can you include "rescind" policy status as well for the above risk classes?

benm_2000
benm_2000 Member
in Charting

can you help me add a column for rescind policy based on this table?

Screenshot 2024-05-17 at 1.38.24 PM.png

Best Answer

  • MichelleH
    MichelleH Coach
    Answer ✓

    @benm_2000 Is there a policy status column in your dataset? If so, you can drag it from the Dimension section of Analyzer to the chart columns to include it in your card.

    However if you are unsure, your best bet is to ask whoever requested this change for some clarification on what specifically they are looking for. If there is business logic that needs to be applied then we can help you translate that.

Answers

  • MichelleH
    MichelleH Coach

    @benm_2000 Can you elaborate some more on what you want with this column? Are you trying to flag policies to rescind based on certain criteria?

  • benm_2000
    benm_2000 Member

    i think what i am supposed to do is add the column so that is shows the rescind policy status. not if it should rescind based on something but just the status of the policy if it has rescinded or not. if that makes sense.

  • MichelleH
    MichelleH Coach
    Answer ✓

    @benm_2000 Is there a policy status column in your dataset? If so, you can drag it from the Dimension section of Analyzer to the chart columns to include it in your card.

    However if you are unsure, your best bet is to ask whoever requested this change for some clarification on what specifically they are looking for. If there is business logic that needs to be applied then we can help you translate that.

  • benm_2000
    benm_2000 Member

    thank you for the help. i dragged the column to apply filters and "rescind" was an option so I just clicked that. thank you for directing me.

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