbursal Date] THEN [Disbursed Amount] END ), PREVIOUS_VALUE(0) ) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|
| Worksheet Name: Disbursement trend by state Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Disbursement by state | Disbursement trend by state Button | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by state | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by state | "Disbursement trend by state" |
| Worksheet Name: Disbursement trend by sub product type |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| MY(Disbursal Date) | Excluded from list | All | None | None | No |
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [Disbursal amount replace if null]/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Disbursal amount replace if null | IFNULL( SUM( IF [Disbursal Date] >= [Disbursal Date] THEN [Disbursed Amount] END ), PREVIOUS_VALUE(0) ) |
| [Disbursal amount replace if null]/1e7 | Disbursal amount replace if null/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Worksheet Name: Disbursement trend by sub product type |
 |
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| SUM([%Growth Disb. Amt. Tabular ])/10000000 | SUM([%Growth Disb. Amt. Tabular ])/10000000 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disbursement trend by sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disbursement trend by sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Disbursement trend by sub product type text |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Disbursement sub product type | Disbursement trend by sub product type text | Disbursement trend by sub product type, YTD Disb sub product type, Borrower Counts for Sub Product type (2), Disb mix for Sub Product type, YTD disbmix% for Sub product type 18-19, Growth % Label, Growth% of Product Type, YTD disbmix% for Sub product type 19-20, YTD Growth sub product type , Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by Sub product text | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by Sub product text | "Disbursement trend by sub product type" |
| Worksheet Name: Disbursement trend by tenure |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Disbursement by tenure | Disbursement trend by tenure | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Disbursement trend by tenure text | Label |
Field Name | Formula |
|---|---|
| Disbursement trend by tenure text | "Disbursement trend by tenure" |
| Worksheet Name: Go Back Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| Action (Operational performance(2/3) text) | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| mon aum trend to back | Go Back Button | Monthly Disbursement Trend updated, Go Back Button, Home Button, Go Forward | on-select | All |
| sub product to back mon aum trend | Go Back Button | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
| trend by tenure to back sub product | Go Back Button | Disbursement trend by sub product type, YTD Disb sub product type, Borrower Counts for Sub Product type (2), Disb mix for Sub Product type, YTD disbmix% for Sub product type 18-19, Growth % Label, Growth% of Product Type, YTD disbmix% for Sub product type 19-20, YTD Growth sub product type , Go Back Button, Home Button, Go Forward | on-select | All |
| dis trend to ltv to back tenure | Go Back Button | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| disb borrower to back LTV | Go Back Button | Go Back Button, Home Button, Go Forward, LTV Bucket DIsbursements, YTD 18 LTV Bucket, YTD 19 LTV Bucket , Borrower counts for LTV Bucket, LTV Bucket Disb mix%, YTD 18 LTV Bucket Disb mix%, YTD 19 LTV Bucket DIsb mix%, Growth % Label LTV, Growth% of LTV, YTD Growth sub product type (2) | on-select | All |
| disb state to backward borrower | Go Back Button | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
| disb irr to back state | Go Back Button | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
| aum state to aum product type | Go Back Button | AUM & PAR analysis by sub product type, Go Back Button, Home Button, Go Forward | on-select | All |
| aum tenure to backward state | Go Back Button | AUM and PAR analysis by state, Go Back Button, Home Button, Go Forward | on-select | All |
| aum ltv to back tenure | Go Back Button | AUM & PAR analysis by tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| aum branch per to back AUM disbursement IRR | Go Back Button | AUM & PAR analysis by disbursement IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| op 1/3 to back aum branch performance | Go Back Button | AUM & PAR analysis by branch , Go Back Button, Home Button, Go Forward | on-select | All |
| Operational (1/3) backward to Branches branch perforrmance | Go Back Button | AUM & PAR analysis by branch , Go Back Button, Home Button, Go Forward | on-select | All |
| AUM disbursementIRR to backward AUM LTV | Go Back Button | AUM & PAR analysis by LTV, Go Back Button, Home Button, Go Forward | on-select | All |
| Op (2/3) to back Op (1/3) | Go Back Button | Operational Perfoemance(1/3), disbursements %, Operational Performance (1/3), Go Back Button, Home Button, Go Forward | on-select | All |
| Operational (2/3) to Back Operational (1/3) | Go Back Button | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
| mon disb trend to back | Go Back Button | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Go Back | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Go Forward |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| Action (Operational performance(2/3) text) | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| sub product to tenure forward | Go Forward | Disbursement Trend by Tenure1 (3), YTD disbursement by tenure, Borrower counts for tenure, Disb mix% for tenure, YTD disb mix % for tenure 18-19, Growth % Label (3) , Growth% ure tenure, YTD disb mix % for tenure 19-20, YTD Growth 19-20 for tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| trend by tenure to forward ltv | Go Forward | Go Back Button, Home Button, Go Forward, LTV Bucket DIsbursements, YTD 18 LTV Bucket, YTD 19 LTV Bucket , Borrower counts for LTV Bucket, LTV Bucket Disb mix%, YTD 18 LTV Bucket Disb mix%, YTD 19 LTV Bucket DIsb mix%, Growth % Label LTV, Growth% of LTV, YTD Growth sub product type (2) | on-select | All |
| dis trend to ltv to forward borrower | Go Forward | Disbursement by borrower profile, YTD disbursement by Borrowerprofile, Borrower counts by borrower profile, Disb mix% by borrower profile, YTD Disb mix% Borrower profile 18-19, YTD Disb mix% Borrower profile 19-20, Growth % Label (5), Growth % by borrower profile , YTD Growth% Borrower profile, Go Back Button, Home Button, Go Forward | on-select | All |
| disb borrower to forward disb state | Go Forward | Disbursement trend by state, YTD disbursement by state, Borrower Counts for State, Disb mix % for State, Disb mix% YTD 18-19, Disb mix% YTD 19-20, Growth % Label (2) , disb trend by state growth, YTD Growth for State, Go Back Button, Home Button, Go Forward | on-select | All |
| disb trend to forward disb irr | Go Forward | Disbursement trend by disbursement IRR, YTD disb IRR bucket, Borrower Counts for Disbursement IRR, Disb mix% Disbursement IRR, Disb mix% for disb IRR 18-19, Disb mix% for disb IRR 19-20, Growth % Label (2), Growth % by IRR, YTD Growth% for IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| disb irr to aum forward product type | Go Forward | AUM & PAR analysis by sub product type, Go Back Button, Home Button, Go Forward | on-select | All |
| aum product to forward aum state | Go Forward | AUM and PAR analysis by state, Go Back Button, Home Button, Go Forward | on-select | All |
| aum state to aum tenure | Go Forward | AUM & PAR analysis by tenure, Go Back Button, Home Button, Go Forward | on-select | All |
| aum tenure to forward aum ltv | Go Forward | AUM & PAR analysis by LTV, Go Back Button, Home Button, Go Forward | on-select | All |
| aum ltv to forward aum branch performance | Go Forward | AUM & PAR analysis by disbursement IRR, Go Back Button, Home Button, Go Forward | on-select | All |
| aum branch per to forward op 1/3 | Go Forward | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
| op 1/3 to forward Op (2/3) | Go Forward | Operational Performance (2/3), Operational Performance (2/3), Operational Performance (2/3) , Go Back Button, Home Button, Go Forward | on-select | All |
| Filter 3 (generated) | Go Forward | Monthly Disbursement Trend updated, Go Back Button, Home Button, Go Forward | on-select | All |
| mon disb trend to mon aum trend go forward | Go Forward | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
| AUM disbursement IRR to forward AUM branches | Go Forward | AUM & PAR analysis by branch , Go Back Button, Home Button, Go Forward | on-select | All |
| Op (2/3) to forward IndoStar | Go Forward | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
| Operational (1/3) to operational (2/3) | Go Forward | Date, Login to Sanction (AVG) (housing Loan), Sanction to Disb (AVG) (housing Loan), Login to Disb (AVG) (housing Loan), YTD Login to Sanction (AVG), YTD Sanction to Disb (AVG), YTD Login to Disb (AVG), Date (2), Login to Sanction (NHL), Sanction to Disb (NHL), Login to Disb (NHL), YTD Login to Sanction (NHL) (AVG), YTD Sanction to Disb (NHL) (AVG), YTD Login to Disb (NHL) (AVG), Login to Disb Days (Housing Loan), Login to Disb Days YTD (Housing Loan), Login to Disb Days (Non Housing Loan), Login to Disb Days YTD (Non Housing Loan), Go Back Button, Home Button, Go Forward | on-select | All |
