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Alcatel Contact Center - Advanced Filtro

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    22All Rights Reserved © 2006, Alcatel-Lucent

    Statistics: Principle and Possibilities

    Excel

    EXCEL

    EXCEL provides complete data on all CCd objects (pilot, PG, agent, code,trunks…).

    EXCEL can display predefined or customized statistic reports.

    Reports creation can be done manually or automatically.

    A lot of templates are available and are stored under: C:\Program Files\Alcatel\A4400 Call Center Supervisor\ Excel\Formats

    FormPil.xls

    FormCod.xls

    FormTeam.xls

    FormAg.xls…

    All parameters of all report types are explained in the help file which islocated in:

    C:\Program Files\Alcatel\A4400 Call Center Supervisor\lang \Excel\Doc

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    23All Rights Reserved © 2006, Alcatel-Lucent

    pilot 1 PG1/pil1 PG2/pil1 PG5/pil1 allPG/pil1

    pilot 1 PG1/pil1 PG2/pil1 PG5/pil1 allPGl/pil1

    pilot 1 PG1/pil1 PG2/pil1 PG5/pil1 allPG/pil1

    pilot 2 PG1/pil2 PG2/pil2 PG5/pil2 allPG/pil2

       1   M   O   N   T   H

       1   D   A   Y

       (  p  r  e  c   i  s   i  o  n   1   5  m  n   )

    Statistics: Principle and Possibilities

    Excel

    EXCEL: Template file structure

    Example taken for the pilot object.

    Every table has 32 lines

    In another way, for a daily request with a detail of 15 min , it is needed 24*4=96 lines so 3 tables.

    This principle is the same for every excel template file

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    24All Rights Reserved © 2006, Alcatel-Lucent

    Statistics: Principle and Possibilities

    Excel

    EXCEL parameters customization

    From CCs: Window / customize…

    Maximum number of objectsthat can appear in an Excel

    form (up to 25).

    If this option is not checked,

    the user will not have any

    access to the CCs Excelfunctions.

    Password used to protect theExcel forms.

    Check this box to maintain

    the anonymity of agents inExcel forms.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    25All Rights Reserved © 2006, Alcatel-Lucent

    Statistics: Principle and Possibilities

    Excel

    EXCEL parameters customization

    From CCs: Window / customize…

    "The edition is done even if there is no info in the given period:"

    Check this box to carry out the statistic edition even if there is no information for the given period.

    "Also display period with no info:"

    Check this box to display every period even if it contains no information.

    Note: this option is not available for some formats.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    26All Rights Reserved © 2006, Alcatel-Lucent

    Statistics: Principle and Possibilities

    Excel

    Remind to edit manual statistic.

    Example taken using a pilot.

    From CCs interface, Statistics / Excel / Pilot

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Statistics: Principle and PossibilitiesRef. CCD01026P01TEUS Issue 04

    27All Rights Reserved © 2006, Alcatel-Lucent

    Statistics: Principle and Possibilities

    Excel

    Remind to edit automatic statistic.

    Example taken using a pilot for a daily edition (at 3pm).

    From CCs interface, Configurations / Precompiled Statistics / Daily edition

    Pilot statistic file saved every day at 3pm

    under the directory:

    C:\Program Files\Alcatel\A4400

    Call Center Supervisor\Excel\Daily\Pilotes.

    A directory according to the saving day

    (e.g.: 20/04/08) will contain the statistic

    file(s) (objectname.xls).

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

    1All Rights Reserved © 2006, Alcatel-Lucent

    Customization of Excel Counters

    Alcatel-lucent OmniTouch Contact Center

    Standard Edition

    OBJECTIVES

    To know the principle of the statistics

    To know how to create an Excel customized template

    To locate the files to be modified

    To describe the principle of customization

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

    2All Rights Reserved © 2006, Alcatel-Lucent

    CCsCCs

    RequestE.g.: Pilot

    Results

    File creation

    TEMP.XLS- structure of empty table

    + data results

    Worksheet: generalTemplate file:

    (ccs/excel/formats)

    formpil.xls for pilots

    formteam.xls for PG

    etc...

