Forum Discussion

Alice83's avatar
Alice83
Frequent Visitor
1 year ago
Solved

Call Agent switching Teams

Hello everyone   I am measuring different call data from two teams, 1st and 2nd level. I have Agents that changed teams and I need to show the respective data.   Agent A was in Team 1st until end...
Need Help
  • johnt75's avatar
    johnt75
    1 year ago

    You can create a measure to use as a filter on the slicer visible. 

    The basic pattern is something like

    Agent is visible =
VAR MinDate =
    MIN ( 'Date'[Date] )
VAR MaxDate =
    MAX ( 'Date'[Date] )
VAR AgentStartDate =
    SELECTEDVALUE ( 'Agent'[Start date] )
VAR AgentEndDate =
    SELECTEDVALUE ( 'Agent'[End Date] )
VAR Result =
    IF (
        AgentStartDate <= MinDate
            && (
                AgentEndDate >= MaxDate
                    || ISBLANK ( AgentEndDate )
            ),
        1,
        0
    )
RETURN
    Result

    You may want to tweak the logic a bit to handle cases where someone leaves part way through the year. As it is they would still be included, but you might want to exclude them.

    Add the measure to the slicer as a filter, set to only show when the value is 1.

     

  • johnt75's avatar
    johnt75
    1 year ago

    You could create another calculation item like

    Agent is visible calculation item =
VAR MinDate =
    MIN ( 'Date'[Date] )
VAR MaxDate =
    MAX ( 'Date'[Date] )
VAR AgentStartDate =
    SELECTEDVALUE ( 'Agent'[Start date] )
VAR AgentEndDate =
    SELECTEDVALUE ( 'Agent'[End Date] )
VAR Result =
    IF (
        AgentStartDate <= MinDate
            && (
                AgentEndDate >= MaxDate
                    || ISBLANK ( AgentEndDate )
            ),
        SELECTEDMEASURE ()
    )
RETURN
    Result

    and use that as a page level filter

Alice83's avatar
Alice83
Frequent Visitor
1 year ago

Hi johnt75

 

I am able to add the measure agent is visible to the slicer as well as the column chart and when changing the date de names and number of calls seem to be correct.

 

The measure only visible agents is not returning anything, not sure when adding to the visual what I am supposed to add like is 1?

 

Is there a possibilty to add the measures to the whole page? At the moment it's not working or I don't know how to change the measure.

 

johnt75's avatar
johnt75
Super User
1 year ago

Only visible agents isn't supposed to be a measure, its a calculation item in a calculation group. Create a new calculation group and then add that code as the calculation item. You should then be able to add the calculation group as a filter at any level ( visual, page, report ) and select the only visible agents calculation item as the option.

  • Alice83's avatar
    Alice83
    Frequent Visitor
    1 year ago

    I was able to create the calculation item as a page filter. When selected only active agents are shown in the agent name slicer. It does not however affect the call data. 

     

    For now I need to add your first suggested measure to each visual.