How To Plot Client Behaviour in a Line Chart

[pra_kale]

Hi All,

I am attaching one application and 2 excel files.  1 excel file contains clients policy wise Transactions where as another excel contains policy wise complaints of the customer.

I want to create a line chart  where client behaviour will get plotted. For e.g. if I select 1 client i.e. N123456 then line chart will display it's all policies with date wise it's movement means  45329 policy got issued on 12 April 10, then Top-up happened on 15-Nov-10, surrender happened on 25-Dec-15 and complaint received on 14-May-10 and so on..

Every event can be indicated by some symbols like Policy Issuance = *, Top-up = +, Surrender = # , Complaint = !.

And in front-end 3  list boxes are required which will display clients having more than 3 policies, client having more than 1 but less than 3 policies and clients having only 1 policy

Can you please help to create a line chart as per requirement.

Thanks in Advance

sunny‌

marcus_sommer‌

[kaushiknsolanki]

Hi,

Try this expression for >3

=If(Aggr(Count(Client_No), Client_No)>3,Client_No)

Similarly try for 1 to 3 and only 1

Regards,

Kaushik Solanki

[pra_kale]

Thanks Kaushik for your help.

But i think it is not considering the unique policies of the client. Means I want unique policies count is >= 3 of a client.

Below I have attached excel file in which I have highlighted cases in yellow where client has having only 2 unique policies but still he is appearing in >= 3 list box.

Can you please look into this.