Customer Complaints Solution

The following document contains Credit card Customer complaints solution:

The credit card solution contains the visualization and reports over the Credit card transaction, Customer details, Customer complaints over the credit card, card details, credit card statement report.

Following screen of the solution as follows:

Creditcard Customer complaints:

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Data sources and datasets:

Here, we have used the CSV format data files to import data in OpnBI application. after adding the CSV files, we have added the respective datasets as follows:

User should have these files before we start making of dashboards: -

Datasources	Datasets
Card_details.csv	Creditcard_details.ds
Creditcard_complaints.csv	Creditcard_complaints.ds
Customer_details.csv	Customer_details.ds
User_credit_card_transactions.csv	Creditcard_transactions.ds
Creditcard statement.xlsx	-

info

To make the creditcard customer complaints dashboard. we need the resource as Creditcard_complaints.CSV and Dataset as Creditcard_complaints.ds

List of components used in Customer complaints:

Sr.no.	Widget type	Widget names
1	Card widget(KPI)	Total Complaints
2	Card widget(KPI)	In progress complaints
3	Card widget(KPI)	Resolved complaints
4	Card widget(KPI)	closed but nonrelief solutions
5	Card widget(KPI)	On Time Response
6	Card widget(KPI)	NON Time Responce
7	Pie chart Widget	Product ratio of complaints received
8	Pie chart Widget	Complaint Submit Via
9	Table Widget	Complaint Details
10	Custom Visualization	Tab Title

Steps to create Creditcard Customer complaints solution:

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Now to add the dashboard in OpnBi, click on hamburger icon from top-left corner and get the menu bar, then click on (+) plus icon from Dashboard as shown in figure below:

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Add the name of the dashboard in Name textbox:

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After adding the name, click on the CREATE button from the create dashboard dialog box.
When the dashboard gets added in the application it shows the redirect alert message.

note

The dashboard is added in the application, in the dashboard from the right-vertical menu you can add different types of widgets in the dashboard and the top-right corner provide the features like Embed dashboard, adding filter, Send mails, Dynamic messages, Mobile view/Tab screen view, Preview dashboard etc.

Follow below steps to create this dashboard:

1. Customer complaints title

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Select the custom visualization from the right-vertical menu bar, as shown in the figure below:

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After adding the custom visualization in dashboard, go to the HTML tab from the top-menu bar from its edit properties, as shown in the figure below:

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Add the widget title in Name: Customer complaints title.
Now, add the title as required in HTML tab:

<span> Customer complaints</span>

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Click on the preview button to see the preview in widget, as shown in the figure below:

Add the CSS style properties as shown in the figure below:

CSS style code,, you can copy the code and apply in your dashboards:

span{
font-size: 7vw;
text-shadow: 2px 2px #d3d3d3;
display: inherit;
text-align: center;
font-family: verdana;
padding: 0px;
margin: 0px;
}

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After applying the CSS style, the title text gets white in color, to that title property, apply the widget style settings.

Now click on Preview button to see the preview.

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In this document, After the details we have provided the image to compare that with your output screen.

Click on the widget settings as shown in the figure below:

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From the widget settings click on the widget box shadow properties:

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Add the Widget Box Shadow Properties using the toggle button of Box Shadow, as shown in the figure below:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

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Add Widget Border and Border Radius using the Widget Border Properties,select the Border and Border Radius toggle button as shown in the figure below:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	1px 1px 1px 1px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties.
Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	Total complaints
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	None
Filter Value	-

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	Total Complaints
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

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Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	Resolved complaints
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	Company Response to consumer
Filter Value	Closed with explanation

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	Resolved complaints
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

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Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	Resolved complaints
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	Timely response?
Filter Value	Yes

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	On Time Response
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	Resolved complaints
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	Company response to consumer
Filter Value	In progress

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	In progress complaints
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	Resolved complaints
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	Company response to consumer
Filter Value	Closed with non-monetary relief

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	In progress complaints
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

Select the Card widget from the right-vertical menu bar, as shown in the figure below:

follow the below steps to achieve this card widget:

Enter widget name:	NON Time Responce
Datasets(ds)	Creditcard_complaints

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After adding the card widget, add the below details in Value1, as shown in figure below:

Insert following details in card widget:

