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RichaU24
Contributor
Contributor

Counting based on date criteria

I am trying to generate distinct counts of policies that are active at a particular point in time.

My data looks Like this

Policy Number Start Date
p1 01-04-2013
P1 01-08-2013
p2 30-08-2013
p2 01-04-2014
p3 30-06-2014
P2 01-08-2014
P1 07-04-2015
P3 30-06-2015
P2 01-08-2015
P1 07-04-2016
p5 30-06-2016

 

A policy remains active for 1 year from the start date unless a different start date comes up before a full year is complete.

I want to summarize this in the following way. 

Period  Number of Policies active
Feb-13
May-15 3 (p1,p2,p3)
Aug-16 2 (p1,p5)

 

Can somebody pls suggest the way to go about it? 

Thanks

 

Labels (3)
2 Replies
vchuprina
Specialist
Specialist

Hi,

You should use concat function as in my example below:

 

DATA_TMP:
LOAD
[Policy Number],
[Start Date],
Date(Date#(Right([Start Date],7), 'MM-YYYY'), 'MMM-YYYY') AS [Month Year]
;
LOAD * Inline[
Policy Number, Start Date
p1, 01-04-2013
P1, 01-08-2013
p2, 30-08-2013
p2, 01-04-2014
p3, 30-06-2014
P2, 01-08-2014
P1, 07-04-2015
P3, 30-06-2015
P2, 01-08-2015
P1, 07-04-2016
p5, 30-06-2016
];

DATA:
LOAD
Count(DISTINCT[Policy Number])&' ('& Concat(DISTINCT [Policy Number], ', ')&')' AS [Number of Policies active],
[Month Year]
Resident DATA_TMP
Group By [Month Year];

DROP Table DATA_TMP;

 

Regards,

Vitalii

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vinieme12
Champion III
Champion III

or you could just do it in the chart directly,

this is more flexible to do in front end as selections could change possible values

=count(distinct [Policy Number]) & '('& concat(distinct [Policy Number],',') &')'

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.