Big Data era, increasingly highlight the value of data, data analysis is becoming a key factor in business decisions. The report is the most intuitive and integrated approach to data analysis results to decision-making. Therefore, the role of reports in business management is becoming more and more prominent. CIOs and business leaders are paying more and more attention to data, and the demand for reports is naturally increasing.
Management needs to be seen not only in the report both internal and external business data analysis, reporting a greater need to provide more insightful business data information for them. However, in actual work, traditional Excel reports can no longer meet this demand, and programming reports requires business personnel to have a certain technical foundation.
Therefore, it is necessary to build enterprise reporting platform. The report platform can not only save the time of data statistics and report preparation, allow business personnel to return to business, improve work efficiency, but also provide richer analysis methods to provide support for corporate decision-making.
So how from 0-1 platform construction report it? Next, Sematic software project manager project will be a wealth of experience to share with everyone.
Understand the overall architecture of the reporting platform
The whole structure reporting platform is like a villa. End environment (hardware and software environment) like villa land , first began to have land to build villas. The data terminal is just like the foundation of a villa, and the development of reports requires data to support. Although users cannot see the massive data behind the report, the data is the most important link. Is to show the end of the room , customers can actually see the contents of reach. The displayed content generally includes three categories: table, graphics, and self-service analysis. The customer usually through an integrated and client side to access the contents of the show.
However, with reporting platform this building, "villa" can not fully meet the needs of customers, but also need to have a "property" - operation and maintenance , to carry out future maintenance work, the "developers" of data transferred to the customer, convenience Work in the future.
Clarify the construction process of the reporting platform
First of all, there are 4 stages in the construction of the report platform: the demand stage, the implementation stage, the test stage, and the online stage.
Demand phase : understand what the customer wants, and then transform what the customer wants into a clear demand
Implementation stage : deliver the clear requirements
Test phase : test whether the delivered content meets the online requirements
On-line stage : After the product has passed the test, it can be put into production
The three parts of the report platform "villa" introduced above will have corresponding work in the four stages of the construction process.
Environment deployment
Environment deployment is our first priority when building a reporting platform. We first need to understand the customer's environmental requirements, investigate the expected number of users, concurrent numbers, and the software and hardware requirements of users, and apply for servers. Then deploy according to requirements, obtain documents required for environment deployment, configure servers, install related software, and check whether the deployment environment is operating normally. After the completion, the environment test is carried out to test whether the client can log in to the system normally, and the system has no stalls and no errors. After the test is passed, the environmental acceptance will be carried out, which is to sign the installation confirmation sheet. After the environment is prepared, the next work can be carried out.
Report & data implementation
The report implementation and data implementation are parallel and intersected. First of all, we need to conduct research and communication with customers to clarify where the customer's data is obtained from, and what should the report look like? Record and confirm the work. Then create a database connection for data set/theme development and report development. Finally, conduct an integration test with the customer to verify whether the product meets the online standards. After passing it, you can enter the trial run stage.
Operation and maintenance handover
After the trial operation phase, the project is at the end. At this time, it is necessary to transfer the maintenance work to the other party, and teach the customer how to maintain the platform and how to maintain the report. For example, the handover of project documents, including requirements specifications, system outline design, system operation and maintenance manuals, etc. In addition, relevant operation and maintenance training will be organized to meet the special needs of users. In addition to handing over with customers, after-sales service is also provided after project acceptance, project-related materials will also be handed over to the corresponding after-sales team.
When the operation and maintenance handover and trial run phases are completed, we will confirm the acceptance with the customer. At this point, the entire report platform has been completed.
According to industry definitions, BI development from self-help to the development of traditional BI BI, then intelligent BI. But the relationship between the three is not a conflict, but to meet the analytical needs of enterprises of different scenarios, described above, it is a traditional BI reporting platform, to meet the BI needs of enterprise fixed scene. Smartbi Insight can help technicians quickly deploy and develop a reporting platform, including Chinese-style reports, multi-dimensional analysis and visual dashboard functions. Among them, the report function is characterized by "true Excel", which turns Office Excel and WPS forms into enterprise-level WEB report designers, and the existing Excel reports and capabilities of the enterprise can be effectively reused.