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
 Please ensure that you have the Product Performance Reports User
Guide on hand, as this will help you follow the session
2
Table of Contents
Topic
Page
Product Performance Training Overview
4
Days to Deliver Reports – Parcel Select (Customer Data)
18
Report Customization – MicroStrategy Features
59
Days to Deliver (Customer Data)
109
Delivery Success (Customer Data)
130
3
Product Performance Training
Overview
4
Schedule
Introductions
8:00 – 8:10
Product Performance Training Overview
8:10 – 8:50
Days to Deliver – Parcel Select (Customer Data)
8:50 – 9:30
Report Customization – Micro strategy Features
9:30 – 10:30
Break
10:30 – 10:40
Days to Deliver (Customer Data)
10:40 – 11:10
Delivery Success (Customer Data)
11:10 – 11:45
Summary and Questions
11:45 – 11:55
Complete Evaluation
11:55 – 12:00
5
High Level Agenda
Learning Objectives
Reports Part I
Customizing Reports
Reports Part 2
6
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
7
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
8
How do I log into Mail Tracking and Reporting?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
Follow these steps to log in to the Mail Tracking & Reporting
1.
2.
Navigate to this URL:
https://mailtracking.usps.gov
Click on Sign In and enter your
User Name and Password.
9
What are the parts of the MT&R Home Page?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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
10
What are the parts of the EDW Home Page?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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 access
the Create Reports
folder
Click here to select
another business area
Click here to access
the reports you have
previously executed
11
Click here to search
for reports and
folders
Click here to log out
of the EDW
What are the parts of an AutoPrompt?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
This is a sample AutoPrompt. You will be using these to generate
Report Name
This menu lists available
your reports.
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 menu lists available
drill options
Click here to
cancel this report
This box displays the attributes you
have selected
Click here to drill to
the selected level
12
Click here to execute
your report
What are the parts of an AutoPrompt?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
13
What are the parts of the report screen?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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:
Page By panel
• Sort
• Drill
• Select Data to Display
• Refresh
• Re-Prompt
• Totals
Report rows
Report headers
14
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
15
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
16
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)
17
Days to Deliver – Parcel Select
Report (Customer Data)
18
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.
19
Where is the report located?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
The Days to Deliver–Parcel Select (Customer Data) report can be accessed from the Shared Reports
folder:
1.
2.
Click on the Shared Reports tab
Click on the Days to Deliver—Parcel Select (Customer Data) link
20
What are my report prompts?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
Days to Deliver – Parcel Select (Customer Data) Prompts
1.
Product / Service
2.
Bulk Mail Center or Auxiliary Service Facility Entry Point
3.
Destination Delivery Unit (DDU)
4.
Time Period
5.
Start Date
6.
End Date
7.
Shipper
8.
Customer
9.
Group Results By
21
What will the report look like?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
22
What will the report look like?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
23
What are the report columns?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
Days to Deliver - Parcel Select (Customer Data)
Grouped by
shipper
Customer
Number
All destination
areas selected
Product Category
selected
Percentage of items with a
stop the clock event on day
…
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
24
Percentage of items with
an acceptance and stop
the clock event on the
same day
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 Hierarchy
• Product
• Product Type
• Product Category
• Service Standard
25
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
Priority Mail
Commercial
Drop Ship
Other
Retail
All
Retail
* First Class
Commercial
Parcels
Retail
Parcels
* Standard Mail
Commercial
Parcels
All
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.
26
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
27
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
Service Standards:
All service standards
for Package Services
are displayed.
You can drill up to view
Product Category.
28
Let’s generate a report!
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Components
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Reports
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.
29
Let’s generate a report!
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Reports
Understand
Report
Components
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Reports
Create Custom
Reports
Origin ASF:
You can select an
Auxiliary Service
Facility at a hierarchy
level.
All ASFs will display.
There are no further
drill downs available.
30
Let’s generate a report!
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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.
31
Let’s generate a report!
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Destination Districts:
In this example all
districts for the Capital
Metro Area are
displayed.
You can drill down to
view Destination ZIP-3
information.
32
Let’s generate a report!
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Reports
Destination ZIP-3:
In this example all ZIP-3
for Baltimore are
displayed.
You can drill down to
view Destination ZIP-5
information.