| Operational (2/3) to Forward Indostar Analysis | Go Forward | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
| mon aum trend to forward | Go Forward | Disbursement trend by sub product type, YTD Disb sub product type, Borrower Counts for Sub Product type (2), Disb mix for Sub Product type, YTD disbmix% for Sub product type 18-19, Growth % Label, Growth% of Product Type, YTD disbmix% for Sub product type 19-20, YTD Growth sub product type , Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Forward | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Growth Label |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Forward | "Forward" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label |
  |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Forward | "Forward" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Blank | "" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Forward | "Forward" |
| Go Back | "Back" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label |
 |
Field Name | Formula |
|---|---|
| Blank | "" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Forward | "Forward" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Growth Label LTV |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Blank | "" |
| Forward | "Forward" |
| Growth | "Growth%" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: Growth by IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Forward | "Forward" |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Worksheet Name: Growth by borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Worksheet Name: Growth by LTV |
 |
Field Name | Formula |
|---|---|
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Worksheet Name: Growth of LTV |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: Growth of Product Type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Worksheet Name: Growth ure tenure |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Forward | "Forward" |
| Go Back | "Back" |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Worksheet Name: Home Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| Action (Operational performance(2/3) text) | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| sub product to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| trend by tenure to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| dis trend by ltv to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb borrower to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb state to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| disb irr to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum product to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum state to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum tenure to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum ltv to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| aum branch per to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| op 1/3 to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| IndoStar to Main menu | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| AUM disbursement IRR to main menu | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| Op (2/3) to main dashboard list | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| mon dis trend to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| Operational (1/3) to Main Dashboard | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| Operational (2/3) to Main Dashboard | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
| mon aum trend to home | Home Button | IndoStar Button, Monthly Disbursement trends Button, Monthly AUM trends, Disbursement trend by sub product type text, Disbursement trend by state Button, Disbursement trend by tenure, Disbursement trend by LTV Button, Disbursement trend by borrower profile button, Disbursement trend by Disbursement IRR Button, AUM & PAR analysis by sub product type Button, AUM & PAR analysis by state button, AUM & PAR analysis by tenure button, AUM & PAR analysis by LTV Button, AUM & PAR analysis by disbursement IRR text, AUM & PAR analysis for branches branch performance Button, Operational performance (1/3), Operational Performance (2/3) text | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Home | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Home | "Main Menu" |
| Go Back | "Back" |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: IndoStar Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Indostar analysis | IndoStar Button | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| IndoStar Analysis text | Label |
Field Name | Formula |
|---|---|
| IndoStar Analysis text | "IndoStar Analysis" |
| Worksheet Name: Insurance |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| [Amount of Insurance ]/1e7 | Label |
| Amount of Insurance | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Insurance ]/1e7 | [Amount of Insurance ]/1e7 |
| Worksheet Name: LTV |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Product | Selected from list | All | None | None | No |
| Product | Excluded from list | All | None | None | No |
| Measure Names: (LTV on POS ) | Selected from list | All | None | None | No |
| Measure Names: (Total POS ) | Selected from list | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Field Name | Column/Row |
|---|---|
| Product | Rows |
| Measure Names: LTV on POS copy:qk | Columns |
| Measure Names: Total POS copy:qk | Columns |
| Worksheet Name: LTV Bucket DIsbursements |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
| LTV Bucket | Selected from list | All | None | None | Yes |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| LTV Bucket | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: LTV Bucket Disb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: Live Cust |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Date filter | Selected from list | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count | Label |
Field Name | Formula |
|---|---|
| Date filter | [Select Date]=[Dump Date] |
| IndoStar Analysis text | "IndoStar Analysis" |
| Worksheet Name: Login Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Login (Count) text | "Login (Count)" |
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login Value Housing Laon |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| Login (Value) text | "Login (Value)" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login Value Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login sact |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| SUM([%Growth Disb. Amt. Tabular ])/10000000 | SUM([%Growth Disb. Amt. Tabular ])/10000000 |
| Worksheet Name: Login to DIsb Housing Loan P to Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous Login Value | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| P to Previous month Login Value | IF YEAR([Login Date]) = YEAR(TODAY()) THEN P to Previous Login Value/1e7 END |
| P to Previous Disbursemnet Value | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount] END |
| P to Previous month Disbursement Value | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN P to Previous Disbursemnet Value/1e7 END |
| Login to Disb% P to P | (SUM(P to Previous month Disbursement Value)/SUM(P to Previous month Login Value))/100 |
| Login to Disb% text | "Login to Disb %" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Disb AVG |
 |
Field Name | Formula |
|---|---|
| Login to Disb (Days) | ABS(DATEDIFF('day',[Disbursal Date],[Login Date])) |
| Worksheet Name: Login to Disb AVG housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Login to Disb (Avg) text | "Login to Disb (Avg)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Login to Disb (Avg) text | "Login to Disb (Avg)" |
| Current Month Disbursal Date (Non Housing Loan) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb within days logic |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Sanctioned date) | Selected from list | All | None | None | No |
| Login Date | In-Range | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Count(Login to Sanction (Days)) | Label |
Field Name | Formula |
|---|---|
| Login to Sanction (Days) | ABS(DATEDIFF('day',[Sanctioned date],[Login Date])) |
| Field Name | Column/Row |
|---|---|
| Loan Number | Rows |
| MDY(Sanctioned date) | Rows |
| MDY(Login Date) | Rows |
| Worksheet Name: Login to Disb Days Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb Days Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| Current Month Disbursal Date (Non Housing Loan) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END |
| Previous month Disbursal Date (Non Housing Loan) (AVG) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb Days YTD Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| YTD 19 Disbursed date | if [YTD Logic 19-20] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb Days YTD Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| YTD Login to Disb (NHL) | ABS(DATEDIFF('day',[YTD 19 Disbursed date (NHL)],[YTD 19 Login date (NHL)])) |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Disb Housing Loan Current Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Current Login Value | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| Current Month login Value | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Current Login Value/1e7 END |
