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Hi
Based on my sample data below, I wish to calculate the 'IF' policies for each agent.
Agent | Policy No | Status |
A | 1 | IF |
A | 2 | IF |
A | 3 | LA |
B | 4 | LA |
B | 5 | IF |
C | 6 | MA |
C | 7 | LA |
The expected result is:
Agent | No. of IF policies |
A | 2 |
B | 1 |
C | 0 |
Used this expression: count({1<Status={'IF'}>} distinct([Policy No]))
which gives me expected result but when I apply filter for Agent B only, the charts still shows the full result for agent A,B,C.
How can do I both:
1. Calculate all IF policies disregarding the 'Status' filter (e.g. LA/MA) and count of IF policy remain as expected result and not '0';and
2. List is shortlisted based on the agent selected in 'Agent' filter?
Thank you in advance. Kind regards.
Remove the 1: count({<Status={'IF'}>} distinct([Policy No]))
I think
Count ({<Status={'IF'}>} Total<Agent>[Policy No])
gwassenaar zebhashmi for the replies which both works fine for the sample table.
However, when it is associated with another table with multiple records per policy and filtering; the count of IF policy changes.
Example data in table 2:
Policy No | Movement | Movement Date |
1 | IF | 1/1/2018 |
1 | LA | 1/2/2018 |
1 | IF | 1/1/2018 |
2 | IF | 1/2/2018 |
3 | IF | 1/1/2018 |
3 | LA | 1/3/2018 |
4 | IF | 1/2/2018 |
4 | LA | 1/3/2018 |
5 | IF | 1/1/2018 |
5 | LA | 1/2/2018 |
5 | IF | 1/3/2018 |
6 | IF | 1/1/2018 |
6 | LA | 1/2/2018 |
6 | IF | 1/3/2018 |
6 | MA | 1/4/2018 |
7 | IF | 1/1/2018 |
7 | LA | 1/3/2018 |
When I apply the filter on movement and movement date, then the results starts to change. For example, filter movement by LA:
In this case, I believe the filter has resulted in it excluding the count on number of Policy without any LA status (e.g. Policy No 2).
Actually, the count of IF policies is intended for ratio calculation 'per agent', therefore should be fixed based on 'Status' per agent basis.
we are calculation only (IF) if you want to know about
(LA) or all I would say remove status filter
may be that
Count (Total<Agent>[Policy No])
or maybe that but I don't think its going make a difference
Count ({1<Status={'IF'}>} Total<Agent>[Policy No])