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Product Performance Reports Training – Course # 11201-23. September 2004 Fletch Heard. V1.1. Welcome and Introduction. This course is designed to give you an overview of the Product Performance Reports available in the Enterprise Data Warehouse

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Presentation Transcript
slide2

Welcome and Introduction

  • This course is designed to give you an overview of the Product Performance Reports available in the Enterprise Data Warehouse
  • Please ensure that you have the Product Performance Reports User Guide on hand, as this will help you follow the session
slide6

High Level Agenda

Learning Objectives

Reports Part I

Customizing Reports

Reports Part 2

slide7

Learning Objectives

By the end of this course you will:

  • Be able to use and understand the functionality of the Product Performance Reports in the EDW
  • Be able to generate Product Performance Reports
what is the enterprise data warehouse
The Enterprise Data Warehouse provides:

A collection of data from many sources stored in a single place

A single repository of data for reporting and analysis

Multiple ways to manipulate data both within and across functions

More options for in-depth analysis

What is the Enterprise Data Warehouse?
how do i log into mail tracking and reporting

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I log into Mail Tracking and Reporting?

Follow these steps to log in to the Mail Tracking & Reporting

  • Navigate to this URL: https://mailtracking.usps.gov
  • Click on Sign In and enter your User Name and Password.
what are the parts of the mt r home page

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the MT&R Home Page?

Upon logging into the MT&R, you will see the following screen:

1. Click on the Product Performance link, under the “Reports” heading.

2. Click on Product Performance Reporting

what are the parts of the edw home page

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the EDW Home Page?

You can navigate from the EDW Home Page using the folder tabs at

the top of the screen or the links displayed on the page:

Click here to return to this Home page

Click here for help

Click here to access the Shared Product Performance Reports

Click here to adjust any of your options

Click here to access any reports you have saved

Click here to select another business area

Click here to search for reports and folders

Click here to access the Create Reports folder

Click here to access the reports you have previously executed

Click here to log out of the EDW

what are the parts of an autoprompt

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of an AutoPrompt?

This is a sample AutoPrompt. You will be using these to generate

your reports.

Report Name

This menu lists available hierarchy levels

Use this box to search for attributes

This box displays the available attributes for the selected hierarchy

Click here to link to other AutoPrompts

Use these arrows to move attributes to and from the selection box

Click here to see the Selection Summary

This box displays the attributes you have selected

This menu lists available drill options

Click here to cancel this report

Click here to drill to the selected level

Click here to execute your report

what are the parts of an autoprompt1

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of an AutoPrompt?

You can also choose multiple report selections by highlighting desired selection(s) and using the arrow to move them to the selection box.

With multiple selections, you can choose to return items that match at least 1 selection or selections exactly.

In this example, selecting “at least 1 selection” will return results for Capital Metro OR Philadelphia. Selecting “selections exactly” will return results for Capital Metro AND Philadelphia.

what are the parts of the report screen

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the parts of the report screen?

Your reports will look similar to this:

Report toolbar:

  • Print
  • Export to Excel
  • Export to PDF
  • Re-Prompt
  • Refresh
  • Save

Report menu:

  • Go to Create Report
  • Save As
  • Print
  • Export
  • PDF
  • Report Details

View menu:

  • Selection Summary
  • Toolbars
  • Show Pivot Buttons

Format menu:

  • Lock Report Headers
  • Merge Column Headers
  • Merge Row Headers
  • Outline

Data menu:

  • Sort
  • Drill
  • Select Data to Display
  • Refresh
  • Re-Prompt
  • Totals

Page By panel

Report rows

Report headers

what do product performance reports tell us
Product Performance Reports provide…

Service performance data

Information on when mail was received and sorted on Postal Service equipment

Details on volume delivered within service standard, on time performance, and delivery by day information

What do Product Performance Reports tell us?
what are the benefits of product performance reports
Greater flexibility to select range of dates, day of week for report results

Historical data back to 2002

Common view of performance for participating customers and Postal users

What are the benefits of Product Performance Reports?
product performance reports
Product Performance Reports

Delivery Success (Customer Data)

Cumulative Delivery Success (Customer Data)

Days to Deliver (Customer Data)

Cumulative Days to Deliver (Customer Data)

Days to Deliver – Parcel Select (Customer Data)

Cumulative Days to Deliver – Parcel Select (Customer Data)

days to deliver parcel select customer data
Days to Deliver – Parcel Select (Customer Data)

What does it do? This service performance report provides service information for Parcel Select by on time percentage and percentage delivered by day.

Why? This report allows customers to gain an understanding of performance by service standard within their locations and see how many days it took to deliver.

Benefit? This report helps determine on time performance by service standard for specific destination locations.

where is the report located

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Where is the report located?

The Days to Deliver–Parcel Select (Customer Data) report can be accessed from the Shared Reports

folder:

  • Click on the Shared Reports tab
  • Click on the Days to Deliver—Parcel Select (Customer Data) link
what are my report prompts

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are my report prompts?

