Analytics Reports MAIN WIKI
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For both mentioned reports, first task is providing of saving in CT2 database the initial data for reports. So we need to define: | For both mentioned reports, first task is providing of saving in CT2 database the initial data for reports. So we need to define: | ||
* list/mapping of existing fields that can be used, | * list/mapping of existing fields that can be used, | ||
| - | * list of new fields that should be added into DB | + | * list of new fields that should be added into DB. |
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=== Handling === | === Handling === | ||
Revision as of 23:55, 9 October 2011
Contents |
Info
0003003: (Analytics Reports) Create a module to produce this type of reporting
Core need
We want to automate generation of special class of xls reports ("Utilization and Cost Saving Modeling reports"):
- based on CT2 database data
- Complex: mulitab, mix of graphics and tables on one page
- Normally related to utilization rates and costs, times
- Used as a tool for modeling of how to tweak different parameters such as transit times and utilization rates to reduce costs
- Challenge is that every time we need to pull fresh data and apply formulas and charts
- we also want to have “in system” (DR (Dashboard Reports)) version of these reports
- see 2 examples in 0003003
- examples#1 is well defined in TMS Monthly Stats Report - see Copy of Copy of July Activity Stats Final.xlsx
- ex#2 - see up+kpi+-+analytics+report+SAMPLE.rar
SA notes (concept vision)
Main goal
Core need:
Automate generation of special class of xls reports ("Utilization and Cost Saving Modeling reports")
That class of reports is designed to give the statistical and operational data to analyze and should help to take the business decision for reduce the cost of freight charges.
Currently there are 2 specific reports that needed to be implemented:
- Elizabeth Arden's TMS Monthly Stats Report. Algorythms of cost savings is based upon reducing the load count to Best possible Load Count.
- Coty report. Algorythm is TBD.
Data
Core need: Report should be based on CT2 database data
Currently EA monthly statistical report is generated from Descartes TMS in the form of report called "Supplier Detail Previous Month". It contains the summary totals of achieved values (loads, weights, charges etc) for every lane "Supplier-Consignee" per given month. The same lanes with different Carriers are considered as unique.
For both mentioned reports, first task is providing of saving in CT2 database the initial data for reports. So we need to define:
- list/mapping of existing fields that can be used,
- list of new fields that should be added into DB.
Handling
Core need: Normally related to utilization rates and costs, times Challenge is that every time we need to pull fresh data and apply formulas and charts
Output
Core need: Complex: mulitab, mix of graphics and tables on one page We also want to have “in system” (DR (Dashboard Reports)) version of these reports
Modeling
Core need: Used as a tool for modeling of how to tweak different parameters such as transit times and utilization rates to reduce costs
Suggested solution
It is suggested to divide all implementation tasks onto two parts: content and visualization.
Content tasks
- Preparing of data,
- Getting of data,
- Handling of data.
Visualization tasks
- Configuration of report,
- Output of report.
Implementation phases
Implementation phases should be the same for every kind of analytics report.
Phase 1. Prepare DB
- mapping of existing fields,
- list of new filds to add into DB.
Phase 2. Data handling
- procedure of input/export data,
- define indicators and appropriate calculations.
Phase 3. Output
- versions of report - standalone/scheduled/dashboard,
- admin part - visibility rules, constraints and defaults,
- output format - XLS/HTML, tables & charts, set of columns.
