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

Automate generation of special class of xls reports ("Utilization and Cost Saving Modeling reports")

That class of reports is intended to give the statistical and operational data to analyze and should help to take the business decision for reduce the cost of freight charges.

Data

Report should be based on CT2 database data

Handling

Normally related to utilization rates and costs, times

Challenge is that every time we need to pull fresh data and apply formulas and charts

Output

Complex: mulitab, mix of graphics and tables on one page

we also want to have “in system” (DR (Dashboard Reports)) version of these reports

Modeling

Used as a tool for modeling of how to tweak different parameters such as transit times and utilization rates to reduce costs

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.