DR KPI Framework (for non AR reports)

From UG

Revision as of 18:54, 6 January 2012

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

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

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).

3) in Filters section

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)