    Worksheet: general

    1 3 2

    4 5 5

    1 4 0

    Customization of Excel Counters

    Principle: without customization

    CCd

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

    3All Rights Reserved © 2006, Alcatel-Lucent

    Worksheet:

    general

    Template files:

    FormPil.xls for pilots

    FormTeam.xls for PG

    FormAgt.xls for agentFormCod.xls for code

    Formpgo.xls for PG other

    FormSyst.xls for trunks

    Worksheet:

    custom

    Worksheet:general

    1 3 2 4 5 5

    1 3 2 1 4 0

    4 5 5 1 4 0

    File TEMP.XLS

    1 3 0

    1 3 2

    4 5 5

    Worksheet:

    custom

    Links

    Customization of Excel Counters

    Principle: with customization

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Opening of a template file.

    Open the file corresponding to the CCdistribution object under:

     \Program Files\Alcatel\ A4400 Call Center Supervisor\ Excel\ Formats

    FormPil.xls pilot

    FormAgt.xls agent

    FormTeam.xls processing group

    FormpAg.xls agent per pilot

    FormpGT.xls group per pilot

    Formpgo.xls group type other

    FormSyst.xls trunks

    FormCod.xls transaction code (3digits)

    FormCods.xls detailed transaction code (3digits)

    FormPS.xls statistic pilot

    FormPePS pilot and statistic pilot

    FormPpPS pilot per statistic pilot

    Reminder: This work must be done on the template file and not on the result temporary file (Temp.xls).

    The only code which is available on CCsupervision statistics is the business code (3 digits max).

    CCsupervision menu is a bit confusing because it is written «transaction code» but it is actually a business code.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Opening of a template file (next).

    Template file example taken for an object pilot:

    FormPil.xls

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create an additional worksheet.

    Insert a new worksheet in the template file.

    Right click on the tab "General" to insert a new Worksheet.

    Rename this new Worksheet (e.g.: custom).

    Right click on the tab "Sheet1" to rename it.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

    7All Rights Reserved © 2006, Alcatel-Lucent

    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet.

    Copy a part (the number of wanted column) of the worksheet "General".

    In the following example, we would like to display the total received calls and thetotal abandoned calls for a day (granularity: 1 hour).

    So, to do that:

    Structure spreadsheet building: copy from "General" spreadsheet a structure spreadsheet

    from B7 to D43 and paste it in the "custom" worksheet.

    - 3 columns (1 for the transition, 1 for the received calls and 1 for abandoned calls),

    - more than 24 lines to edit statistics over a day split per hour.

    Transitions for the considered

    period. In this example, 1 linerepresents to 1 hour.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Linked the value from "General": copy from "General" and paste special to "custom, thevalue you would like to retrieve in your customized spreadsheet.

    identical value (e.g.: transitions and abandoned calls),

    Calculated value using a formula (e.g.: the total received calls).

    Identical value copied from "General" to "custom:

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Calculated value using a formula:

    Press tovalidate the selection

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

    10All Rights Reserved © 2006, Alcatel-Lucent

    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Calculated value using a formula:

    To copy the formula for the other

    cells, select the cell containing the

    formula and click on the right

    bottom corner of the cell (as shown).

    Move the mouse up to the

    cell you want to copy the

    formula. The cell reference

    will be upgraded.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Helpful functions =IF(test, result1, result2)

    The result is result1 if the test1 is true else the result is result2

    AND(test1, test2,...)

    The result is true only if every argument is true

    OR(test1, test2,...)

