3 report pages | 4 DAX measures | 100 points total
| # | Page name | Pts | Required visuals | Slicers | Filters |
|---|---|---|---|---|---|
| 1 | Patient & Insurer Overview | 28 | card: Total Unique Patients [fields] · donutChart: Policy Distribution by Insurer [legend, values] · slicer: Primary Coverage Filter [field] | Primary Coverage slicer (is_primary) | — |
| 2 | Coverage Timeline Analysis | 42 | slicer: Coverage Start Year [field] · lineChart: New Policies Enrolled Over Time [x_axis, y_axis, legend] · barChart: Total Policies by Insurer and Primary Status [y_axis, x_axis, legend] | Year slicer (from coverage_start), Insurer ID slicer | — |
| 3 | Drill-Through Patient Policy Detail | 22 | slicer: Search by Policy Number [field] · table: Patient Policy Detail Table [columns] | Policy Number search slicer | — |
| Measure | Pts | What it must compute | Reference DAX |
|---|---|---|---|
Total Unique Patients | 3 | Counts the number of distinct patient IDs in the patient_insurers table, representing the total number of unique patients who have at least one insurance record. | |
Total Policies | 3 | Returns the total number of policy records in the patient_insurers table, representing all insurer associations across all patients. | |
New Policies Enrolled | 4 | Counts the number of policy records within the current filter context, intended to be used with coverage_start on a time axis to show how many new policies were enrolled per time period. | |
Coverage Duration (Days) | 8 | Calculates the number of days between the policy coverage_start date and today's date, representing how long each policy has been active. Should return BLANK if coverage_start is missing. |