DR KPI Framework (for non AR reports)
From UG
(Difference between revisions)
(→Solution version 1) |
(→Solution version 1) |
||
| Line 20: | Line 20: | ||
== Solution version 1 == | == Solution version 1 == | ||
| + | |||
| + | === 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 === | === Preliminary works === | ||
| - | * | + | * fix known bugs to make proper calculations on Level 1 |
| - | ** including error message for "previous year" period | + | ** including exception error message for "previous year" period |
=== Improve Design === | === Improve Design === | ||
==== Level 1 ==== | ==== Level 1 ==== | ||
| - | + | [[TBD]] | |
==== Level 2 ==== | ==== Level 2 ==== | ||
| + | NEEDS: | ||
* Change list of indicators showed on Axis X - Time, Carriers, Consignees, Shippers | * Change list of indicators showed on Axis X - Time, Carriers, Consignees, Shippers | ||
* Change "time period" dropdown - remove "Days" / Group By instead Axis X | * Change "time period" dropdown - remove "Days" / Group By instead Axis X | ||
| Line 38: | Line 46: | ||
* add "Download to Excel" button | * add "Download to Excel" button | ||
| - | 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). | + | It is suggested update parameter 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). |
==== Level 3 ==== | ==== Level 3 ==== | ||
| - | * breakdown | + | NEEDS: |
| - | * add new KPIs and update list of Output Fields | + | * breakdown by '''Group By''' parameter |
| - | * KPI overlapping - display several KPIs in adjacent columns | + | * add new KPIs and update list of Output Fields |
| + | * KPI overlapping - display several KPIs in adjacent columns | ||
==== KPI settings ==== | ==== KPI settings ==== | ||
Revision as of 14:59, 6 January 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
Solution version 1
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
Level 2
NEEDS: * Change list of indicators showed on Axis X - Time, Carriers, Consignees, Shippers * Change "time period" dropdown - remove "Days" / Group By instead Axis X * Show "Time Period" controls (now radio buttons) only for Time indicator * Linear chart for Time, bar chart - for others * Carrier and Truckers should be the same (now aren't) * add "Download to Excel" button
It is suggested update parameter 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).
Level 3
NEEDS: * breakdown by Group By parameter * add new KPIs and update list of Output Fields * KPI overlapping - display several KPIs in adjacent columns
KPI settings
- default Time Frame
- default Group By
- TBD
