I am building a report, and have multiple requirements to build this report out. I have build this out which is looking OK so far, however I am not sure this is the most efficient way. Is this how you would achieve the below requirements?:
= Sum(IF(TransactionPostedDate = PolicyInceptionDate OR ConfTransactionSubStatusDesc = 'New Business' OR ConfTransactionSubStatusDesc = 'Renewal' OR ConfTransactionSubStatusDesc = 'Mid Term Adjustment' OR ConfTransactionSubStatusDesc = 'Cancellation' and PolicyEffectiveDate < vReloadDate, GrossWrittenPremium))
The Transaction Date field currently is removing Nulls. so the first requirement is met.
So I thought if you added these conditions into a measure in the table, this reflects to all the fields in that table ? So I have a list of fields that is the output, and GWP is one of the columns. I have two reports that I am building, so cannot limit the data in the back end to these specific rules. Hope this makes sense?