make_history: Make license history table
In southwick-associates/salic: Prepare Agency Dashboard Data

Description Usage Arguments Details See Also Examples

The license history table accounts for multi-year/lifetime licenses by including 1 row for every year a license is held. The input data frame should only have 1 record per customer-year (ensured by running rank_sale beforehand).

1 2	make_history(sale_ranked, yrs, carry_vars = NULL, yrs_lapse = yrs, show_diagnostics = FALSE)

`sale_ranked`	data frame: Sales table from which license history will be made; must include at least 3 variables (cust_id, year, duration)
`yrs`	numeric: Years in sales data (column 'year') from which to create license history
`carry_vars`	character: additional variables to carry over from previous year (for multi-year and lifetime licenses).
`yrs_lapse`	numeric: years to include in lapse calculation (defaults to yrs). If NULL, lapse will not be calculated (useful for mid-year results)
`show_diagnostics`	logical: If TRUE, will include intermediate variables in the output dataset, necessary for running checks: `history_check`.

The output data frame includes the following variables:

cust_id: Customer ID
year: License Year
carry_vars: One or more optional variables to include; ensures multi-year/lifetime records are complete in future years.
duration_run: A duration variable that accounts for multi-year/lifetimes.
lapse: Lapse next year? (1=Yes, 0=No). Only included if yrs_lapse != NULL
R3: R3 group this year (1=carried, 2=renewed, 3=reactivated, 4=recruited). Only included if more than 5 years are present.

Salic Function Reference: salic

Other license history functions: history_check, rank_sale

library(dplyr)
data(sale, lic)
sale_ranked <- inner_join(lic, sale) %>% rank_sale()
history <- make_history(sale_ranked, 2008:2018, "res")

# history includes more rows than sale_ranked if multi-year/lifetimes are present
left_join(count(history, year), count(sale_ranked, year), by = "year")