DR KPI Framework (for non AR reports)
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'''1) in Parameters section''' | '''1) in Parameters section''' | ||
| - | * update list of Axis X dropdown items to - | + | * update list of Axis X dropdown items to - days, weeks, months, quarters, years, carriers, consignees, shippers |
* rename Axis X dropdown to Group By | * rename Axis X dropdown to Group By | ||
* add "Download to Excel" button for results on Level 2 | * add "Download to Excel" button for results on Level 2 | ||
| Line 71: | Line 71: | ||
* display specified number of chart segments for "Group By" parameter | * 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 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 | + | ** When we set Time Frame for Chart from Filters Panel the system calculates number of segments automatically regardless of Time Period (but divide Axis X in depends from Group By). |
'''Example 1 (linear chart, parameter ''Days''):''' | '''Example 1 (linear chart, parameter ''Days''):''' | ||
Revision as of 00:32, 27 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 - days, weeks, months, quarters, years, 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 regardless of Time Period (but divide Axis X in depends from Group By).
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
Concept
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 or expression for key events of KPI (created, approved, delivered etc).
- Mostly depends from KPI family (cost, date) or KPI base (key entity).
- Example: Created on Date, Approved Date, Actual/Estimated Delivery 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.
- STEP 3. Developer implements solution that suggested the BA with using prepared key information.
Solution
We select "Created To Delivered" KPI for using as example.
STEP 1 (Define KPI)
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.
STEP 2 (Define key parameters)
- KPI entity is a shipment.
- KPI function is difference in days between date of arrival of shipment and date of its creating in CT2.
- KPI measure unit is a day.
- Key Date rule. Key events based on following dates:
- Created On Date.
- Actual Delivery Date (a.k.a. GenTab.y. Actual Delivery) from GenTab of CT.
- Rule: report should handle CTs with Delivery Date within Time Frame (see below) and calculate KPI function for them.
- "Group By" methods.
- Standard methods: all Time (days, weeks, months, quarters, years); carriers, consignees, shippers.
- Specific methods: planners.
- Filters.
- Standard filters: PO contains, SKU contains, Approved Date, Pick Up Date, Routed Date, Delivery Date, Carrier.
- Specific filters: Planner.
- Chart types.
- linear chart for every time grouping.
- bar chart for grouping by carriers, planners etc.
- Output fields.
- CT#.
- Load #.
- Created to Delivered (KPI column calculated as by formula Actual Delivery Date - Created On Date).
- Created On Date.
- Actual Delivery Date.
- Shipper.
- Consignee.
- Carrier.
- Pick Up Location.
- Delivery Location.
- Planner.
NOTE: need to define and add to list other KPI's which can be overlapped with current (depends from key entity).
- Default settings (in My Profile section).
- Time Frame: to be able select one from previous day/week/month/quarter/year.
- Group By: to be able select one from list included standard and specific "Group By" methods.
STEP 3 (Implementation parts)
- We should use Client Visibility Rules when showing KPI info
- Settings
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, maybe in round brackets),
- Change (KPI changes from past Time Frame).
- Headers: Name, Time Frame, KPI, Change.
- "Created to Delivered" KPI on Level 1 (as well as Change) is average value for all shipments delivered per selected Time Frame:
- 1) calculate difference Delivered-Created for every shipment
- 2) get all days as amount of calculated differences
- 3) divide obtained sum by number of handled shipments
- Level 2
Chart displaying.
- First time opened chart should be look in correspondence with default settings:
- "Group By" and "Time Period" sections should be set in values specified in My Profile
- Chart type should be suitable for "Group by" value
- Filter Panel should be minimized and all filters are empty
- except Delivery Date filter displayed start ("from") and end ("to") dates of Time Frame range
- Selecting of new "Group By" or "Time Period" values refreshes the chart without additional confirm
- Changes on Filters Panel will update the chart after pressing of "Generate Result"
- Delivery Date filter after manual update should used instead "Time Period" for chart displaying
- Level 3
Spreadsheet displaying.
- 1) Click on "Download to Excel" button and get file
- OR
- 2) Activate by clicking on or chart (when it is bar type), define output fields, click on the button
