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TechR21
Helper V
Helper V

Grouping of calls to use in a report

Hi,

 

Im trying to create the following in PowerBI. All open calls (calls that dont have a completion date), in a stacked column chart, where a selection is made on how long a call is already open, with status of the call (status: in progress, on hold, awaiting, in transfer). So this should be counted from the calldate (startdate) of the call, and with the use of the current date at that moment to determine how long a call is open.

 

Untitled picture.png

How many days a call is open, should determine in what "group" it will be in above visual. For example see the following table:

 

curre.png

 

The following tables I use:

 

Calls ; contains all incoming calls

  • Callid (id of the call, number of calls)
  • Calldate (startdate )
  • Completiondate (when a call is closed)

Both calldate and completiondate have a date hierarchy with year, month, and days

 

Status ; which contains following statuses:

  • Logged
  • awaiting
  • In progress
  • On hold
  • In transfer
  • Closed

I use a filter to exclude the "logged" and "closed" status to only get the open calls

 

How can I group the calls together based on the time they are open??

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @TechR21 

 

Based on the data you provide.

Column:

days a call is open = [Current date]-[Call date]+1

vzhangti_0-1668159090821.png

Group = SWITCH(TRUE(),
[days a call is open]<=2,"2days",
[days a call is open]>2&&[days a call is open]<=5,"2-5days",
[days a call is open]>5&&[days a call is open]<=7,"5-7days",
[days a call is open]>7&&[days a call is open]<=14,"1-2weeks",
[days a call is open]>14&&[days a call is open]<=28,"2-4weeks",
[days a call is open]>28&&[days a call is open]<=61,"1-2months",
[days a call is open]>61,">2months")

vzhangti_1-1668159130511.png

vzhangti_2-1668159158386.png

If this is not the result you expect, please provide more information.

 

Best Regards,

Community Support Team _Charlotte

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

View solution in original post

3 REPLIES 3
v-zhangti
Community Support
Community Support

Hi, @TechR21 

 

Based on the data you provide.

Column:

days a call is open = [Current date]-[Call date]+1

vzhangti_0-1668159090821.png

Group = SWITCH(TRUE(),
[days a call is open]<=2,"2days",
[days a call is open]>2&&[days a call is open]<=5,"2-5days",
[days a call is open]>5&&[days a call is open]<=7,"5-7days",
[days a call is open]>7&&[days a call is open]<=14,"1-2weeks",
[days a call is open]>14&&[days a call is open]<=28,"2-4weeks",
[days a call is open]>28&&[days a call is open]<=61,"1-2months",
[days a call is open]>61,">2months")

vzhangti_1-1668159130511.png

vzhangti_2-1668159158386.png

If this is not the result you expect, please provide more information.

 

Best Regards,

Community Support Team _Charlotte

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

perfect! i figured it out, thank you

amitchandak
Super User
Super User

@TechR21 , Not clear on the ask.

You can get Days in a new column

datediff([Call date], today(), day)

 

Then you can use switch to create the group

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