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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:

Based on my sample I have transaction no which is corresponds on E-No per name.  As you can see there are 3 OLD E-NO records that was came from the E-NO last yr.  So if the TransactionNo has a Old E-No thats the count for Renewed thats whay I had 3 count for renewed.

     Can anyone help me how to solve the logic behind it? Any advice would help. Thanks

 

 

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3 Replies

  • 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
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      4 years ago

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

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

    Anonymous 

     As I try the codes and measure you suggest, the TOTAL E-NO LAST YR was working , and about the RENEWED one the result is blank, I dont know why but Im investigating what is wrong with the codes, but yeah thanks the one measure is working I'll appreciate that. Thanks