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QlikBeginner1
Creator
Creator

Set analysis help

Heya, 

I am building a simple report, and having a mental block in regards to how to build out the report based off the set analysis. I have set the report up with the fields and now looking to build in the requirements.

The current field is GWP.

Sum(GWP)

The fields for transaction type is TransactionType, PolicyEffectiveDate, ReportingDate.

If Transaction Type = “New Business” then include in the report extract if:
Policy effective date > reporting date 
If the Transaction Type = “Renewal” then include in the report extract if:
Policy Effective date > reporting date 
Labels (3)
1 Reply
tm_burgers
Creator III
Creator III

I don't have Qlik open but try the below :

 

If(Policy Effective date > reporting date, count({<TransactionType = {'New business' } >})