How to filter by either 1 date field while each record is associated with 2 separate date fields?

[seidydelacruz]

Hello,

My experience with Qlik is very limited and have this situation that my data source has two Date Fields; ‘policy_eff’ and ‘entry_date’ with every record. A Policy can be sold on one date, however the effective date (policy_eff) can be another, even on a future date. Furthermore, users want to have a radio button option that I’ve found to filter all the visualizations filtered by either Effective date or Entry date. While this radio button will take a field value, I need to create a field to add to the radio button's dimension which will have for example values; Effective date OR Entry date.

policy	policy_type	broker_state	rep	premium	livecount	product	product_name	policy_eff	entry_date
XYZ526490	D	NJ	027	125	2	INS	D	1/30/2018	2/1/2018
XYZ526491	B	NY	028	125	1	INS	B	1/16/2018	2/1/2018
XYZ526493	M	PA	030	247.2	4	INS	M	1/31/2018	2/1/2018

How can I populate Effective date OR Entry date in a field which will take the corresponding date from 'policy_eff’ or ‘entry_date’? How and what can I script in the table to achieve this? 

Your suggestion is highly appreciated.

Thank you very much.

[Vegar · Accepted solution]

Try this script (written in QlikView):

Policies:
LOAD policy, 
 policy_type, 
 broker_state, 
 rep, 
 premium, 
 livecount, 
 product, 
 product_name, 
 (date#(policy_eff, 'M/D/YYYY')) as policy_eff,
 (date#(entry_date, 'M/DD/YYYY')) as entry_date,
 policy_eff&'|'& entry_date as %datekey
FROM
[https://community.qlik.com/t5/Qlik-Sense-App-Development/How-to-filter-by-either-1-date-field-while-each-record-is/m-p/1528609#M37983]
(html, codepage is 1252, embedded labels, table is @1);

CalendarLink:
LOAD 
 %datekey,
 'Entry date' as Calendar,
 entry_date as %date
Resident
 Policies
;
LOAD 
 %datekey,
 'Policy eff' as Calendar,
 policy_eff as %date
Resident
 Policies;

/*A calender table where %date is the link to CalendarLink*/
Calendar:
LOAD
 date(%date) as Date,
 Year(%date) as Year,
 month(%date) as Month,
 %date;
LOAD 
 43116 + IterNo() as %date
autogenerate 1
While 
 43116 + IterNo() <= 43132
;

You will get this datamodel:

Then by putting the Calendar field into a radio-button you will get your desired result.  

[seidydelacruz]

Thank you very much. Can I ask you is there any reason for starting with 43116 and
LOAD
43116 + IterNo() as %date

While
43116 + IterNo() <= 43132
;