“Frequent Caller” metric

JCovelli

New Member
Joined
Feb 27, 2018
Messages
1
Does anyone know how I might use DAX to calculate our “Frequent Caller” metric here at work?… we say that anyone of our members who has called us more than one time in a week is a “Frequent Caller”… the data set is made of rows, each row is a call, with the date of the call. The DAX calculation would need to know if the caller has called previously, and within 7 days of the previous call… any ideas?
 

Excel Facts

How to create a cell-sized chart?
Tiny charts, called Sparklines, were added to Excel 2010. Look for Sparklines on the Insert tab.
sort the call list by CALLER,DATE,ELAPSED
this will run down the list,calculating elapsed time between calls.
filter on those <7

Code:
Public Sub MarkCallTime()
dim vCaller, vPrev
dim vDays, vPrevDate, vDate

  'sort calls by Caller,Date, Elapsed
range("A2").select
While ActiveCell.Value <> ""
   vCaller = activecell.value
   vDate = activecell.offset(0,1).value

   if vCaller <> vPrev then  
      vDays = 0
   else
      vDays = dateDiff("d",vPrevDate,vDate)  
   endif
   
   activecell.offset(0,2).value = vDays

   
   activecell.offset(1,0).select   'next row
   vPrev = vCaller
   vPrevDate = vDate
Wend
End Sub
 
Last edited:
Upvote 0
Hi JCovelli,

If you wanted to handle this through a measure, here's how I would approach it.

Let's say you have a Calls table with columns Date and Member.

I would look at each call a Member made, take the Date of that call, and if that same Member made at least one other call within +/-6 days of that call's date (i.e. the 7 days ending or starting on the Date of the call), I would treat that call as coming from a Frequent Caller.

In DAX, I would implement this by iterating through each Member's calls, and if 2 or more calls were made by that Member within +/-6 days, then that particular call would be treated as coming from a Frequent Caller.

A measure counting the number of calls from Frequent Callers would look something like this:

Code:
Calls from Frequent Callers = 
CALCULATE (
    [B]COUNTROWS ( Calls )[/B],
    FILTER (
        SUMMARIZE ( Calls, Calls[Date], Calls[Member] ),
        VAR CallDate = Calls[Date]
        RETURN
            CALCULATE (
                 // Within this CALCULATE call, a particular Member has been added to the filter context, along with days surrounding a particular call
                COUNTROWS ( Calls ),
                DATESBETWEEN ( Calls[Date], CallDate - 6, CallDate + 6 )
            )
            >= 2
    )
)

To instead count the number of distinct Frequent Callers, you would change COUNTROWS ( Calls ) to DISTINCTCOUNT ( Calls[Member] ).

I have used a forward & backward looking definition of Frequent Callers. Your original description sounded like just a backward looking definition. Just tweak the DATESBETWEEN(...) arguments to change this.

Let me know if that's close to what you were trying to do :)

Regards,
Owen
 
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