Days to Deliver – Parcel Select (Customer Data) Prompts

Product / Service

Bulk Mail Center or Auxiliary Service Facility Entry Point

Destination Delivery Unit (DDU)

Time Period

Start Date

End Date

Shipper

Customer

Group Results By

what will the report look like

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What will the report look like?

Days to Deliver - Parcel Select (Customer Data)

Report continues up to 8 or more days. Click on arrow to see remaining days.

The Days to Deliver – Parcel Select (Customer Data) report provides detail on volume, volume within service standard and volume delivered on days 0-8 for a destinating location.

what will the report look like1

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What will the report look like?

Cumulative Days to Deliver - Parcel Select (Customer Data)

Report continues up to 8 or more days

The Cumulative Days to Deliver – Parcel Select (Customer Data) report contains attributes similar to the Days to Deliver – Parcel Select (Customer Data) report except that the data in each day’s column includes the pieces delivered in the previous days.

what are the report columns

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What are the report columns?

Days to Deliver - Parcel Select (Customer Data)

Percentage of items with a stop the clock event on day …

Customer Number

All destination areas selected

Product Category selected

Grouped by shipper

Report continues up to 8 or more days

Hyperlinked attribute can be further drilled down

Percentage of volume with a stop the clock event that has met Service Standard

Total volume with a stop the clock event that has met Service Standard

Percentage of items with an acceptance and stop the clock event on the same day

product performance report hierarchies
Product Hierarchy

Product

Product Type

Product Category

Service Standard

Product Performance Report Hierarchies

Product Performance Reports group data into hierarchies which provides information at several levels. The order of the product hierarchy appears below:

product performance reports1
Product Performance Reports

Each product has many type and category options on which to drill.

Package Services

Commercial

Parcel Select-DBMC

Parcel Select-DDU

* Parcel Select-DSCF

Other

Retail

All

Priority Mail

Commercial

Drop Ship

Other

Retail

All

* First Class

Commercial

Parcels

Retail

Parcels

* Standard Mail

Commercial

Parcels

Each product category may use a different activity to “Start the Clock.”

* These classes will be part of a future release for service performance measurement.

let s generate a report

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Customize Reports

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Let’s generate a report!

Product/Service:

Days to Deliver- Parcel Select provides information for:

  • Package Services– Commercial--Parcel Select DBMC
  • Package Services– Commercial--Parcel Select DDU

Products are selected by highlighting and using the arrow keys.

You can drill down to Service Standard. To drill, highlight product category and click on the Drill button to view Service Standards.

let s generate a report1

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Customize Reports

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Let’s generate a report!

Service Standards:

All service standards for Package Services are displayed.

You can drill up to view Product Category.

let s generate a report2

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Let’s generate a report!

Origin BMC:

You can select Origin Bulk Mail Center at a hierarchy level.

All BMCs will display.

There are no further drill downs available.

Note: You should select either a BMC/ASF entry point OR a DDU Entry Point.

let s generate a report3

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Origin ASF:

You can select an Auxiliary Service Facility at a hierarchy level.

All ASFs will display.

There are no further drill downs available.

let s generate a report4

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

DDU Entry Point:

You can view data at a national or area level.

In this example, all Destination Areas are displayed.

You can drill down to view destination districts.

let s generate a report5

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Let’s generate a report!

Destination Districts:

In this example all districts for the Capital Metro Area are displayed.

You can drill down to view Destination ZIP-3 information.

let s generate a report6

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Let’s generate a report!

Destination ZIP-3:

In this example all ZIP-3 for Baltimore are displayed.

You can drill down to view Destination ZIP-5 information.

let s generate a report7

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Customize Reports

Create Custom Reports

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Let’s generate a report!

Destination ZIP-5:

In this example all ZIP-5 for 210 Baltimore MD are displayed.

You can drill up to view Destination ZIP-3 information.

product performance report hierarchies1
Product Performance Report Hierarchies

Product Performance Reports group data into hierarchies which provides information at several levels. The order of the time hierarchy appears below:

Time Hierarchy

  • Government Fiscal Year – is composed of 4 quarterly accounting periods
      • Quarter
        • Month
          • Date
  • Government Fiscal Quarter – is composed of 3 monthly accounting periods
      • Month
        • Date
  • Week – is composed of 7 days
      • Date
  • Day of Week – is composed of a single day (i.e. Monday, Tuesday)
      • Date
let s generate a report8

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Let’s generate a report!

Time Period Choices:

Allows you to define the requested time period for the report. You can view data by:

  • Government Fiscal Year (GFY)
  • Government Fiscal Quarter (GFQ)
  • Week
  • Day of Week

All GFYs are displayed. Data will be available as of 2002.

You can drill down to view GFQ or Month.

let s generate a report9

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Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period:

In this example all quarters are displayed for 2004 GFY.

You can drill down to view GFQ.

let s generate a report10

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Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period :

In this example all months are displayed for the Government Q4 2004.

You can drill down to view Date or drill up to view GFQ or GFY.

let s generate a report11

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Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period for GFQ:

This time period prompt allows you to specify GFQ.

