Report and DR KPI Builder

From UG

Contents 1 Info 2 Core need 3 Notes from Solution Architect 4 Detailed Needs and Requirements 5 Solution version 1

Info

• 0003183: (* DR/KPI) "Report and DR/KPI Builder (RDB)" (research if this option is feasible)

This is related to Flex Report task: 0002608: [Flex Rep] Code this.

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 report"):
  • 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