DR KPI Framework (for non AR reports)

From UG

Contents 1 Info 2 Core Need 3 Requirements 4 Solution version 1 4.1 Preliminary works 4.2 Improve Design 4.2.1 Level 1 4.2.2 Level 2 4.2.3 Level 3 4.2.4 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

Preliminary works

• need to fix known bugs to make proper calculations on Level 1
  • including error message for "previous year" period

Improve Design

Level 1

DR KPI on Level 1 is a table of KPI(one or more) per sepecified time frame

• TBD

Level 2

* 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

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 grouped by certain parameter (on Axis X).

Level 3

• breakdown on Group By parameter
• add new KPIs and update list of Output Fields
• KPI overlapping - several KPI's in adjacent columns

KPI settings

• default Time Frame
• default Group By
• TBD

History

0003131: [DR/KPI] DR KPI Framework (for non AR reports)