You can drill down to view Month information or drill up to view GFY.

let s generate a report12

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period for GFQ:

In this example all months are displayed for the Government Q4 2004.

You can drill down to view Date or drill up to view GFQ or GFY.

let s generate a report13

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period for Week:

The Time Period prompt allows you to specify week.

To drill on a selected Week, highlight the Week and select a drill level.

You can drill down to view Date.

let s generate a report14

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Time Period for Day of Week:

Time Period prompt allows you to specify day of week.

To drill on a selected Day of Week, highlight the Day of Week and select a drill level.

You can drill down to view Date.

let s generate a report15

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Shipper Choices:

The Days to Deliver – Parcel Select (Customer Data) report results can be viewed by shipper(s).

You can select multiple shippers by highlighting a shipper and using the arrow buttons.

You can drill down to view Shipper Location.

let s generate a report16

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Shipper Search:

You can use the search feature to find elements easier by typing in any portion of this field you are searching for and clicking on the magnifying glass icon.

For example, type in ‘AM’ in the search field returns all shippers that start with the letters ‘AM’.

You can drill down to view shipper location.

let s generate a report17

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Shipper Location:

In this example we see all shipper locations for a selected shipper.

You can drill up to view Shipper.

let s generate a report18

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Customer Choices:

The Days to Deliver – Parcel Select (Customer Data) report can be viewed by customer(s).

You can use the search feature to find a customer more easily.

let s generate a report19

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Group Results By:

The Days to Deliver – Parcel Select allows report results to be grouped by:

  • Shipper OR
  • Shipper Location OR
  • Customer

Making no selection results in the report results being shown without being divided by shipper, shipper location, or customer.

You can select only one of these three options.

let s generate a report20

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

Let’s generate a report!

Selection Summary:

Remember to view your selection summary prior to executing a report!

This serves as a final check to view selection criteria prior to running a report.

You can modify selection criteria by clicking on selection prompts at any time.

activity
Activity

Activity A - Generate a report that shows your total volume and service

performance for all mail originating from a BMC (your choice),grouped

by shipper, for Package Services - Commercial Parcel Select DBMC

on 6/12/2004.

Estimated Time for Activity: 5 minutes

let s compare results
Let’s compare results!

Activity A - Below are the selections you should have made in order to generate the desired report information.

let s compare results1
Let’s compare results!

Activity A—Your report may be several screens wide. For display purposes, it is split across the next two slides. Screen 1 of 3:

All destination areas selected

Results grouped by shipper

Text in blue can be further drilled down to view Service Standard

Text in blue can be further drilled down to view shipper location

Text in blue can be further drilled down to view Area, District, ZIP-3, or ZIP-5 information

let s compare results2
Let’s compare results!

Activity A—Screen 2 of 3:

Not cumulative

Report continues up to 8 days or more

let s compare results3
Let’s compare results!

Activity A – Screen 3 of 3:

Results grouped by shipper

All destination areas selected

Text in blue can be further drilled down to view to view Service Standard

Text in blue can be further drilled down to view shipper location

Text in blue can be further drilled down to view Area, District, ZIP-3, or ZIP-5 information

activity1
Activity

Activity B - Generate a report that shows your cumulative volume and

service performance for all mail destined for an area (your choice)

grouped by shipperlocation for Package Services - Commercial Parcel

Select DDU on 7/1/2004.

Estimated Time for Activity: 5 minutes

let s compare results4
Let’s compare results!

Activity B - Below are the selections you should have made in order to generate the desired report information.

let s compare results5
Let’s compare results!

Activity B—Your report may be several screens wide. For display purposes, it is split across the next three slides. Screen 1 of 3:

Results grouped by shipper location

Text in blue can be further drilled down to view to view Service Standard

let s compare results6
Let’s compare results!

Activity B—Screen 2 of 3:

Cumulative

Report continues up to 8 days or more

let s compare results7
Let’s compare results!

Activity B – Screen 3 of 3:

Results grouped by shipper location

Text in blue can be further drilled down to view to view Service Standard

how do i customize my report format

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I customize my report format?

Lock Row Headers

You can use this feature to lock row headers so that they will stay in view as you scroll across a report.

To lock your row headers, select Lock Report Headers > Lock Row Headers from the Format menu. A check mark appears if the feature is turned on.

To toggle this feature on and off, select Lock Row Headers again.

Row headers remain in view as you scroll to the to the right

how do i customize my report format1

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I customize my report format?

Lock Column Headers

You can use this feature to lock column headers so that they will stay in view as you scroll down a report.

To lock your column headers, select Lock Report Headers > Lock Column Headers from the Format menu. A check mark appears if the feature is turned on.

To toggle this feature on and off, select Lock Column Headers again.

Column headers remain in view as you scroll down the report

how do i customize my report format2

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I customize my report format?

Merge Row/Column Headers

You can use this feature to make your reports more legible by combining repeated rows and columns.

A check mark appears if the feature is turned on. Rows and columns are merged by default when you run a report.

To toggle row and column merging on and off, select Merge Row Headers or Merge Column Headers from the Format menu.

