DR KPI Framework (for non AR reports)

From UG

Contents 1 Info 2 Core Need 3 Requirements 4 Solution version 1 4.1 Glossary 4.2 Preliminary works 4.3 Improve Design 4.3.1 Level 1 4.3.2 Level 2 4.3.3 Level 3 4.3.4 KPI settings 5 History 5.1 0003131: [DR/KPI] DR KPI Framework (for non AR reports)

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

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)