33
Let’s generate a report!
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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.
34
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
35
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
36
Let’s generate a report!
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Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
Time Period:
In this example all
quarters are displayed
for 2004 GFY.
You can drill down to
view GFQ.
37
Let’s generate a report!
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Components
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Reports
Create Custom
Reports
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.
38
Let’s generate a report!
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Reports
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Report
Components
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Reports
Create Custom
Reports
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.
39
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
40
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
41
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
42
Let’s generate a report!
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
43
Let’s generate a report!
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Reports
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Components
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Reports
Create Custom
Reports
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.
44
Let’s generate a report!
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Reports
Understand
Report
Components
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Reports
Create Custom
Reports
Shipper Location:
In this example we see
all shipper locations for
a selected shipper.
You can drill up to view
Shipper.
45
Let’s generate a report!
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Components
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Reports
Create Custom
Reports
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.
46
Let’s generate a report!
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Reports
Understand
Report
Components
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Reports
Create Custom
Reports
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.
47
Let’s generate a report!
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Reports
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Components
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Reports
Create Custom
Reports
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.
48
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
49
Let’s compare results!
Activity A - Below are the selections you should have made in order to
generate the desired report information.
50
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 shipper location
Text in blue can be further drilled
down to view Area, District, ZIP-3,
or ZIP-5 information
51
Text in blue can be further
drilled down to view Service
Standard
Let’s compare results!
Activity A—Screen 2 of 3:
Not cumulative
Report continues up to
8 days or more
52
Let’s compare results!
Activity A – Screen 3 of 3:
Results grouped by
shipper
Text in blue can be
further drilled down to
view shipper location
All destination
areas selected
Text in blue can be further drilled
down to view Area, District, ZIP-3,
or ZIP-5 information
53
Text in blue can be further
drilled down to view to view
Service Standard
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 shipper location for Package Services - Commercial Parcel
Select DDU on 7/1/2004.
Estimated Time for Activity: 5 minutes
54
Let’s compare results!
Activity B - Below are the selections you should have made in order to
generate the desired report information.
55
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
56
Let’s compare results!
Activity B—Screen 2 of 3:
Cumulative
Report continues up to
8 days or more
57
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
58
Report Customization –
MicroStrategy Features
59
How do I customize my report format?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
Row headers remain in view as
you scroll to the to the right
60
To toggle this feature
on and off, select Lock
Row Headers again.
How do I customize my report format?
Customize
Reports
Understand
Report
Components
Generate
Reports
Create Custom
Reports
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.
Column headers remain in view
as you scroll down the 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.
61
How do I customize my report format?
Customize
Reports
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Report
Components
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Reports
Create Custom
Reports
Merge Row Headers is ON (default):
Rows with the same header are
merged together
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.
Merge Row Headers is OFF:
All rows listed individually
Note: Currently, no Product Performance
Reports require merging of columns.
62
To toggle row and
column merging on and
off, select Merge Row
Headers or Merge
Column Headers from
the Format menu.
How do I customize my report format?
Customize
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Components
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Create Custom
Reports
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
63
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.
How do I customize my report data?
Customize
Reports
Understand
Report
Components
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Reports
Create Custom
Reports
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.
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
64
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.
How do I customize my report data?
Customize
Reports
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Components
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Reports
Create Custom
Reports
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.
65
How do I customize my report data?
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Reports
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.
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.
66
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.
How do I customize my report data?
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Create Custom
Reports
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.
67
How do I customize my report data?
Customize
Reports
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Report
Components
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Reports
Create Custom
Reports
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.
68
How do I customize my report data?
Customize
Reports
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Report
Components
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Reports
Create Custom
Reports
Select Data to Display
You can use this
feature to select
specific rows or
columns of data to be
displayed on your
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.
69
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.
How do I customize my report data?
Customize
Reports
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Components
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Reports
Create Custom
Reports
Sorting
You can use this
feature to sort your
data in ascending or
descending order.
Data has been sorted by Descending
Count of all Delivered Mail Pieces
Quick Sort
You can also quick-sort columns by rightclicking on the header and selecting Sort >
Ascending or Descending.
70
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.
What is drilling?
Customize
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Reports
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:
1. 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
2. Simple Drill: Allows a user to drill on attributes within the
hierarchies that are present on a report
3. Advanced Drill: Allows a user to drill on attributes within
hierarchies that are not present on the report
71
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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).
