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Anonymous
Not applicable

Update Claim Status with if function and lookupvalue function

I have 2 reports; one is our incident log; and one if our claims List report. Incident log covers all incidents and claims list report only cover the incidents we claim through insurance company. I want to create a column to show the updated claim status in incident log. 

 

My requirements as per below:

1.1. If QBE No in incident register report is not blank then perfrom LOOKUPVALUE with Claims List report Broker Ref column to populate the claim status.  LOOKUPVALUE('Claims List'[Claim Status],'Claims List'[Broker Ref],'Incident Register'[QBE No.]),

1.2. However,If QBE No and Broker Ref is not match then show as "QBE No Not Match"

 

2.1.if QBE no" column in incident register report is empty then, refer to "At Fault (Y/N/Unsure)" column in incident register report, then Y populate as Fault, N popolate as no Fault, U populate as Open, if blank populate as Open

 

Below is the function wrote by me but it is not working. It shows as blank when QBE no and Broker Ref is not match which i expected it to show as "QBE No Not Match"

 

Claim Status Measure =
VAR CurrentQBE = 'Incident Register'[QBE No.]
RETURN
IF(
ISBLANK(CurrentQBE),
SWITCH(
'Incident Register'[At Fault (Y/N/Unsure)],
"Y", "Fault",
"N", "No Fault",
"U", "Open",
"Open"
),
IF(
True(),
LOOKUPVALUE('Claims List'[Claim Status],'Claims List'[Broker Ref],'Incident Register'[QBE No.])=1,

"QBE No Not Match"
)
)

3 REPLIES 3
Anonymous
Not applicable

Hi @Anonymous ,

Please update the formula of measure [Claim Status Measure] as below and check if that can return the expected result...

 

Claim Status Measure =
VAR CurrentQBE = 'Incident Register'[QBE No.]
VAR LookupResult = LOOKUPVALUE('Claims List'[Claim Status],'Claims List'[Broker Ref], CurrentQBE)
VAR AtFaultStatus = SWITCH('Incident Register'[At Fault (Y/N/Unsure)], "Y", "Fault", "N", "No Fault", "U", "Open", BLANK(), "Open")
RETURN
IF(
    ISBLANK(CurrentQBE),
    AtFaultStatus,
    IF(
        ISBLANK(LookupResult),
        "QBE No Not Match",
        LookupResult
    )
)

 

Best Regards

Anonymous
Not applicable

@Anonymous 

 

Thanks for help but i show error as "A table of multiple values was supplied where a single value was expected."

Anonymous
Not applicable

Sample date from incident register report

 

Incident
Date
YearQBE NumberAt Fault (Y/N/Unsure)
02/01/20232023  
03/01/20232023  
05/01/20232023  
06/01/20232023  
17/01/20232023  
19/01/20232023  
23/01/20232023  
25/01/20232023  
03/02/20232023  
06/02/20232023  
06/02/20232023  
10/02/20232023  
21/02/20232023  
28/02/20232023  
09/03/20232023  
10/03/20232023  
13/03/20232023  
20/03/20232023  
22/03/20232023  
24/03/20232023  
03/04/20232023  
04/04/20232023  
05/04/20232023  
07/04/20232023  
26/04/20232023  
27/04/20232023  
28/04/20232023  
02/05/20232023  
04/05/20232023  
04/05/20232023  
08/05/20232023  
10/05/20232023  
10/05/20232023  
18/05/20232023  
22/05/20232023  
25/05/20232023QBE04008099/QBE04008142 
09/06/20232023QBE04017127 
12/06/20232023QBE04021906 
13/06/20232023QBE04024895 
13/06/20232023QBE04020898 
20/06/20232023QBE04020829 
21/06/20232023QBE04022177 
21/06/20232023QBE04021461 
28/06/20232023QBE04027518 
28/06/20232023QBE04028368 
29/06/20232023QBE04029138 
29/06/20232023QBE04029610 
29/06/20232023QBE04029947 
03/07/20232023QBE04032019 
04/07/20232023QBE04033901 
05/07/20232023QBE04040762 
05/07/20232023QBE04034796 
05/07/20232023QBE04034481 
11/07/20232023QBE04040731 
12/07/20232023QBE04041922 
14/07/20232023QBE04042395 
20/07/20232023QBE04047371 
20/07/20232023QBE04047555 
24/07/20232023QBE04050422 
26/07/20232023QBE04076366 
27/07/20232023QBE04055268 
02/08/20232023QBE04061693 
09/08/20232023QBE04068284 
09/08/20232023QBE040469163 
11/08/20232023QBE04075770 
17/08/20232023QBE04076237 
25/08/20232023QBE04083256 
25/08/20232023QBE04083716 
01/09/20232023QBE04087984 
01/09/20232023N/A 
01/09/20232023QBE04088352 
07/09/20232023QBE04093028Y
10/09/20232023QBE04107144U
12/09/20232023QBE04099018Y
14/09/20232023QBE04105609Y
19/09/20232023QBE04104364Y
20/09/20232023QBE04105610N
25/09/20232023QBE04110302Y
27/09/20232023  
27/09/20232023QBE04112323Y
03/10/20232023QBE04122650Y
03/10/20232023N/AY
04/10/20232023QBE04118602Y
05/10/20232023QBE04120771U
09/10/20232023QBE04123724Y
10/10/20232023QBE04124251U
11/10/20232023QBE04126089U

 

Sample date from claim list report

 

Broker RefClaim Status
QBE04112323Open
QBE04110302Open
QBE04107144Open
QBE04105610Open
QBE04104364Open
QBE04105609Open
QBE04099018Open
QBE04093028Open
QBE04088352Open
QBE04087984Open
QBE04083716No Claim
QBE04083256Open
QBE04076237No Claim
QBE04075770Open
QBE04068284Open
QBE04069163Open
QBE04061693Open
QBE04055268Open
QBE04076366Open
QBE04050422Open
QBE04047555Open
QBE04047371No Claim
QBE04042395Open
QBE04041922Open
QBE04040731No Claim
QBE04040762Open
QBE04034481Open
QBE04034796Open
QBE04033901Open
QBE04032019Open
QBE04029138Open
QBE04029610Open
QBE04029947Open
QBE04028368No Claim
QBE04027518Open
QBE04022177Open
QBE04021461Open
QBE04020829Open
QBE04024895Open
QBE04020898Open
QBE04021906Fault
QBE04017127Open
QBE04008142Open
QBE03996817Open

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