8 Replies Latest reply on Sep 26, 2018 9:22 AM by Ciara Brennan

Persistency in Tableau

Hello everyone,

I am trying to calculate Persistency.

Persistency: This is a measure of how efficiently an adjuster (or claims office) is working through their claims. The calculation is simple:

Number of Claims,  ( OPEN at Beginning of Month – OPEN at End of Month ) / (OPEN at Beginning of Month) as a Percent.

So if an adjuster has 100 open claims on 4/1, 10 new claims are opened in April, and adjuster closes/settles 40 claims, leaving 70 open on 4/30. Persistency = (100-70)/100 = 30%

I have datasheet with Claim Numbers and their respective "Date Of Report" as well as their "Close Date". I am confused how to proceed. Any help will be appreciated.

PS: I have attached a sample data sheet along for reference.

• 1. Re: Persistency in Tableau

Calculate the count of OPEN on the first day of April.

Calculate the count of OPEN on the last day of April.

Perform the same math problem you show in your question above.

SUM(OpenMonthCount)-SUM(ClosingMonthCount)/100

You will have use the DATEPART function to get the day, month and year of the Report Date for both the close and the open counts.  Wrap these up in a COUNTD function to get the number of Open Reports that have a status of OPEN.

In reality, this is one problem that translate well from Excel to Tableau.

I would just copy and paste all this in for you to see, but network security will no longer allow copy paste in the browser.

• 2. Re: Persistency in Tableau

Hi Tim,

Could you please share the calculations if possible. I am actually getting confused while applying calculations.

• 3. Re: Persistency in Tableau

I will take a look at doing this at home this evening.  If I create it here at work, I will not be able to upload due to security.

• 4. Re: Persistency in Tableau

Hi Tim,

Did you had the chance to look over it. Thank you.

• 5. Re: Persistency in Tableau

Sorry, I have been away on a fishing trip.  If you still need this, I will take a look.

• 6. Re: Persistency in Tableau

Hi Abhishek

Just checking if we can close off this thread?

Many thanks, Ciara

[Program Manager - Tableau Community]

• 7. Re: Persistency in Tableau

Ciara,

This is not mine to close since I did not open it.

Tim

Sent from the iPhone of Timothy Dines.

• 8. Re: Persistency in Tableau

Hi Tim, no problem, I've edited the post. Thanks Ciara