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Formula for Month Count from Start Month of CSAT

PaweeArce
5 - Atom

Hello,

I was asked to create a table for the CSAT performance of each Class 1 given the following details:

CLASSStart MonthLoan PurposeYear
Class 1JanRefinance2023
Class 1JanRefinance2023
Class 2AprRefinance2023
Class 2AprRefinance2023
Class 3OctRefinance2023
Class 3OctRefinance2023
Class 3OctRefinance2023
Class 3OctRefinance2023
Class 4JanRefinance2024
Class 4JanRefinance2024
Class 4JanRefinance2024
Class 1DecPurchase2023
Class 1DecPurchase2023

 

Output to look like this:

CLASSMonth 1Month 2Month 3Month 4Month 5Month 6BAU
Class 195%95%95%95%95%95%95%
Class 285%85%85%85%85%85%85%
Class 370%70%70%70%70%70%70%

 

Appreciate if someone can provide me the formula on how to calculate the month count or month#.

 

thank you in advance.

Pawee

1 REPLY 1
caltang
17 - Castor
17 - Castor

I've built something simple for you, but not sure how you calculate BAU or even if the numbers make sense from the data because I'm using Count # / Count TOTAL # for % calculations.

 

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Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
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