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Not applicable

Help needed with chart

Hi I need some help if anyone can help please. I am looking to chart sales on Policy 2012 highlighting policy renewal, created and premium with trend line.

Kind Regards

1 Solution

Accepted Solutions
morganaaron
Specialist
Specialist

See attached as an example to what I'm saying above. I've selected two years that ignore the 2001 and 2007 spikes to highlight the functionality without those extreme values.

View solution in original post

10 Replies
morganaaron
Specialist
Specialist

Hi Jack,

Is this one of the charts within your .qvw, or a new chart entirely? Have you attempted to chart the data yourself and failed, or are you asking where to start in terms of creating this type of chart?

Not applicable
Author

Hi Aaron

I have attempted and failed, I attempted with Policy Month Created as my dimension, and expressions, sum of policy counter, sum of policy renewed, sum of premium.

Regards

Jack

avinashelite

Hi jack,

Can you elaborate a bit about your requirement ?? On what basis you need the trend line i,e dimension for that

Not applicable
Author

Hi

avinashelite

How do you identify its renewal or cancellation policy ??

morganaaron
Specialist
Specialist

What was the issue in terms of it not showing what you wanted? I created a simple chart using the Policy Created Month Year and was able to get sensible results for each of those, all be it there seems to have been a batch load of policies to begin with at the minimum date available. Beware that with Policy Month Created you'd be adding all the years data together grouped by month.

Also, beware that your policy renewed? field is a yes/no text field, so you can't sum this data - you'd need to count where it equals to yes I assume, there are a few ways to do that, Count({<[PolicyRenewed?]={'Yes'}>}PolicyCounter) would give you a valid expression.

The likelihood may simply be your initial batch load is skewing the data so you can't see any of the other values?

morganaaron
Specialist
Specialist

See attached as an example to what I'm saying above. I've selected two years that ignore the 2001 and 2007 spikes to highlight the functionality without those extreme values.

Not applicable
Author

Thank Aaron

That is more or less the information I was looking to display.

Regards

Jack

Not applicable
Author

Thanks Avinash

I have now found a solution, thank you

Regards

Jack