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Nav_Sweeney
Calcite | Level 5

I have a sample data set to make it easy for you to look and know how the data looks like. The data has 3 fields 1.clientid 2.Date 3.Balances. The real data has information for the period July 2011-july2012, meaning Client balances data for the 13 months July 2011-july2012.

I want to calculate for clients who have a relationship<1 year (/*so should we first take clients whose balances do not run for full 12 months or 365 days*/- comment) with the bank,

Problem 1:Then for the clients who have relationship<1year, i want to do the following calculation.

Step1. Take the Min balance of the entire period for each client

Step2.avg 3 month balance (over last 3 months)

Step3..step1/step2=core

Problem2:Then I want to calculate for clients that exhibit erratic balance-data integrity issues

step1.take the average of the prior and after values

step2.plug the value calculated in step1 into the blank data points between 2 dates

Problem3:Insert a column to indicate methodology as:

1.Normal

2.Deposit holding<1 year

3.with missing data points

 

2 REPLIES 2
Doc_Duke
Rhodochrosite | Level 12

I see you are a Newbee.  Suggestion:  Select a forum, appropriate for your request, before selecting "start a discussion".  That helps the responders with organization and time management.  I would think both of these would go in either of the first two forums.

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