Insurance policy enrollment & plan change related question on how to display the data - added more additional information.

Hi All,

As per the below data i have

Two Policies :

10101

10102

For 10101

New - 1 (Enrolled for first time) on 1/1/2021

Plan Change - 1 (Changed the plan on 7/1/2021)

so, we are comparing dates and taking the Higher date so as to make sure when any changes are made, we are effectively capturing the change.

Tableau Date:

IF [Plcy Efctv Dt] > [SBSCRBR_CNTRCT_EFCTV_DT] 
THEN [Plcy Efctv Dt]
ELSE [SBSCRBR_CNTRCT_EFCTV_DT]
END

as per the above scenario Policy is only 1 & it has 1 changes,

as per logic it should display

1 NEW

1 Policy change count

but the tableau workbook i created shows

Under POLICIES BY STATE count as 2

where are policy is only 1

Similarly ,

Need help on displaying right data in below sheets & visualisation

I am facing difficulty in understanding how to display for other Sheets

Policies by State

Policies by Product

Policies by Sale Type

Policies Trend

Policies Count - YoY (Product Type)

Policies Count - YoY (Sale Type)

I am looking for help on best type of simple visualization which will be simplified to user without many complications.

I have mocked up 2 records 10101, 10102, basically i am looking up to 2 policies and its count respectively for product type and sale type, Policies trend, also state wise total no of policies.

Attaching the sample workbook

please note by default i have applied filter to 10101 Policy ID, there is another mockup 10102 also. Please don't forget to check that as well.

Thanks,

Satish