DR KPI Framework (for non AR reports)
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*STEP 2. BA prepares information for development as list of '''key''' parameters: | *STEP 2. BA prepares information for development as list of '''key''' parameters: | ||
:*'''Key entity'''. Base of KPI or that for which the KPI is calculated. | :*'''Key entity'''. Base of KPI or that for which the KPI is calculated. | ||
- | ::* ''Example:'' shipment, load, user, trucker. | + | ::* ''Example:'' shipment ''(for CT-based KPI)'', load ''(for Load-based KPI)'', user ''(for User-based KPI)'', trucker ''(for Trucker-based KPI)''. |
:*'''KPI function'''. Formula to calculate KPI. Result is always a number (integer or real). | :*'''KPI function'''. Formula to calculate KPI. Result is always a number (integer or real). | ||
::* Should be shown on '''Axis Y''' in its own measure unit. | ::* Should be shown on '''Axis Y''' in its own measure unit. | ||
- | ::* ''Example:'' cost per pound, created to delivered. | + | ::* ''Example:'' cost per pound/lane, created to approved/rejected/delivered. |
:*'''KPI measure unit'''. Name of units in which the KPI is to be measured. | :*'''KPI measure unit'''. Name of units in which the KPI is to be measured. | ||
::* ''Example:'' USD (Cost and value KPIs), Day (Date KPIs). | ::* ''Example:'' USD (Cost and value KPIs), Day (Date KPIs). | ||
- | :*'''Key Date rule'''. | + | :*'''Key Date rule'''. Points and expression for key events of KPI (created, approved, delivered etc). |
+ | ::* Will be used as default Time Frame in settings and also as Time Period for Chart on Level 2 of DR KPI ('''need confirm'''). | ||
+ | ::* ''Example:'' previous week, year to date. | ||
:*'''"Group By" methods'''. List of categories which can be used for grouping of KPI on Chart. | :*'''"Group By" methods'''. List of categories which can be used for grouping of KPI on Chart. | ||
::* Will be shown on '''Axis X'''. | ::* Will be shown on '''Axis X'''. | ||
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::* ''Example:'' days, weeks, months etc; carriers, users etc. | ::* ''Example:'' days, weeks, months etc; carriers, users etc. | ||
:*'''Filters'''. | :*'''Filters'''. | ||
+ | ::* Set of possible rules to select data slice by some value. | ||
+ | :::* Default set of filters. | ||
+ | :::* Specific filters for KPI family or one KPI. | ||
:* '''Chart types'''. | :* '''Chart types'''. | ||
+ | ::* ''Example:'' line, bar, pie. Note: for Group By = Carriers makes no sense to use linear chart. | ||
:* '''XLS output fields'''. | :* '''XLS output fields'''. | ||
+ | ::* Subset of values from KPI base object to output in spreadsheet (define default columns), their order of sequence, mapping and formatting. | ||
+ | ::* ''Example:'' days, weeks, months etc; carriers, users etc. | ||
:* '''Default settings'''. | :* '''Default settings'''. | ||
+ | ::* '''''Time Frame'''''. Range of dates per which is calculated KPI value for Level 1. Also it used for visualization of KPI at first time opening of Level 2. | ||
+ | ::* '''''Group By'''''. It defines method the grouping of subset of values of selected KPI per Time Frame on Chart (Level 2). | ||
+ | ::* NOTE: Defaults should contain only appropriate values for certain KPI. | ||
=== Solution === | === Solution === |
Revision as of 17:46, 20 February 2012
Contents |
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 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" * Linear chart for Time, bar chart - for others * Carriers and Truckers should be the same named (now aren't) - ask Mark!!! * 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
Look and feel
- Cost per pound KPI should be formatted as Currency with two decimals
- Time KPIs (Created To Approve, Created To Delivered) should be formatted as Integer Number
Example:
KPI settings
- default Time Frame (comply with Time Period from KPI Level 2)
- default Group By based on Time (days, weeks, months, quarters, years)
- TBD
SOW 2
Mantis: 3474: [DR/KPI] Create DR KPI Framework / External KPIs (SOW 2)
Core need
Implement 1 ‘date based’ KPI as a proof of concept
Intro
Common requirements for adding new KPI
To simplify further process of adding new KPI in CyberTrax we suggest use unified procedure of defining KPI.
- STEP 1. MO requests a new KPI and provides information for analysis.
- STEP 2. BA prepares information for development as list of key parameters:
- Key entity. Base of KPI or that for which the KPI is calculated.
- Example: shipment (for CT-based KPI), load (for Load-based KPI), user (for User-based KPI), trucker (for Trucker-based KPI).
- KPI function. Formula to calculate KPI. Result is always a number (integer or real).
- Should be shown on Axis Y in its own measure unit.
- Example: cost per pound/lane, created to approved/rejected/delivered.
- KPI measure unit. Name of units in which the KPI is to be measured.
- Example: USD (Cost and value KPIs), Day (Date KPIs).
- Key Date rule. Points and expression for key events of KPI (created, approved, delivered etc).
- Will be used as default Time Frame in settings and also as Time Period for Chart on Level 2 of DR KPI (need confirm).
- Example: previous week, year to date.
- "Group By" methods. List of categories which can be used for grouping of KPI on Chart.
- Will be shown on Axis X.
- Each KPI has its own set of group by (default + specific).
- Should correspond with the default settings (ideally be the same).
- Example: days, weeks, months etc; carriers, users etc.
- Filters.
- Set of possible rules to select data slice by some value.
- Default set of filters.
- Specific filters for KPI family or one KPI.
- Chart types.
- Example: line, bar, pie. Note: for Group By = Carriers makes no sense to use linear chart.
- XLS output fields.
- Subset of values from KPI base object to output in spreadsheet (define default columns), their order of sequence, mapping and formatting.
- Example: days, weeks, months etc; carriers, users etc.
- Default settings.
- Time Frame. Range of dates per which is calculated KPI value for Level 1. Also it used for visualization of KPI at first time opening of Level 2.
- Group By. It defines method the grouping of subset of values of selected KPI per Time Frame on Chart (Level 2).
- NOTE: Defaults should contain only appropriate values for certain KPI.
Solution
Proof of concept of new KPI
We select "Created To Delivered" KPI for using as example.
Step 1
Define key parameters
Core of ‘date based’ "Created To Delivered" KPI is number of days since the date of creation the shipment until the date of its delivery.
- KPI entity is a shipment.
- KPI function is difference between Created On Date and Actual Delivery Date.
- KPI measure unit is a day.
Step 2
Implementation parts
- Client Visibility Rules
- Settings
As usual default values of KPI parameters should be set up in My Profile section.
- Date KPI panel settings should be added.
- We need ability to set up default values for parameters:
- "Time Frame"
- "Group By"
- Level 1
Initial KPI displaying.
- A table with 4 columns:
- Name of KPI,
- Time Frame range,
- KPI value (KPI measure in round brackets),
- Change.
- Headers: Name, Time Frame, KPI, Change.
- Level 2
Chart displaying.
- Level 3
Spreadsheet displaying.