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I have a table capturing all interactions an operator has every day, we use it to calculate performance and recently they added a couple of columns that help me identify if the customer has contacted us, I use a filter to get the % of interactions where the customer had a follow-up interaction meeting certain conditions:
Follow Up = DIVIDE( CALCULATE( SUM(Conversations), Condition 1 = "Yes" && Condition 2 = "Yes") , SUM(Conversations))
This gives me the percentage of Conversations meeting certain conditions, and I use it to calculate the Agent and Supervisor Performance in a table somehow like this:
Agent | Supervisor | Interactions | Follow Up |
Agent 1 | Supervisor 1 | 862 | 12.99% |
Agent 2 | Supervisor 1 | 841 | 9.51% |
Agent 3 | Supervisor 1 | 830 | 15.90% |
Agent 4 | Supervisor 2 | 793 | 22.95% |
Agent 5 | Supervisor 2 | 781 | 15.75% |
Agent 6 | Supervisor 2 | 774 | 17.18% |
Agent 7 | Supervisor 3 | 768 | 17.84% |
Agent 8 | Supervisor 3 | 755 | 22.25% |
Agent 9 | Supervisor 3 | 741 | 22.81% |
There are around 3k agents, I was asked to get the count of agents in different follow-up buckets, the result they are looking for is something like:
Bucket | Agent Count |
0.00%-10.00% | 1356 |
10.01% - 20.00% | 1254 |
20.01% - 30.00% | 534 |
30.01% - 40.00% | 123 |
40%+ | 5 |
I was trying to get a distinct count of the agent name using the Follow Up measure as Filter but is not working, is it possible and if it is, any ideas?
Here is a sample of the data in OneDrive: OneDrive Link with Sample
Solved! Go to Solution.
Hi @Anonymous ,
Here's my solution.
1.Create a table by entering data.
2.Create a measure.
Agent Count =
VAR _table =
ADDCOLUMNS ( VALUES ( 'Data Sample'[Agent Name] ), "Followup", [FollowUp%] )
RETURN
SWITCH (
MAX ( 'Table'[Bucket] ),
"0.00%-10.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0 && [FollowUp%] <= 0.1 ) ),
"10.01% - 20.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.1 && [FollowUp%] <= 0.2 ) ),
"20.01% - 30.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.2 && [FollowUp%] <= 0.3 ) ),
"30.01% - 40.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.3 && [FollowUp%] <= 0.4 ) ),
"40%+", COUNTROWS ( FILTER ( _table, [FollowUp%] >= 0.4 ) )
)
Result:
Best Regards,
Stephen Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous ,
Here's my solution.
1.Create a table by entering data.
2.Create a measure.
Agent Count =
VAR _table =
ADDCOLUMNS ( VALUES ( 'Data Sample'[Agent Name] ), "Followup", [FollowUp%] )
RETURN
SWITCH (
MAX ( 'Table'[Bucket] ),
"0.00%-10.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0 && [FollowUp%] <= 0.1 ) ),
"10.01% - 20.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.1 && [FollowUp%] <= 0.2 ) ),
"20.01% - 30.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.2 && [FollowUp%] <= 0.3 ) ),
"30.01% - 40.00%",
COUNTROWS ( FILTER ( _table, [FollowUp%] > 0.3 && [FollowUp%] <= 0.4 ) ),
"40%+", COUNTROWS ( FILTER ( _table, [FollowUp%] >= 0.4 ) )
)
Result:
Best Regards,
Stephen Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
20.00% - 30.00% =
var summaryTable = ADDCOLUMNS( VALUES('Data Sample'[Agent Name]), "@pct", [FollowUp%])
return COUNTROWS( FILTER( summaryTable, [@pct] > 0.2 && [@pct] <= 0.3))
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