View source for CEM BANK - Weekly tasks on Monday

== Introduction  ==

There are several steps that needs to be done each Monday morning (Danish time) to ensure that data collected in the previous week is used correctly in the reporting monitor, and that the information text on the My Portal is correct. 

== Weekly steps  ==

=== Step 1 - Add week to axis set  ===

Add the last week to the data cache axis set. The reason that this needs to be done is that the user will use this axis in the cross tabulation.<br>

*Data cache: <font color="#ff0000">8386cat - CEM Bank Intelligence</font><br>
*Axis: <font color="#ff0000">- - Uge</font><br>
*Add an extra option that refers to the last week’s week number (name and value).

[[Image:CEM-BANK-Axisset.jpg]] 

=== Step 2 - Change time frame and rebuild data cache  ===

*Change the end date in the time frame so the DCS only includes data collected before Monday in the current week, which means 23:59:59 on Sunday (DK time) 
*Save and rebuild the DCS

[[Image:CEM-BANK-timeframe(new).jpg]] 

=== Step 3 - Modify information text  ===

Modify the text in the information box that is shown to the user on the My Portal-page. 

*My Portal element: <font color="#ff0000">CEM Bank Intelligence - Note</font> 
*Navigate to the tab Detailed description (default) and enter the total number of interviews collected in the third line. 
*Change the date on the forth line so it refers to the same date that you defined as end date in the DCS time frame (date of last Sunday). These are the Danish month abbreviations that you will need throughout the year: <font color="#ff0000">jan, feb, mar, apr, maj, jun, jul, aug, sep, okt, nov, dec</font>

[[Image:CEM-BANK-Notes.jpg]] 

=== Step 4 - Modify the My Portal complaints overview  ===

There is a complaint overview on the My Portal page, which should be sorted <font color="#ff0000">descendingly</font> on the percentages of complaints: <font color="#ff0000">CEM Bank Intelligece - Complaints</font><br>[[Image:CEM-BANK-Overview.jpg]]<br><br>Spreadsheet: <font color="#ff0000">CEM Bank Intelligence - Complaints</font>. [[Image:CEM-BANK-Overview-Spreadsheet.jpg]]<br><br>After rebuiling the DCS, the data is now updated, which causes the percentages of complaints to change, we need to sort the rows in the spreadsheet based on their calculated values. When moving the rows, remember to change the expressions in Klager column to have the correct cell references. 

=== Step 5 - Update realtime elements  ===

&nbsp; [[Image:CEM-BANK-realtime.jpg]] 

*Portal elements: 
**CEM Bank - Realtime kundeklager 
**CEM Bank - Realtime Market FBI 
**CEM Bank - Realtime rådgiver input 
**CEM Bank - Realtime kundeklager - Arbejdernes Landsbank 
**CEM Bank - Realtime rådgiver input - Arbejdernes Landsbank

Rebuild the below data caches every week: 

*Data caches: 
**<span style="color: #ff0000">8386cat - CEM Bank Intelligence - OPEN</span>: gets only data in the last 2 weeks 
**<span style="color: #ff0000">CEM BANK Intelligence - OPEN - Arbejdernes Landsbank&nbsp;</span>
**CEM Bank - Jyske Bank
**CEM Bank - Nordea
**CEM Bank - Nykredit Bank
**CEM Bank - Sparnord Bank
**CEM Bank - Sydbank

=== Step&nbsp;6 - Update diagram shown in monitor site  ===

*Path in Monitor: <br>[[Image:Forventninger.png]]

&nbsp; 

*Diagram: <span style="color: #ff0000">8386cat - Årsager til valg af bank, Forventninger (bars) </span>

Steps: 

*View the diagram with Samtlige banker checked <br>[[Image:Forventninger (bars) - 1.png]] 
*Note the percentages shown in the diagram, sort them in descending order <br>[[Image:Forventninger (bars).png]] 
*Sort the brands in the previous order (Tips: use export/import feature to save time)

&nbsp;&nbsp;&nbsp; [[Image:Forventninger (bars) - 2.png]]<br>

<br>

== Expanding steps  ==

These steps will be done every <span style="color: #ff0000">2</span> weeks beside weekly steps.<br>

<br>

=== Step 1 - Modify NPS/ Kundeklager  ===

Portal element: <span style="color: #ff0000">CEM Bank - Danske Bank - NPS/complaints</span> 

[[Image:CEM Bank - Danske Bank - NPScomplaints.png]]<br>

Spreadsheet: <span style="color: #ff0000">CEM Bank - Danske Bank - Stay in Bank/Complaints</span> 

[[Image:CEM Bank - Danske Bank - Stay in Bank - Complaints.png]] 