Card General
Select Columns	Issue
Aggregation	Count
Filter column	Timely response?
Filter Value	No

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Style
Font Size:	26
Padding:	0
Background Color:	#ffffff
Text Color:	#000000
Align:	Center
Font Weight:	Normal
Font Family:	Arial,sens-serif

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Card Title
Title:	Untimely Response
Title Position:	Top
Title Font size:	16
Padding:	0
Background Color:	#ffffff
Title Font Color:	#000000
Title Align:	Center
Title Font Weight:	Normal
Font family:	Arial,sans-serif
Mergin Bottom:	0
HyperLink	-

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Add widget settings, click on the settings tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Remove the Title form the widget using the Title Properties, click on the title properties, as shown in the figure below:

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Click on the Show Title toggle button to uncheck the title, as shown in the figure below:

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Click on the Save and Exit button to save the component.

8. Product ratio of complaints received

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Select the Chart widget form the right-vertical menu bar, as shown in the figure below:

Select the chart widget	Select the column chart and clustered column chart

Add the chart dataset, formatting and setting details in Chart tab, as shown in the figure below:

Add below details in the chart tab as follows:

Chart tab
Char tab in edit settings
Select chart:	select Pie and Donut chart
Select sub chart:	select Donut chart
Widget Name:	Product ratio of complaints received
Datasets(ds):	Creditcard_complaints
Category Axis:	Product
Value Axis:	(keep it empty)
Aggregation:	Count

Add below details in the general tab as follows:

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Add below details in the General tab:

Select the chart appearance and add below details:

Chart Appearance
Inner Radius:	0
Radius:	80
Start Angle:	0
End Angle:	360

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Add below details in the Series tab:

Click on the series ticks and add below details:

Enable the series ticks
Border Width:	1
Border Opacity:	(keep it low) Ex:0.2
Color:	#000000
Length:	5

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Click on the series labels and add below details:

Series Labels
Smart Label:	Enable the toggle button
Color:	#000000
Text:	aiv_withPercent::2
Font Size:	11
Font Weight:	Normal

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Click on the Settings and add below details:
Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Add Title Properties as follows:

Title Properties
Show Title:	Click on the Title checkbox to enable the properties
Title Move To:	Left
Title Color:	#000000
Title Font Size:	16
Title Font Style:	Normal
Title Font Family:	-
Title Font Weight:	Normal
Title Background Color:	transparent
Padding:	1px 1px 1px 1px

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9. Complaint Submit Via

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Select the Chart widget form the right-vertical menu bar, as shown in the figure below:

Select the chart widget	Select the column chart and clustered column chart

Add the chart dataset, formatting and setting details in Chart tab, as shown in the figure below:

Add below details in the chart tab as follows:

Chart tab
Char tab in edit settings
Select chart:	select Pie and Donut chart
Select sub chart:	select Donut chart
Widget Name:	Complant Submit Via
Datasets(ds):	Creditcard_complaints
Category Axis:	Submit via
Value Axis:	Issue
Aggregation:	Count

Add below details in the general tab as follows:

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Add below details in the General tab:

Select the Color and Theme Property:

Theme:	Default
Color List:	#05445E,#189AB4,#75E6DA,#D4F1F4

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Select the chart appearance and add below details:

Chart Appearance
Inner Radius:	60
Radius:	80
Start Angle:	0
End Angle:	360

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Add below details in the Series tab:

Click on the series ticks and add below details:

Enable the series ticks
Border Width:	1
Border Opacity:	(keep it low) Ex:0.2
Color:	#000000
Length:	5

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Click on the series labels and add below details:

Series Labels
Smart Label:	Enable the toggle button
Color:	#000000
Text:	aiv_withPercent::2
Font Size:	11
Font Weight:	Normal

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Add below details in the Legend tab:

Select the Legend Properties:

Add in Legend Properties
Enable the Legend	click on toggle button to turn it on
Legend Alignment Property
Content Align:	Right
Position:	Left
Lagend Width:	40
Legend Height:	50
Legend Font Property
Font Family:	Arial
Font Size:	12
Font Weight:	Normal
Legend Background
Background Color:	#ffffff
Background opacity:	Keep it half(0.5)
Legend Markers
Enable the legend marker	Click on toggle button to turn on
Marker Height:	10
Marker Width:	10

