DR KPI Framework (for non AR reports)

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(Level 2)
(Level 2: added "Look and feel" section)
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[[File: DR_KPI_filters_panel.GIF]]
[[File: DR_KPI_filters_panel.GIF]]
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===== Look and feel =====
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* All three parts of KPI frame work on level 2 ''(Parameter section, Chart section and Filters panel)'' should fit on '''one''' screen
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* Labels features:
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:* when Group By = Quarters, label should be look like '''Q1-2011''' ''("Q"+Number of quarter - Four-digit year)''
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:* when Group By = Carriers/Consignees/ Shippers, label should contain only name of carrier/consignee/shipper ''(without city name)''
==== Level 3 ====
==== Level 3 ====

Revision as of 17:03, 3 February 2012


Contents

Info

  • 0003034 (* DR/KPI) ....... <proj>

Core Need

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

Requirements

See these wikis:

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):

File: DR_KPI_chart_example1.GIF

Example 2 (linear chart, parameter Weeks):

File: DR_KPI_chart_example3.GIF

Example 3 (bar chart):

File: DR_KPI_chart_example2.GIF

3) in Filters section

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

File: DR_KPI_filters_panel.GIF

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:

File: DR_KPI_spreadsheet_example.GIF

KPI settings

  • default Time Frame
  • default Group By
  • TBD

History

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

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