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Estimated call volumes in a chart.

  • 1.  Estimated call volumes in a chart.

    Posted 10 days ago
    I have been asked to create a chart estimating the call volume from various clients per day in one graph. I have the total calls over a period of time. How can I display this on a graph without manually putting each date into the CRM?

    For Example, how would I display the following info per day?

    Client: Barbara
    Calls: 206
    Start Date: 10/13/2020
    End Date: 10/23/2020

    Client: Steve
    Calls: 102
    Start Date: 10/07/2020
    End Date: 10/14/2020

    Is this possible?

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    Nicholas Geer
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  • 2.  RE: Estimated call volumes in a chart.

    Posted 9 days ago
    You will need the daily numbers to do a daily chart. My suggestion would be to set up an automated process using an Automation or a Pipeline to set up child records under these records so that you end up with one daily record for each day. Then you would base chart on the daily records.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Estimated call volumes in a chart.

    Posted 9 days ago
    That was my assumption. The next step would be to create a series of child records between two dates that each contains the (estimated call value/number of days).

    I don't know how to do this inside QuickBase but I assume you would create an automation that:

    Creates a new Day based on the formula Date=(Start Date + Automation Counter)
    Adds 1 to Automation Counter if the counter doesn't equal the number of days between End Date and Start Date

    And the automation ends when the Automation Counter equals the number of days between End Date and Start Date

    Am I going in the right direction?


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    Nicholas Geer
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  • 4.  RE: Estimated call volumes in a chart.

    Posted 9 days ago
    is there a maximum number of days that this needs to handle?  That could affect the solution.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 5.  RE: Estimated call volumes in a chart.

    Posted 9 days ago
    19 to 22 days maximum

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    Nicholas Geer
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  • 6.  RE: Estimated call volumes in a chart.

    Posted 9 days ago
    Ah the # of business days days in a month.  The expedient way to do this would be to use an automation to maintain the required children.

    Trigger when a date span record is added or modified or deleted.

    Step 1. delete all the children.
    Step 2 through 23. Add a child record for the correct date.  You will need to have the trigger record have 22 fields for the correct date.  ie
    WeekDayAdd([start Date],1)
    WeekDayAdd([start Date],2)

    Then last step will be to delete any children outside the end date. 

    If you were doing this negatively in a pipeline to start with it's a bit more technical but it could probably be done more elegantly. 

    If you do it with an automation as I described above you should be able to push the button and migrated it to be a pipeline.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------