DR KPI Framework (for non AR reports)

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Revision as of 16:27, 20 January 2012 (edit) Andrei (Talk | contribs) (→Level 2) ← Older edit		Revision as of 17:03, 3 February 2012 (edit) (undo) Andrei (Talk | contribs) (→Level 2: added "Look and feel" section) Newer edit →
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	[[File: DR_KPI_filters_panel.GIF]]		[[File: DR_KPI_filters_panel.GIF]]
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		+	===== Look and feel =====
		+
		+	* All three parts of KPI frame work on level 2 ''(Parameter section, Chart section and Filters panel)'' should fit on '''one''' screen
		+	* Labels features:
		+	:* when Group By = Quarters, label should be look like '''Q1-2011''' ''("Q"+Number of quarter - Four-digit year)''
		+	:* when Group By = Carriers/Consignees/ Shippers, label should contain only name of carrier/consignee/shipper ''(without city name)''
	==== Level 3 ====		==== Level 3 ====

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Revision as of 17:03, 3 February 2012

Contents 1 Info 2 Core Need 3 Requirements 4 SOW 1 4.1 Summary 4.2 Glossary 4.3 Preliminary works 4.4 Improve Design 4.4.1 Level 1 4.4.2 Level 2 4.4.2.1 Look and feel 4.4.3 Level 3 4.4.4 KPI settings 5 History 5.1 0003131: [DR/KPI] DR KPI Framework (for non AR reports)

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

SOW 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"
* Hide "Time Period" controls (radio buttons) when Delivery Dates were set in Filters Panel (needs confirmation)
* 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 can be set on Filters Panel in Delivery Date databoxes or by default on Time Period radio buttons section.
  • (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
• 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
  • When we select one of Time Period radio button then Chart segments reflect last time range per selected period.
  • When we set Time Frame for Chart from Filters Panel the system calculates number of segments automatically in depends from Time Period.

Example 1 (linear chart, parameter Days):

Example 2 (linear chart, parameter Weeks):

Example 3 (bar chart):

3) in Filters section

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

Look and feel

• All three parts of KPI frame work on level 2 (Parameter section, Chart section and Filters panel) should fit on one screen
• Labels features:

• when Group By = Quarters, label should be look like Q1-2011 ("Q"+Number of quarter - Four-digit year)
• when Group By = Carriers/Consignees/ Shippers, label should contain only name of carrier/consignee/shipper (without city name)

Level 3

NEEDS:
* add new KPIs and update list of Output Fields
* 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)