Kyligence Zen Product Experience—Entering Cloud Office

I. Introduction:

I work as an after-sales assistant in a company in the water purifier industry. 80% of my main work is dealing with excel reports. The following are my job responsibilities:

Since it is also a company that has been established for several years, the leaders often have the need for statistical reports (in order to cope with various meetings) when they are off work. As a result, for a long time, they have to take their computers home after work to prevent the sudden change of the leaders. need. At this time, I urgently want a software that can work on the cloud.

Under the recommendation of a classmate, I came into contact with Kyligence Zen products. I thought I needed IT knowledge reserves, but unexpectedly found that it waszero thresholdExcellent user experience, you can easily get started without knowing the code.

Next, let us start the experience journey of Kyligence Zen products!

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Second, the way to understand and learn:

Teaching a man to fish is worse than giving him a fish. Here are a few ways I learned:

1. Pay attention to the official account:

2. B station video:
   https://space.bilibili.com/516289125

2.1 The official also warmly gave a lot of [case demonstration] videos:

• (1). 60-second GET how to make EXCEL become an indicator application in seconds! :
  https://www.bilibili.com/video/BV1LL411Q7hM
• (2). What is the difference between the 60-second GET indicator platform, data center, and indicator library:
  https://www.bilibili.com/video/BV1sc411L7Dh
• (3). Changes happen in 60 seconds｜Excel x indicator platform, don't even know about ChatGPT? :
  https://www.bilibili.com/video/BV1bo4y1s7Re
• (4). Make changes happen in 60 seconds｜Look at how Kyligence Zen attribution analysis supports decision-making efficiently:
  https://www.bilibili.com/video/BV1Ec411L7BB

3. Official website address:
   https://cn.kyligence.io/

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3. Kyligence Zen product form:

By watching and understanding some videos and articles in the early stage, I gradually built in my mind what kind of thing is the Kyligence Zen product?

The following key features:

• 1. Efficient self-service decision-making for fast-paced shaping data products.
• 2. Based on indicators, drive the realization of business goals.
• 3. The indicator platform is closer to the business in the forward direction, and releases the productivity of professionals in the backward direction.
• 4. Product positioning is a very focused product, focusing on the field of indicator analysis and management.

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Fourth, the value of the product:

Because I am just elaborating on solving my business pain points, in fact, a large part of the powerful functions have not been used yet.

The data used by the leaders in the latest meeting needs to be analyzed in the regular meeting as a reference for the company's business adjustment:

• (1). How much is the machine installation in our department this quarter? How much does the installation cost?
• (2). Which machine has a higher repair rate/failure rate?
• (3). What is the repair rate between us and the third party after sales?

In the process of producing these data, many problems were encountered:

1. Output link length:

On the premise that there is no corresponding functional report in the system, the required data can only be provided by requesting temporary help from IT.

2. It is difficult to develop single, flexible, and infrequently used report requirements:

The internal development process is cumbersome, and the reporting requirements system is not perfect

Note: Sometimes, small changes have to go through a cumbersome process, for example, it is only possible to modify some copywriting.

3. The transformation of requirements is cumbersome, and sometimes what is made is not what you need.

For the after-sales department, it is often closely related to various costs, personnel, installation costs, complaint rates and other factors. With the company's operating strategy constantly changing, it is necessary to sort out relevant data and report to the leader. In terms of cost accounting, it is necessary to clearly know the dimensional data such as the timely completion rate of work orders between the company and third-party after-sales service, installation and maintenance costs, and employee costs. If there is no professional data team, Kyligence can provide a lightweight, efficient, and easy-to-use indicator system related to after-sales data analysis for attribution analysis.

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5. Kyligence Zen product check-in:

Kyligence Zen product offers a 14-day free trial campaign

1. Use the following address to register and log in:
   https://t.csdnimg.cn/HR2X

2. After entering the system, you can follow the prompts on the page to get started quickly, and you can also refer to the manual:
   https://zen-docs.kyligence.io/index.html

3. There are a large number of prompt boxes on the website, which allow us to quickly familiarize ourselves with a certain product and practice:

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Six, create a table:

1. Since the usual data report format is in excel format:

2. Differences between traditional data reports and Kyligence Zen product tables:

3. For a long time, the table has been made as simple as possible (there are more than 30 sheets as follows):

If you want to use Kyligence Zen products better, try to group the same type of data together. The following is to classify several types of excel into one excel, using type as a distinction:

4. New table:

Note: Since the usual data are excel documents, they need to be saved as csv format documents.

Note: among them written in excelThe calculation formula (=SUM(number*price + fee + rate_price)) can also be recognized, like it!

Note: The error message is not very friendly, and it flashes too fast. Like my English is not very good, it disappears before I finish reading. It needs to be repeated several times to reproduce the error message.

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7. Statistics on machine installation of after-sales engineers:

1. New table:

Note: If the extra column is not needed, a delete button can be provided.

2. In order to manage indicators more conveniently, you can create a new category:

3. Create all metrics for the first quarter:

Each after-sales employee has a fixed installation quota for commercial machines and home machines, which belongs to the post responsibility system. The excess number is the target performance, and the installation costs of commercial machines and home machines are also different prices.

