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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.
table FLODS_ENQUIRY_INT_RELATION_F00
| INTERACTION_ID | object/party/classification |
| 101001026174.00 | 101000822590 |
| 101001026175.00 | 101000822591 |
| 101001026176.00 | 101000822592 |
| 101001026177.00 | 101000822593 |
| 101001026178.00 | 101000822594 |
| 101001026179.00 | 101000822595 |
| 101001026180.00 | 101000822596 |
| 101001026181.00 | 101000822597 |
| 101001026182.00 | 101000822598 |
| 101001026183.00 | 101000822599 |
| 101001026184.00 | 101000822600 |
| 101001026185.00 | 101000822601 |
| 101001026186.00 | 101000822602 |
| 101001026187.00 | 101000822603 |
| 101001026188.00 | 101000822604 |
| 101001026189.00 | 101000822605 |
| 101001026190.00 | 101000822606 |
| 101001026191.00 | 101000822607 |
| 101001026192.00 | 101000822608 |
| 101001026193.00 | 101000822609 |
| 101001026194.00 | 101000822593 |
| 101001026195.00 | 101000822591 |
| 101001026196.00 | 101000822612 |
| 101001026197.00 | 101000822613 |
| 101001026198.00 | 101000822614 |
| 101001026199.00 | 101000822615 |
| 101001026200.00 | 101000822616 |
| 101001026201.00 | 101000822617 |
| 101001026202.00 | 101000822618 |
| 101001026203.00 | 101000822596 |
table FLODS_INTERACTION_F00
| CREATED_DT | CREATED_BY_ID | INTERACTION_ID |
| 1/2/2024 | jessica.smith | 101001026174.00 |
| 1/2/2024 | jessica.smith | 101001026175.00 |
| 1/2/2024 | billy.jones | 101001026176.00 |
| 1/2/2024 | billy.jones | 101001026177.00 |
| 1/2/2024 | billy.jones | 101001026178.00 |
| 1/2/2024 | billy.jones | 101001026179.00 |
| 1/3/2024 | jessica.smith | 101001026180.00 |
| 1/3/2024 | jessica.smith | 101001026181.00 |
| 1/3/2024 | jessica.smith | 101001026182.00 |
| 1/3/2024 | jessica.smith | 101001026183.00 |
| 1/3/2024 | jessica.smith | 101001026184.00 |
| 1/3/2024 | jessica.smith | 101001026185.00 |
| 1/3/2024 | jessica.smith | 101001026186.00 |
| 1/3/2024 | jessica.smith | 101001026187.00 |
| 1/3/2024 | billy.jones | 101001026188.00 |
| 1/3/2024 | john.doe | 101001026189.00 |
| 1/4/2024 | john.doe | 101001026190.00 |
| 1/4/2024 | john.doe | 101001026191.00 |
| 1/4/2024 | john.doe | 101001026192.00 |
| 1/4/2024 | john.doe | 101001026193.00 |
| 1/4/2024 | john.doe | 101001026194.00 |
| 1/4/2024 | billy.jones | 101001026195.00 |
| 1/4/2024 | billy.jones | 101001026196.00 |
| 1/4/2024 | john.doe | 101001026197.00 |
| 1/4/2024 | john.doe | 101001026198.00 |
| 1/4/2024 | billy.jones | 101001026199.00 |
| 1/5/2024 | john.doe | 101001026200.00 |
| 1/5/2024 | john.doe | 101001026201.00 |
| 1/5/2024 | billy.jones | 101001026202.00 |
| 1/5/2024 | billy.jones | 101001026203.00 |
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)
I am sure somene who understands your question will help.
Hi,
Share data in a format that can be pasted in an MS Excel file. Show the expected result there.
Table: FLODS_INTERACTION _F00
| CREATED_DT | CREATED_BY_ID | INTERACTION_ID |
| 1/2/2024 | jessica.smith | 1.01001E+11 |
| 1/2/2024 | jessica.smith | 1.01001E+11 |
| 1/2/2024 | billy.jones | 1.01001E+11 |
| 1/2/2024 | billy.jones | 1.01001E+11 |
| 1/2/2024 | billy.jones | 1.01001E+11 |
| 1/2/2024 | billy.jones | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/3/2024 | jessica.smith | 1.01001E+11 |
| 1/4/2024 | john.smith | 1.01001E+11 |
| 1/4/2024 | john.smith | 1.01001E+11 |
| 1/4/2024 | john.smith | 1.01001E+11 |
| 1/4/2024 | john.smith | 1.01001E+11 |
| 1/4/2024 | john.smith | 1.01001E+11 |
| 1/4/2024 | jessica.smith | 1.01001E+11 |
| 1/4/2024 | jessica.smith | 1.01001E+11 |
| 1/4/2024 | jessica.smith | 1.01001E+11 |
| 1/4/2024 | jessica.smith | 1.01001E+11 |
| 1/4/2024 | jessica.smith | 1.01001E+11 |
table FLODS_ENQUIRY_INT_RELATIONSHIP_F00
| INTERACTION_ID | object/party/classification |
| 101001026174.00 | 1.01001E+20 |
| 101001026178.00 | 1.01001E+20 |
| 101001026180.00 | 1.01001E+20 |
| 101001026181.00 | 1.01E+20 |
| 101001026185.00 | 1.01001E+20 |
| 101001026186.00 | 1.01E+20 |
| 101001026187.00 | 1.01001E+20 |
| 101001026192.00 | '-99101000328 |
| 101001026193.00 | 1.01E+20 |
| 101001026194.00 | 1.01001E+20 |
| 101001026195.00 | 1.01E+20 |
| 101001026196.00 | 1.01001E+20 |
| 101001026199.00 | 1.01001E+20 |
| 101001026201.00 | 1.01001E+20 |
| 101001026202.00 | 1.01E+20 |
| 101001026204.00 | 1.01001E+20 |
| 101001026206.00 | 1.01001E+20 |
| 101001026207.00 | 1.01E+20 |
| 101001026209.00 | 1.01001E+20 |
| 101001026210.00 | 1.01001E+20 |
| 101001026211.00 | 1.01001E+20 |
| 101001026212.00 | 1.01001E+20 |
| 101001026213.00 | 1.01E+20 |
| 101001026214.00 | 1.01001E+20 |
| 101001026216.00 | 1.01001E+20 |
| 101001026218.00 | 1.01001E+20 |
Hi,
Based on the 2 tables that you have shared, show the expected result very clearly.
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.
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