DR KPI Framework (for non AR reports)

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(Solution version 1)
(Preliminary works)
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=== Preliminary works ===
=== Preliminary works ===
-
* fix known bugs to make proper calculations on Level 1
+
* fix known bugs to make proper calculations on Level 1, including exception error message for "previous year" period
-
** including exception error message for "previous year" period
+
=== Improve Design ===
=== Improve Design ===

Revision as of 18:14, 6 January 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:

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

TBD

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

History

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

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