Using DAX - I need to calculate the total premium amount for policies with a certain status - using a slowly changing dimension as a source.
This is something that's running within SSAS tabular model.
The solution has two tables - dim_date (which is a calendar table) and a Dim_contract (which have all my policies listed) The Dim_Contract table is a slowly changing dimension.
The table format:
DW_ContractID DW_EffectiveFromDate contract_number actual_recurring_collection ContractStatusTLA
-2145825896 22 August 2018 4303140 80 PIN
-2145627139 26 September 2018 4303140 80 INF
-2145428382 09 October 2018 4303140 80 Can
-2145229625 21 August 2018 4303142 100 PIN
-2145030868 22 September 2018 4303142 100 NTU
-2144832111 02 September 2018 4303999 50 PIN
-2144633354 03 September 2018 4303999 50 INF
I've done a calculation to count the policies - which work 100%. With this calc, we count the number of policies for each time period. (depending what the user selects)
Example - if we want to count the number of policies as at the end of September per status we should get:
INF: 2 (This is counting policy numbers 4303140 and 4303999 as their last status is INF)
CAN: 0
NTU: 1
The code used to do the counts:
PolicyCount_NTU :=
IF (
MIN ( DIM_Date[Date] )
>= CALCULATE ( MIN ( DIM_Contract[DW_EffectiveFromDate] ), ALL ( DIM_Contract ) ),
IF (
MIN ( DIM_Date[Date] )
<= CALCULATE ( MAX ( DIM_Contract[DW_EffectiveFromDate] ), ALL ( DIM_Contract ) ),
CALCULATE (
COUNTROWS (
FILTER (
DIM_Contract,
DIM_Contract[DW_ContractID]
= CALCULATE (
MAX ( DIM_Contract[DW_ContractID] ),
ALL ( DIM_Contract ),
DIM_Contract[contract_number] = EARLIER ( DIM_Contract[contract_number] ),
( DIM_Contract[DW_EffectiveFromDate] ) <= VALUES ( DIM_Date[Date] )
)
)
),
LASTDATE ( DIM_Date[Date] ),
DIM_Contract[ContractStatusTLA] = "NTU"
)
)
)
The problem comes in with the calc to get the sum of the amounts... I used this code:
PolicyAPI_NTU :=
IF (
MIN ( DIM_Date[Date] )
>= CALCULATE ( MIN ( DIM_Contract[DW_EffectiveFromDate] ), ALL ( DIM_Contract ) ),
IF (
MIN ( DIM_Date[Date] )
<= CALCULATE ( MAX ( DIM_Contract[DW_EffectiveFromDate] ), ALL ( DIM_Contract ) ),
CALCULATE (
SUM ( DIM_Contract[actual_recurring_collection] ),
(
FILTER (
DIM_Contract,
DIM_Contract[DW_ContractID]
= CALCULATE (
MAX ( DIM_Contract[DW_ContractID] ),
ALL ( DIM_Contract ),
DIM_Contract[contract_number] = EARLIER ( DIM_Contract[contract_number] ),
DIM_Contract[DW_EffectiveFromDate] < VALUES ( DIM_Date[Date] )
)
)
),
LASTDATE ( DIM_Date[Date] ),
DIM_Contract[ContractStatusTLA] = "NTU"
)
)
)
Using the last piece of code to get the SUM of the amounts doesn't work - I get an error: Error: Calculation error in measure 'DIM_Contract'[PolicyAPI_NTU]: A table of multiple values was supplied where a single value was expected.