DR KPI Framework (for non AR reports)
From UG
Contents |
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
SOW 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 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" * Linear chart for Time, bar chart - for others * Carriers and Truckers should be the same named (now aren't) - ask Mark!!! * 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 can be set on Filters Panel in Delivery Date databoxes or by default on Time Period radio buttons section.
- (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
- add "Download to Excel" button for results on Level 2
2) in Chart section
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).
- 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
- When we select one of Time Period radio button then Chart segments reflect last time range per selected period.
- When we set Time Frame for Chart from Filters Panel the system calculates number of segments automatically in depends from Time Period.
Example 1 (linear chart, parameter Days):
Example 2 (linear chart, parameter Weeks):
Example 3 (bar chart):
3) in Filters section
- add Delivery Date "From" and "To" timeboxes
Look and feel
- All three parts of KPI frame work on level 2 (Parameter section, Chart section and Filters panel) should fit on one screen
- Labels features:
- when Group By = Quarters, label should be look like Q1-2011 ("Q"+Number of quarter - Four-digit year)
- when Group By = Carriers/Consignees/ Shippers, label should contain only name of carrier/consignee/shipper (without city name)
Level 3
NEEDS: * add new KPIs and update list of Output Fields * KPI overlapping - display several KPIs in adjacent columns
Look and feel
- Cost per pound KPI should be formatted as Currency with two decimals
- Time KPIs (Created To Approve, Created To Delivered) should be formatted as Integer Number
Example:
KPI settings
- default Time Frame (comply with Time Period from KPI Level 2)
- default Group By based on Time (days, weeks, months, quarters, years)
- TBD
SOW 2
Mantis: 3474: [DR/KPI] Create DR KPI Framework / External KPIs (SOW 2)
Core need
Implement 1 ‘date based’ KPI as a proof of concept
Intro (Common requirements for adding new KPI)
To simplify further process of adding new KPI in CyberTrax we suggest use unified procedure of defining KPI.
- Step 1. MO requests a new KPI and provides information for analysis.
- Step 2. BA prepares information for developing as list of key parameters:
- Key entity.
- KPI function and KPI measure unit.
- Key Date rule.
- "Group By" methods.
- Filters.
- Chart types.
- XLS output fields.
- Default settings.
Solution (Proof of concept of new KPI)
We select "Created To Delivered" KPI for using as example.
- Core of ‘date based’ "Created To Delivered" KPI is number of days since the date of creation the shipment until the date of its delivery.
- KPI function is difference between Created On Date and Actual Delivery Date.