*This diagram needs to be updated every <span style="color: #ff0000">2</span> weeks, a new row of the last couple of weeks will be added to the diagram.<br>

*There must be always <span style="color: #ff0000">10 </span>weeks data used in the diagram.<br>

*Week ranges in Detractors and Promoters must be updated.<br>

=== Step 2 - Modify Blive i bank/Personlig kontakt  ===

Portal element: <font color="#ff0000">CEM Bank - Danske Bank - Stay in Bank/Personal contact</font><br>[[Image:CEM-BANK-Skifte bank-innovation.jpg]]<br><br>Spreadsheet:&nbsp;<span style="color: #ff0000">CEM Bank - Danske Bank - Stay in bank - Personal contact</span> 

[[Image:CEM Bank - Danske Bank - Stay in bank - Personal Contact - spreadsheet.jpg]]<br><br>

*This diagram needs to be updated every <font color="#ff0000">2</font> weeks, the first row in the diagram will be removed, the new row of the last couple of weeks will be added.<br>
*There must always be <font color="#ff0000">5</font> rows in the diagram.<br>
*Week ranges must be changed in the other columns<br>

=== Step 3 - Modify NPS Udvikling  ===

Portal element:<font color="#ff0000">CEM Bank - Danske Bank - NPS udvikling</font><br>

[[Image:CEM-BANK-NPS Udvikling.jpg]]<br>

Spreadsheet: <font color="#ff0000">CEM Bank - Danske Bank - NPS udvikling</font><br>

[[Image:CEM-BANK-NPS Udvikling - Spreadsheet.jpg]] 

*This diagram needs to be updated every <font color="#ff0000">2</font> weeks, a new row of the last couple of weeks will be added to the diagram.<br>

*There must be always <font color="#ff0000">10</font> weeks data used in the diagram, which means that there are always <font color="#ff0000">5</font> rows in column A.<br>

*Week ranges in Detractors and Promoters must be updated&nbsp;

<br>

*Update the same for spreadsheets below 
**<span style="color: #ff0000">CEM Bank - Sydbank - NPS udvikling </span>
**<span style="color: #ff0000">CEM Bank - Sparnord Bank - NPS udvikling </span>
**<span style="color: #ff0000">CEM Bank - Jyske Bank - NPS udvikling </span>
**<span style="color: #ff0000">CEM Bank - Nykredit Bank - NPS udvikling </span>
**<span style="color: #ff0000">CEM Bank - Nordea Bank - NPS udvikling </span>

<br>

=== Step 4 - Modify Forventer sund bankøkonomi  ===

Portal element:<font color="#ff0000">CEM Bank - Danske Bank - Forventer sund bankøkonomi</font> 

[[Image:CEM Bank Forventer sund bankøkonomi.png]] 

Spreadsheet: <font color="#ff0000">CEM Bank - Danske Bank - Sund økonomi</font> 

<font color="#ff0000"></font>

*This diagram should be updated every <span style="color: #ff0000">2</span> weeks together with the other portal elements.<br>

*It should contain data of the current <span style="color: #ff0000">4 </span>weeks compared to the last <span style="color: #ff0000">4</span> weeks' data.

<u>Example<br></u>=(count() where (Participation_week == [<span style="color: #ff0000">200851-200902</span>]) &amp;&amp; (Q27_2_SQ_3 == [4,5]) &amp;&amp; (Q4==[17]))/(count() where (Participation_week == [<span style="color: #ff0000">200851-200902</span>]) &amp;&amp; (Q27_2_SQ_3 == [1-5]) &amp;&amp; (Q4==[17]))*100<br><br>=(count() where (Participation_week == [<span style="color: #ff0000">200847-200850</span>]) &amp;&amp; (Q27_2_SQ_3 == [4,5]) &amp;&amp; (Q4==[17]))/(count() where (Participation_week == [<span style="color: #ff0000">200847-200850</span>]) &amp;&amp; (Q27_2_SQ_3 == [1-5]) &amp;&amp; (Q4==[17]))*100 

<br>

*Update the same for spreadsheets&nbsp;below 
**<span style="color: #ff0000">CEM Bank - Sydbank - Sund økonomi</span> 
**<span style="color: #ff0000">CEM Bank - Sparnord Bank - Sund økonomi</span> 
**<span style="color: #ff0000">CEM Bank - Jyske Bank - Sund økonomi</span> 
**<span style="color: #ff0000">CEM Bank - Nykredit Bank - Sund økonomi</span> 
**<span style="color: #ff0000">CEM Bank - Nordea Bank - Sund økonomi</span>

[[Category:Production_guidelines]]