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For All: Thanks in advance for all assistance!
I have a spreadsheet listing information of all the loans on our books, one loan per line. Some of the data includes: Type of Loan, Account number, Loan officer approving the loan, loan balance, next due date, delinquency amount, branch, source, and other identifying information. My loan department would like me to create a report showing the delinquency percentage by loan officer by loan type, including totals by loan officer and by category, and grand total for the entire file. I'm able to create a Pivot table showing the outstanding balance by loan officer by type, and a separate pivot table showing delinquent balance by loan officer by type. but I can't seem to figure out how to calculate the delinquency percentage from those 2 pivot tables. Can this be done without a whole lot of manual calculations? My data file changes monthly, so I don't want to spend an inordinate amount of time "recreating the wheel" monthly. Again, thanks in advance for any and all assistance!!!! (Delinquency percentage is total delinquent balances divided by total loan balances). |
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