    The result is true if at least one argument is true

    =VLOOKUP(searched value, table, column n°)

    Look for a value in a certain column of the table

    =COUNT(range)

    The is result is the number of cells witch contain a number

    =COUNTA(range)

    The result is the number of cells witch are not empty

    =COUNTIF(range, test)

    The result is the number of not empty cells witch check the condition

    Example of syntax:

    =IF( OR (B210), "" , B2)

    =VLOOKUP( 3 , A1:D5 , 5) --> Take the value in the column 5 of the table A1:D5 where the 1st column is equal to 3

    =COUNT(A1:A6)

    =COUNTIF(A1:A7 , >10)

    The function VLOOKUP can be interesting to transform the pilot name (ex: (5501)HotLine) ) into ( HotLine ) by using

    a table.

    Example: =VLOOKUP( «(5501)HotLine» , A1:B6 , 2)

    The function COUNT and COUNTA can be useful for average calculation

    average = SUM / COUNT(A1:A7)

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Modify the column title in the "custom" spreadsheet: select the cell containing the columntitle and modify the contain.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Create of spreadsheet on the new worksheet (next).

    Copy from "General" the title of the worksheet:

    copy and paste the cells A1, G1, G2 from "General" to "custom"

    Copy and paste special the cells A2, A3, N1, N2

    Example for the cell "A2" which will contain the object name requested for the

    statistic report:

    From "General" worksheet: To "custom" worksheet:

    Cell A1 contains the worksheet title (e.g.: Pilot Activity).

    Cell A2 contains the object name selected for the statistic request (e.g.:Pilot: 3X600 (31600)).

    Cell A3 contains the period on which the statistics report has been done (e.g.:From 0:00 to 24:00, the 23 of April 2006).

    Cell G1 contains "Number of tables" and cell N1 the number of table(s).

    Cell G2 contains "Number of pilot informed" and cell N2 the number of pilot(s).

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Insert a graphic.

    The following example proposes to display the total received calls and the

    abandoned calls on 2 different columns.

    Select the worksheet "custom" and in the menu: Insert/ chart

    The data range

    concerned to build

    the graphic.

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    Alcatel-lucent OmniTouch Contact Center Standard Edition – Customization of Excel CountersRef. CCD01026P03TEUS Issue 03

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    Customization of Excel Counters

    Method

    Insert a graphic (next).

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    Customization of Excel Counters

    Method

    Result of the creation.

    In the CCs interface, Statistics/ Excel/ Pilot

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    Customization of Excel Counters

    Caution

    How many spreadsheet do you need to add in you customized worksheet?

    The need:

    Statistic report on a pilot object. The customization will display the total received calls and the total abandoned

    calls.

    A report has to be edited every day.

    The granularity has to be ½ hour.

    Could you take the previous customization?

    NO!, because only 1 table form has been created, so with the granularity of

    ½ an hour, you will retrieve only the transition from 0:00 to 16:00.

    Which modification do you have to do?

    You have to create, in "custom", a second table form linked to the value

    contained in the "General" second table form.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    1All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Alcatel-Lucent OmniTouch Contact Center

    Standard Edition

    OBJECTIVES

    To understand the principle of Excel macro and to detect when it’s needed

    To know how to create a simple macro

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    2All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Definition

    Program written in VBA:

    Visual Basic for Application.

    Enable to automate some repetitive tasks

    in Office applications (Excel, Word, Access...).

    Can be used for CCs Statistics.

    When using an office application, its often happens to repeat the same boring tasks manually.

    The solution is therefore to automate these tasks by programming in Visual Basic for Application.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    3All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Examples

    Get the right object name in a report or in a graphic

    Instead of the name «Pilot : AFinfos(5501)»,we could get «AFinfos»

    Mix some counters from different template files

    PG counters and Agent counters in a same filein case of 1 agent per PG

    Calculate the right averagesaccording to the number of days in a month

    Replace business codes by their real meaning

    Get a file which contains a sum up of the year

    For every launch of statistic pilot,the macro could retrieve some data from the created fileto insert them in a specific file called summary

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    4All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Principle

    Macro using principle:

    Define the need.

