How to see changes over period based on one criteria (and amount with it)

okvals48

New Member
Joined
Sep 27, 2020
Messages
17
Office Version
  1. 365
Platform
  1. Windows
Hi,
I have a report, in which I would like to see if risk stage has changed over a certain period, usually I only observe the first period and last (first period is beginning of the year and last is current month for report )
Basically I am observing the movements between stages1 to 2 to 3 and backwards ( for example customer can be in stage 1 and jump to stage 3, and then be upgraded to stage 2). If there is a change in risk stage or there is non, I need to report movements , regarding the balance I also need to report movements between stages, and also total difference between periods.

Changes are primarily observed on GCOA level but I also look the movements on customer id.

My biggest problem is that I can not resolve how to see changes between risk stages, when data are sorted like they are in my table ( periods are in one column and risk stages are in separate column).

I am using Excel 2016 ( work place excel)

Thanks in advance for your help

CoACoA NameCustomer_idCustomer nameDebitCreditBalanceCoA_IDCoAwCoA_IDRiskStageCOA Gross carrying amountCOA Credit loss allowanceGCOAPeriod
37101xyz198X90009003037101-311221113011221113011
37191ccc198X09-93037191-311221113511221113511
37101xyz198X80008004037101-421221113011222113012
37191ccc198X09-104037191-421221113511222113512
37101xyz198X1000010003037101-311221113011221113013
37191ccc198X09-113037191-311221113511221113513
37101xyz198X50005003037101-331221113011223113014
37191ccc198X09-153037191-331221113511223113514
 

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