Customer Call Life cycle in Qlik Sense

[garyk22]

Hi I am trying to achieve something like it shows in the picture above where the customers are being contacted and I am trying to create a life cycle where I can show what was the first contact date and Call Notes from the reps in visualization.

above this chart I will have a table with names of all the customers and if I select a customer this chart should show that customers life cycle so basically it should only activate if only one name is selected and show it's details based on call dates. Is there a functionality through Vizlib?

is it possible? if yes, then how?

[Ksrinivasan · Accepted solution]

hi,

My dummy data as your requirement:

Script below:

Flow:
LOAD
Customer,
AutoNumber(RowNo(),Customer) as CallSequence,
Date("Contact dates",'DD-MM-YYYY') &'-'& Contact_Details as CallDate_Details,
Contact_Details

from file path.

Result and Expressions in screen shot:

when select customer, all date will change accordingly

ksrinivasan