    Example : Replace the business code by the real meaning

    Create an Excel Macro in the template file.

    Validate the Excel macro execution in the CCs statistics request.

    Verify the correct execution in the generated excel file.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    5All Rights Reserved © 2006, Alcatel-Lucent

    LONDON CALABASAS

    Excel Macro

    Define the need

    Define the need.

    Example : automated replacement of business code by real meaning

    "FormCods.xls" template is concerned by this customization.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    6All Rights Reserved © 2006, Alcatel-Lucent

    "codes" sheet

    FormCods.xls

    (customized sheet)

    Excel Macro

    Define the need

    Define the need (next).

    The ACDMacro has to open the file macro.xls,

    look for the real meaning of the code 002then replace the code 002 by «LONDON»

    in the customized sheet.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    7All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Create an Excel Macro

    Create an Excel Macro in the template file.

    Open "FormCods.xls". C:\Program Files\Alcatel\A4400 Alcatel-Lucent Contact Center Supervisor\

    Excel\Formats\FormCods.xls

    Create a customized sheet (e.g. custom).

    Copy and paste the "General" sheet in the "custom" sheet.

    Create an other sheet for the correspondence between code and realmeaning.

    Name this new sheet "codes",for example, and create the following table form:

    Use the VB editor (Excel 2000) and insert a module to write the macro.

    Tools\ Macro\ Visual Basic Editor

    Insert/ Modules

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    8All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Create an Excel Macro

    Create an Excel Macro in the template file (next).

    write a macro as follows:

    Don't forget to save the template

    file (in this example: FormCods.xls).

    Function SearchCode(Code As String) As String

    ' Function to research the equivalent code

    Dim MaxItem As Integer

    Dim FilePath As String

    Dim result As String

    MaxItem = 7 ' Number of lines to take into account

    Sheets("codes").Select ' Data sheet activation

    result = Code

    For i = 3 To MaxItem

    If (Code = ("Code" + " " + Cells(i, 1))) Then

    result = Cells(i, 2)

    Else

    End If

    SearchCode = result

    Next

    End Function

    Sub ACDMacro()

    ' Macro CCS : ACDMacro

    Dim InitialValue As String

    Dim NewVal As String

    Dim Index As Integer

    Dim i As Integer

    For i = 0 To 4

    Index = 4 + 4 * i

    Sheets("custom").Select

    InitialValue = Cells(6, Index)

    NewVal = SearchCode(InitialValue)

    Sheets(“custom").Select

    Cells(6, Index) = NewVal

    Next

    End Sub

    Main programFunction

    The aim is not to explain VB language but to understand the principle that is to say:

    - the macro begins with Sub ACDMacro()

    - and finishes with End Sub

    The ACDMacro can call another macro (procedure).

    Therefore, the system is not limited to ONE macro in case of CCs statistics .

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    9All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    Validate the macro execution

    Validate the Excel macro execution in the CCs statistics request and start the

    statistic request.

    Check the option "Run Macro (ACDMacro)". Using the CCs interface, Statistics/ Excel/ Detailed transaction codes

    Before starting the statistic request, you need have some tickets stored in usr4/afe including business code.

    So, if the business code management for, at least, one pilot is not already done, you have to do it.

    Remind about this management (e.g.: pilot 3x600):

    Applications/ CCD/ Pilot

    Pilot number: 3x600

    Transaction Code Dialing

    Transaction code Dialing Timer: 100

    N°. of Transac. Code Dialing Digits: 3

    Business Code: True

    The result of this management will be:

    When an agent hangs up a CCd conversation, before being in automatic wrap up, during 10 seconds, he will be

    able to enter a business code according to the received calls.

    E.g.: for a received call from London, the agent will enter the code 002.

