2 Replies Latest reply on Aug 20, 2018 4:10 PM by Okechukwu Ossai

    Track Orders Previous Steps % Completion

    Baskar Ramamurthy

      Hi All,

       

      I have a data set which contains Order information. I cannot modify the data soruce and I have to work only with calculation\filters.

       

      Please help

       

      I want to show the Status of all the previous steps of the orders having specific delivery date.

      For example Status for Orders due by 8/22 will show below status

          

      Status for Orders due by 8/22
      Order StepsCompleteOpen
      Order Received30
      Order Processed30
      Packaing Complete12
      Label Generated03
      Shipped03
      Delivery03

       

      Sample Data.

       

      Order Number, Order Step, Planned End Actual End

       

         

      Order NumberOrder StepPlanned EndActual End
      111AOrder Received8/17/20188/17/2018
      111AOrder Processed8/18/20188/18/2018
      111APackaing Complete8/19/2018
      111ALabel Generated8/20/2018
      111AShipped8/21/2018
      111ADelivery8/22/2018
      112AOrder Received8/18/20188/18/2018
      112AOrder Processed8/18/20188/18/2018
      112APackaing Complete8/19/20188/20/2018
      112ALabel Generated8/20/2018
      112AShipped8/21/2018
      112ADelivery8/22/2018
      113AOrder Received8/17/20188/17/2018
      113AOrder Processed8/18/20188/18/2018
      113APackaing Complete8/19/2018
      113ALabel Generated8/20/2018
      113AShipped8/21/2018
      113ADelivery8/22/2018
        • 1. Re: Track Orders Previous Steps % Completion
          Hari Ankem

          Here you go:

          1. Create a calculated field for Order Status as shown in the image below.

          1.png

          2. Create a calculated field for Order Received as shown below.

          1.png

          3. Create similar calculated fields for the other process steps and display as shown in the top image.

           

          Hope this helps.

          • 2. Re: Track Orders Previous Steps % Completion
            Okechukwu Ossai

            Hi Baskar,

             

            If  I understood your question correctly, it seems you want to get the status for orders due by a specific delivery date. If yes, then you will need a parameter to select particular delivery dates for analysis.

             

            Step 1: Create parameter [Select Delivery Date]

             

            Create calculated field [Status]

            IF ISNULL([Actual End]) THEN 'Open' ELSE 'Complete' END

             

            Create calculated field [Date Filter]

            [Select Delivery Date] = {FIXED [Order Number]: MIN(IF [Order Step] = 'Delivery' THEN [Planned End] END)}

            Add this to the filter shelf and set to 'True'. Right click and add the filter to context.

             

            Create calculated field [Complete]

            {FIXED [Order Step]: COUNTD(IF [Status] = 'Complete' THEN [Order Number] END)}

             

            Create calculated field [Open]

            {FIXED [Order Step]: COUNTD(IF [Status] = 'Open' THEN [Order Number] END)}

             

             

             

            Hope this helps.

            Ossai