Hi I have a file of 5000 lines where it has forename, surname, address but I need to determine if they took a policy out on a certain date, cancelled it and purchased a different one. is there a formula to help do this? below is a test file of data that i need to do this to. Basically within the list it shows different years of account and I need to determine whether someone has bought 2 policies within the same year and cancelled any of them. I personally cannot see any parameters that would enable this to be done as all references are different so cannot do an If statement to say if this matches. Any help would be much appreciated. File also attached
| DOB | SURNAME | FORENAME | RES_PCODE | COUNTER | PREV_SALES_CHANNEL | POLKEY | POLREF | RCPCODE | POL_SDATE | NBIND | RES_ADDR1 | RES_ADDR2 | RES_ADDR3 | RES_ADDR4 | RES_ADDR5 | RES_ADDR6 | EARLIEST_SDATE | ZSUBCHAN_DESC | ZBRAND_DESC | POLICY_COUNT | POL_ADATE | POL_QDATE | CHANNEL | SALES_CHANNEL | POL_STATUS2 | CANCELLATION_DATE |
| 17-Oct-56 | test | test | testing | 1 | 9.04E+12 | 49545373 | 541 | 01/05/2009 | N | test | test | test | test | test | test | 01/05/2009 | undefined | TEST | 1 | 30/04/2009 | 29/04/2009 | W | WEB ACCEPTED ONLINE | A | . | |
| 17-Oct-56 | test | test | testing | 1 | 1.00E+13 | 89645045 | 568 | 01/05/2010 | N | test | test | test | test | test | test | 01/05/2010 | Confused | TEST | 1 | 26/04/2010 | 26/04/2010 | A | AGG ACCEPTED ON PHONE | A | . | |
| 17-Oct-56 | test | test | testing | 1 | 1.00E+13 | 49545373 | 541 | 01/05/2010 | R | test | test | test | test | test | test | 01/05/2009 | undefined | TEST | 2 | 30/04/2010 | 27/03/2010 | W | WEB ACCEPTED ON PHONE | X | 08-May-10 | |
| 17-Oct-56 | test | test | testing | 1 | 1.10E+13 | 89645045 | 568 | 01/05/2011 | R | test | test | test | test | test | test | 01/05/2010 | Confused | TEST | 2 | 30/04/2011 | 27/03/2011 | A | AGG ACCEPTED ON PHONE | A | . |
