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mrhenderson's avatar
mrhenderson
Frequent Visitor
1 year ago

Creating a First Call Resolution measure

Hello,

 

I am trying to create a measure that show first call resolution for within 7 days. Essentially, i have a table that liosts all phone calls taken by every CSR. There is a have a column that says when a customer called in, and a column with the specific client ID number.

What i want to do it understand is if that client ID number appears again within previous 7 days. This will tell me if the first CSR was able to resolve the calls, if they called back then they didn't. I did create a measure to countrows for when that client ID number (object/party/classification) appears. But can't get the date function to work.

 

 

 

6 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi mrhenderson ,

    I create sample data myself:


    Then use this DAX to create a measure:

    FirstCallResolutionWithin7Days = 
    VAR _FLAG =
        CALCULATE (
            COUNTROWS ( Calls ),
            FILTER (
                ALL ( Calls ),
                Calls[Call Date] <= MAX ( Calls[Call Date] )
                    && Calls[Call Date]
                        >= MAX ( Calls[Call Date] ) - 7
                    && Calls[Client ID] = MAX ( 'Calls'[Client ID] )
            )
        )
    RETURN
        IF ( _FLAG = 1, "First Call within 7 days", "Other Calls within 7 days" )

    And the final output is as below:


    Best Regards,
    Dino Tao
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • Hi,

    Share data in a format that can be pasted in an MS Excel file.  Show the expected result there.

    • mrhenderson's avatar
      mrhenderson
      Frequent Visitor

      Table: FLODS_INTERACTION _F00

      CREATED_DTCREATED_BY_IDINTERACTION_ID
      1/2/2024jessica.smith1.01001E+11
      1/2/2024jessica.smith1.01001E+11
      1/2/2024billy.jones1.01001E+11
      1/2/2024billy.jones1.01001E+11
      1/2/2024billy.jones1.01001E+11
      1/2/2024billy.jones1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/3/2024jessica.smith1.01001E+11
      1/4/2024john.smith1.01001E+11
      1/4/2024john.smith1.01001E+11
      1/4/2024john.smith1.01001E+11
      1/4/2024john.smith1.01001E+11
      1/4/2024john.smith1.01001E+11
      1/4/2024jessica.smith1.01001E+11
      1/4/2024jessica.smith1.01001E+11
      1/4/2024jessica.smith1.01001E+11
      1/4/2024jessica.smith1.01001E+11
      1/4/2024jessica.smith1.01001E+11

       

      table FLODS_ENQUIRY_INT_RELATIONSHIP_F00

      INTERACTION_IDobject/party/classification
      101001026174.001.01001E+20
      101001026178.001.01001E+20
      101001026180.001.01001E+20
      101001026181.001.01E+20
      101001026185.001.01001E+20
      101001026186.001.01E+20
      101001026187.001.01001E+20
      101001026192.00'-99101000328
      101001026193.001.01E+20
      101001026194.001.01001E+20
      101001026195.001.01E+20
      101001026196.001.01001E+20
      101001026199.001.01001E+20
      101001026201.001.01001E+20
      101001026202.001.01E+20
      101001026204.001.01001E+20
      101001026206.001.01001E+20
      101001026207.001.01E+20
      101001026209.001.01001E+20
      101001026210.001.01001E+20
      101001026211.001.01001E+20
      101001026212.001.01001E+20
      101001026213.001.01E+20
      101001026214.001.01001E+20
      101001026216.001.01001E+20
      101001026218.001.01001E+20
      • Ashish_Mathur's avatar
        Ashish_Mathur
        Icon for Super User rankSuper User

        Hi,

        Based on the 2 tables that you have shared, show the expected result very clearly.

  • mrhenderson's avatar
    mrhenderson
    Frequent Visitor

    table FLODS_ENQUIRY_INT_RELATION_F00

    INTERACTION_IDobject/party/classification
    101001026174.00101000822590
    101001026175.00101000822591
    101001026176.00101000822592
    101001026177.00101000822593
    101001026178.00101000822594
    101001026179.00101000822595
    101001026180.00101000822596
    101001026181.00101000822597
    101001026182.00101000822598
    101001026183.00101000822599
    101001026184.00101000822600
    101001026185.00101000822601
    101001026186.00101000822602
    101001026187.00101000822603
    101001026188.00101000822604
    101001026189.00101000822605
    101001026190.00101000822606
    101001026191.00101000822607
    101001026192.00101000822608
    101001026193.00101000822609
    101001026194.00101000822593
    101001026195.00101000822591
    101001026196.00101000822612
    101001026197.00101000822613
    101001026198.00101000822614
    101001026199.00101000822615
    101001026200.00101000822616
    101001026201.00101000822617
    101001026202.00101000822618
    101001026203.00101000822596

    table FLODS_INTERACTION_F00

    CREATED_DTCREATED_BY_IDINTERACTION_ID
    1/2/2024jessica.smith101001026174.00
    1/2/2024jessica.smith101001026175.00
    1/2/2024billy.jones101001026176.00
    1/2/2024billy.jones101001026177.00
    1/2/2024billy.jones101001026178.00
    1/2/2024billy.jones101001026179.00
    1/3/2024jessica.smith101001026180.00
    1/3/2024jessica.smith101001026181.00
    1/3/2024jessica.smith101001026182.00
    1/3/2024jessica.smith101001026183.00
    1/3/2024jessica.smith101001026184.00
    1/3/2024jessica.smith101001026185.00
    1/3/2024jessica.smith101001026186.00
    1/3/2024jessica.smith101001026187.00
    1/3/2024billy.jones101001026188.00
    1/3/2024john.doe101001026189.00
    1/4/2024john.doe101001026190.00
    1/4/2024john.doe101001026191.00
    1/4/2024john.doe101001026192.00
    1/4/2024john.doe101001026193.00
    1/4/2024john.doe101001026194.00
    1/4/2024billy.jones101001026195.00
    1/4/2024billy.jones101001026196.00
    1/4/2024john.doe101001026197.00
    1/4/2024john.doe101001026198.00
    1/4/2024billy.jones101001026199.00
    1/5/2024john.doe101001026200.00
    1/5/2024john.doe101001026201.00
    1/5/2024billy.jones101001026202.00
    1/5/2024billy.jones101001026203.00


    Based on the above data we can see that all 3 people handle 10 interactions each, however using the object/party/classification column we can see the same customer identifier apear 3 seperate times within 7 days. To get the FCR7 we would get the percentage of calls completed without a call back within 7 days. For Jessica Smith she answered 10 calls, however 2 did call back within the 7 days, her FCR would be 80%. Billy Jones had 1 call back so theres would be 90% and john doe had noone call back so theres is 100%. if there person called back after 7 days if would not affect this stat, and even those the person called back does affect the first csr, it count as a 'new' interaction' for the 2nd CSR (unless they again had to call back within 7 days)

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User

      I am sure somene who understands your question will help.