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Calculating the Production Focus score using data exports
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{{Design pattern|Title=Calculate Production Focus score using weekly/monthly data exports|Description=How to calculate Production Focus score using weekly/monthly data exports|Version=8.5|Applications=Pega Workforce Intelligence|Capability Area=Workforce Intelligence|Owner=Agrawal, anurag}}
  
|Request to Publish=
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Workforce Intelligence compares the actual production hours accumulated by a department or team or associates to their expected hours, to calculate a Production Focus score.
  
|Curator Assigned=
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Clients like to combine and compare weekly or monthly aggregate data exports with additional (external) metrics generated by third-party systems. For example, they would like to compare Production Focus score with Claims productivity metrics. Using the weekly or monthly aggregate data exports, they can calculate the Workforce Intelligence Production Focus score and use/compare it with additional (external) metrics.
|Description=
 
|Applications=
 
|Capability Area=
 
|Version=
 
  
}}
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== Before you begin  ==
↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓  '''<big>Please Read Below</big>''' ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓
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It is important to download and save the weekly or monthly aggregate data export files. The file can be accessed either from the exports page '''(Analysis -> Exports)''' or by leveraging the export API to download them. The clients should have access to either MS Excel or other BI tools to calculate the Production Focus score. The Production Focus score in this article is calculated using MS Excel.
  
Enter your content below. Use the basic wiki template that is provided to organize your content.  After making your edits, add a summary comment that briefly describes your work, and then click "SAVE".  To edit your content later, select the page from your "Watchlist" summary. If you can not find your article, search the design pattern title.
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=== Understand the terms required for Production Focus calculation ===
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To calculate the Production Focus score, we need the following values:
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# '''Pa''' – Actual production hours (recorded by Pega Robot Runtime)
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# '''Pe''' – Expected production hours (calculated by Workforce Intelligence based on the expected hours and production percentage target)
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# '''Production %''' - The percentage of time spent in production applications and websites during the expected hours or shift.
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'''Note:''' ''The data export provides the Total Expected Hours value of a user for a given calendar day.''
  
When your content is ready for publishing, next to the '''"Request to Publish"''' field above, type '''"Yes"'''. A Curator then reviews and publishes the content, which might take up to 48 hours.
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Sample Screenshot from the Summary page highlighting the values required for calculation:
  
↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓ '''<big>The above text will be removed prior to being published</big>''' ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓
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[[File:Production focus score screenshot 1 alt.jpg|border|frameless|1200x1200px]]
  
== Description ==
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===== Calculate Expected production hours (Pe) =====
Workforce Intelligence compares the actual production hours accumulated by a department or team to its expected hours, to calculate a production focus score.
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'''Mathematical Formula -''' '''Total''' '''Expected hours''' * '''Production % = Expected production hours (Pe)'''
  
== Use case examples ==
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'''Example -'''
Provide a business example to help users understand the objective.
 
  
== Before you begin ==
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In the above screenshot, the total expected hours is '''9.5h.''' This value should be multiplied by '''production %''' which is set to '''0.5''' (by Workforce Intelligence administrator).  
Is it necessary to plan anything in advance, or are external steps using other tools required to achieve the goal? If any specific configuration procedures (how-tos) exist on Pega Community pages, you can link to those assets here by providing the URL.
 
  
== Process/Steps to achieve objective ==
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'''Expected production hours (Pe) = 9.5''' * '''0.5'''
To calculate the score, you need the following values:
 
  
1.     Pe – Total Expected Production Hours
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After multiplying the two values, the expected production hours ('''Pe)''' is '''4.8h'''
  
2.     Pa – Total Production Hours
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Actual production hours ('''Pa''') can be calculated by summing the production category time of the user for a specific day.
  
The data export provides the Total Expected Hours value of a user for a given calendar day
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===== Calculate Production Focus Score =====
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'''Mathematical Formula = IF(Pa>(1.2*Pe),10,IF(Pa<Pe,(Pa/Pe)*8,10*Pa/Pe-2))'''
  
In order to calculate the Pe value, the total expected hours (4.9 hrs. in above example) should be multiplied by production percentage target (which is 0.6). This will give the expected production hours (Pe = 2.9h)
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== Prepare the data export file to calculate the Production Focus score ==
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Use the following steps to calculate the score using the weekly data export of the user mentioned in above screenshot:
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# Select the data and create a new pivot in a new sub-sheet.
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#* Add '''shift_date,''' '''user_name''' and '''category''' fields under the Rows section of the pivot.
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#* In the pivots, value column, add the following fields -
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#** Sum of '''time_seconds''' field
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#*** This will provide the total time for a specific day, for a specific user and by different categories
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#*** Rename the column to '''Total Time (secs)'''
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#** Max Value of '''expected_time_seconds''' field
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#*** The data export provides the total expected time, which is same for specific day, specific user and for every category.
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#*** Rename the column to '''Total Expected Time (secs)'''
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# Store the '''Total Expected Time (secs)''' value in a new cell.
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#* You can convert this value from secs to hrs. in a new cell.
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# Calculate the '''Expected Production Hours (Pe)''' by multiplying the '''Total Expected Time (secs)''' value with '''production %''' (production % is 0.5 in this example)
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#* You can convert this value from secs to hrs. in a new cell.
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# Store the '''Actual Production hours (Pa)''' and '''Expected Production Hours (Pe)''' in new cells.
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# Use the '''Production Focus Score''' formula to calculate the production score.  
  
