I have a series of payment transactions in a standard columnar report, including fields such as:

• claim #
  
• transaction date
  
• transaction type
  
• payment amount
  

My tasks are 3-fold (using Info Assist only):

1 - Count the # of transactions per claim and come up with an average # for the entire record set.

2 - Calculate average # of days between payment dates.

3 - Visualize the payment timing and size pattern by cause of loss, indicating a confidence interval where 95% of the time, payments fall into the pattern shown.

Who is feeling especially brilliant today?

Please keep it simple as I am but a newbie Info Assist business user.

Many thanks in advance!

This message has been edited. Last edited by: Tamra,

HI Gavin B,

While we wait for others to reply, here are a few suggestions to point you in the right direction.


1) Count the # of transactions per claim and come up with an average # for the entire record set.

You can apply "aggregation Functions" such as COUNT and AVERAGE to a field to. Click on the field / right mouse click/ MORE / Aggregation Function

- to get the average of the entire data set that may require a bit more coding - but don't get alarmed - this would be set up within a "compute" or you may need to create a HOLD file

2) Calculate average # of days between payment dates.

In a COMPUTE you can get the number of days between 2 dates by using a FUNCTION - select the stylized fx icon to pull up the functions
DATEDIF will provide the difference in days between 2 dates.


The AVERAGE function with a Filter on the date should answer this one or you may need to create a HOLD file with the a count of the number of days and then another report on the HOLD to give the average for a sort value.

3) May require a HOLD to get the data into the format that you want then a report with the visualization on this data.


Here is the link to the InfoAssist User's Manual .

Page 183 - How to Display Numeric Measure Data Using Aggregation Options in a Report

Page 185 - How to Access the Within Functionality
You can use the Within functionality to apply specific aggregation tasks at different report levels.

Thank you for participating in the Focal Point Forum.

Kindest regards,
Tamra Colangelo
Focal Point Moderator - Information Builders Inc.

Thanks Tamra. I'll review the manual and work with our BI team in IT to learn about HOLD files and Aggregate Within.