| Login to Disb% Current Month | (SUM([Current Month Disbursement Value])/SUM(Current Month login Value))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Disb Housing Loan Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Previous Login Value | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Disb Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| Current Login Value (Non Housing Loan) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Login Value (Non Housing Loan)/1e7 END |
| Current Disbursement Value (Non Housing Loan) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Disbursement Value (Non Housing Loan)]/1e7 END |
| Login to Disb% (Non Housing Loan) | (SUM(Current Disbursement Value (Non Housing Loan))/SUM(Current Login Value (Non Housing Loan)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Sanction AVG housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Login to Sanction (AVG) | "Login to Sanction (AVG)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Sanction AVG Logic |
 |
Field Name | Formula |
|---|---|
| Login to Sanction (Days) | ABS(DATEDIFF('day',[Sanctioned date],[Login Date])) |
| Worksheet Name: Login to Sanction NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Previous Month Login to Sanction | ABS(DATEDIFF('day',[Previous month Sanctioned Date (Non Housing Loan) (AVG)],[Previous month Login Date (Non Housing Loan) (AVG)])) |
| P to Previous Login to Sanction (AVG) | ABS(DATEDIFF('day',[P to Previous month Sanctioned Date (Non Housing Loan) (AVG)],[P to Previous month Login Date (Non Housing Loan) (AVG)])) |
| Forward | "Forward" |
| Login to Sanction (AVG) | "Login to Sanction (AVG)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Login to Sanction Housing Loan P to Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous Login Value | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| P to Previous month Login Value | IF YEAR([Login Date]) = YEAR(TODAY()) THEN P to Previous Login Value/1e7 END |
| P to Previous Sanction Value | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount] END |
| P to Previous Month Sanction value | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN P to Previous Sanction Value/1e7 END |
| Login to Sanction% P to P | (SUM(P to Previous Month Sanction value)/SUM(P to Previous month Login Value))/100 |
| Login to Sanction% text | "Login to Sanction %" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Sanction Housing Loan Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Previous Login Value | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| Previous Month Login to Sanction% | (SUM([Previous Month Sanction Value])/SUM([Previous Month Login Value]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Sanction Housing LoanCurrent Monthl |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Login to Sanction (month wise) | (SUM([Current Month Sanction Value])/SUM(Current Month login Value))/100 |
| Current Login Value | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount] END |
| Current Month login Value | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Current Login Value/1e7 END |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Login to Sanction Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-1,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| Current Login Value (Non Housing Loan) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Login Value (Non Housing Loan)/1e7 END |
| Current Sanction Value (Non Housing Loan) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Sanction Value (Non Housing Loan)]/1e7 END |
| Login to Sanction% (Non Housing Loan) | (SUM(Current Sanction Value (Non Housing Loan))/SUM(Current Login Value (Non Housing Loan)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: MTD Disb Trend |
 |
Field Name | Formula |
|---|---|
| Month/Day wise trend | //DATE(IF [Scope]= "MTD" THEN DATEPART('month', [Disbursal Date]) //ELSE DATEPART('day', [Disbursal Date]) //END) STR(if [Scope]= "MTD" THEN DATENAME('month', [Disbursal Date]) ELSE DATENAME('day', [Disbursal Date]) END) |
| universal till month | IF [Disbursal Date] >= DATE(STR(DATEPART('year',DATEADD('month',3,[Select Date]))-1) + "-04-01") AND ([Disbursal Date]) <= ([Parameters].[Select Date]) THEN [Disbursed Amount] END |
| SUM([Till Amount of Disbursment])/10000000 | SUM([Till Amount of Disbursment])/10000000 |
| Worksheet Name: MTD Logins |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Dynamic Growth Logins | Label |
| +ve Dynamic growth logins | Label |
| +ve Dynamic growth logins | Label |
| Count of login | Label |
Field Name | Formula |
|---|---|
| Count of login | if [Scope]="MTD" then Current MTD Logins else [Current Day Logins] END |
| Forward | "Forward" |
| Current MTD Logins | COUNTD(IF [Login Date]<= [Select Date] AND DATEDIFF('month', [Login Date], [Parameters].[Select Date])=0 THEN [Application Form Number] END) |
| Growth wrt MTD logins | (Current MTD Logins/[Previous MTD Logins ])-1 |
| Dynamic Growth Logins | IF [Scope]= "MTD" THEN Growth wrt MTD logins ELSE [Growth wrt DAY logins] END |
| +ve Dynamic growth logins | IF Dynamic Growth Logins>0 THEN "â–²" END |
| Worksheet Name: MTD disbrsd amtcount |
| Worksheet was used in the following Dashboards |
|
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Growth wrt MTD disb.amt. | ([Current MTD Disbursement amt.]/ [Previous MTD Disbursement amt.])-1 |
| Growth wrt DAY disb.amt. | ([Current Day Disbursement amt]/[Previous Day Disbursement amt])-1 |
| Dynamic growth disb.amt. | IF [Scope]= "MTD" THEN Growth wrt MTD disb.amt. ELSE Growth wrt DAY disb.amt. END |
| Growth wrt MTD disb.count | ([Current MTD Disbursement count]/[Previous MTD Disbursement count])-1 |
| Growth wrt DAY disb.count | ([Current Day Disbursement count]/ [Previous Day Disbursement count])-1 |
| Dynamic Growth disb.count | IF [Scope]= "MTD" THEN Growth wrt MTD disb.count ELSE Growth wrt DAY disb.count END |
| Worksheet Name: MTD sanctioned amt count |
| Worksheet was used in the following Dashboards |
|
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Sanctioned]/10000000 | [Amount of Sanctioned]/10000000 |
| Growth wrt MTD sanctioned amt. | ([Current MTD sanctioned amt.]/[Previous MTD sanctioned amt.])-1 |
| Growth wrt DAY sanctioned amt. | [Current Day sanctioned amt]/[Previous Day sanctioned amt ]-1 |
| Dynamic Growth sanctioned amt | IF [Scope]= "MTD"THEN Growth wrt MTD sanctioned amt. ELSE Growth wrt DAY sanctioned amt. END |
| Growth wrt MTD sanctioned count | ([Current MTD sanctioned count]/[Previous MTD sanctioned count ])-1 |
| Growth wrt DAY sanctioned count | ([Current Day sanctioned count]/[Previous Day sanctioned count ])-1 |
| Dynamic Growth sanctioned count | if [Scope]= "MTD" THEN Growth wrt MTD sanctioned count ELSE Growth wrt DAY sanctioned count END |
| Worksheet Name: Map |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Filter 1 (generated) | Map | MTD Logins, Live Cust, MTD sanctioned amt./ count, MTD disbrsd amt./count, ROI, Insurance, PF, AUM , Map, Daily Trend by Product, Sourcing Mix, Channel Mix, Top Deal Source, Top 5 RM DECLARED/DELIVERED/DD, Scheme, LTV, AUM Trend, DPD Sheet, Max Date, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| ([Amount of Disbursment ])/10000000 | Color |
| State | Label |
| [Amount of Disbursment ]/10000000 | Label |
| State | Detail |
| [Geometry (generated)] | geometry |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| ([Amount of Disbursment ])/10000000 | ([Amount of Disbursment ])/10000000 |
| Field Name | Column/Row |
|---|---|
| Latitude generated | Rows |
| Longitude generated | Columns |
| Worksheet Name: Max Date |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (IndoStar Analysis text) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Max(Dump Date) | Label |
Field Name | Formula |
|---|---|
| IndoStar Analysis text | "IndoStar Analysis" |
| Worksheet Name: Monthly AUM Trend |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Monthly AUM trends) | Use all | All | None | None | No |
| Previous12MonthsDumpDate | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Names | Color |
| Measure Names | Color |
| [Max dump Bar Duplicate]/1e7 | Label |
| Measure Names | Color |
| 0 + DPD % Updated | Label |
Field Name | Formula |
|---|---|
| [Max dump Bar Duplicate]/1e7 | [Max dump Bar Duplicate]/1e7 |
| DPD greater than 0 | IF [DPD] > 0 THEN [Total POS] END |
| Monthly AUM trends | "Monthly AUM & PAR trends" |
| Previous12MonthsDumpDate | DATEDIFF('month',[Dump Date],TODAY())<=12 and DATEDIFF('month',[Dump Date],TODAY())>=1 |
| Field Name | Column/Row |
|---|---|
| Max dump Bar copy:qk + [federated.03n3bhk03mrgbh1eff39c0uy2klh | Rows |
| MY(Dump Date) | Columns |
| Worksheet Name: Monthly AUM trends |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Monthly AUM trend | Monthly AUM trends | Monthly AUM Trend, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Monthly AUM trends | Label |
Field Name | Formula |
|---|---|
| Monthly AUM trends | "Monthly AUM & PAR trends" |
| Worksheet Name: Monthly Disbursement trends Button |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Monthly Disbursement Trend text | Selected from list | All | None | None | No |
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main menu to Monthly Disbursement trend | Monthly Disbursement trends Button | Monthly Disbursement Trend updated, Go Back Button, Home Button, Go Forward | on-select | All |
Field(s) Used | Mark Type |
|---|---|
| Monthly Disbursement Trend text | Label |
Field Name | Formula |
|---|---|
| Monthly Disbursement Trend text | "Monthly disbursement trends" |
| Worksheet Name: Operational Perfoemance |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Go Back | "Back" |
