The Business Intelligence Reporting program (a.k.a. Yoda) makes use of a number of data sets that have been pre-aggregated, or in other words they are summarized from other data. This speeds up the report processing due to the various rules surrounding the data collection.
The pre-aggregated data sets are based on calendar year and month. This is so that other external data sets can be compared with (i.e. Stats Canada, various Trucking Associations). You can also compare year-over-year.
You can use the customer specific reports when negotiating rates. If a contract specifies rates based on volume, these reports can be used to show the actual volumes over time.
As these data sets were designed before project yoda was born, there is some duplication between data sets. The data sets start with a primary identifier (i.e. customer, department, sales person) and then tack on additional identifiers (i.e. charge codes, day of month, day of week) they may also tack on additional primary identifiers (i.e. Customer + Department, Customer + Sales Person) as this supports “drill down” and “refinement”.
For the most part these data sets include the following fields:
|PVALUE||dollar||sum of GL credits (for GL’s marked as UseInSummaryReport, see the G/L Master for details) for pickups in the period|
|NOPU||count||number of pickups in the period|
|NODL||count||number of deliveries in the period (uses DLCOMPLETED)|
|WEIGHT||sum||total weight picked up in the period|
|NOPIECES||count||number of pieces picked up in the period|
|NOORDERS||count||number of orders booked in the period (uses OrderDate)|
The NODL field is calculated using the Actual Delivery Date, the NOORDERS field is calculated using the Order Date (date order was created in the system). All other fields use the Actual Pickup Date.
These values are collected based on the actual dates of the orders and are thus “backwards looking”. This is typical of performance indicators.
Not all data sets need these fields. The data sets with the charge codes only include the amounts.