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Question

Decisions by Day Chart and Decision Date Field

  • July 28, 2021
  • 0 replies
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We don't want a summary table. We want a visible chart. We are trying to create a chart "Decisions by Day" to see how many loans each day our loan officers are decisioning. There are four "decision" fields - Approved Date, Denied Date, Suspended Date, and Approved With Conditions Date.

We want the chart to show how many loans we are decisioning each day. I tried creating a field called "Decision Date" with If statements but it's not working. 

In theory we were going to make it where if Approved Date = null, use Denied Date, if Denied Date is null, use Suspended Date, etc etc. 

The Decision Date field would display any one of those 4 dates. How can we accomplish this? Thank you in advance!

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Angelo Guariglia
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Hello,

You could try something like this for your Decision Date field that is a Formula - Date type:

ToDate( List( " ; ",ToText([Approved Date),ToText([Approved With Conditions Date]),ToText([Denied Date]),ToText([Suspended Date])))

It will take the first "decision" field that is not null in the list.

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Chris Wheatley
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  • July 28, 2021
Thank you Chris and Mark! Both of those solutions worked like a charm

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Gelo
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