Pa can be calculated by summing the production time of the user for a specific day.
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== Results ==
 
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The whole setup should look like this:
The formula to calculate the score is '''=IF(Pa>(1.2*Pe),10,IF(Pa<Pe,(Pa/Pe)*8,10*Pa/Pe-2))'''
 
 
 
'''Steps to calculate the score using data export–'''
 
 
 
The following provides the steps to calculate score using the weekly data export of the user mentioned in above screenshot. ''' '''The ex
 
 
 
1.     Create a new pivot in a new sheet.
 
 
 
a.     Add shift_date, user_name and category columns in the Rows section
 
 
 
b.     In the values column –
 
 
 
                                                            i.     Summation of time_seconds – This will provide the total time for a specific day, for a specific user and by different categories. Rename the column to Total Time (Secs)
 
 
 
                                                           ii.     Max Value of expected_time_seconds (The data export provides the total expected time which is same for specific day, specific user and for every category). Rename the column to Total Expected Time (secs)
 
 
 
2.     Store the Total Expected Time value in a new cell.
 
  
3.     Calculate the Expected Production Hours (Pe) by multiplying the value with production percentage target (Production percentage target is 0.6 in this case)
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[[File:Production focus score screenshot.jpg|border|frameless|1350x1350px]]
  
4.     Store the Production Total Time (Pa) and Expected Production Hours (Pe) in new cells.
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== Additional resources ==
 
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For more information, see
5.     Use the above formula to calculate the score.  
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* [http://help.openspan.com/wi30/concepts/understanding_scoring.htm?rhsearch=scores&rhhlterm=scoring%20scores%20score Production Scoring]
 
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* [http://help.openspan.com/wi30/concepts/understanding_expected_hours.htm?rhsearch=expected%20hours&rhhlterm=expected%20hours Expected Work Hours]
The whole setup should look like this –
 
 
 
== Results ==
 
What do you expect the user to see or be able to do after they complete this design pattern?
 

Latest revision as of 17:48, 7 June 2021

Calculate Production Focus score using weekly/monthly data exports

Description How to calculate Production Focus score using weekly/monthly data exports
Version as of 8.5
Application Pega Workforce Intelligence
Capability/Industry Area Workforce Intelligence



Workforce Intelligence compares the actual production hours accumulated by a department or team or associates to their expected hours, to calculate a Production Focus score.

Clients like to combine and compare weekly or monthly aggregate data exports with additional (external) metrics generated by third-party systems. For example, they would like to compare Production Focus score with Claims productivity metrics. Using the weekly or monthly aggregate data exports, they can calculate the Workforce Intelligence Production Focus score and use/compare it with additional (external) metrics.

Before you begin[edit]

It is important to download and save the weekly or monthly aggregate data export files. The file can be accessed either from the exports page (Analysis -> Exports) or by leveraging the export API to download them. The clients should have access to either MS Excel or other BI tools to calculate the Production Focus score. The Production Focus score in this article is calculated using MS Excel.

Understand the terms required for Production Focus calculation[edit]

To calculate the Production Focus score, we need the following values:

  1. Pa – Actual production hours (recorded by Pega Robot Runtime)
  2. Pe – Expected production hours (calculated by Workforce Intelligence based on the expected hours and production percentage target)
  3. Production % - The percentage of time spent in production applications and websites during the expected hours or shift.

Note: The data export provides the Total Expected Hours value of a user for a given calendar day.

Sample Screenshot from the Summary page highlighting the values required for calculation:

Production focus score screenshot 1 alt.jpg

Calculate Expected production hours (Pe)[edit]

Mathematical Formula - Total Expected hours * Production % = Expected production hours (Pe)

Example -

In the above screenshot, the total expected hours is 9.5h. This value should be multiplied by production % which is set to 0.5 (by Workforce Intelligence administrator).

Expected production hours (Pe) = 9.5 * 0.5

After multiplying the two values, the expected production hours (Pe) is 4.8h

Actual production hours (Pa) can be calculated by summing the production category time of the user for a specific day.

Calculate Production Focus Score[edit]

Mathematical Formula = IF(Pa>(1.2*Pe),10,IF(Pa<Pe,(Pa/Pe)*8,10*Pa/Pe-2))

Prepare the data export file to calculate the Production Focus score[edit]

Use the following steps to calculate the score using the weekly data export of the user mentioned in above screenshot:

  1. Select the data and create a new pivot in a new sub-sheet.
    • Add shift_date, user_name and category fields under the Rows section of the pivot.
    • In the pivots, value column, add the following fields -
      • Sum of time_seconds field
        • This will provide the total time for a specific day, for a specific user and by different categories
        • Rename the column to Total Time (secs)
      • Max Value of expected_time_seconds field
        • The data export provides the total expected time, which is same for specific day, specific user and for every category.
        • Rename the column to Total Expected Time (secs)
  2. Store the Total Expected Time (secs) value in a new cell.
    • You can convert this value from secs to hrs. in a new cell.
  3. Calculate the Expected Production Hours (Pe) by multiplying the Total Expected Time (secs) value with production % (production % is 0.5 in this example)
    • You can convert this value from secs to hrs. in a new cell.
  4. Store the Actual Production hours (Pa) and Expected Production Hours (Pe) in new cells.
  5. Use the Production Focus Score formula to calculate the production score.

Results[edit]

The whole setup should look like this:

Production focus score screenshot.jpg

Additional resources[edit]

For more information, see