DR KPI Framework (for non AR reports)

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Contents

Info

  • 0003034 (* DR/KPI) ....... <proj>

Core Need

To produce common approach (if possible) to multiple DRs/KPIs in the system

Requirements

See these wikis:

Solution version 1

Summary

Solution designed to add more flexibility and new abilities of DR KPI:

  • merge all KPI parameters (time periods/carriers) in one "Group By" parameter
    • be able select separate grouping parameter
  • set the number of segments on Axis X
  • download to spreadsheet all results of chart on Level 2 (not only for one clickable bar on Level 3)

Glossary

  • DR KPI Level 1 is a table of averaged KPI value (one or more) per sepecified time frame.
Time frame for KPI calculating set on KPI settings tab in My Profile section.
  • DR KPI Level 2 is a chart of one KPI that reflects averaged value of KPI's amount in relationship to certain parameter.
Level 2 consists of 3 sections: Parameters, Chart, Filters
  • DR KPI Level 3 is a spreadsheet of averaged KPI value (one or more) per sepecified time frame.

Preliminary works

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

Improve Design

Level 1

TBD

Level 2

NEEDS:
* Change list of parameters displayed on Axis X - Time, Carriers, Consignees, Shippers
* Change "time period" dropdown - remove "Days" / use "Group By" label instead "Axis X"
* Show "Time Period" controls (now radio buttons) only for Time parameter
* Linear chart for Time, bar chart - for others
* Carrier and Truckers should be the same (now aren't)
* add "Download to Excel" button

Common idea

  • We suggest merge a time and other KPI parameters into one list.
  • Chart data can be grouped by each parameter.
  • Time Frame range should be set on Filters Panel specifed in Delivery Date databoxes.
    • (by default it is one measure unit range and depends from certain parameter).

We need to make the following updates:

1) in Parameters section

  • update list of Axis X dropdown items to - day, week, month, quarter, year, carriers, consignees, shippers
  • rename Axis X dropdown to Group By
  • remove Time Period radio buttons
  • add "Download to Excel" button for results on Level 2

2) in Chart section

  • use following type of charts:
    • linear chart for time parameters,
    • bar chart for carrier parameters.
  • display specified number of chart segments for "Group By" parameter
    • example: if number of segments = 10 and Chart grouped by "day" parameter than Chart looks like linear chart per last 10 days

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 and grouped by certain parameter (on Axis X).

3) in Filters section

  • add Delivery Date "From" and "To" timeboxes

Level 3

NEEDS:
* breakdown by Group By parameter
* add new KPIs and update list of Output Fields
* KPI overlapping - display several KPIs in adjacent columns

KPI settings

  • default Time Frame
  • default Group By
  • TBD

History

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

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