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RanHo's avatar
RanHo
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4 years ago

CALCULATING RENEWED POLICY BASED ON LAST YR PRODUCTION

  Good day Everyone,          I had a problem to solve here , I want to get the count/number of renewed policy for this yr based or filtered by the productions last year. I had a sample data here...
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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi RanHo ，

 

Please try measure as below.

TOTAL E-NO LAST YR =
CALCULATE (
    COUNT ( 'Table'[TRANSACTION NO] ),
    FILTER ( 'Table', YEAR ( 'Table'[ENTRY DATE] ) = YEAR ( TODAY () ) - 1 )
)
RENEWED =
VAR _LASTYEAR_LIST =
    CALCULATETABLE (
        VALUES ( 'Table'[E-NO] ),
        FILTER ( 'Table', YEAR ( 'Table'[ENTRY DATE] ) = YEAR ( TODAY () ) - 1 )
    )
RETURN
    CALCULATE (
        COUNT ( 'Table'[TRANSACTION NO] ),
        FILTER (
            'Table',
            YEAR ( 'Table'[ENTRY DATE] ) = YEAR ( TODAY () )
                && 'Table'[OLD E-NO] IN _LASTYEAR_LIST
        )
    )
PERCENTAGE = DIVIDE([RENEWED],[TOTAL E-NO LAST YR])

Result is as below.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • RanHo's avatar
    RanHo
    Icon for Helper V rankHelper V
    4 years ago

    Anonymous thanks for reply, i will try this and give my feedback.