| Count login oper. 1/3 | COUNTD([Application Form Number]) |
| Sanction(count) | //INT(IF MONTH([Sanctioned date]) > MONTH([Login Date]) THEN [Application Form Number] ELSE [Application Form Number] END) COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Operational Performance |
   |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| login to Disb % (test) | Customer Count Borrower count/Customer count Loan dump |
| Customer count Loan dump | COUNT([federated.03n3bhk03mrgbh1eff39c0uy2klh].[Customer ID]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Operational Performance |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Operational Performance |
|
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| Tat percentile | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=15 THEN "50%" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <=22 THEN "75%" ELSEIF DAY([Disbursal Date]) >= 23 AND DAY([Disbursal Date]) <= month end THEN "90%" END |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Worksheet Name: Operational Performance |
  |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursal Trend (%) | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <= 15 THEN "1-15th of Month" ELSEIF DAY([Disbursal Date]) >= 16 AND DAY([Disbursal Date]) <= 24 THEN "16-24th of Month" ELSEIF DAY([Disbursal Date]) >= 25 AND DAY([Disbursal Date]) <= month end -1 THEN "25th – Penultimate Day" ELSEIF DAY([Disbursal Date]) <= month end THEN "End Day of the Month" END |
| month end | INT(DATEADD('month', 1, DATETRUNC('month', [Disbursal Date])) - 1) |
| month end -1 | INT(month end-1) |
| Disbursed amount % | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Go Back | "Back" |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Home | "Main Menu" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
|
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main Dashboard to Operational(1/3) | Operational performance (1/3) | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Operational Performance button |
 |
Field Name | Formula |
|---|---|
| Operational Performance (1/3) text | "Operational Performance (1/3)" |
| Worksheet Name: Operational Performance text |
  |
Field Name | Formula |
|---|---|
| Operational Performance (2/3) text | "Operational Performance (2/3)" |
| Home | "Main Menu" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
|
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main Dashboard to Operational (2/3) | Operational Performance (2/3) text | Date, Login to Sanction (AVG) (housing Loan), Sanction to Disb (AVG) (housing Loan), Login to Disb (AVG) (housing Loan), YTD Login to Sanction (AVG), YTD Sanction to Disb (AVG), YTD Login to Disb (AVG), Date (2), Login to Sanction (NHL), Sanction to Disb (NHL), Login to Disb (NHL), YTD Login to Sanction (NHL) (AVG), YTD Sanction to Disb (NHL) (AVG), YTD Login to Disb (NHL) (AVG), Login to Disb Days (Housing Loan), Login to Disb Days YTD (Housing Loan), Login to Disb Days (Non Housing Loan), Login to Disb Days YTD (Non Housing Loan), Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Operational Performance text |
|
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main Dashboard to Operational (2/3) | Operational Performance (2/3) text | Date, Login to Sanction (AVG) (housing Loan), Sanction to Disb (AVG) (housing Loan), Login to Disb (AVG) (housing Loan), YTD Login to Sanction (AVG), YTD Sanction to Disb (AVG), YTD Login to Disb (AVG), Date (2), Login to Sanction (NHL), Sanction to Disb (NHL), Login to Disb (NHL), YTD Login to Sanction (NHL) (AVG), YTD Sanction to Disb (NHL) (AVG), YTD Login to Disb (NHL) (AVG), Login to Disb Days (Housing Loan), Login to Disb Days YTD (Housing Loan), Login to Disb Days (Non Housing Loan), Login to Disb Days YTD (Non Housing Loan), Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Operational Performance |
 |
Field Name | Formula |
|---|---|
| Number of DSA | COUNTD(DSA Name) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| DSA Name | [Deal Source Name] |
| Worksheet Name: Operational performance |
|
| Worksheet was used in the following Dashboards |
|
Action Name | Source Sheet | Target Sheet | Run Action On | Target Filter |
|---|---|---|---|---|
| Main Dashboard to Operational(1/3) | Operational performance (1/3) | Login (Count) Housing Loan , YTD 18 Login (Count) Housing Loan, YTD 19 Login (Count) Housing Loan, Login (Count) Non Housing Loan, YTD 18 Login (Count) Non Housing Loan, YTD 19 Login (Count) Non Housing Loan, Sanction (Count) Housing Loan, YTD 18 Sanction (Count) Housing Loan, YTD 19 Sanction (Count) Housing Loan, Sanction (Count) Non Housing Loan, YTD 18 Sanction (Count) Non Housing Loan, YTD 19 Sanction (Count) Non Housing Loan, Disbursement (Count) Housing Loan, YTD 18 Disbursement (Count) Housing Loan, YTD 19 Disbursement (Count) Housing Loan, Disbursement (Count) Non Housing Loan, YTD 18 Disbursement (Count) Non Housing Loan, YTD 19 Disbursement (Count) Non Housing Loan, Login (Value) Housing Laon, YTD 18 Login Housing Loan , YTD 19 Login Housing Loan , Login (Value) Non Housing Loan, YTD 18 Login Non Housing Loan, YTD 19 Login Non Housing Loan , Sanction (value) Housing Loan, YTD 18 Sanction Housing Loan, YTD 19 Sanction Housing Loan , Sanction (value) Non Housing Loan, YTD 18 Sanction Non Housing Loan, YTD 19 Sanction Non Housing Loan, Disbursement (Value) Housing loan, YTD 18 Disbursement Housing Loan , YTD 19 Disbursement Housing Loan, Disbursement (Value) Non Housing loan, YTD 18 Disbursement Non Housing Loan, YTD 19 Disbursement Non Housing Loan, Login to Sanction% (Housing Loan) P to Previous Month, Login to Sanction% (Housing Loan) Previous Month, Login to Sanction% (Housing Loan)Current Monthl, YTD 18 Login to Sanction% (Housing Loan), YTD 19 Login to Sanction% (Housing loan), Sanction to DIsb% (Housing Loan) P to Previous Month, Sanction to Disb% (Housing Loan) Previous Month, Sanction to Disb% (Housing Loan) Current Month, YTD 18 Sanction to Disb% (Housing Loan), YTD 19 Sanction to Disb% (Housing Loan), Login to DIsb% (Housing Loan) P to Previous Month, Login to Disb% (Housing Loan) Previous Month, Login to Disb% (Housing Loan) Current Month, YTD 18 Login to Disb% (Housing Loan), YTD 19 Login to Disb% (Housing Loan), P to Previous Login to Sanction% (NHL), Previous Login to Sanction% (NHL), Login to Sanction% (Non Housing Loan), YTD 18 Login to Sanction (NHL), YTD 19 Login to Sanction% (NHL), P to Previous Sanction to DIsb% (NHL), Previous Sanction to Disb% (NHL), Sanction to Disb% (Non Housing Loan), YTD 18 Sanction to Disb% (NHL), YTD 19 Sanction to Disb% (NHL), P to Previous login to Disb% (NHL), Previous Login to Disb% (NHL), Login to Disb% (Non Housing Loan), YTD 18 Login to Disb% (NHL), YTD 19 Login to Disb% (NHL), Disbursal Trend % Housing Loan, YTD 18 Disbursal Trend % Housing Loan, YTD 19 Disbursal Trend % Housing Loan, Disbursal Trend % Non Housing Loan, YTD 18 Disbursal Trend % Non Housing Loan, YTD 19 Disbursal Trend % Non Housing Loan, Go Back Button, Home Button, Go Forward | on-select | All |
Field Name | Formula |
|---|---|
| Home | "Main Menu" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: P to Previous Login to Sanction NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous month Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| P to Previous Login value(NHL) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN P to Previous month Login Value (Non Housing Loan)/1e7 END |
| P to Previous Sanction Value(NHL) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [P to Previous month Sanction Value (Non Housing Loan)]/1e7 END |
| P to Previous Login to Sanction% (NHL) | (SUM(P to Previous Sanction Value(NHL))/SUM(P to Previous Login value(NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: P to Previous Sanction to DIsb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous Sanction Value(NHL) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [P to Previous month Sanction Value (Non Housing Loan)]/1e7 END |
| P to Previous Disbursement Value(NHL) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [P to Previous month Disbursement Value (Non Housing Loan)]/1e7 END |
| P to Previous Sanction to Disb% (NHL) | (SUM(P to Previous Disbursement Value(NHL))/SUM(P to Previous Sanction Value(NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: P to Previous login to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous month Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-3,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| P to Previous Login value(NHL) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN P to Previous month Login Value (Non Housing Loan)/1e7 END |
| P to Previous Disbursement Value(NHL) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [P to Previous month Disbursement Value (Non Housing Loan)]/1e7 END |
| P to Previous Login to Disb% (NHL) | (SUM(P to Previous Disbursement Value(NHL))/SUM(P to Previous Login value(NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: PAR analysis by Vintage |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(First disbursal) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Disbursement amount text | "Disbursement amount" |
| Field Name | Column/Row |
|---|---|
| my:First disbursal | Rows |
| Disbursement amount text | Columns |
| Worksheet Name: PF |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Loan Status | Selected from list | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| ([Amount of PF]/10000000) | Label |
| Insurance % | Label |
