checking the success of a program by comparing date fields for person IDs

[bradyb2323]

Hello,

Looking for help on a large data set.  Im trying to assess the success of a program.  Essentially I want to look at all records for each person ID, check if a column A string is present in a different field, and if that string is present, take the MIN date corresponding to a date field in column B.  THEN, grouping by person ID, look at a different column C to see if a string is present, and if so, take a different column D date.  And finally, if column D date is greater than column B date, return something (could just be a tally, or 1).  

I know this sounds like a mouthful (and is) so Im hoping this makes sense. 

[#2]

Hi @bradyb2323,

Could you please share a file or a screen with a sample of your table? 

[#3]

@rzaneti 

Customer Identifier	Rx Number	Most Recent Bill Date	Rx Completed On	Primary Plan Name	Primary Plan Paid Amount	Copay Amount
1234556	99996661	5/5/2022	5/5/2022	RETAIL	1147.09	15
1234556	99996661	5/30/2022	6/6/2022	RETAIL	1147.09	15
1234556	99996661	7/11/2022	7/11/2022	RETAIL	1229.1	15
1234556	99996661	8/3/2022	8/15/2022	RETAIL	1229.1	15
1234556	99996661	9/13/2022		RETAIL	0	0
1234556	9995577	8/26/2022		RETAIL	0	0
1234556	8754	11/9/2022		QSP	0	0
1234556	8754	12/20/2022		RETAIL	0	0

[#4]

I added test data for the purposes of the question. Hopefully this will make things clearer. Looking to group by Customer Identifier (only one shown in data set), check if "QSP" in Primary Plan Name, and if so, check all RxCompletedOn dates that would fall after the Most Recent Bill Date associated with the QSP line.