Perfect Order Metric

nigelc — Fri, 14 Apr 2023 16:11:45 GMT

Hello!

I am using Power BI to build a dashboard to track the % of perfect order.

The dashboard is fed using the below 3 tables:

Shipment Details table:

Sales Document	Delivery	Created On
1	81	01/04/2022
2	82	01/05/2022
3	83	01/06/2022
3	84	01/06/2022

Some sales orders have more than 1 delivery associated.

Manual Changes table:

Sales Document	Count of Manual Changes	Manual change type
1	0	Manual change Type 1
1	0	Manual change Type 2
1	0	Manual change Type 3
1	0	Manual change Type 4
1	0	Manual change Type 5
2	0	Manual change Type 1
2	0	Manual change Type 2
2	0	Manual change Type 3
2	0	Manual change Type 4
2	0	Manual change Type 5
3	2	Manual change Type 1
3	1	Manual change Type 2
3	1	Manual change Type 3
3	0	Manual change Type 4
3	0	Manual change Type 5

This table counts the number of times that certain fields in the order is changed manually and +1 whenever a manual change is done.

Order changes after completion table:

Sales Document	Count of Order Changes after completion	order change type
1	0	Type 1
1	0	Type 2
1	0	Type 3
2	1	Type 1
2	0	Type 2
2	0	Type 3
3	0	Type 1
3	0	Type 2
3	0	Type 3

This table counts the number of times that certain fields in the order is changed after the order entry has been completed and +1 whenever a change is done.

Relationships are linked via Sales Document.

In order for an order to be perfect it should have no manual changes or order changes. I am looking to visualise the perfect order metric by month. One example of the desired final result is below:

Created on	Number of Sales Documents	% of Sales Document considered Perfect order
Apr	1	100%
May	1	0%
Jun	1	0%

June had 2 deliveries but both coming from 1 sales document so we want to note that as just 1 sales document

Please could you guide me to be able to this visualisation?

Thank you in advance for your guidance.

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Perfect Order Metric