Field Name | Formula |
|---|---|
| ([Amount of PF]/10000000) | ([Amount of PF]/10000000) |
| Forward | "Forward" |
| Worksheet Name: Previous Login to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Previous Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| Previous Login Value (NHL) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Previous Login Value (Non Housing Loan)/1e7 END |
| Previous Disbursement Value (Non Housing Loan) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount] END |
| Previous Disbursement Value (NHL) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN Previous Disbursement Value (Non Housing Loan)/1e7 END |
| previous Login to Disb% (NHL) | (SUM(Previous Disbursement Value (NHL))/SUM(Previous Login Value (NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Previous Login to Sanction NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Previous Login Value (Non Housing Loan) | IF month([Login Date])= month(DATEADD('month',-2,{max([Login Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount] END |
| Previous Login Value (NHL) | IF YEAR([Login Date]) = YEAR(TODAY()) THEN Previous Login Value (Non Housing Loan)/1e7 END |
| Previous Sanction Value (NHL) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Previous Sanction Value (Non Housing Loan)]/1e7 END |
| Previous Login to Sanction% (NHL) | (SUM(Previous Sanction Value (NHL))/SUM(Previous Login Value (NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Previous Sanction to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Previous Sanction Value (NHL) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Previous Sanction Value (Non Housing Loan)]/1e7 END |
| Previous Disbursement Value (Non Housing Loan) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Disbursed Amount] END |
| Previous Disbursement Value (NHL) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN Previous Disbursement Value (Non Housing Loan)/1e7 END |
| Previous Sanction to Disb% (NHL) | (SUM(Previous Disbursement Value (NHL))/SUM(Previous Sanction Value (NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: ROI |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Loan Status | Selected from list | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Amount of Disbursment | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MTD Weighted ROI | ([Current MTD Loan*ROI ]/[Current MTD Loan for INS])/100 |
| Worksheet Name: Sanction Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Sanction (Count) text | "Sanction (Count)" |
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction value Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| Sanction (Value) text | "Sanction (Value)" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction value Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction to DIsb Housing Loan P to Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| P to Previous Sanction Value | IF month([Sanctioned date])= month(DATEADD('month',-3,{max([Sanctioned date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Sanction Amount] END |
| P to Previous Month Sanction value | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN P to Previous Sanction Value/1e7 END |
| P to Previous Disbursemnet Value | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursed Amount] END |
| P to Previous month Disbursement Value | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN P to Previous Disbursemnet Value/1e7 END |
| Sanction to Disb% P to P | (SUM(P to Previous month Disbursement Value)/SUM(P to Previous Month Sanction value))/100 |
| Sanction to Disb% text | "Sanction to Disb %" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction to Disb AVG housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Sanction to Disb (AVG) | "Sanction to Disb (AVG)" |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Sanction to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Sanction to Disb (AVG) | "Sanction to Disb (AVG)" |
| Current Month Disbursal Date (Non Housing Loan) | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END |
| Previous month Disbursal Date (Non Housing Loan) (AVG) | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) AND YEAR([Disbursal Date]) = YEAR(TODAY()) AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' Then [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: Sanction to Disb Housing Loan Current Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction to Disb Housing Loan Previous Month |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Sanction to Disb Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Current Sanction Value (Non Housing Loan) | IF YEAR([Sanctioned date]) = YEAR(TODAY()) THEN [Sanction Value (Non Housing Loan)]/1e7 END |
| Current Disbursement Value (Non Housing Loan) | IF YEAR([Disbursal Date]) = YEAR(TODAY()) THEN [Disbursement Value (Non Housing Loan)]/1e7 END |
| Sanction to Disb% | (SUM(Current Disbursement Value (Non Housing Loan))/SUM(Current Sanction Value (Non Housing Loan)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: Scheme |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| New Scheme | Selected from list | All | None | None | No |
| Product | Use all | All | None | None | No |
| Scheme | Use all | All | None | None | No |
| Sum(Disbursed Amount) | In-Range | All | None | Non-null | No |
| User(Count of Disbursment (copy)) | In-Range | All | None | Non-null | No |
Field(s) Used | Mark Type |
|---|---|
| New Scheme | Color |
| Count of Disbursment | Size |
| New Scheme | Label |
| [Amount of Disbursment ]/10000000 | Label |
| Count of Disbursment | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Program Type | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Field Name | Column/Row |
|---|---|
| Program Type group | Rows |
| Program Type | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Year(Disbursal Date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Formula |
|---|---|
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Field Name | Column/Row |
|---|---|
| Disbursal Date | Rows |
| YTD Logic 18-19 copy | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disbursed Amount) | Label |
| Field Name | Column/Row |
|---|---|
| Program Type | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Disbursal Date | In-Range | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(test Current month) | Label |
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| test Current month | (([Current month -1]-Current Month/[Current month -1]*100))/1e7-1 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Tenure Bucket | Rows |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (DPD Customer Count) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_806707290938851331) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_806707290939387908) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_806707290939559942) | Selected from list | All | None | None | No |
| Measure Names: (% PAR) | Selected from list | All | None | None | No |
| Measure Names: (Calculation_806707290940297224) | Selected from list | All | None | None | No |
| Date filter | Selected from list | All | None | None | No |
| DPD Bucket | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| AUM | SUM(IF [Dump Date]= [Select Date] THEN [Total POS] END) |
| Date filter | [Select Date]=[Dump Date] |
| DPD greater than 0 | IF [DPD] > 0 THEN [Total POS] END |
| DPD Customer Count | COUNTD( IF [Max_DPD_Flag]='Y' THEN [Customer ID] END) |
| SUM([Overdue POS])/1e6 | SUM([Overdue POS ])/1e6 |
| SUM([Total Charges])/1e6 | SUM([Total Charges])/1e6 |
| SUM([Total POS])/1e6 | SUM([Total POS])/1e6 |
| RUNNING_SUM([new % PAR validated])/1e5 | RUNNING_SUM([new % PAR validated])/1e5 |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| AUM ttl | { FIXED [Select Date]: AUM} |
| % PAR | (SUM([Total POS]) /AVG( AUM ttl)) |
| Field Name | Column/Row |
|---|---|
| DPD Bucket | Rows |
| Measure Names: (DPD Customer Count) | Columns |
| Measure Names: User(Calculation_806707290938851331) | Columns |
| Measure Names: User(Calculation_806707290939387908) | Columns |
| Measure Names: User(Calculation_806707290939559942) | Columns |
| Measure Names: (% PAR) | Columns |
| Measure Names: User(Calculation_806707290940297224) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Previous3monthsDisbDate-refered | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| login to Disb % (test) | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| login to disb Days Bucket | IF DAY([Disbursal Date]) >= 1 AND DAY([Disbursal Date]) <=10 THEN "Login to Disb - within 10 days" ELSEIF DAY([Disbursal Date]) >= 11 AND DAY([Disbursal Date]) <= 20 THEN "Login to Disb - 11 to 20 Days" ELSEIF DAY([Disbursal Date]) >= 21 AND DAY([Disbursal Date]) <= 30 THEN "Login to Disb - 21 to 30 Days" ELSEIF DAY([Disbursal Date]) > 30 THEN "Login to Disb - > 30 Days" END |
| login to Disb % (test) | Customer Count Borrower count/Customer count Loan dump |
| Customer count Loan dump | COUNT([federated.03n3bhk03mrgbh1eff39c0uy2klh].[Customer ID]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| login to disb Days Bucket | Rows |
| Scheme & Product Combined group group | Columns |
| MY(Disbursal Date) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (Login to Disb %) | Selected from list | All | None | None | No |
| Measure Names: (login to Disb % (test)) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| login to Disb % (test) | Customer Count Borrower count/Customer count Loan dump |
