DR KPI Framework (for non AR reports)

From UG

Revision as of 16:25, 11 January 2012

Info

• 0003034 (* DR/KPI) ....... <proj>

Core Need

To produce common approach (if possible) to multiple DRs/KPIs in the system

• See specs for various KPIs in Category: DRs and KPIs such as Arden cost per pound, Cost per unit, etc
• AR DRs (Action Required DRs are outside of this for now). See Category: Action Required DRs

Requirements

See these wikis:

• Cost per pound KPI (TMS based Arden ) (solution) - first version is in production
• Cost KPIs (cost per unit) (concepts and requirements) - BA completed
• KPIs_for_OpsTruck#Average_times_KPI - BA completed

Solution version 1

Summary

Solution designed to add more flexibility and new abilities of DR KPI:

• merge all KPI parameters (time periods/carriers) in one "Group By" parameter
  • be able select separate grouping parameter
• set the number of segments on Axis X
• download to spreadsheet all results of chart on Level 2 (not only for one clickable bar on Level 3)

Glossary

• DR KPI Level 1 is a table of averaged KPI value (one or more) per sepecified time frame.

Time frame for KPI calculating set on KPI settings tab in My Profile section.

• DR KPI Level 2 is a chart of one KPI that reflects averaged value of KPI's amount in relationship to certain parameter.

Level 2 consists of 3 sections: Parameters, Chart, Filters

• DR KPI Level 3 is a spreadsheet of averaged KPI value (one or more) per sepecified time frame.

Preliminary works

• fix known bugs to make proper calculations on Level 1, including exception error message for "previous year" period

Improve Design

Level 1

TBD

Level 2

NEEDS:
* Change list of parameters displayed on Axis X - Time, Carriers, Consignees, Shippers
* Change "time period" dropdown - remove "Days" / use "Group By" label instead "Axis X"
* Show "Time Period" controls (now radio buttons) only for Time parameter
* Linear chart for Time, bar chart - for others
* Carrier and Truckers should be the same (now aren't)
* add "Download to Excel" button

Common idea

• We suggest merge a time and other KPI parameters into one list.
• Chart data can be grouped by each parameter.
• Time Frame range should be set on Filters Panel specifed in Delivery Date databoxes.
  • (by default it is one measure unit range and depends from certain parameter).

We need to make the following updates:

1) in Parameters section

• update list of Axis X dropdown items to - day, week, month, quarter, year, carriers, consignees, shippers
• rename Axis X dropdown to Group By
• remove Time Period radio buttons
• add "Download to Excel" button for results on Level 2

2) in Chart section

DR KPI on Level 2 is a chart of one KPI (on Axis Y) that reflects averaged value of KPI's amount per sepecified time frame and grouped by certain parameter (on Axis X).

• use following type of charts:
  • linear chart for time parameters,
  • bar chart for carrier parameters.
• display specified number of chart segments for "Group By" parameter
  • NOTE: Because we set Time Frame for chart from Filters Panel the system calculates number of segments automatically in depends from selected grouping parameter.
  • Example: when Time Frame includes 22 days and Chart grouped by "day" parameter then Chart is linear chart per last 22 days

Example 1 (linear chart):

Example 2 (bar chart):

3) in Filters section

• add Delivery Date "From" and "To" timeboxes

Level 3

NEEDS:
* add new KPIs and update list of Output Fields
* breakdown by Group By parameter
* KPI overlapping - display several KPIs in adjacent columns

Example:

KPI settings

• default Time Frame
• default Group By
• TBD

History

0003131: [DR/KPI] DR KPI Framework (for non AR reports)