Personnel Data
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Carl Rynders
S111
P
Y
Y
2017-06-01
2018-01-01
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
Exec
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
. House Account
P107
P
Y
N
2017-01-01
2017-06-01
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
Exec
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisa Murawski
C014
R
Y
Y
2017-06-02
2018-01-01
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
CSA
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Karlie Davis
C035
R
Y
N
2017-01-01
2017-06-02
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
CSA
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
James Mahaney
MAHAN
B
Y
Y
2017-01-01
2018-01-01
[Null]
[Null]
[Null]
[Null]
[Null]
[Null]
!/$
Broker
This is the join in Question..... Not sure how to do this.....
C:\ProgramData\Alteryx\Engine\Engine_7724_c85f17d773c4499fa0d66eb18be0ce89_\Engine_4828_1f1f19d790104c379cfa44fa59a82d3e_.yxdb
Single
Profile
Customer Data
2016-01-01
2016-02-01
2016-03-01
2016-04-01
2016-05-01
2016-06-01
2016-07-01
2016-08-01
2016-09-01
2016-10-01
2016-11-01
2016-12-01
2017-01-01
2017-02-01
2017-03-01
2017-04-01
2017-05-01
2017-06-01
2017-07-01
2017-08-01
2017-09-01
2017-10-01
2017-11-01
2017-12-01
2018-01-01
2018-02-01
2018-03-01
2018-04-01
2018-05-01
2018-06-01
2018-07-01
2018-08-01
2018-09-01
2018-10-01
2018-11-01
2018-12-01
2019-01-01
2019-02-01
2019-03-01
2019-04-01
2019-05-01
TEST 123456
2017-01-01
2018-01-01
Policy
Commercial
N
Active
Expiration
Agency
[Null]
TEST 123
Acuity A Mutual Ins Co
Insurance
Active
Acuity A Mutual Ins Co
Insurance
Active
R&R Insurance Services
Waukesha
Commercial Lines
Agency Sales
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
4509CF1A-2FD8-423E-AC76-A041464FD006
3B556742-883B-44AD-AD07-BF6AC158DF92
3B556742-883B-44AD-AD07-BF6AC158DF92
Lisas Test2
53532
Active
Customer
. House Account
P107
Acuity Service Center
SCACU
123456
R&R Insurance Services
Commercial Lines
Waukesha
Agency Sales
53150
False
Book of Business Month
PolNo
A or B (full join)
([PolEffDate]<=[Month] and [Month]<[PolExpDate])
True
([PolEffDate]<=[Book of Business Month] and [Book of Business Month]<[PolExpDate])
C:\ProgramData\Alteryx\Engine\Engine_7724_c85f17d773c4499fa0d66eb18be0ce89_\Engine_4828_2df487b7c74f450cb039b4baccbc0a43_.yxdb
Single
Profile
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
New business
NBS
Yes
General Liability
2000
2000
Active
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
New business
NBS
Yes
Commercial Property
1000
1000
Active
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
New business
NBS
Yes
Business Auto
3000
3000
Active
True
PolId
PolId
A (left join)
[EffDate] <= [Book of Business Month]
False
C:\ProgramData\Alteryx\Engine\Engine_7724_c85f17d773c4499fa0d66eb18be0ce89_\Engine_4828_f6df58357bb04423ba5b0b6b94b82887_.yxdb
Single
Profile
Excel Designed Solution
C:\ProgramData\Alteryx\Engine\Engine_7724_c85f17d773c4499fa0d66eb18be0ce89_\Engine_4828_3eb3778f7ac746e7b5bc4a10e5c1e666_.yxdb
2017-01-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-01-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-01-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-02-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-02-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-02-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-03-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-03-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-03-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-04-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-04-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-04-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-05-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-05-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-05-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-06-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
. House Account
Karlie Davis
James Mahaney
2017-06-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
. House Account
Karlie Davis
James Mahaney
2017-06-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
. House Account
Karlie Davis
James Mahaney
2017-07-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-07-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-07-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
2017-08-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-08-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-08-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
2017-09-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-09-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-09-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
2017-10-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-10-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-10-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
2017-11-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-11-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-11-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
2017-12-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
C7DA6CB1-E7F8-455C-AC6C-290F30E508A8
2017-01-01
General Liability
2000
2000
Carl Rynders
Lisa Murawski
James Mahaney
2017-12-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
1EB64DED-00DF-411C-961C-C09EB48F96EE
2017-01-01
Commercial Property
1000
1000
Carl Rynders
Lisa Murawski
James Mahaney
2017-12-01
TEST 123456
2017-01-01
2018-01-01
513CA23C-9FAE-4CAF-8B7A-36CD449E14F3
Lisas Test2
A65C8A74-FD95-41BF-9689-C6725158DC02
2017-01-01
Business Auto
3000
3000
Carl Rynders
Lisa Murawski
James Mahaney
Horizontal
Join Workflow Assistance