Hi @art297,   The reason why client 009 should not be selected is because (please see comments in red below):   9,initial interview,2/29/2016 9,service delivered,8/29/2016 9,re-interview,10/3/2016 /* The first re-interview after the initial interview is out of the "re-interview has to happen in the 5-7 months" criteria*/ 9,service delivered,10/4/2016 9,re-interview,12/3/2016 /* This re-interview takes place approximately 2 months after the previous one*/ 9,service delivered,12/4/2016 9,re-interview,6/3/2017 9,service delivered,6/5/2017 9,re-interview,12/2/2017 9,service delivered,12/4/2017 9,re-interview,6/2/2018 9,service delivered,6/3/2018 9,re-interview,6/4/2018   Thanks! ... View more

Hello @PGStats,   Thanks a lot for the code! I will apply the suggestions tomorrow (due to SAS availability) and let you know. ... View more

Hello @art297   Looking at the clients in your code (thanks for adding more clients!) and the criteria that I posted, these are the ones that will qualify and the ones that will not qualify:   Qualify: Client 002 Client 004 Client 005 Client 007   Do not qualify: Client 001: the service delivered after the initial interview did not happen within 6 months. This is the first criteria, therefore, there is not need to look for the others. Client 003: there is not service delivered after the initial interview. Client 006: the service delivered after the initial interview did not happen within 6 months.  Client 008: the three re-interviews following the initial interview do not have services delivered in between them. In addition those re-interviews did not happen 5-7 months from each others.   I can't wait for tomorrow to apply the code!   Thanks       data have; infile datalines dlm=','; informat ClientID 8.; informat category $20.; informat date mmddyy10.; input ClientID Category Date; format date mmddyy10.; datalines; 1,initial interview,2/1/2016 1,service delivered,8/25/2016 1,re-interview,8/26/2016 1,service delivered,10/1/2016 1,re-interview,1/1/2017 1,service delivered,3/1/2017 1,re-interview,8/1/2017 2,initial interview,2/1/2016 2,service delivered,3/1/2016 2,re-interview,8/1/2016 2,service delivered,10/1/2016 2,re-interview,1/1/2017 2,service delivered,3/1/2017 2,re-interview,8/1/2017 3,initial interview,2/1/2016 3,re-interview,8/1/2016 3,service delivered,10/1/2016 3,re-interview,1/1/2017 3,service delivered,3/1/2017 3,re-interview,8/1/2017 4,initial interview,2/1/2016 4,service delivered,3/1/2016 4,re-interview,8/1/2016 4,service delivered,10/1/2016 4,re-interview,1/1/2017 4,service delivered,3/1/2017 4,re-interview,8/1/2017 4,service delivered,9/1/2017 4,re-interview,12/1/2017 5,initial interview,2/1/2016 5,service delivered,3/1/2016 5,re-interview,8/1/2016 5,service delivered,10/1/2016 5,re-interview,1/1/2017 5,service delivered,3/1/2017 5,re-interview,8/1/2017 6,initial interview,2/1/2016 6,service delivered,8/2/2016 6,re-interview,8/3/2016 6,service delivered,10/1/2016 6,re-interview,1/1/2017 6,service delivered,3/1/2017 6,re-interview,8/1/2017 7,initial interview,2/29/2016 7,service delivered,8/29/2016 7,re-interview,9/3/2016 7,service delivered,10/1/2016 7,re-interview,2/3/2017 7,service delivered,3/1/2017 7,re-interview,9/1/2017 8,initial interview,2/29/2016 8,service delivered,8/29/2016 8,re-interview,9/3/2016 8,re-interview,10/3/2016 8,re-interview,11/3/2016 8,re-interview,12/3/2016 8,service delivered,12/4/2016 8,re-interview,6/3/2017 8,service delivered,6/5/2017 8,re-interview,12/2/2017 ; /* Criterion1: initial interview (criterion_int) Criterion2: service within 6 months of initial interview Criterion3: 3 re-interviews within 5-7 months of each other, with each of the first two re-interviews followed by a service Criterion4: All re-interviews, except for the final re-interview, must be followed by a service */   ... View more

Good evening @novinosrin,   Client 008 does not qualify because the criteria: The client must have at least one service delivered between the re-interviews refers to the three re-interviews following the initial interview. Also, the re-interviews are not 5-7 months from each other. I am sorry for not making this more clear. Please feel free to let me know if it is clear now 🙂   8,initial interview,2/29/2016 8,service delivered,8/29/2016 /*Interval is 6 months seems fine here as service delivered with 6 months*/ 8,re-interview,9/3/2016 8,re-interview,10/3/2016 8,re-interview,11/3/2016   Thanks     ... View more

Thanks @art297! Too bad I have to wait until Monday (due to SAS availability) to be able to apply the code to my data. I will let you know as soon as I do on Monday. ... View more