| Customer count Loan dump | COUNT([federated.03n3bhk03mrgbh1eff39c0uy2klh].[Customer ID]) |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| MY(First disbursal) | Rows |
| Measure Names: (Login to Disb %) | Columns |
| Measure Names: (login to Disb % (test)) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Disbursal Date) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disb Customer Count) | Label |
| Field Name | Column/Row |
|---|---|
| my:Disbursal Date | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Sum(INSURANCE AMOUNT) | Label |
| Field Name | Column/Row |
|---|---|
| MY(Disbursal Date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| cal | Label |
Field Name | Formula |
|---|---|
| cal | COUNTD([Application Form Number]) |
| Field Name | Column/Row |
|---|---|
| MY(Login Date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MDY(Current Month Disbursal Date (copy)) | Selected from list | All | None | None | No |
| MDY(Current Month Login Date (copy)) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Avg(Sanction to Disb (Days)) | Label |
Field Name | Formula |
|---|---|
| Sanction to Disb (Days) | ABS(DATEDIFF('day',[Disbursal Date],[Sanctioned date])) |
| Field Name | Column/Row |
|---|---|
| md:Current Month Disbursal Date copy | Rows |
| md:Current Month Login Date copy | Rows |
| Scheme & Product Combined group group | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Login Date) | Selected from list | All | None | None | No |
| MY(Sanctioned date) | Selected from list | All | None | None | No |
| Loan Number | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Login to Sanction (Days)) | Label |
Field Name | Formula |
|---|---|
| Login to Sanction (Days) | ABS(DATEDIFF('day',[Sanctioned date],[Login Date])) |
| Field Name | Column/Row |
|---|---|
| Loan Number | Rows |
| MDY(Login Date) | Rows |
| MDY(Sanctioned date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| Sum(INSURANCE AMOUNT) | Label |
| Field Name | Column/Row |
|---|---|
| MY(Disbursal Date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Disbursal Date) | Selected from list | All | None | None | No |
| MY(Login Date) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Count(P to Previous Month Login to Sanction (Days) (copy 2)) | Label |
| Field Name | Column/Row |
|---|---|
| Loan Number | Rows |
| MDY(Login Date) | Rows |
| MDY(Disbursal Date) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Date filter | Selected from list | All | None | None | No |
| DPD Bucket | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| DPD Customer Count | Label |
| Customer Count | Label |
Field Name | Formula |
|---|---|
| Date filter | [Select Date]=[Dump Date] |
| DPD Customer Count | COUNTD( IF [Max_DPD_Flag]='Y' THEN [Customer ID] END) |
| DPD Bucket | //if [DPD] >0 AND DPD <30 then "0 to 30" //ELSEIF [DPD] >=30 AND DPD <60 then "30 to 60" //ELSEIF [DPD] >=60 AND DPD <90 then "60 to 90" //ELSEIF [DPD] >=90 then "greater than 90" //END if [DPD] >0 AND [DPD] <30 then "0 to 30" ELSEIF [DPD] >=30 AND [DPD] <60 then "30 to 60" ELSEIF [DPD] >=60 AND [DPD] <90 then "60 to 90" ELSEIF [DPD] >=90 then "greater than 90" END |
| Field Name | Column/Row |
|---|---|
| DPD Bucket | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Disbursed Amount) | Selected from list | All | None | None | No |
| Measure Names: Sum(Disbursed Amount) | Selected from list | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
| Field Name | Column/Row |
|---|---|
| State | Rows |
| Measure Names: Sum(Disbursed Amount) | Columns |
| Measure Names: Sum(Disbursed Amount) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(%Growth Disb. Amt. Tabular Report ) | Selected from list | All | None | None | No |
| Measure Names: (P to Previous Month Growth% ) | Selected from list | All | None | None | No |
| Measure Names: Sum(%Growth Disb. Amt. Tabular ) | Selected from list | All | None | None | No |
| Measure Names: ((ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1))) | Selected from list | All | None | None | No |
| Measure Names: (Growth % (Disbursed Amount)) | Selected from list | All | None | None | No |
| MY(Disbursal Date) | Excluded from list | All | None | None | No |
| Disbursal Date | In-Range | All | None | None | No |
| Last 3 months (growth) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| (ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) | (ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) |
| Growth % (Disbursed Amount) | (ZN(SUM([Disbursed Amount])) - LOOKUP(ZN(SUM([Disbursed Amount])), -1)) / ABS(LOOKUP(ZN(SUM([Disbursed Amount])), -1)) |
| Last 3 months (growth) | LAST() < 3 |
| Field Name | Column/Row |
|---|---|
| Measure Names: sum:\%Growth Disb. Amt. Tabular Report copy:qk | Rows |
| Measure Names: (P to Previous Month Growth% ) | Rows |
| Measure Names: sum:\%Growth Disb. Amt. Tabular copy:qk | Rows |
| Measure Names: ((ZN(SUM(%Growth Disb. Amt. Tabular )/10000000) - LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1)) / ABS(LOOKUP(ZN(SUM([%Growth Disb. Amt. Tabular ])/10000000), -1))) | Rows |
| Measure Names: (Growth % (Disbursed Amount)) | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Field Name | Column/Row |
|---|---|
| State | Rows |
| Branch | Rows |
| Worksheet Name: Sheet |
 |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Formula |
|---|---|
| Tenure bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Field Name | Column/Row |
|---|---|
| Tenure bucket | Rows |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
| Field Name | Column/Row |
|---|---|
| Product | Rows |
| Program Type group | Rows |
| Worksheet Name: Sheet |
|
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Previous5MonthsDumpDate-refer | Selected from list | All | None | None | No |
| Field Name | Column/Row |
|---|---|
| State | Rows |
| MY(Dump Date) | Columns |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
| Field Name | Column/Row |
|---|---|
| Max Dump Date | Rows |
| Worksheet Name: Sheet |
|
| Worksheet Name: Sheet |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
| Worksheet Name: Sheet |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(First disbursal) | Selected from list | All | None | None | No |
| Scheme | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Customer Count Borrower count | Label |
Field Name | Formula |
|---|---|
| Customer Count | IF [Scheme] != "ADDITIONAL TOP UP" THEN ([Customer ID]) END |
| Customer Count Borrower count | COUNTD(Customer Count) |
| Field Name | Column/Row |
|---|---|
| my:First disbursal | Rows |
| Loan Number | Rows |
| Customer ID | Rows |
| Worksheet Name: Sheet |
|
| Worksheet Name: Sourcing Mix |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Action (State) | Use all | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disbursed Amount) | Color |
| [Amount of Disbursment ]/10000000 | Label |
| New Program Type | Label |
Field Name | Formula |
|---|---|
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Forward | "Forward" |
| Field Name | Column/Row |
|---|---|
| Count of Disbursment copy:qk | Rows |
| New Program Type | Columns |
| Worksheet Name: Top RM DECLAREDDELIVEREDDD |
| Worksheet was used in the following Dashboards |
|
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Worksheet Name: Top Deal Source |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Extract | federated | None |
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Extract | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Branch | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| Branch | Use all | All | None | None | No |
| Deal Source Type | Selected from list | All | None | None | No |
| Fresh/Existing | Use all | All | None | None | No |
| Product | Use all | All | None | None | No |
| User(Count of Disbursment (copy)) | In-Range | All | None | Non-null | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Names | Color |
| [Amount of Disbursment ]/10000000 | Label |
| Measure Names | Color |
| Count of login | Label |
| Deal Source Name | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| 0 | 0 |
| [Amount of Disbursment ]/10000000 | [Amount of Disbursment ]/10000000 |
| Field Name | Column/Row |
|---|---|
| Deal Source Name | Rows |
| Count of Disbursment copy:qk + [federated.0lc3pzu0vm3l7v16q9mqo0nsjvjt | Columns |
| Worksheet Name: YTD Disbursal Trend Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursal Trend Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD Disbursement Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD LTV Bucket |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| YTD Logic 18-19 | Selected from list | All | None | None | No |
| LTV Bucket | Selected from list | All | None | None | Yes |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| YTD text 18 | "YTD 18" |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| LTV Bucket | Rows |
| YTD text 18 | Columns |
| Worksheet Name: YTD LTV Bucket Disb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: YTD Login Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 Login Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Day Loan Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD Login Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 Login Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Day Loan Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD Login to Disb Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Login Value 18 (Housing Loan) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount]/1e7 END |