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    Alcatel-Lucent OmniTouch Contact Center Standard Edition – Excel MacroRef. CCD01026P04TEUS Issue 04

    10All Rights Reserved © 2006, Alcatel-Lucent

    Excel Macro

    CCs statistic report

    Verify the correct execution in the generated Excel file

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      Alcatel-Lucent OTCC Standard Edition

    Statistics customization

    Issue 03 Ref. CCD01026S03TEUS.doc HOS. 1

    All Rights Reserved © 2006, Alcatel-Lucent

    HANDS-ON EXERCISES SOLUTIONS 

    OBJECTIVE

    - To learn how to customize statistics

    MANAGEMENT

    1. Create a customized worksheet "custom", for the pilot object, to display in the report:

    - total number of received calls

    - total number of abandoned calls

    - average waiting duration of served calls

    - efficiency

    This customized template will be used for one pilot and for a manual request (the

    granularity must be 1 hour from 09:00 to 17:00).

    1°) Open the Excel file regarding the pilot object:

    Start/ Programs/ Accessories/ Windows Explorer

    C:\Program Files\ Alcatel\ A4400 Call Center Supervisor\Excel\ Formats

    FormPil.xls

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    Alcatel-Lucent OTCC Standard Edition

    Statistics customization

    HOS. 2 Ref. CCD01026S03TEUS.doc Issue 03

    All Rights Reserved © 2006, Alcatel-Lucent

    2°) Select the tab "General" and right click to create a new worksheet:

    3°) Right click on the tab "Sheet1" to rename it "custom":

    4°) Copy from "General" to "custom" the structure of the spreadsheet:

    You need 4 columns to edit the statistics data and the transition column (to split the

    hour in a day). So you have to copy a table form including 5 columns from "General".

    You have in the custom worksheet, the structure of the table form.

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      Alcatel-Lucent OTCC Standard Edition

    Statistics customization

    Issue 03 Ref. CCD01026S03TEUS.doc HOS. 3

    All Rights Reserved © 2006, Alcatel-Lucent

    Now, you have to realize the link, for the statistics data, from the "General" spreadsheet

    to the "custom" spreadsheet.

    4°) Copy from "General" and paste with link to "custom" the statistics data:

    You have to calculate the total number of received calls. This total is equal to the

    sum of total received calls in open state, general forwarding state and blocked

    state.

    Select in "custom" the location of this total (C:8) and type in the formula bar "=".

    Then select in "General" the cells C:8 to E:8, and press return to validate your

    selection.

    You have now in "custom", in the cell C:8 the formula =General!C8:E8. That is done

    for 1 cell, you have now to copy this formula for all the other cells (from C:9 to

    C:43). To do that, select the cell C:8, move the mouse at the right bottom of the

    corner.

    You are in this situation:

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    Now, click and move the cross at the end of the table form. The formula is copied

    for all the cells

    For "the total number of abandoned calls" and for the transition, you have just to

    copy and to paste with link the data from "General" to "custom" because the

    counter already exists.

    For "average waiting duration of served calls" and "efficiency", same procedure

    that previously, also the counter already exists. Nevertheless, you have to modify

    the format cell:

    Right click on the cell and select "Format Cells…":

    - For "average waiting duration of served calls", choose Custom and select

    the type: [=0]?;[

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    The result of the report could be:

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    HOS. 6 Ref. CCD01026S03TEUS.doc Issue 03

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    2. Using the previous customization, add a graphic with the following data:

    - total number of received calls

    - total number of abandoned calls

    This chart is located on the same sheet with the chart title equal to "PILOT GRAPHIC".

    1°) Insert the graphic in the same sheet:

    Insert/ Chart…

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    The graphic, that you have realized, is displayed on the same sheet of the

    customized pilot spreadsheet.

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    2°) To edit a report for Monday (first day of the course) from 9:00 to 17h00 for the pilot

    31600, you have to use the CCs interface:In the CCs, Statistics/ Excel/ Pilot

    The report edited could like shown below:


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