Merge Row Headers is ON (default):

Rows with the same header are merged together

Merge Row Headers is OFF:

All rows listed individually

Note: Currently, no Product Performance Reports require merging of columns.

how do i customize my report format3

Understand Report Components

Customize Reports

Create Custom Reports

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How do I customize my report format?

Outline

You can use this feature to make your reports more legible by indenting groups of related attributes and making these groupings expandable and collapsible.

A check mark appears if the feature is turned on. To toggle outline mode on and off, select Outline from the Format menu.

Outline mode is OFF (default):

Rows with related attributes are not indented and row groupings are not collapsible.

Outline mode is ON:

Rows with related attributes are indented and row groupings are able to be expanded and collapsed.

You can expand and collapse row groupings by clicking the +/- buttons.

You can use the numbered buttons to expand and collapse all levels

how do i customize my report data

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

How do I customize my report data?

Data Pivoting

You can use this feature to rearrange the columns and rows in a report so that you can view the data from different perspectives.

To use data pivoting, select Show Pivot Buttons from the View menu. Data pivoting buttons will appear on your grid, and you can use them to rearrange your columns and rows.

Page By—Move this column to the Page By table.

Move to Rows—Change this column to a row in the report

Move to Columns—Change this row to a column in the report

Move Left/Move Right—Shift this column horizontally

Sort Data—Arrange column data in ascending or descending order

how do i customize my report data1

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Customize Reports

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How do I customize my report data?

Totals

You can use this feature to reflect accumulations at selected attribute levels. There are various totals available, such as count, minimum, maximum, standard deviation, etc.

To display totals on a report, select Totals from the Data menu, then select the desired category of Totals from the list. Select Subtotal or Grand Totals Only for the type of total you choose.

All Subtotals have been added to this report.

how do i customize my report data2

Understand Report Components

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Create Custom Reports

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How do I customize my report data?

Page-by

You can use this feature to select and display subsets of your data as separate pages. This is most useful for extremely long reports.

To create page-by fields on a report, drag and drop the header of the column(s) by which you want to separate your pages into the Page By panel. You can place more than one object in the Page By field.

Use the drop-down menu to select the specific data you wish to see on the page.

This report is paged by the Metrics column. You can select the metrics that you want to view from the drop-down, and your report will show only the data for that particular metric.

Note: The order of the objects in the Page By panel can influence the list of elements displayed for subsequent columns that you add to the Page By panel.

how do i customize my report data3

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Page By Example 1: You wish to view only the % of Volume within Service

Standard

1. Drag the word “Metrics” into the Page By panel.

2. Select “% of Volume within Service Standard” from the Metrics drop-down menu, and click Go.

3. Your report refreshes, showing only the % of Volume within Service Standard.

how do i customize my report data4

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How do I customize my report data?

Page By Example 2: You wish to view only the % of Volume within Service

Standard for a particular Product Category.

1. Drag the Product Category header into the Page By panel, next to the Metrics drop-down menu.

2. Select one of the Product Categories from the drop-down menu, and click Go.

3. Your report refreshes, showing the % of Volume within Service Standard for the Product Category you selected.

how do i customize my report data5

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How do I customize my report data?

Select Data to Display

You can use this feature to select specific rows or columns of data to be displayed on your report.

To select specific data, click on Select Data to Display from the Data menu. Check boxes will appear for all rows and columns of the report.

Use the check boxes to select the rows and columns you wish to keep in the report. Click the OK button, and the report will refresh with only your selected data. Your original report and the report with selected data will appear as two separate reports in your History folder.

how do i customize my report data6

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How do I customize my report data?

Sorting

You can use this feature to sort your data in ascending or descending order.

To sort your data, select Sort from the Data menu. In the Sort panel, select your desired sorting attributes from the Sort By drop-down menu, then select the Ascending or Descending radio button. Repeat this process for the Then By fields, and click OK.

Data has been sorted by Descending Count of all Delivered Mail Pieces

Quick Sort

You can also quick-sort columns by right-clicking on the header and selecting Sort > Ascending or Descending.

what is drilling

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What is drilling?

Drilling allows you to see data at levels other than that of the original report.

It allows you to quickly and easily investigate the data in your report.

Available drilling options include:

  • Left-Click and Right-Click Drill: Allows a user to quickly drill on data elements and attributes within the hierarchies that are present on the report
  • Simple Drill: Allows a user to drill on attributes within the hierarchies that are present on a report
  • Advanced Drill: Allows a user to drill on attributes within hierarchies that are not present on the report
how do i drill in my report

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How do I drill in my report?

Option 1a: Left-Click Drill on Hyperlink

Left-click on a hyperlinked element in your report to drill down one level.

The resulting data set will be filtered down one level for only the element you select (in this case, to the Area level for Shipper One).

how do i drill in my report1

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How do I drill in my report?

Option 1b: Right-Click Drill on Hyperlink

Right-click on a hyperlinked element in your report to display a pop-up menu from which you can select a drill level.

The resulting data set will be filtered with only data for the element you select (in this case, to the 3-digit ZIP level for Shipper Two).

how do i drill in my report2

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How do I drill in my report?

