Analytics Reports MAIN WIKI

From UG

Contents 1 Info 2 Core need 3 SA notes / concept vision 3.1 Main goal 3.2 Data 3.3 Handling 3.4 Output 3.5 Modeling 4 Suggested solution 4.1 Content 4.2 Visualization 5 Implementation phases 5.1 Phase 1. Prepare DB 5.2 Phase 2. Data handling 5.3 Phase 3. Output

Info

0003003: (Analytics Reports) Create a module to produce this type of reporting

Core need

We want to automate generation of special class of xls reports ("Utilization and Cost Saving Modeling reports"):

• 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” (DR (Dashboard Reports)) version of these reports
• see 2 examples in 0003003
  • examples#1 is well defined in TMS Monthly Stats Report - see Copy of Copy of July Activity Stats Final.xlsx
  • ex#2 - see up+kpi+-+analytics+report+SAMPLE.rar

SA notes / concept vision

Main goal

Data

Handling

Output

Modeling

Suggested solution

Content

Visualization

Implementation phases

Implementation phases should be the same for every kind of analytics report.

Phase 1. Prepare DB

• mapping of existing fields
• list of new filds to add into DB

Phase 2. Data handling

• define indicators and appropriate calculations

Phase 3. Output

• visibility rules/admin part,
• versions of report - standalone, scheduled, dashboard,
• output format - XLS/HTML, tables & charts.