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Site Summary

From PBI Reporting Wiki

Summary

The Site Summary page is part of the Yield, Weight, and Revenue report. It includes site currencies and displays data across various carriers.

Filters

Filter Description
Database Select the reporting database.
Site Choose the location or branch for the report.
Carrier Filter by transport provider.
Service Narrow results by type of service offered.
Customer View data for a specific customer.
Commodity Type Filter by category of goods.
Product Type Select specific product groups.
Date Define the reporting period (weekly, monthly, or custom range).
Site Currency Select specific currency of the revenue.


Data Transformation Applied

Query Transformations
let

    Source = MySQL.Database(

        "qms-reporting.cluster-ro-cbuxcavwaolv.eu-west-2.rds.amazonaws.com",

        "db",

        [

            ReturnSingleDatabase = true,

            CommandTimeout = #duration(0, 10, 0, 0),

  • Formatting – Data is arranged into a consistent structure used across all report pages.
  • Merging – Related tables (e.g., customers, carriers, services) are combined so the report shows complete information in one place.
  • Combining – Combined four tables (Groupair, AirCross, HAE, And ACS)
  • Cleaning – Any extra technical fields are removed, and values are standardized for easy reading.

Calculations

Columns Calculation Description
1. Total Yield&Target Yield By Date TotalYield Site =
IF (

    AND ( [Chargeable Weight] > 0, [Total Revenue Site] > 0 ),

    [Total Revenue Site] / [Chargeable Weight]

)

Target Yield =

SWITCH(

    TRUE(),

   

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "hae", 0.87,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "alb", 2.92,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "hai", 2.78,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "us", 2.03,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "nbo", 0.88,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "dxb", 0.68,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "scl", 1.76,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "HAE" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "sao", 2.34,

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "AIRCROSS" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "AirCross", 1.00,  -- placeholder

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "ACS" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "Ireland", 1.00,   -- placeholder

    SELECTEDVALUE('Combined Quatations Tables2'[Database]) = "GROUPAIR" &&

    SELECTEDVALUE('Combined Quatations Tables2'[Site]) = "GPA", 1.00,   -- placeholder

    BLANK()
  • Total Yield Site – Calculates a site’s yield by dividing total revenue by chargeable weight (only when both are greater than zero).
  • Target Yield – Uses preset target values for each site (based on the database and site name) to define the expected yield benchmark for comparison.
2. Total Revenue and Chargeable Weight By Date CHW (KG) =
SUMX (

    'Combined Quatations Tables2',

    IF (

        'Combined Quatations Tables2'[weight_unit] = "lb",

        'Combined Quatations Tables2'[chargeable_weight] * 0.45359237,

        'Combined Quatations Tables2'[chargeable_weight]   -- already in KG

    )

)


Total Revenue Site =
SUM('Combined Quatations Tables2'[Revenue2])
  • CHW (KG) – Calculates the total chargeable weight in kilograms, converting from Lb where needed.
  • Total Revenue Site – Sums up all revenue values for the selected site.