Option 1c: Right-Click Drill on Header

Right-click on a header in your report to display a pop-up menu from which you can select a drill level.

The resulting data set will be filtered with only data for the element you select (in this case, to the District level for all Shippers).

how do i drill in my report3

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How do I drill in my report?

Simple Drill (option 2)

You can use this feature to drill in a similar manner to the right-click drill methods, within the hierarchies displayed on your report.

To display the Simple Drill panel, select Drill from the Data menu.

Select the level to which you want to drill in the To drop-down menus, and click the Go button to display your report.

If you check the box next to “Include Selected Column in Report,” the column from which you are drilling will appear in your report. If you leave this box unchecked, your report will not show the column from which you drilled.

Notice that all rows have checkboxes in front of them. Check the boxes of the rows on which you want to drill.

how do i drill in my report4

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How do I drill in my report?

Advanced Drill (option 3)

You can use this feature to drill to a completely different hierarchy than those currently included in the report.

To display the Advanced Drill panel, right-click on your report and select

Drill > More Options.

Select the hierarchy in which you want to drill from the list in the SelectHierarchy box.

Select the hierarchy level to which you want to drill in the Select Hierarchy Level drop-down menu, and click the Go button to display your report.

activity2
Activity

Question 1:

Which of the following features would I use to freeze my column headers

in place so that I can keep them in view as I scroll down my report?

  • Lock Row Headers
  • Lock Column Headers
  • Merge Column Headers
  • Merge Row Headers
  • Outline
activity3
Activity

Answer:

Which of the following features would I use to freeze my column headers

in place so that I can keep them in view as I scroll down my report?

  • Lock Row Headers
  • Lock Column Headers
  • Merge Column Headers
  • Merge Row Headers
  • Outline

You can use this feature to lock column headers so that they will stay in view as you scroll down a report.

activity4
Activity

Question 2:

Which of the following features would I use to group related attributes so

that I could quickly expand and collapse related rows of data?

  • Lock Row Headers
  • Lock Column Headers
  • Merge Column Headers
  • Merge Row Headers
  • Outline
activity5
Activity

Answer:

Which of the following features would I use to group related attributes so

that I could quickly expand and collapse related rows of data?

  • Lock Row Headers
  • Lock Column Headers
  • Merge Column Headers
  • Merge Row Headers
  • Outline

You can use this feature to make your reports more legible by indenting groups of related attributes and making these groupings expandable and collapsible.

activity6
Activity

Question 3:

Which of the following drilling options would I use to drill on attributes

within hierarchies that are not present on my report?

  • Simple Drill
  • Advanced Drill
  • Left-Click Drill
  • Right-Click Drill
activity7
Activity

Answer:

Which of the following drilling options would I use to drill on attributes

within hierarchies that are not present on my report?

  • Simple Drill
  • Advanced Drill
  • Left-Click Drill
  • Right-Click Drill

You can use this feature to drill to a completely different hierarchy than those currently included in the report.

activity8
Activity

Question 4:

Which of the following features would I use to narrow my report data to

only the rows and columns of my choice?

  • Sort
  • Drill
  • Select Data to Display
  • Refresh
  • Re-prompt
activity9
Activity

Answer:

Which of the following features would I use to narrow my report data to

only the rows and columns of my choice?

  • Sort
  • Drill
  • Select Data to Display
  • Refresh
  • Re-prompt

You can use this feature to select specific rows or columns of data to be displayed on your report.

activity using microstrategy features
Activity – Using MicroStrategy Features

Using the Days to Deliver – Parcel Select (Customer Data) report that you generated in the first activity, drill to view data at an area level. This report is in your History folder.

Estimated Time for Activity: 5 minutes

1. Click on the History Tab

2. Click on the name of the report in your History Folder

let s compare results8
Let’s compare results!

Drill Example

Right click drill on the hyperlinked National element to display a pop up menu where you can select to drill to an Area level.

Report displays with data at a Destination Area.

activity using microstrategy features1
Activity – Using MicroStrategy Features

Using the Cumulative Days to Deliver – Parcel Select (Customer Data) report that you generated in the second activity, add an average at the grand total level. This report is in your History folder.

Estimated Time for Activity: 5 minutes

1. Click on the History Tab

2. Click on the name of the report in your History Folder

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Let’s compare results!

Average Example

To display averages on a report, select Totals > Averages > Grand Totals Only from the Data menu.

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Let’s compare results!

Average Example - Screen 1 of 3:

On this report, Average has been added at a grand total level.

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Let’s compare results!

Average Example - Screen 2 of 3:

On this report, Average has been added at a grand total level.

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Let’s compare results!

Average Example - Screen 3 of 3:

On this report, Average has been added at a grand total level.

what user preferences are available

Understand Report Components

Customize Reports

Create Custom Reports

Generate Reports

What user preferences are available?

User Preferences

You can change your User Preferences by clicking the Options tab.