Thanks again for the feedback!   I am sorry if I created confusion with my current description; I was trying to summarize - not a good idea 🙂   Client 008 in the example you provided would not me one of the criteria (please see below in bold) and therefore would not be selected. This is the criteria: I have a dataset with multiple observations per Client ID and have to select just the clients that meet the following criteria: The client must have an initial interview. The client must have at least one service (cleaning house, delivering groceries, etc.) delivered within 6 months of the initial interview. The client must have at least 3 re-interviews 5-7 months apart from each other. The client must have at least one service delivered between the re-interviews. Get a final dataset with the qualifying Client ID and only the qualifying observations. data have; infile datalines dlm=','; informat ClientID 8.; informat category $20.; informat date mmddyy10.; input ClientID Category Date; format date mmddyy10.; datalines; 8,initial interview,2/29/2016 8,service delivered,8/29/2016 8,re-interview,9/3/2016 /* Two consecutive re-interviews with no service in between, and the y are not 5-7 months apart */ 8,re-interview,10/3/2016   Thanks! ... View more

I really appreciate you taking your time, and creating a code! I am having trouble creating a dataset with the criteria and any ideas of how to do it would be greatly appreciate 🙂 ... View more

Hello @novinosrin,   Thanks for your code! I will apply it to my dataset also, and see how it goes.   Thanks! ... View more

Hello @art297,   Thanks a lot for your code! That is correct, client 004 met the criteria by the third re-interview; all the clients will continue to have services and re-interviews, but I am interested in the initial interview, the following 3 re-interviews and the services within the initial interview/re-interviews.   I will apply your code to my dataset, and let you know how it goes.   Thanks!! ... View more

Good morning! Thanks a lot @novinosrin, I really appreciate it! ... View more

@kiranv_ Please see response above, Thanks ... View more

Thank you for the correction, you are right! I apologize, I was focused in including a possible qualify/ no-qualify situation for each client, and I did not do a good job with client 001. Please find below a fix for this, where client 001 DO NOT QUALIFY based on what I said before:   data have; input ClientID Category & $20. Date : mmddyy10.; format date mmddyy10.; datalines;1 initial interview 2/1/2016 1 service delivered 8/25/2016 1 re-interview 8/26/2016 1 service delivered 10/1/2016 1 re-interview 1/1/2017 1 service delivered 3/1/2017 1 re-interview 8/1/2017 2 initial interview 2/1/2016 2 service delivered 3/1/2016 2 re-interview 8/1/2016 2 service delivered 10/1/2016 2 re-interview 1/1/2017 2 service delivered 3/1/2017 2 re-interview 8/1/2017 3 initial interview 2/1/2016 3 re-interview 8/1/2016 3 service delivered 10/1/2016 3 re-interview 1/1/2017 3 service delivered 3/1/2017 3 re-interview 8/1/2017 4 initial interview 2/1/2016 4 service delivered 3/1/2016 4 re-interview 8/1/2016 4 service delivered 10/1/2016 4 re-interview 1/1/2017 4 service delivered 3/1/2017 4 re-interview 8/1/2017 4 service delivered 9/1/2017 4 re-interview 12/1/2017;   Thanks again!  ... View more

Hi @PGStats,   The original dataset has millions of observations, and in this example I used imaginary data. This dates represent month/day/year -  I used 01 as the day for all of the dates because I tried to make it visually easy for the reader, I was attempting that the reader was able to see the time difference between dates without having to calculate too much.   Thanks ... View more

Hi @novinosrin,   Thanks for the feedback!   Answering your questions: @Asileon What i wanna you to clarify is-  "Part of an id that qualifies as in the case of 004"   1. If i were to pick only those id's that qualify on the basis of satisfying all the conditions, the "part of client004" concerns me, that is it means like pick the obs in all ids that qualify and leave the rest?????? or is it pick only those id's that satisfy "all" conditions Answer: I want to pick only those id's that satisfy "all" conditions, be able to create a dataset with only those id's, and have the qualifying observations in that dataset. In the example I posted, the dataset will have: - client 002, the initial interview, the service(s) within the 6 months after initial interview, the 3 re-interview 5-7 months from the previous, and the service(s) delivered in between the re-interviews. - Client 004, and the same as above.   2.Are you using SAS 9.4, this is important to me for me to attempt using more short cuts  Answer: Yes, I am using 9.4   3. I am doing you a favor by creating data have as follows: Answer: Thank you. This is my first posting ever, and I was so focus in creating a good and well explained example of my issue that I forgot. I will try this does not happen in the future. ... View more

Hi @kiranv_   Client 002 qualify because this client had a service delivered on 03/01/2016 which is within 6 months of the initial interview (one of the criteria). The client will continue to have services even after 6 months of the initial interview, and that is why you see another service 6 months past the initial interview.   002 initial interview 02/01/2016 002 service delivered 03/01/2016 002 re-interview 08/01/2016 002 service delivered 10/01/2016     Thanks ... View more