how to populate same value to all the records of a policy no, based on a value in another column

[sudheerbolla]

Hi everyone,

@amitchandak , @danextian , @Ritaf1983 , @truptis 

Could you help in writing a DAX function in populating same value for all the records of a policy no in new calculated coumn based on a value in another column.

If there is a record with  Event Code = "cancel_policy" or "cancel_policy_non_payment", in the multiples records of a same policy no, then "cancelled" to be populated in calculated column against all the records of the cancelled policy.

Else, "Active" to be populated in the in all the records of the policy as shown below.

Link of the sample data is below.

https://www.dropbox.com/scl/fi/m3v5tww6jq45uugn725pf/data-Copy.xlsx?rlkey=m7crl4y52qpx850qcfjt3f3gh&...

Thank you in advance.

[sudheerbolla]

I appreciate you.

I got struck in middle of the way, could you please solve this. I worked on finding the buckets of increase in premium resulting in cancellation of policies. 

I working on to find the renteniton of the customers with increase in premium. for this i want to populate the values of current term and previous term of the latest renewal only. 

Need help in writing Dax Function in getting value... - Microsoft Fabric Community

[sudheerbolla]

Thank you.

[VilmarSch · Accepted solution]

Veja se ajuda

Act/Cancel = 
VAR Var1 =
    COUNTROWS (
        FILTER (
            Tabela,
            [Policy No] = EARLIER ( Tabela[Policy No] ) && 
            ( [Event Code] = "cancel_policy" || [Event Code] = "cancel_policy_non_payment" )
        )
    )
RETURN
    IF ( Var1 = BLANK (), "Active", "Cancelled" )