72
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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).
73
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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).
74
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Select the level to which you want to drill in the
To drop-down menus, and click the Go button
to display your 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.
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.
75
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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 Select
Hierarchy 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.
76
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?
a.
Lock Row Headers
b.
Lock Column Headers
c.
Merge Column Headers
d.
Merge Row Headers
e.
Outline
77
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?
a.
Lock Row Headers
b.
Lock Column Headers
c.
Merge Column Headers
d.
Merge Row Headers
e.
Outline
78
You can use this feature to lock column
headers so that they will stay in view as
you scroll down a report.
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?
a.
Lock Row Headers
b.
Lock Column Headers
c.
Merge Column Headers
d.
Merge Row Headers
e.
Outline
79
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?
a.
Lock Row Headers
b.
Lock Column Headers
c.
Merge Column Headers
d.
Merge Row Headers
e.
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.
80
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?
a.
Simple Drill
b.
Advanced Drill
c.
Left-Click Drill
d.
Right-Click Drill
81
Activity
Answer:
Which of the following drilling options would I use to drill on attributes
within hierarchies that are not present on my report?
a.
Simple Drill
b.
Advanced Drill
c.
Left-Click Drill
d.
Right-Click Drill
You can use this feature to drill to a
completely different hierarchy than those
currently included in the report.
82
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?
a.
Sort
b.
Drill
c.
Select Data to Display
d.
Refresh
e.
Re-prompt
83
Activity
Answer:
Which of the following features would I use to narrow my report data to
only the rows and columns of my choice?
a.
Sort
b.
Drill
c.
Select Data to Display
d.
Refresh
e.
Re-prompt
84
You can use this feature to select
specific rows or columns of data to be
displayed on your report.
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
85
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.
86
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
87
Let’s compare results!
Average Example
To display averages on a report,
select Totals > Averages > Grand
Totals Only from the Data menu.
88
Let’s compare results!
Average Example - Screen 1 of 3:
On this report, Average has been
added at a grand total level.
89
Let’s compare results!
Average Example - Screen 2 of 3:
On this report, Average has been
added at a grand total level.
90
Let’s compare results!
Average Example - Screen 3 of 3:
On this report, Average has been
added at a grand total level.
91
What user preferences are available?
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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.
92
What is concurrent reporting?
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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.
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.
93
In your History list,
completed reports will
be listed as “Ready,”
and those that are still
running will have a
status of “Executing
SQL.”
What report tools are available?
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The following report tools are available in MicroStrategy and will be
explained in further detail.
•
Print
•
Export
•
PDF
•
Re-Prompt
•
Refresh
•
Save
•
Delete
94
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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.
95
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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 popup 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.
96
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PDF
This feature allows
you to export your
report to Portable
Document Format
(PDF), which makes it
a read-only file.
Note: To view PDF files, you must have
Adobe’s Acrobat Reader software (version 4 or
greater) installed on your computer.
97
To export your report
to PDF, select PDF
from the Report menu
or click the PDF
button.
What report tools are available?
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Re-Prompt
This feature allows
you to modify your
prompt selections in
order to re-run a
report.
If you have drilled in the report,
the Re-Prompt feature will not be
available.
To use the re-prompt
feature, select RePrompt from the Data
menu or click the reprompt button.
Note: Once you re-prompt a
report, your newly generated
report will replace the old report
in your History folder.
The first prompt for
the report will appear,
and you can change
any of your selections
prior to re-executing
the report.
98
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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.
99
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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.
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
Your report will be
saved to the My
Reports folder.
100
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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 report is
permanently deleted
from the My Reports
folder.
101
Activity
Question 5:
Which of the following report tools would I use to re-execute my report
and update it with current data?
a.
Print
b.
PDF
c.
Refresh
d.
Re-prompt
e.
Save
102
Activity
Answer:
Which of the following report tools would I use to re-execute my report
and update it with current data?
a.
Print
b.
PDF
c.
Refresh
d.
Re-prompt
e.
Save
This feature allows you to re-run your
report and update it with current data.
103
Activity
Question 6:
Which of the following report tools would I use to export my report as a
read-only document?
a.
Re-prompt
b.