Legend Alignment Property	Legend Font, Background, Marker Property

Click on the Setting tab and add below details:
Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

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Add Title Properties as follows:

Title Properties
Show Title:	Click on the Title checkbox to enable the properties
Title Move To:	Left
Title Color:	#000000
Title Font Size:	16
Title Font Style:	Normal
Title Font Family:	-
Title Font Weight:	Normal
Title Background Color:	transparent
Padding:	5px 5px 5px 5px

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Follow below steps to achive this component:

Add name as Compaint details, Select dataset as Creditcard_complaints
Add Header Height: 25 and Row Height: 25

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Select all the columns from the available columns, To select all columns, Check the checkbox under the Dataset Column as shown in the figure below:

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Click on formatting tab, go to Miscellaneous Properties as shown in the figure below:

Add Below properties:

Miscellaneous Properties:
Pagination:	Click on the pagination checkbox
Pagination Size:	10
Text Wrap:	Click on the text wrap checkbox
Theme:	Content

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Click on Theme tab and add Table header and body properties as follows:

Table header properties		Table Body Properties
Header background color:	#dedede	Table body background color:	#ffffff
Header Font Color:	#000000	Table body font size:	12
Header Font Size:	12	Row Border Color:	#000000
Header Column Border Color:	#d3d3d3	Column Border Color:	#d6d6d6
		Odd Row Background Color:	#ffffff
		Odd Row Font Color:	#000000
		Evan Row Background Color:	#ffffff
		Evan Row Font Color:	#000000

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Add Widget Setting, click on the Setting tab, as shown in the figure below:

Add Widget Box Shadow Properties as follows:

Widget Box Shadow Properties
Box Shadow checkbox	Click on the checkbox
Box Shadow Horizontal:	1
Box Shadow Vertical:	1
Box Shadow Color:	#189ab4
Box Shadow Blur:	2
Box Shadow Spread:	1

Add Widget Border Properties as follows:

Widget Border Properties
Border checkbox:	Click on border checkbox to enable the properties
Border Type:	Solid
Border Width:	2px 2px 2px 2px
Border Color:	#189ab4
Border Radius:	Click on border radius checkbox to enable the properties
Top Left Radius:	10
Top Right Radius:	10
Bottom Left Radius:	10
Bottom Right Radius:	10

Click on save and exit button to complete the component.

Customer Complaints Solution

The following document contains Credit card Customer complaints solution:

Following screen of the solution as follows:

Data sources and datasets:

info

List of components used in Customer complaints:

Steps to create Creditcard Customer complaints solution:

note

1. Customer complaints title

note

info

Widget style settings:

2. Total Complaints (Card widget)

3. Resolved complaints (Card widget)

4. On Time Response (Card widget)

5. In progress complaints (Card widget)

6. Closed but nonrelief solutions (Card widget)

7. NON Time Responce (Card widget)

8. Product ratio of complaints received

9. Complaint Submit Via

10. Complaint Details (Table Widget)

Customer Complaints Solution

The following document contains Credit card Customer complaints solution:​

Following screen of the solution as follows:​

Data sources and datasets:​

info

List of components used in Customer complaints:​

Steps to create Creditcard Customer complaints solution:​

note

1. Customer complaints title​

note

info

Widget style settings:​

2. Total Complaints (Card widget)​

3. Resolved complaints (Card widget)​

4. On Time Response (Card widget)​

5. In progress complaints (Card widget)​

6. Closed but nonrelief solutions (Card widget)​

7. NON Time Responce (Card widget)​

8. Product ratio of complaints received​

9. Complaint Submit Via​

10. Complaint Details (Table Widget)​

The following document contains Credit card Customer complaints solution:

Following screen of the solution as follows:

Data sources and datasets:

List of components used in Customer complaints:

Steps to create Creditcard Customer complaints solution:

1. Customer complaints title

Widget style settings:

2. Total Complaints (Card widget)

3. Resolved complaints (Card widget)

4. On Time Response (Card widget)

5. In progress complaints (Card widget)

6. Closed but nonrelief solutions (Card widget)

7. NON Time Responce (Card widget)

8. Product ratio of complaints received

9. Complaint Submit Via

10. Complaint Details (Table Widget)