Forum Discussion

Green0879's avatar
Green0879
Frequent Visitor
8 years ago
Solved

"Flag" each month between two dates

Hi everyone!   I need to flag each month between two dates in my table so I can make a Matrix.   Situation: Insurance adjusters have open claims. If the claim started on 1/1/18 and closed on 3/3...
Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi,

 

I am inteested in helping.  Share the link from where i can download your file.

  • Green0879's avatar
    Green0879
    Frequent Visitor
    8 years ago

    I appreciate your willingness!

     

    Please use this dropbox link for the sample file (I used Excel for the sample file, hope that is OK). The field "Loss Date" is the start date and the field "altClose Date" is the ending date. Also, if Status is "Final", then the claim record should be excluded from the counts, we are only worried about claim statuses other than "Final" (Open, Reopened).

     

    https://www.dropbox.com/s/6urun199qkosbok/AnalyticsReport%20-%20Copy.xlsx?dl=0

     

    Thank you kindly!

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      8 years ago

      Hi,

       

      Do you only want to see those where the loss date is on or after 1/1/2018 and where the status is other than Final?

      • Green0879's avatar
        Green0879
        Frequent Visitor
        8 years ago

        Hi Ashish,

         

        I'd like to consider the entire history of this dataset where status is other than Final.

         

        I look forward to learning the technique so I can apply to other projects when needed!

         

        I appreciate your continued help!