You can modify the following preferences:

  • General
  • Report Display
  • Drill Display
  • Print
  • PDF
  • Drill Mode
  • Prompts
  • Logout
  • Change my password

You can reset your preferences back to the defaults by clicking the Load Default Values button.

what is concurrent reporting

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Customize Reports

Create Custom Reports

Generate Reports

What is concurrent reporting?

Concurrent Reporting

This feature allows you to execute multiple reports at the same time. You can click Execute Report, and that report will run in the background while you begin to construct for another report.

In your History list, completed reports will be listed as “Ready,” and those that are still running will have a status of “Executing SQL.”

The “i” button is a shortcut to the Report Details page, which gives report information such as the Selection Summary. This can be a helpful tool when differentiating among reports in your History folder.

Note: To expedite report processing, you should periodically clean up your History folder. You can do this by saving the reports you wish to keep to your My Reports folder, and then using the Remove button to delete those reports from your History folder. Instructions for saving reports will be given later in the course.

what report tools are available

Understand Report Components

Customize Reports

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What report tools are available?

The following report tools are available in MicroStrategy and will be explained in further detail.

  • Print
  • Export
  • PDF
  • Re-Prompt
  • Refresh
  • Save
  • Delete
what report tools are available1

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What report tools are available?

Print

To print your report, select Print from the Report menu or click the print button.

A pop-up Print Options window will appear; verify your print options and click Print.

Your selection summary will print on the first page and your report will follow.

what report tools are available2

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What report tools are available?

Export

To export your report to Excel, select Export from the Report menu or click the export button.

You will be asked whether you want to open the report immediately or save it; make your selection and click the appropriate button.

Clicking Open will open your report in Excel format in a pop-up window. You may then make any modifications and save your report.

Clicking Save will open a “Save As…” window and you can save your report without opening it.

what report tools are available3

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What report tools are available?

PDF

This feature allows you to export your report to Portable Document Format (PDF), which makes it a read-only file.

To export your report to PDF, select PDF from the Report menu or click the PDF button.

Note: To view PDF files, you must have Adobe’s Acrobat Reader software (version 4 or greater) installed on your computer.

what report tools are available4

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What report tools are available?

Re-Prompt

This feature allows you to modify your prompt selections in order to re-run a report.

To use the re-prompt feature, select Re-Prompt from the Data menu or click the re-prompt button.

The first prompt for the report will appear, and you can change any of your selections prior to re-executing the report.

If you have drilled in the report, the Re-Prompt feature will not be available.

Note: Once you re-prompt a report, your newly generated report will replace the old report in your History folder.

what report tools are available5

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What report tools are available?

Refresh

This feature allows you to re-run your report and update it with current data.

To use the refresh feature, select Refresh from the Data menu or click the refresh button. Your report will re-execute.

If you have drilled in the report, the Refresh feature will not be available.

what report tools are available6

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What report tools are available?

Save Reports

To save your report, select Save As from the Report menu or click the save button.

The Save Report window will appear; type a name and description for your report in the Save Report As: and Description: boxes, and click Save.

Your report will be saved to the My Reports folder.

You have the following options when saving your report:

  • Save report in Report format (prompt selections cannot be changed)
  • Save report in Prompt format (prompt selections can be changed)
  • Save report with all the embedded prompts
what report tools are available7

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What report tools are available?

Delete Reports

To delete your report from the My Reports folder, select the My Reports tab and click the Delete report link for the report that you wish to delete.

Click Delete again on the Delete Confirmation screen, and your reportis permanently deleted from the My Reports folder.

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Activity

Question 5:

Which of the following report tools would I use to re-execute my report

and update it with current data?

  • Print
  • PDF
  • Refresh
  • Re-prompt
  • Save
activity11
Activity

Answer:

Which of the following report tools would I use to re-execute my report

and update it with current data?

  • Print
  • PDF
  • Refresh
  • Re-prompt
  • Save

This feature allows you to re-run your report and update it with current data.

activity12
Activity

Question 6:

Which of the following report tools would I use to export my report as a

read-only document?

  • Re-prompt
  • Save As
  • Print
  • Export
  • PDF
activity13
Activity

Answer:

Which of the following report tools would I use to export my report as a

read-only document?

  • Re-prompt
  • Save As
  • Print
  • Export
  • PDF

This feature allows you to export your report to Portable Document Format (PDF), which makes it a read-only file.

activity14
Activity

Question 7:

Which of the following report tools would I use to change my prompt

selections and re-run my report?

  • Print
  • PDF
  • Refresh
  • Re-prompt
  • Save
activity15
Activity

Answer:

Which of the following report tools would I use to change my prompt

selections and re-run my report?

  • Print
  • PDF
  • Refresh
  • Re-prompt
  • Save

This feature allows you to modify your prompt selections in order to re-execute a report.

days to deliver customer data
Days to Deliver (Customer Data)

What does it do? This service performance report provides service information from originating locations by on time percentage and percentage delivered by day.

Why? This report allows users to gain an understanding of performance by service standard within their locations and see how many days it took to deliver.

Benefit? This report helps users determine on time performance by service standard for specific origin locations.

where is the report located1

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Where is the report located?

