DR KPI Framework (for non AR reports)

From UG

Revision as of 19:02, 17 February 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

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 - 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):

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

Intro

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 developing as list of key parameters:

• Key entity. That for which the KPI is calculated.
• KPI function and KPI measure unit. Formula to calculate KPI and in what units is to be measured.
• Key Date rule.
• "Group By" methods.
• Filters.
• Chart types.
• XLS output fields.
• Default settings.

Solution

Proof of concept of new KPI

We select "Created To Delivered" KPI for using as example.

Step 1

Define key parameters

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.

• KPI entity is a shipment.
• KPI function is difference between Created On Date and Actual Delivery Date.
• KPI measure unit is a day.

Step 2

Implementation parts

• Settings

As usual 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 in round brackets),
• Change.
• Headers: Name, Time Frame, KPI, Change.

• Level 2

Chart displaying.

• Level 3

Spreadsheet displaying.

History

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