Report and DR KPI Builder

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Info

  • 0003183: (* DR/KPI) Create "Report and DR/KPI Builder (RDB)" (phase 1)

Core need

Below is formulated by Marc and recorded by Alex.

  • A. [need#1] We want to automate generation of special class of xls reports ("Utilization and Cost Saving Modeling"):
    • based on CT2 database data
    • Complex: mulitab, mix of graphics and tables on one page
    • Normally related to utilization rates and costs, times
    • Used as a tool for modeling of how to tweak different parameters such as transit times and utilization rates to reduce costs
    • Challenge is that every time we need to pull fresh data and apply formulas and charts
    • we also want to have “in system” version of these reports
    • see2 examples (in 0003183 and in 0003003)
  • B. [need#2] We want to have multiple DRs/KPIs in the system
    • See specs for Arden cost per pound, Cost per unit, etc
  • C. [need#3] Please consider both needs at the same time and create one solution that would address both (if possible).

Notes from Solution Architect

  • Tracie had a vision of a broader solution (wizard) that can create any report not only satisfy Marcs needs above . Call it DR/KPI and Report builder. I suggest to be careful to expand the scope so much.

I suggest considering options:

[A] Use Crystal Reports

  • Pros: very flexible, can be coded quickly, produce professional looking reports (pdf), can start automating immediately
  • Cons: some programming required most of the time, “in system” reports are not possible

[B] Use another existing framework (say Java library)

[C] Write our own “Reports/KPI builder”

Detailed Needs and Requirements

Solution version 1

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