The Days to Deliver (Customer Data) report can be accessed from the Shared Reports folder:

  • Click on the Shared Reports tab
  • Click on the Days to Deliver (Customer Data) link
what are my report prompts1

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What are my report prompts?

Days to Deliver (Customer Data) Prompts

Origin Location

Product /Service

Time Period

Start Date

End Date

Shipper

Customer

Group Results By

what will the report look like2

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What will the report look like?

Days to Deliver (Customer Data)

Report continues up to 8 or more days

The Days to Deliver (Customer Data) provides detail on volume, volume within service standard and volume delivered on days 0-8+.

what will the report look like3

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What will the report look like?

Cumulative Days to Deliver (Customer Data)

Report continues up to 8 or more days

The Cumulative Days to Deliver (Customer Data) report contains attributes similar to the Days to Deliver (Customer Data) report except that data in each day’s column includes the pieces delivered in the previous days.

what are the report columns1

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What are the report columns?

Days to Deliver (Customer Data)

Percentages of items with a stop the clock event on day ….

Shipper(s) selected

Product Category selected

Report continues up to 8 days or more

Percentage of volume with a stop the clock event that has met Service Standard

Percentage of items with acceptance and stop the clock event on the same day

Total volume with a stop the clock event that has met Service Standard

Drill to view Area, District, ZIP-3, ZIP-5

let s generate a report21

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Let’s generate a report!

Origin Location:

You can select to view data at an:

  • Origin National
  • Origin Area
  • Origin BMC
  • Origin ASF

This report has a default selection of Origin National.

To make a selection, highlight the desired Origin Location and use the arrow to move it to the selection box.

You can drill down to view:

  • District
  • ZIP-3
  • ZIP-5
let s generate a report22

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Let’s generate a report!

Product / Service:

Days to Deliver (Customer Data) provides information for the following products:

  • First Class
  • Package Services
  • Priority Mail
  • Standard Mail

Products are selected by highlighting and using the arrows.

You can drill down to view:

  • Product Type
  • Product Category
  • Service Standard
let s generate a report23

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Let’s generate a report!

Time Period Choices:

Allows you to define the requested time period for the report. You can view data by:

  • Government Fiscal Year (GFY)
  • Government Fiscal Quarter (GFQ)
  • Week
  • Day of Week

Time period selection will default to all GFYs.

You can drill down to view GFQ or Month information.

let s generate a report24

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Let’s generate a report!

Shipper Choices:

The Days to Deliver (Customer Data) results can be viewed by shippers.

You can drill down to a specific shipper location.

let s generate a report25

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Let’s generate a report!

Customer Choices:

The Days to Deliver (Customer Data) results can be viewed by customer.

let s generate a report26

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Let’s generate a report!

Group Results By:

The Days to Deliver (Customer Data) allows report results to be grouped by:

  • Shipper OR
  • Shipper Location OR
  • Customer

Making no selection display report results without being divided by shipper, shipper location or customer.

You can select only one of the three options.

let s generate a report27

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Let’s generate a report!

Selection Summary:

Remember to view your selection summary prior to executing a report!

This serves as a final check to view selection criteria prior to running a report.

You can modify selection criteria by clicking on selection prompts at any time.

activity16
Activity

Activity A - Generate a report that shows originating volume and on-time performance grouped by shipper for Priority Mail-Commercial – Other for anarea (your choice)for June 2004.

Estimated Time for Activity: 5 minutes

let s compare results13
Let’s compare results!

Activity A - Below are the selections you should have made in order to generate the desired report information:

let s compare results14
Let’s compare results!

Activity A —Your report may be several screens wide. For display purposes, it is split below.

Hyperlinked attribute can be further drilled down

activity17
Activity

Activity B — Using the Days to Deliver (Customer Data) report from the previous activity, alter your report so that it displays only the % Delivered on Same Day metric.

Estimated Time for Activity: 5 minutes

activity18
Activity

Activity B—Screen 1 of 2:

1. Drag and drop the “Metrics” header into the Page By panel

2. Select % Delivered on Same Day from the Metrics drop-down menu.

3. Click Go.

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Activity

Activity B—Screen 2 of 2:

% Delivered on Same Day is the only metric displayed on the report.

delivery success customer data
Delivery Success (Customer Data)

What does it do? This delivery report monitors USPS and mail recipient behavior by showing how quickly “left notice” items are picked up.

Why? This report provides comparison of Attempt versus Delivery percentages by ZIP codes.

Benefit? This report increases understanding and confidence for attempted and final delivery and can help determine if service performance can be improved.

where is the report located2

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Where is the report located?

The Delivery Success (Customer Data) report can be accessed from the Shared Reports folder:

  • Click on the Shared Reports tab
  • Click on the Delivery Success (Customer Data) link
what are my report prompts2

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What are my report prompts?

Delivery Success (Customer Data) Prompts

Product / Service

Destination Location

Time Period

Start Date

End Date

Shipper

Customer

what will the report look like4

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What will the report look like?

