CALCULATING RENEWED POLICY BASED ON LAST YR PRODUCTION

[RanHo]

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

[RanHo]

@v-rzhou-msft 

 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

[v-rzhou-msft]

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]

@v-rzhou-msft thanks for reply, i will try this and give my feedback.