| YTD 18 Login to Disb% (Housing Loan) | (SUM([YTD Disbursement Value 18 (Housing Loan)])/SUM(YTD Login Value 18 (Housing Loan)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD 18 login value (NHL) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount]/1e7 END |
| YTD 18 Login to Disb% (NHL) | (SUM([YTD 18 Disbursement value (NHL)])/SUM(YTD 18 login value (NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Sanction NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD 18 login value (NHL) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Non Housing Loan' THEN [Day Loan Amount]/1e7 END |
| YTD 18 Login to Sanction (NHL) | (SUM([YTD 18 Sanction value (NHL)])/SUM(YTD 18 login value (NHL)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Sanction Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Login Value 18 (Housing Loan) | IF [YTD Logic 18-19 Login Date] = "True" AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Day Loan Amount]/1e7 END |
| YTD 18 Login to Sanction% (Housing Loan) | (SUM([YTD Sanction Value 18 (Housing Loan)])/SUM(YTD Login Value 18 (Housing Loan)))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 Sanctioned Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Sanction Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD Sanction Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 18-19 Sanctioned Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Sanction Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD Sanction to Disb Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD 18 Sanction to Disb% (Housing Loan) | (SUM([YTD Disbursement Value 18 (Housing Loan)])/SUM([YTD Sanction Value 18 (Housing Loan)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD 18 Sanction to Disb% (NHL) | (SUM([YTD 18 Disbursement value (NHL)])/SUM([YTD 18 Sanction value (NHL)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursal Trend Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursal Trend Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disbursement (Count) | //{ FIXED [Product ],[First disbursal]: ([Customer Count Borrower count])} { FIXED [Product (group)],[Disbursal Date]: COUNT([Disb Customer Count])} |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Disbursement Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19 (copy)) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD Disbursement Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19 (copy)) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD text 18 | "YTD 18" |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18 | Columns |
| Worksheet Name: YTD LTV Bucket |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Disbursement trend by LTV (Text)) | Use all | All | None | None | No |
| Action (Forward) | Selected from list | All | None | None | No |
| LTV Bucket | Selected from list | All | None | None | Yes |
| YTD Logic 19-20 | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(YTD Disbursed amt 18-19 (copy)) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| LTV Bucket | Rows |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD LTV Bucket DIsb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: YTD Login Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Login (Count) | COUNTD(IF [Login Date]<= [Login Date] AND DATEDIFF('month', [Login Date], [Login Date])=0 THEN [Application Form Number] END) //COUNTD([Application Form Number]) |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 Login Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Day Loan Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD Login Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 Login Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Day Loan Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| SUM([Day Loan Amount])/1e7 | SUM([Day Loan Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD Login to Disb Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Login to Disb% (Housing Loan) | (SUM([YTD Disbursement Value 19 (Housing Loan)])/SUM([YTD Login Value 19 (Housing Loan)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Login to Disb% (NHL) | (SUM([YTD 19 Disbursement value (NHL)])/SUM([YTD 19 login value (NHL)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Sanction Housing loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Login to Sanction% (Housing Loan) | (SUM([YTD Sanction Value 19 (Housing Loan)])/SUM([YTD Login Value 19 (Housing Loan)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Login to Sanction NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Login to Sanction% (NHL) | (SUM([YTD 19 Sanction value (NHL)])/SUM([YTD 19 Sanction value (NHL)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Count Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Count Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Sanction (Count) | COUNTD(IF [Sanctioned date]<= [Sanctioned date] AND DATEDIFF('month', [Sanctioned date], [Sanctioned date])=0 THEN [Application Form Number] END) |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 Sanctioned Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Sanction Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD Sanction Non Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Action (Operational Performance (1/3)) | Use all | All | None | None | No |
| New Product type Group | Selected from list | All | None | None | No |
| YTD Logic 19-20 Sanctioned Date | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Sanction Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| SUM([Sanction Amount])/1e7 | SUM([Sanction Amount])/1e7 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Columns |
| YTD text 18-19 copy | Columns |
| Worksheet Name: YTD Sanction to Disb Housing Loan |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Sanction to Disb% (Housing Loan) | (SUM([YTD Disbursement Value 19 (Housing Loan)])/SUM([YTD Sanction Value 19 (Housing Loan)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD Sanction to Disb NHL |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Sanction to Disb% (NHL) | (SUM([YTD 19 Disbursement value (NHL)])/SUM([YTD 19 Sanction value (NHL)]))/100 |
| Operational Performance (1/3) | "Operational Performance(1/3)" |
| Worksheet Name: YTD disb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Worksheet Name: YTD sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Disbursal Date) | Excluded from list | All | None | None | No |
| Disbursal Date | In-Range | All | None | max[#2019-03-31 00:00:00#], min[#2018-04-01 00:00:00#] | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Worksheet Name: YTD Sub Product type |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| MY(Disbursal Date) | Excluded from list | All | None | None | No |
| Disbursal Date | In-Range | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| SUM([Disbursed Amount])/1e7 | Label |
Field Name | Formula |
|---|---|
| SUM([Disbursed Amount])/1e7 | SUM([Disbursed Amount])/1e7 |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Worksheet Name: YTD disb mix |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Worksheet Name: YTD Disb mix Borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Worksheet Name: YTD Disb mix Borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Worksheet Name: YTD Disb sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(YTD Disbursed amt 18-19) | Selected from list | All | None | None | No |
| Measure Names: Sum(YTD Disbursed amt 18-19 ) | Selected from list | All | None | None | No |
| Action (Forward) | Use all | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| Measure Names: Sum(YTD Disbursed amt 18-19) | Columns |
| Measure Names: sum:YTD Disbursed amt 18-19 copy:qk | Columns |
| Worksheet Name: YTD Growth for tenure |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Tenure Bucket | Excluded from list | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disbursed Amount) | Label |
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Forward | "Forward" |
| Go Back | "Back" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| yr:Disbursal Date | Columns |
| Worksheet Name: YTD Growth for State |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| State | Excluded from list | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disbursed Amount) | Label |
| Field Name | Column/Row |
|---|
| Worksheet Name: YTD Growth sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Action (Forward) | Use all | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
| Year(Disbursal Date) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Sum(Disbursed Amount) | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Scheme & Product Combined group | Rows |
| yr:Disbursal Date | Columns |
| Worksheet Name: YTD Growth sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| LTV Bucket | IF [LTV_on_Loan] > 0.0 AND [LTV_on_Loan] <= 0.40 THEN 'Less than 40.0%' ELSEIF [LTV_on_Loan] >= 0.40001 AND [LTV_on_Loan] <= 0.60 THEN "40.01 to 60%" ELSEIF [LTV_on_Loan] >= 0.60001 AND [LTV_on_Loan] <= 0.75 THEN "60.01 to 75%" ELSEIF [LTV_on_Loan] >= 0.75001 AND [LTV_on_Loan] <= 0.90 THEN "75.01 - 90%" ELSEIF [LTV_on_Loan] > 0.90001 THEN "More than 90.01%" END |
| Disbursement trend by LTV (Text) | "Disbursement trend by LTV" |
| Worksheet Name: YTD Growth Borrower profile |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| Worksheet Name: YTD Growth for IRR |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Forward | "Forward" |
