Hi,
I need some assistance in writing a two match formula.
The first one i would like to match the policy id and report on the last effective date for that policy.
The second one i would like to count the number of months between dates , this is in sequence so first instance of the policy number will have nothing to compare against so would be blank.
I have attached example below of how it should look.
Any help is greatly appreachiated
I need some assistance in writing a two match formula.
The first one i would like to match the policy id and report on the last effective date for that policy.
The second one i would like to count the number of months between dates , this is in sequence so first instance of the policy number will have nothing to compare against so would be blank.
I have attached example below of how it should look.
Any help is greatly appreachiated
Policy ID | Type | Code | Number of concurrent | Effective date | First effect | expiration date | Last Date | Difference Between Months |
111111111 | 01 | 01 | 1 | 2022-11-01 | 2021-11-04 | 2027-04-28 | ||
111111111 | 01 | 01 | 2 | 2022-12-01 | 2021-11-04 | 2027-04-28 | 1 | |
111111111 | 01 | 01 | 3 | 2023-01-01 | 2021-11-04 | 2027-04-28 | 1 | |
111111111 | 01 | 01 | 4 | 2023-02-01 | 2021-11-04 | 2027-04-28 | 1 | |
111111111 | 01 | 01 | 5 | 2023-03-01 | 2021-11-04 | 2027-04-28 | 1 | |
111111111 | 01 | 01 | 6 | 2023-04-01 | 2021-11-04 | 2027-04-28 | 2023-04-01 | 1 |
222222222 | 01 | 01 | 1 | 2022-11-01 | 2021-11-30 | 2058-10-14 | ||
222222222 | 01 | 01 | 2 | 2022-12-01 | 2021-11-30 | 2058-10-14 | 1 | |
222222222 | 01 | 01 | 3 | 2023-01-01 | 2021-11-30 | 2058-10-14 | 1 | |
222222222 | 01 | 01 | 4 | 2023-02-01 | 2021-11-30 | 2058-10-14 | 1 | |
222222222 | 01 | 01 | 5 | 2023-03-01 | 2021-11-30 | 2058-10-14 | 1 | |
222222222 | 01 | 01 | 6 | 2023-04-01 | 2021-11-30 | 2058-10-14 | 2023-04-01 | 1 |