2015-11-18 - 23133 - Enhancement - Category scorecard update #CrystalReportsSupport
ENHANCEMENT
23133 - Category scorecard update
Requirement Summary
Need to update the category scorecard EPM260 to display top 15 customers, Top 7 licences, Top 10 silhouettes and the rest grouped under "others".
Admin Info
Purpose
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Need to update the category scorecard EPM260 to display top 15 customers, top 7 licences, top10 silhouettes and the rest grouped under "others".
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Requested By
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Mark Harris
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Spec Created By
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Dhananjay G
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Spec Created Date
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11/18/2015
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Spec QA by
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Uday Kumar P
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Objects
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EPM260
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Document Status
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Complete
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Estimates
SNo
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Activity
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Estimation in Hours
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1
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Research
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00
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2
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Documentation
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16
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3
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Development/ Config
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24
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4
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Unit test in DEV
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08
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5
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Unit test in QUA
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08
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6
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Report Changes
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24
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TOTAL
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80
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References
Prior Tickets
21397.100
Documents
None
Spec Changes
SNo
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Change Details
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Requested By
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Requested On
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Notes if any
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01
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Suppress "Not Assigned" group in report.
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Saravanan
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11/20/2015
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Requested through Email
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Functional Requirement
Purpose/WHY:
Need to update the category scorecard EPM260 to display top 15 customers, Top 7 licences, Top 10 silhouettes and the rest grouped under "others".
In Scope:
Need to work on EPM260-Category Scorecard changes.
Out of Scope:
EPM260 Regional versions.
Solution Summary
BEx Query Changes:
1. Need to add BPC Category(ZBPCMG5) characteristic to EPM Customer BEx Queries.
2. Need to create a new transport request and collect all the BEx Query changes into it.
Crystal Report Changes:
Here are the proposed changes to the EPM260(Category Scorecard) report as discussed:
1. Product Mix sub report – No Changes.
2. Customer Segment sub report – No Changes.
3. License sub report – Need to display the top 10 Licenses by total revenue(Shipped + Open) and then rest into ‘Others’.
4. Silhouette sub report - Need to display the top 10 Silhouettes by total revenue(Shipped + Open) and then rest into ‘Others’.
5. Need to add Customer sub report which not currently available in Category scorecard but available as in Sales rep EPM.
6. Need to implement the contribution % logic to restrict it to two characters as in Sales Rep EPM.
7. Need to perform alignment and formatting changes as per NEC Standards.
8. All these changes need to be done at both YTD and MTD levels.
Test Plan
Test ID
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Test Scenario
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Expected Results
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1
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Report Format.
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Should be as per NEC crystal standard checklist.
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2
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Execute Crystal Report in Crystal Designer tool after changes.
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Report should execute successfully in Crystal Designer tool.
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3
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Schedule the Report in NEC BI Launch Pad.
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Report should execute successfully in NEC BI Launch Pad.
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Solution Details
BEx Query Changes:
1. Need to add BPC Category (ZBPCMG5) characteristic to EPM Customer BEx Queries.
2. Need to maintain the characteristic properties as per NEC standards.
3. Need to create a new transport request and collect all the BEx Query changes into it.
Crystal Report Changes:
Here are the proposed changes to the EPM260(Category Scorecard) report as discussed:
1. Product Mix sub report – No Changes.
2. Customer Segment sub report – No Changes.
3. License sub report – Need to display the top 10 Licenses by total revenue(Shipped + Open) and then rest into ‘Others’.
4. Silhouette sub report - Need to display the top 10 Silhouettes by total revenue(Shipped + Open) and then rest into ‘Others’.
5. Need to add Customer sub report which is currently not available in Category scorecard but available as in Sales rep EPM.
6. Need to implement the contribution % logic to restrict it to two characters as in Sales Rep EPM.
7. Need to perform alignment and formatting changes as per NEC Standards.
8. All these changes need to be done at both YTD and MTD levels.
Issues
None