Report continues

The Delivery Success (Customer Data) report provides information on how many days passed between the first attempted delivery of a mailpiece and when it was picked up.

what will the report look like5

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What will the report look like?

Report continues

The Cumulative Delivery Success (Customer Data) report contains attributes similar to the Delivery Success report except that data in each day’s column includes the pieces redelivered/picked up in the previous days.

what are the report columns2

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What are the report columns?

Delivery Success – Customer Data

This report has many columns, and is several screens wide. For display purposes, it is split across the next 2 slides. Screen 1 of 2:

Total pieces with an Attempted or Delivered or Arrival at Pick Up

Destination location selected

Percentages represent days between Attempt and Delivered scan divided by total pieces with an Attempted scan

Total pieces where the first stop the clock event was a Delivered scan

% of pieces where the first stop the clock event was a Delivered scan / total pieces scanned

what are the report columns3

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What are the report columns?

Delivery Success (Customer Data)

Screen 2 of 2:

Percentage of pieces with an Attempted or Arrival at Pick Up Point event and a Returned to Sender event

Percentage of pieces with Attempted or Arrival at Pick Up event and no Delivered or Return to Sender events

let s generate a report28

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Let’s generate a report!

Product/ Service:

The Delivery Success provides delivery information for the following products, based on Delivery Confirmation and Signature Confirmation scans:

  • First Class
  • Package Services
  • Priority Mail
  • Standard Mail

You can drill down to view:

  • Product Type
  • Product Category
let s generate a report29

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Let’s generate a report!

Destination Location:

You can select to view data at a national and area level.

You can drill down to view District, ZIP-3 or ZIP-5 information.

let s generate a report30

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Let’s generate a report!

Start and End Date:

You can view report by:

  • Time Period

OR

  • Start Date
  • End Date

For example, if you wanted to see performance from February 1 – February 15, you would use these prompts to enter 02/01/2004 and 02/15/2004.

let s generate a report31

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Let’s generate a report!

Shipper Choices:

Delivery Success results can be viewed by shippers.

You can drill down to a specific shipper location.

let s generate a report32

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Let’s generate a report!

Customer Choices:

Delivery Success results can be viewed by customer.

let s generate a report33

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Let’s generate a report!

Selection Summary:

Remember to view your selection summary prior to executing a report!

This serves as a final check to view selection criteria prior to running a report.

You can modify selection criteria by clicking on selection prompts at any time.

activity20
Activity

Activity A - Generate a report that shows your shipper’s delivery success for Package Services nationwide for July 2004.

Estimated Time for Activity: 5 minutes

let s compare results15
Let’s compare results!

Activity A - Below are the selections you should have made in order to generate the desired report information:

let s compare results16
Let’s compare results!

Activity A —Your report may be several screens wide. For display purposes, it is split below.

Drill down to view Area, District, ZIP-3, ZIP-5 information

activity21
Activity

Activity B - Generate a report that shows your cumulative delivery success for Package Services Commercial in the Eastern and Northeastern areas for 05/01/2004 – 05/08/2004.

Estimated Time for Activity: 5 minutes

let s compare results17
Let’s compare results!

Activity B - Below are the selections you should have made in order to generate the desired report information:

let s compare results18
Let’s compare results!

Activity B —Your report may be several screens wide. For display purposes, it is split below.

Drill down to view District, ZIP-3, ZIP-5 information

activity using microstrategy features2
Activity – Using MicroStrategy Features

Using the Cumulative Delivery Success report from your History Folder, add shipper location to report results.

Estimated Time for Activity: 5 minutes

1. Click on the History Tab

2. Click on the name of the report in your History Folder

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Let’s compare results!

Advanced Drill Example

1. To display the Advanced Drill panel, right-click on a hyperlinked element in your report and select Drill > More Options.

2. Select “Shipper” from the list in the Select Hierarchy box.

3. Select “Shipper Location” from the Select Hierarchy Level drop-down menu and click the Go Button to display your result.

let s compare results20
Let’s compare results!

Advanced Drill Example - For display purposes, it is split below.

Screen 1 of 2:

Shipper Location has been added to the report.

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Let’s compare results!

Advanced Drill Example - Screen 2 of 2:

Shipper Location has been added to the report.

delivery and service performance report summary
Delivery and Service Performance Report Summary
  • Service Performance Reports:
    • Provide service information from BMC or originating location by on time percentage and percentage delivered by day
  • Delivery Reports:
    • Monitor customer and Postal behavior by showing how quickly ‘left notice’ items are picked up
  • Users can filter data to include in their reports based on:
    • Product / Service
    • Origin and Destination Locations
    • Start Date / End Date
    • Time period
    • Shipper
    • Customer
additional training materials
Additional Training Materials

The following PPR training resources are available:

  • PPR Training Module
  • PPR Quick Start Guide
  • PPR User Guide
summary
Let’s review what we have discussed

Selecting Report Criteria

Viewing Reports

Understanding Report Headings

Generating Reports

Thank you for your patience and time

Remember the Product Performance Reporting User Guide that you can access at any time

Please now spend time completing an evaluation form

Summary
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