| Worksheet Name: YTD Login to Disb AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Disbursed date | if [YTD Logic 19-20] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD Login to Disb NHL AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| YTD Login to Disb (NHL) | ABS(DATEDIFF('day',[YTD 19 Disbursed date (NHL)],[YTD 19 Login date (NHL)])) |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD Login to Sanction AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Login to Sanction (AVG) (Housing Loan) | ABS(DATEDIFF('day',[YTD 19 Sanctioned date],[YTD 19 Login date])) |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD Login to Sanction NHL AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| YTD Login to Sanction (NHL) (AVG) | ABS(DATEDIFF('day',[YTD 19 Sanctioned date (NHL)],[YTD 19 Login date (NHL)])) |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD Sanction to Disb AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| YTD 19 Disbursed date | if [YTD Logic 19-20] = 'TRUE' AND [Scheme & Product (Combined) (group) (group)] = 'Housing Loan' THEN [Disbursal Date] END |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD Sanction to Disb NHL AVG |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| YTD Sanction to Disb (NHL) | ABS(DATEDIFF('day',[YTD 19 Disbursed date (NHL)],[YTD 19 Sanctioned date (NHL)])) |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Operational performance(2/3) text | "Operational Performance (2/3)" |
| Worksheet Name: YTD disb IRR bucket |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(YTD Disbursed amt 18-19) | Selected from list | All | None | None | No |
| Measure Names: Sum(YTD Disbursed amt 18-19 ) | Selected from list | All | None | None | No |
| Action (Forward) | Use all | All | None | None | No |
| Disb. IRR Bucket | Selected from list | All | None | None | Yes |
| Disb. IRR Bucket | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Disb. IRR Bucket | IF [Effective ROI ] > 9.00 AND [Effective ROI ] <= 11.00 THEN "9.00-11.00%" ELSEIF [Effective ROI ] >= 11.01 AND [Effective ROI ] <= 13.00 THEN "11.01 to 13.00%" ELSEIF [Effective ROI ] >= 13.01 AND [Effective ROI ] <= 15.00 THEN "13.01 to 15.00%" ELSEIF [Effective ROI ] >= 15.01 AND [Effective ROI ] <= 17.00 THEN "15.01 to 17.00%" ELSEIF [Effective ROI ] >= 17.01 AND [Effective ROI ] <= 19.00 THEN "17.01 to 19.00%" END |
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| Field Name | Column/Row |
|---|---|
| Disb. IRR Bucket | Rows |
| Measure Names: Sum(YTD Disbursed amt 18-19) | Columns |
| Measure Names: sum:YTD Disbursed amt 18-19 copy:qk | Columns |
| Worksheet Name: YTD disb mix for tenure |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Go Back | "Back" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Worksheet Name: YTD disb mix for tenure |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Go Back | "Back" |
| Worksheet Name: YTD disbmix for Sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| Forward | "Forward" |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD text 18 | "YTD 18" |
| Worksheet Name: YTD disbmix for Sub product type |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Percentage disbursment amount | SUM([Disbursed Amount])/TOTAL(SUM([Disbursed Amount])) |
| percentage disbursed amount if null | IFNULL( Percentage disbursment amount, PREVIOUS_VALUE(0) ) |
| Forward | "Forward" |
| Worksheet Name: YTD disbursement by Borrowerprofile |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(YTD Disbursed amt 18-19) | Selected from list | All | None | None | No |
| Measure Names: Sum(YTD Disbursed amt 18-19 ) | Selected from list | All | None | None | No |
| Action (Forward) | Use all | All | None | None | No |
| Program Type (group) | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Forward | "Forward" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Program Type group | Rows |
| Measure Names: Sum(YTD Disbursed amt 18-19) | Columns |
| Measure Names: sum:YTD Disbursed amt 18-19 copy:qk | Columns |
| Worksheet Name: YTD disbursement by state |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(YTD Disbursed amt 18-19) | Selected from list | All | None | None | No |
| Measure Names: Sum(YTD Disbursed amt 18-19 ) | Selected from list | All | None | None | No |
| State | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| Field Name | Column/Row |
|---|---|
| State | Rows |
| Measure Names: Sum(YTD Disbursed amt 18-19) | Columns |
| Measure Names: sum:YTD Disbursed amt 18-19 copy:qk | Columns |
| Worksheet Name: YTD disbursement by tenure |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(YTD Disbursed amt 18-19) | Selected from list | All | None | None | No |
| Measure Names: Sum(YTD Disbursed amt 18-19 ) | Selected from list | All | None | None | No |
| Action (Forward) | Use all | All | None | None | No |
| Action (Go Back) | Use all | All | None | None | No |
| Tenure Bucket | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Tenure Bucket | if [Loan Tenure ] >0 AND [Loan Tenure ] <=5 then "less than 5 years" ELSEIF [Loan Tenure ] >=6 AND [Loan Tenure ] <=10 then "6-10 years" ELSEIF [Loan Tenure ] >=11 AND [Loan Tenure ] <=15 then "11-15 years" ELSEIF [Loan Tenure ] >=16 AND [Loan Tenure ] <=20 then "16-20 years" ELSEIF [Loan Tenure ] >=21 then "more than 21 years" END |
| Forward | "Forward" |
| Go Back | "Back" |
| MaxDate | {MAX([Disbursal Date])} |
| Fiscal Year 19-20 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-04-01") |
| Fiscal Year 18-19 Start | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())-1) + "-04-01") |
| Fiscal year END 18-19 | //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") //DATE(STR(DATEPART('year',DATEADD('month',3,[Disbursal Date]))) + "-04-01") DATE(STR(YEAR(TODAY())) + "-03-31") |
| YTD Logic 18-19 | IF [Disbursal Date] >= Fiscal Year 18-19 Start AND [Disbursal Date] <= Fiscal year END 18-19 THEN "TRUE" ELSE "FALSE" END |
| YTD Disbursed amt 18-19 | IF YTD Logic 18-19 = "TRUE" THEN [Disbursed Amount]/1e7 END |
| Field Name | Column/Row |
|---|---|
| Scheme & Product Combined group group | Rows |
| Measure Names: Sum(YTD Disbursed amt 18-19) | Columns |
| Measure Names: sum:YTD Disbursed amt 18-19 copy:qk | Columns |
| Worksheet Name: analysis by branch Vintage |
 |
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Loan_Dump_Data (HFCBI) | Live | federated | None |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Primary Data Source | Primary DS Blended Field Name | Secondary Data Source | Secondary DS Blended Field Name |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Branch | Tbl_HFC_Loan_Dump_Data (HFCBI) | Branch |
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Product | Tbl_HFC_Loan_Dump_Data (HFCBI) | Product |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: Sum(Sanction as on date) | Selected from list | All | None | None | No |
| Measure Names: Sum(Total POS) | Selected from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
| Field Name | Column/Row |
|---|---|
| Measure Names: Sum(Sanction as on date) | Rows |
| Measure Names: Sum(Total POS) | Rows |
| Year(Dump Date) | Columns |
| Month(Dump Date) | Columns |
| Worksheet Name: disb trend by state growth |
 |
| Worksheet was used in the following Dashboards |
|
Data Source alias | Data Source type | Source | Joins |
|---|---|---|---|
| Tbl_HFC_Login_Sancation_Disbursment_Data (HFCBI) | Live | federated | None |
Field Name | Field selection | Field Wildcard | Field Condition | Field Limit | Context Filter |
|---|---|---|---|---|---|
| Measure Names: (P to Previous Month Growth% ) | Selected from list | All | None | None | No |
| Measure Names: (Previous Month Growth% ) | Selected from list | All | None | None | No |
| Measure Names: (Current Month Growth%) | Selected from list | All | None | None | No |
| Disbursal Date | In-Range | All | None | None | No |
| State | Excluded from list | All | None | None | No |
Field(s) Used | Mark Type |
|---|---|
| Measure Values | Label |
Field Name | Formula |
|---|---|
| Current Month | IF month([Disbursal Date])= month(DATEADD('month',-1,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month -3 | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current Month Growth% | (sum(Current Month)/sum(Current month -2))-1 |
| P to Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-3,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| P to Previous Month Growth% | (sum(P to Previous Month)/sum(Current Month -4))-1 |
| Previous Month | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Previous Month Growth% | (sum(Previous Month)/sum(Current Month -3))-1 |
| Current Month -4 | IF month([Disbursal Date])= month(DATEADD('month',-4,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Current month -2 | IF month([Disbursal Date])= month(DATEADD('month',-2,{max([Disbursal Date])})) THEN [Disbursed Amount] END |
| Field Name | Column/Row |
|---|---|
| Measure Names: (P to Previous Month Growth% ) | Columns |
| Measure Names: (Previous Month Growth% ) | Columns |
| Measure Names: (Current Month Growth%) | Columns |
| Worksheet Name: disbursements |
 |
| Worksheet was used in the following Dashboards |
|
Field Name | Formula |
|---|---|
| Go Back | "Back" |
| Login to Sanction % | SUM([Sanction Amount])/SUM([Day Loan Amount]) |
| Sanction to Disb % | SUM([Disbursed Amount])/SUM([Sanction Amount]) |
| Login to Disb % | SUM([Disbursed Amount])/SUM([Day Loan Amount]) |
| Previous3monthsDisbDate-refered | DATEDIFF('month',[Disbursal Date],TODAY())<=3 and DATEDIFF('month',[Disbursal Date],TODAY())>=1 |