Introduction
Allow to create Ranking Lists in an easier way, providing it as a specific list type.
Needs:
- Select Ranking/ List dimension - e.g. Entity dimension
- Select Parent member - e.g. Geographical
- Select Children level - e.g. Base excl.
- Select number of items to show, i.e. show only top ranking
- Allow to add automatically total and other
Ranking improvements can be found here: Ranking List: Improvements
Functional Requirements
The following table shows how the overall user story is subdivided into smaller sub user stories, which are detailed below.
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Title
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User Story
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JIRA Story
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MoSCoW *
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*) MoSCoW = Must have, Should have, Could have, and Would like but won't get.
Sub User Stories
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Step
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Title
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Wireframe
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Notes
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- In the New List popup (from all contexts, i.e. from shared list, new report list,..)
- In 'List Type' dropdown
- Add a new option, i.e. "Ranking"
- Place the new option BEFORE Consolidated, Match
- In 'List Type' dropdown
- Ranking Lists are Dynamic Lists:
- when used for a control, their properties in the Contents Panel can be managed only through Rules
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- Selecting 'Ranking', as standard, the user will need first to select the dimension to use
- It is NOT possible to select dimensions from more Source Systems, in case the user makes it show the standard error message
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- Once the user selects a dimension he will be required to set
- For each Dimension:
- a Parent Item:
- standard dropdown to select a dimension's item
- by default = "@@curr"
- a Children Level
- dropdown allowing to select which level of children under the parent member to consider
- by default = "Base members"
- a Parent Item:
- Number of items to show:
- allow to set the number of items to show (i.e. only the top 'x' ranking items will appear in the list)
- dropdown with fixed options, by default 10
- Include Also
- Total: checkbox, unselected by default
- Other: checkbox, unselected by default
- Criteria
- single selection button
- 2 options:
- Top to Bottom (selected by default)
- Bottom to Top
- For each Dimension:
- List preview (on the right):
- show the members of the selected level under parent member (similarly as for dynamic lists)
- show max x items, as set in "Number of items to show"
- in preview items will NOT be ranked but appear in standard order as for dynamic lists
- (nice to have) Add a note in the preview panel to inform the user that the ranking will happen in the report, e.g. "The list will be ranked in the report"
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- If more dimensions are selected:
- A row will appear for each dimension allowing to select a parent member and a Children Level
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- Options as Children Level
- First Children Level
- Second Children Level
- Third Children Level
- Base members (selected by default)
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- When 'Total' is selected:
- An additional item will be added at the end of the list, as last list item, i.e. total
- Total will show the sum of all the ranked items showed in the list
- The total will be formatted in bold with line above (same as with descendants incl list)
- It must be possible to overwrite this default standard format of the total item through the list rules
- Item Label for Total:
- If total is selected but 'Other' is not selected, the label of Total Item will be 'Total'
- View next step for the case when 'Other' is selected
- It should be possible to overwrite the item label for 'Total' item through the list rules
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- When 'Other' is selected:
- after the ranked items, an additional item will appear: "other"
- other appears just before total, if selected
- other will show the sum of all the ranked items which do not appear in the list as with ranking order > number of items to show
e.g. "number of items to show = 10" then the list will show- first the top 10 ranking items, e.g. top selling countries
- then 'Other', which is the Total - Sum of all the (visible) ranked items
- after the ranked items, an additional item will appear: "other"
- It should be possible to overwrite the item label for 'Other' item through the list rules
- Other and Total are independent options
- When both other and Total are selected:
- The value of total will be calculated including both the top ranking items and "other", e.g.
- top sellling countries 1..10
- other (= rest of the world)
- total (= all the world)
- The item label for Total will be = Parent Member Label
- The value of total will be calculated including both the top ranking items and "other", e.g.
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- It is possible to use ranking list in any control, for any settings where list are supported. No validation is planned for the moment (unless special cases emerge during development)
- The Ranking List will get the values by which it will be ranked by the control and report context, i.e. in the order:
- Selected item (if the control where it is used listen to another control, e.g. an item selector, a table,..
- POV selection
- Report Settings
- If the user changes the selected item / POV the ranking list will be automatically recalculated
Questions
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Question
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Answer
Technical Requirements
Audit Trail
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Action
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Message
Permissions
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Function
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Position in System
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Authorization Rule
Changes to database schema and migration
Changes to domain model
Changes to components
Changes to target infrastructure or platform
Non-functional requirements
Rationale
The following table show the important technical decisions made during the design of this user story.
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Issue
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Alternatives
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Introduction
To be able to create an ranking order the Ranking list can be used.
Requirements
When selecting the ranking list a couple of settings are required.
| Type | description |
|---|---|
| Dimension | As with all lists the list should be based on a dimension. Only one dimension can be used. |
Parent Member | Select the member that should be used for the ranking. |
| Children Level | Children means the direct member under selected parent and the base members are the lowest level members of the selected parent. |
| Number of items | Select the number of members that should be showed in the ranking list. |
| Include also | At the bottom a total can be added or/ and the other value of the not ranked members. |
| Sorting | Top to bottom or Bottom to top ranking can be used. Select the the preferred ranking method. |