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is the above possible please
what i am attempting to do is populate the Quote Date for the matching Quote No New Business line
looking forward to one of you fantastic experts in help me 🙂
Hi,
I'm assuming that you are trying to do it in the script and not in the layout, right?
I'd load this data in two steps:
1. Load all data rows for "NEW BUSINESS"
2. LOAD all data rows for QUOTE and LEFT JOIN it to the previous table, using QUOTE
Something like this:
Quotes:
LOAD
[QUOTE NO],
[TYPE DESC],
[POL NO],
[INCEPTION DATE]
FROM ...
WHERE [TYPE DESC] = 'NEW BUSINESS'
;
LEFT JOIN (Quotes)
LOAD
[QUOTE NO],
[QUOTE DATE]
FROM ...
WHERE [TYPE DESC] = 'QUOTE'
;
if(Previous(no)=no,peek('newcol'),date) as newcol
This approach works too, but only if quotes and new business rows are always subsequent and if there are no other types of data rows in the table. Otherwise, additional conditions may need to be used.
Cheers,