What was done and what is missing?
Order, attempt, acceptance and pending. Define if you are counting jobs, visits, orders or units before comparing.
A good graph starts long before the graph.
A partial delivery, a wait and a vehicle without a signal should not disappear when turning the work into a report. It connects defined data sets to the tool you already use.
Data Connector / business readingExample
From registration to a useful reading.
Illustrative set / not customer data
| Reference | Outcome | Source |
|---|---|---|
| VIS-A | Complete | Visit |
| VIS-B | Partial | Visit |
| VIS-C | Retreat | Visit |
Three different results. An arrival is not automatically counted as full delivery.
Explanatory outline. The connection and its scope are validated for each case.
Not all data answer the same question.
Where are you taking the day?
Trayecto, wait and care with valid milestones. An interval without signal is kept as incomplete coverage, not as zero activity.
Which unit can get a job?
Allocation, observation and status confirmed by the person responsible. A location at the base does not state that the vehicle is available.
The definition travels with the data.
Compare requires to know what was measured, with which source and during which period. The aim is to bring that reading to your BI tool without losing the conditions that make it valid.
- Grano
- What a row represents: a job, a visit, an observation or a line received.
- Procedencia
- The system, field and time from which the information comes out. A manual reading is not disguised as a sensor.
- Update
- Last correct exchange, agreed cadence and visible delays.
- Cobertura
- Abbreviations, incomplete records and changes in definition that affect comparison.
The visit is over.
The order is still pending.
If a report only counts closed visits, a partial delivery may seem like a complete delivery. The whole must keep the result of the visit and the amounts accepted separately. So you can investigate the difference rather than hide it in a total.
An illustrative example.
It brings the report that it is hard to build today.
The business question
What decision you want to make and what period you need to compare.
The destination tool
Format, authentication and refreshment form that supports your environment.
A sample of origin
Anonymous data, common definitions and exceptions.
The limits of the exchange
Permits, available historical, retention, volume and responsible for the whole.
Preguntas frecuentes
Your next decision deserves a clear basis.
Share the report and the system where you want to see it; we will review the definition and the data you need.