First Call Resolution w/two Criteria

jcampbell474 — Mon, 11 Jul 2016 17:57:56 GMT

I think I’m in over my head. The task initially sounded simple, but as I work through it – I’m either confusing myself or it’s more complex than I suspected.

I have two tables.

Tables

Contains telephone numbers, dates, etc... Telephone numbers can be listed multiple times as this is call data from the switch.
Contains Policy and telephone numbers. Each policy can have zero or > 1 telephone number associated with it.

I’m trying to solve for:

Identify policies that have a unique telephone number – telephone number is not shared with another policy.
Did the policy holder call in one time in a given month (even if the policy has > 1 telephone#)?
If they called in more than one time in a given month, how many times did they call?

I think I need to flag to identify each record in scenario a, and another flag for scenario b, in the load script. I just don’t know how to do it.

Can anyone help? Point me in the right direction?

topic First Call Resolution w/two Criteria in QlikView

First Call Resolution w/two Criteria