DR KPI Framework (for non AR reports)

From UG

(Difference between revisions)
Jump to: navigation, search
(Preliminary works)
(Level 2)
Line 45: Line 45:
  * add "Download to Excel" button
  * 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).
+
'''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 should be set on Filters Panel specifed in Delivery Date databoxes.
 +
** (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
 +
* remove Time Period radio buttons
 +
 
 +
'''2) in Chart section'''
 +
 
 +
'''3) in Filters 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 ====

Revision as of 18:52, 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

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 should be set on Filters Panel specifed in Delivery Date databoxes.
    • (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
  • remove Time Period radio buttons

2) in Chart section

3) in Filters 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)

Personal tools