Save As
c.
Print
d.
Export
e.
PDF
104
Activity
Answer:
Which of the following report tools would I use to export my report as a
read-only document?
a.
Re-prompt
b.
Save As
c.
Print
d.
Export
e.
PDF
This feature allows you to export your
report to Portable Document Format
(PDF), which makes it a read-only file.
105
Activity
Question 7:
Which of the following report tools would I use to change my prompt
selections and re-run my report?
a.
Print
b.
PDF
c.
Refresh
d.
Re-prompt
e.
Save
106
Activity
Answer:
Which of the following report tools would I use to change my prompt
selections and re-run my report?
a.
Print
b.
PDF
c.
Refresh
d.
Re-prompt
e.
Save
This feature allows you to modify your
prompt selections in order to re-execute
a report.
107
108
Days to Deliver (Customer Data)
109
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.
110
Where is the report located?
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The Days to Deliver (Customer Data) report can be accessed from the Shared Reports folder:
1.
2.
Click on the Shared Reports tab
Click on the Days to Deliver (Customer Data) link
111
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Days to Deliver (Customer Data) Prompts
1.
Origin Location
2.
Product /Service
3.
Time Period
4.
Start Date
5.
End Date
6.
Shipper
7.
Customer
8.
Group Results By
112
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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+.
113
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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.
114
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Days to Deliver (Customer Data)
Shipper(s) selected
Product Category selected
Percentages of items with a stop the
clock event on day ….
Report continues up to 8
days or more
Drill to view
Area, District,
ZIP-3, ZIP-5
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
115
Percentage of items with
acceptance and stop the
clock event on the same
day
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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
116
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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
117
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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.
118
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Shipper Choices:
The Days to Deliver
(Customer Data)
results can be viewed
by shippers.
You can drill down to a
specific shipper
location.
119
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Customer Choices:
The Days to Deliver
(Customer Data)
results can be viewed
by customer.
120
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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.
121
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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.
122
Activity
Activity A - Generate a report that shows originating volume and on-time
performance grouped by shipper for Priority Mail-Commercial – Other
for an area (your choice) for June 2004.
Estimated Time for Activity: 5 minutes
123
Let’s compare results!
Activity A - Below are the selections you should have made in order to
generate the desired report information:
124
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
125
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
126
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 dropdown menu.
3. Click Go.
127
Activity
Activity B—Screen 2 of 2:
% Delivered on Same Day is the only
metric displayed on the report.
128
Delivery Success Report
(Customer Data)
129
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.
130
Where is the report located?
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The Delivery Success (Customer Data) report can be accessed from the Shared Reports folder:
1.
2.
Click on the Shared Reports tab
Click on the Delivery Success (Customer Data) link
131
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Delivery Success (Customer Data) Prompts
1.
Product / Service
2.
Destination Location
3.
Time Period
4.
Start Date
5.
End Date
6.
Shipper
7.
Customer
132
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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.
133
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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.
134
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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:
Destination
location
selected
Total pieces with an
Attempted or Delivered
or Arrival at Pick Up
Total pieces
where the first
stop the clock
event was a
Delivered scan
Percentages represent days between
Attempt and Delivered scan divided by
total pieces with an Attempted scan
% of pieces where the first
stop the clock event was a
Delivered scan / total
pieces scanned
135
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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
136
Percentage of pieces with Attempted
or Arrival at Pick Up event and no
Delivered or Return to Sender events
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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
137
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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.
138
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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.
139
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Shipper Choices:
Delivery Success
results can be viewed
by shippers.
You can drill down to a
specific shipper
location.
140
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Customer Choices:
Delivery Success
results can be viewed
by customer.
141
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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.
142
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
143
Let’s compare results!
Activity A - Below are the selections you should have made in order to
generate the desired report information:
144
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
145
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
146
Let’s compare results!
Activity B - Below are the selections you should have made in order to
generate the desired report information:
147
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
148
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
149
Let’s compare results!
Advanced Drill Example
1. To display the Advanced Drill panel, rightclick 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.
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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.
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Delivery and Service Performance Report Summary
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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
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Additional Training Materials
The following PPR training resources are available:
• PPR Training Module
• PPR Quick Start Guide
• PPR User Guide
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Summary
• Let’s review what we have discussed
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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
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