DOE would like to see a report of performance for a given week. He would also like to see current weekly performance compared against the same period in the prior year. This will allow him to set weekly goals for the team. It will also allow him to adjust quickly if performance lags to address staffing needs (whether training, scheduling or some other adaption that may be required). It would be a bonus if he were able to output this report to have a chart that showed the peaks and valleys. It would make a visual for meetings where factors could be discussed that accounted for the peaks and valleys.
Request:
Create a report that displays the funnel with a drop down by the weeks of the year. Not sure if the weeks should be ordinal or the range of dates for the actual current year.
The results returned would appear as the funnel does but would be in weekly slices. Instead of the conversation from one status to the next status, there would be a number that represented the same period last year.
Ideally there would be 2 year to date (ytd) charts below this report.
Chart num 1 would be the ytd showing each week slice as the horizontal axis. The vertical axis would be the figures. The chart would show the current year's progress to date. This chart would change for the selection of the week. It would only show the progress to date (for the current year) up to and ending at the selection made at the drop-down menu.
Cart num 2 would be the same but would include the prior year. There would be two figures to plot on the vertical axis.
Current Solution:
We do not have a current solution. This would be a manual report, subject to human error.
Background:
DOE would like to see a report of performance for a given week. He would also like to see current weekly performance compared against the same period in the prior year. This will allow him to set weekly goals for the team. It will also allow him to adjust quickly if performance lags to address staffing needs (whether training, scheduling or some other adaption that may be required). It would be a bonus if he were able to output this report to have a chart that showed the peaks and valleys. It would make a visual for meetings where factors could be discussed that accounted for the peaks and valleys.
Request:
Create a report that displays the funnel with a drop down by the weeks of the year. Not sure if the weeks should be ordinal or the range of dates for the actual current year.
The results returned would appear as the funnel does but would be in weekly slices. Instead of the conversation from one status to the next status, there would be a number that represented the same period last year.
Ideally there would be 2 year to date (ytd) charts below this report.
Chart num 1 would be the ytd showing each week slice as the horizontal axis. The vertical axis would be the figures. The chart would show the current year's progress to date. This chart would change for the selection of the week. It would only show the progress to date (for the current year) up to and ending at the selection made at the drop-down menu.
Cart num 2 would be the same but would include the prior year. There would be two figures to plot on the vertical axis.
Current Solution:
We do not have a current solution. This would be a manual report, subject to human error.