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Hello,
I'm trying to create a report that provides the data in a tabular format that can track changes on a monthly basis.
I have a sample data as follows:
Month_end | Insurance_Id | Client_Id |
Jan 2023 | 001 | A01 |
Feb 2023 | 001 | B01 |
What I need is to track if an insurance Id has transfered on/off to a different client.
Insurance_Id | Client_id | Reason |
001 | A01 | Transfer OFF |
001 | B01 | Transfer ON |
Hope this is enough info.
Thanks in advance.
Hi Arul,
I just need to add a new column into the data that says if the insurance_id has been transferred to a different client or not for the current month compared to the previous month.
Here 001 has transferred off from A01 to B01 some time in Feb. Since it was assigne to A01 in Jan the column will say "Transfer OFF" and "Transfer ON" to B01.
hope this makes sense.
Insurance_Id | Client_id | Reason |
001 | A01 | Transfer OFF |
001 | B01 | Transfer ON |
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