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Excel formula to calculate call center backlog

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    Excel formula to calculate call center backlog

    Hello Excel Gurus,

    I have a list of support calls over a 17 weeks time span and I am trying to calculate the backlog for each week. My data range contains the created date and the closed date (some closed dates are empty since the calls are still open) I have tried a few ways with no luck (pivot table, countif, sumif) the problem I am running into is that for each week I have to check and add the backlog from the previous week (only those calls that carry over, so are still open)

    Any help is greatly appreciated!

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    Re: Excel formula to calculate call center backlog

    Can you post a file with the data and the expected result?

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    Re: Excel formula to calculate call center backlog

    Thank you for your reply NS4Excel,

    In the attached file I have the closed date for the call the created date, opened_week_number [week of the year the call was opened] and closed_week_number [ week of the year the call was closed]

    What I expect to see is a new backlog column showing the total number of open calls for each week.

    i.e.

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    Last edited by rexi01; 04-21-2015 at 12:20 AM.

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    Re: Excel formula to calculate call center backlog

    In cell E2 enter the following formula:
    =COUNTIFS($C$2:$C$1034,$C2,$D$2:$D$1034,">" &0)

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by NS4Excel View Post
    In cell E2 enter the following formula:
    =COUNTIFS($C$2:$C$1034,$C2,$D$2:$D$1034,">" &0)
    Thank you NS4Excel, this formula works great for the backlog for each week, however it doesn't seem to take into account backlog from the previous weeks. I would like to add to each week's backlog the backlog from previous weeks which are calls still remaining open. For example there are roughly 300+ calls that have no closed date since they are still open and show as 0 in the closeweeknumber column. Using the formula above the backlog for the current week only shows 8 calls.
    Last edited by rexi01; 04-21-2015 at 01:59 AM.

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    Re: Excel formula to calculate call center backlog

    Try this, =COUNTIF($D$2:D2,0)

    but set your calculation options to automatic, as well!!.
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by Glenn Kennedy View Post
    Try this, =COUNTIF($D$2:D2,0)

    but set your calculation options to automatic, as well!!.
    It returns all 0s. Calculation option is set to 'Automatic'

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    Re: Excel formula to calculate call center backlog

    ??? Are you sure. See attached sheet.
    Attached Files Attached Files

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by Glenn Kennedy View Post
    ??? Are you sure. See attached sheet.
    First week's backlog should be 5. There are 5 calls created on the first week and none of them were resolved (closed) till the second week. What does the '0' in the criteria mean in your formula?

    Thank you for your help.

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    Re: Excel formula to calculate call center backlog

    Exactly what do you want to count?

    I have given you the number of open calls, increasing cumulatively. That may have been incorrect.

    So do you want the result to be any calls that were closed later than the week in which they were created PLUS open calls from previous weeks? If that is so, you can NEVER reduce the back log, as a late closure will ALWAYS count as a late closure.

    So ca you take a moment to explain EXACTLY what you want a sum of?

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by Glenn Kennedy View Post
    Exactly what do you want to count?

    I have given you the number of open calls, increasing cumulatively. That may have been incorrect.

    So do you want the result to be any calls that were closed later than the week in which they were created PLUS open calls from previous weeks? If that is so, you can NEVER reduce the back log, as a late closure will ALWAYS count as a late closure.

    So ca you take a moment to explain EXACTLY what you want a sum of?
    What I am looking for is the number of calls open for the week. So the count of all calls whose closed date is later than the current week. Hope this clarifies my scope.

    Thank you again for your help.

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    Re: Excel formula to calculate call center backlog

    here is what I have so far.
    I know that at the end of the first week I should have a backlog of 5 and at the end of the last week the backlog should be somewhere close to 365. (these are my control values.)
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    Re: Excel formula to calculate call center backlog

    Can you manual give some desired results in E column?
    Quang PT

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by bebo021999 View Post
    Can you manual give some desired results in E column?
    Hi bebo021999,

    The example i provided in comment #3 is as close as I can come up with, in addition to that week 17 should be 365. The other weeks I am trying to calculate.

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    Re: Excel formula to calculate call center backlog

    If I interpret correctly, this is the logic:

    For example: .2nd week of 2015 ending on Sartuday, 10-Jan. Backlog count of week 2 for all rows those open earlier 10-Jan and close later than 10-Jan?

    20-Jan --- 02-Jan : count 1
    09-Jan --- 08-Jan : count 0
    blank -----7-Jan : count 1

    Is that true?

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by bebo021999 View Post
    If I interpret correctly, this is the logic:

    For example: .2nd week of 2015 ending on Sartuday, 10-Jan. Backlog count of week 2 for all rows those open earlier 10-Jan and close later than 10-Jan?

    20-Jan --- 02-Jan : count 1
    09-Jan --- 08-Jan : count 0
    blank -----7-Jan : count 1

    Is that true?
    You are correct. I would like to carry over that logic for every week.

    Thank you.

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    Re: Excel formula to calculate call center backlog

    Should the backlog for week 2 be 40? I calculated this by taking the backlog count for week 2 itself which totals 39 and then adding 1 from row 6 where that item went 4 weeks which means it should be counted in week 2.

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by NS4Excel View Post
    Should the backlog for week 2 be 40? I calculated this by taking the backlog count for week 2 itself which totals 39 and then adding 1 from row 6 where that item went 4 weeks which means it should be counted in week 2.
    That would be correct!

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    Re: Excel formula to calculate call center backlog

    Maybe:

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    ....confirmed by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER. You will know the array is active when you see curly braces { } appear around your formula. If you do not CTRL+SHIFT+ENTER you will get an error or a clearly incorrect answer. Press F2 on that cell and try again.

    In which:
    1-WEEKDAY(EOMONTH(B2,-1)+1)+EOMONTH(B2,-1)+7*WEEKNUM(B2)
    returns the last Saturday of current week.

    Note: this formula is independent from C and D column, these two columns can be deleted if needed.
    Last edited by bebo021999; 04-21-2015 at 12:28 PM.

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    Re: Excel formula to calculate call center backlog

    Sorry I think my formula in post #19 does not correct, please update with this:

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    Confirmed with Ctrl-shift-enter

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    Re: Excel formula to calculate call center backlog

    Quote Originally Posted by bebo021999 View Post
    Sorry I think my formula in post #19 does not correct, please update with this:

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    Confirmed with Ctrl-shift-enter
    Thank you bebo021999, I think this might have solved my problem. Aprreciate everyone's help on this.

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    Question Re: Excel formula to calculate call center backlog

    Hello Guys,
    I need to compute help desk backlog.
    I don't retreive 40 for week 2 as said in comment #17 and #18 but 34.
    Could you please help me to find what's wrong in my file?
    Sorry it is with a french excel.
    Attached Files Attached Files

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    Re: Excel formula to calculate call center backlog

    Hi.

    It's a forum rule that you start your own thread, rather than "piggy-backing" on someone else's thread. This helps prevent massive confusion arising - which will happen if it is not clear which question is being answered. So please start your own thread and explain your own problem (make sure that, right from the start, you use a meaningful title (NOT things like "help needed" or "urgent problem"... think of the Google search terms that you would use to find the solution).

    A picture is worth 1,000 words. An Excel sheet is worth 1,000 pictures. So, prepare a SMALL sample sheet (10-20 rows, not thousands!!!). Make sure there is enough data to demonstrate your need. Make sure your desired results are shown, mock them up manually if necessary. Remember to remove ALL confidential information first!!!


    The yellow banner about sample worksheets, at the top of the screen tells you how to post a sheet here on the Forum.

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