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mkhalil474
Contributor
Contributor

Finding value based on criteria

Hello,

I am trying to understand how to find values based on these criteria. How can I create a formula in Expression to show the following:

Report 1 will include ABC Auto Insurance only.

Report 2 will include both ABC Auto Insurance and 123 Home Property Insurance.

Report 3 will include both 123 Home Property Insurance and Public Auto Insurance.

Retailer ------------------------------Written Business in POR ----- Written Business in BOS ------ Written business in CHA

ABC Auto Insurance -----------------------YES-------------------------------------NO----------------------------------NO

123 Home property Insurance---------YES--------------------------------------YES----------------------------------YES

Public Auto Insurance---------------------NO-------------------------------------YES-----------------------------------YES

1 Reply
rwunderlich
Partner Ambassador/MVP
Partner Ambassador/MVP

Your expression would be some sort of aggregation  function, like count of policies. Use a set definition in the function to limit the Retailer values. Like:

Count({<Retailier={'ABC Auto Insurance'}>}PolicyNo)

Count({<Retailier={'ABC Auto Insurance', '123 Home property Insurance'}>}PolicyNo)

-Rob