Difference between revisions of "CEM BANK - Weekly tasks on Monday"

From Catglobe Wiki
Jump to: navigation, search
(→‎Steps)
 
(33 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==Introduction==
+
<accesscontrol>Main:MyGroup</accesscontrol>
−
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.
+
== Introduction ==
  
−
==Steps==
+
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.
−
===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/>
+
== Weekly steps  ==
−
*Data cache: <font color=red>8386cat - CEM Bank Intelligence</font><br/>
+
 
−
*Axis: <font color=red>- - Uge</font><br/>
+
=== Step 1 - Add week to axis set (Automated)  ===
 +
 
 +
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>  
 +
This step is automated by Tabulation: CEM Bank weekly automation Step 1 (Resource Id: 35182060)<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).
 
*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===
+
[[Image:CEM-BANK-Axisset.jpg]]
−
*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)
+
 
 +
=== Step 2 - Change time frame and rebuild data cache (Automated)  ===
 +
This step is automated by Tabulation: CEM Bank weekly automation Step 2 (Resource Id: 35182060)<br>
 +
 
 +
*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
 
*Save and rebuild the DCS
−
[[Image:CEM-BANK-timeframe.jpg]]
 
  
−
===Step 3 - Modify information text===
+
<br> [[Image:CEM-BANK-timeframe(new).jpg]]
 +
 
 +
*Get DCS number by running Work flow: "8386CAT - Get weekly number of records" (Resource Id: 36493340)
 +
 
 +
[[Image:Get_CEM_DCS_-_number_of_records.png]]<br>
 +
 
 +
* Compare the DCS number with the last week and current week, it should be < 250
 +
 
 +
=== Step 3 - Modify information text ===
 +
 
 
Modify the text in the information box that is shown to the user on the My Portal-page.  
 
Modify the text in the information box that is shown to the user on the My Portal-page.  
−
*My Portal element: <font color=red>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="red">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===
+
*My Portal element: <font color="#ff0000">CEM Bank Intelligence - Note</font>  
−
There is a complaint overview on the My Portal page, which should be sorted <font color="red">descendingly</font> on the percentages of complaints: <font color="red">CEM Bank Intelligece - Complaints</font><br/>
+
*Navigate to the tab Detailed description (default) and enter the total number of interviews collected in the third line.  
−
[[Image:CEM-BANK-Overview.jpg]]<br/>
+
*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>
−
<br/>
 
−
Spreadsheet: <font color="red">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 - Modify NPS Udvikling ===
 
  
−
Portal element name:<font color="red">CEM Bank - Danske Bank - NPS udvikling</font><br/>
+
[[Image:CEM-BANK-Notes.jpg]]
  
−
[[Image:CEM-BANK-NPS Udvikling.jpg]]<br/>
+
=== Step 4 - Update diagram shown in monitor site  ===
  
−
Spreadsheet: <font color="red">CEM Bank - Danske Bank - NPS udvikling</font><br/>
+
*Name: <span style="color: #ff0000">CEM Intelligence - Monitor</span>  
 +
*Path in Monitor: <br>[[Image:SNAG-0004.jpg]]
  
−
[[Image:CEM-BANK-NPS Udvikling - Spreadsheet.jpg]]
+
*Diagram: <span style="color: rgb(255,0,0)">8386cat - Årsager til valg af bank, Forventninger (bars) </span>
  
−
*This diagram needs to be updated every <font color="red">2</font> weeks, a new row of the last couple of weeks will be added to the diagram
+
Steps:
−
*There must be always <font color="red">10</font> weeks data used in the diagram, which means that there are always <font color="red">5</font> rows in column A
 
−
*Week ranges in Detractors and Promoters must be updated
 
  
−
===Step 6 - Modify Skifte bank/Innovation===
+
*View the diagram with Samtlige banker checked <br>[[Image:Forventninger (bars) - 1.png]]  
−
Portal element: <font color="red">CEM Bank - Danske Bank - Innovation/complaint over time</font><br/>
+
*Note the percentages shown in the diagram, sort them in descending order <br>[[Image:Forventninger (bars).png]]  
−
[[Image:CEM-BANK-Skifte_bank-innovation.jpg]]<br/><br/>
+
*Sort the brands in the previous order (Tips: use export/import feature to save time)
−
Spreadsheet: <font color="red">CEM Bank - Danske Bank - Change bank - innovation</font><br/><br/>
 
−
[[Image:CEM-BANK-Skifte_bank-innovation_-_spreadsheet.jpg]]<br/><br/>
 
−
*This diagram needs to be updated every <font color="red">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="red">5</font> rows in the diagram.<br/>
 
−
*Week ranges must be changed in the other columns<br/>
 
  
−
===Step 7 - Update CEM Bank - Danske Bank - Forventer sund bankøkonomi===
+
[[Image:Forventninger (bars) - 2.png]]<br>
−
*Portal element:<font color="red">CEM Bank - Danske Bank - Forventer sund bankøkonomi</font>
 
−
*Spreadsheet: <font color="red">CATINET\Projekt\Catglobe - opgaver\CAT7964 - Udvikling af Research Produkter\8386CAT - CEM BANK Intelligence\Danske Bank\CEM Bank - Danske Bank - Sund økonomi</font>
 
−
This diagram should be updated every 2 weeks together with the other portal elements.<br/>
 
  
−
===Step 8 - Update realtime elements===
+
[[Category:Production_guidelines]]
−
[[Image:CEM-BANK-realtime.jpg]]<br/>
 
−
*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:<br/>
 
−
*Data caches:
 
−
**<font color="red">8386cat - CEM Bank Intelligence - OPEN</font>: gets only data in the last 2 weeks
 
−
**<font color="red">CEM BANK Intelligence - OPEN - Arbejdernes Landsbank</font>
 

Latest revision as of 03:50, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

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 (Automated)

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.
This step is automated by Tabulation: CEM Bank weekly automation Step 1 (Resource Id: 35182060)

  • Data cache: 8386cat - CEM Bank Intelligence
  • Axis: - - Uge
  • Add an extra option that refers to the last week’s week number (name and value).

CEM-BANK-Axisset.jpg

Step 2 - Change time frame and rebuild data cache (Automated)

This step is automated by Tabulation: CEM Bank weekly automation Step 2 (Resource Id: 35182060)

  • 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


CEM-BANK-timeframe(new).jpg

  • Get DCS number by running Work flow: "8386CAT - Get weekly number of records" (Resource Id: 36493340)

Get CEM DCS - number of records.png

  • Compare the DCS number with the last week and current week, it should be < 250

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: CEM Bank Intelligence - Note
  • 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: jan, feb, mar, apr, maj, jun, jul, aug, sep, okt, nov, dec

CEM-BANK-Notes.jpg

Step 4 - Update diagram shown in monitor site

  • Name: CEM Intelligence - Monitor
  • Path in Monitor:
    SNAG-0004.jpg
  • Diagram: 8386cat - Årsager til valg af bank, Forventninger (bars)

Steps:

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

Forventninger (bars) - 2.png

Retrieved from "http://wiki.catglobe.com/index.php?title=CEM_BANK_-_Weekly_tasks_on_Monday&oldid=24742"