Note: The selection criteria for data brushing given here are: the number of Zhang Yi’s installations of all commercial machines in the first quarter

4. Clone indicator:

Counting the number of home computer installations by Zhang Yi in the first quarter, there is only one condition that is different from the newly created indicator above. The other conditions can be reused and can be operated quickly and conveniently. Just imagine, if more than 40 Multiple indicators can be completed in about half an hour.

Note: You only need to change the type to a home machine.

5. Composite indicators:

How to calculate all the machines installed by Zhang Yi in the first quarter?

Calculation formula: Zhang Yi’s installed number of commercial computers in the first quarter + Zhang Yi’s installed number of home computers in the first quarter

Note: After the new creation is completed, you can compare it, 13 + 11 = 24

6. Added multiple after-sales staff indicators to prepare for subsequent target management associations:

7. Target management:

In the target management, add 2 levels of grouping, and each after-sales staff corresponds to the sub-targets of the two models.

Note: Can an excel import level be used here? The company has more than 40 after-sales personnel, isn't it too convenient?

8. Associate base metrics with target data:

Note: Here you can use the dynamic data of the associated indicator, or manually add a fixed value.

Note: After association, you can set whether it is completed or normal.

9. Associate composite metrics with target data:

10. Summarize:

The machine installation cost of a certain after-sales group can be seen intuitively, and it can also be used by leaders to provide data basis for departmental policy adjustments.

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Eight, after-sales engineer installation cost cost statistics:

Assuming that an after-sales engineer needs to install 5 pieces of equipment on the post-responsibility system business machine and home machine respectively, the excess equipment:

• Commercial machines are charged at 200 yuan each
• Household machines are charged at 100 yuan each

1. Create related indicators:

2. Create a new dashboard:

3. Add metrics to the dashboard:

4. Drag the indicator to the editable area of ​​the dashboard:

Note: Drag the two indicators to the right to the editable area of ​​the dashboard for parameter adjustment.

Note: If you remove the default date time latitude, all installation costs for this quarter will be displayed.

Note: The title of the chart can be customized, and the color is related.

Note: Only when the mouse moves over the point, the specific value will be displayed. It is best to display it directly on the graph. Because when reporting to the leader, you have to move the mouse to explain, which is not very intuitive.

5. Show the dashboard:

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Nine, machine repair rate statistics:

1. New category:
   

2. Create 2 new tables:

Note: maintenance record sheet

Note: The third-party service table can theoretically be written in the above table, but considering that the name may change frequently, it can be maintained in two tables.

3. Combined into one view:

4. Create metrics:

Note: There is no value here, which means the maintenance rate of the company.

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10. Which machine has a higher repair rate/failure rate?

1. Create a dashboard:

2. Add metrics:

3. Modify chart parameters:

4. Add filter:

Note: The default is to display the results of the total time period. We can set a filter to customize the data of the filtered time period, which is very flexible.

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Eleven: What is the repair rate between us and third-party after-sales service?

In the process of practice, the following operations cannot meet the requirements. The following is the idea:

1. Create a new "Monthly Our Machine Maintenance Rate" indicator:

2. Add filter condition to null value:

3. The indicator reports an error directly:

Note: It is recommended to change the copywriting. At that time, I always thought it was a server problem. The following is the error in the indicator:

4. Adopt plan two to clone three third-party after-sales indicators in sequence:

5. Filter the corresponding type type in turn:

6. Create composite indicators:

Formula: "Monthly after-sales maintenance rate" - "Monthly after-sales maintenance rate of a certain home" - "Monthly a certain master's after-sales maintenance rate" - "Monthly a certain worry-free after-sales maintenance rate" = "Monthly our company's after-sales maintenance rate "

7. The dashboard still displays 3 types:

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Eleven: What is the repair rate between us and third-party after-sales service?

Replacement scheme, add an is_my field in repair_data

1. Add an is_my field to repair_data:

2. Create views in turn, and create indicators, add a latitude is_my:

3. Create a dashboard:

Note: The maintenance rate of the machine, the maintenance rate of the third party and our company, the maintenance rate of the machine model of the third party and our company, coupled with the time latitude, you can keep an eye on the changing form of the data at any time.

4. Detailed analysis of indicators:

Here you can filter a certain period of time, and through the attribution analysis of cloud costs, you can easily find the root cause of the change, so as to better help optimization.

从分析报告来看，该周期内，我们的机器维修数据增长了156%。

从机器型号角度，D432维修率最高，我们也可以将相关数据反馈给工厂，是不是有机器的缺陷？

Note: At present, it is found that only one time period can be compared with one time period, and the periodic change of a certain latitude cannot be seen in one time period. For example, if you want to search from January to April, you can see the periodic changes of type by month.

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12. Other functions:

• 1. The quick start has been completed, and an error will be reported when viewing the unified index directory:

• 2. Integration with Feishu:
     https://zen-docs.kyligence.io/integration/feishu-integration
     
     Note: It’s too specialized. Personally, I think it’s possible to directly provide services like WeChat applets and purchase corresponding products for direct support. For A company without a technical team is not very friendly.

3. Kyligence Zen provides a simple and easy-to-use plug-in, and users can connect to the indicator platform with one click in Excel / WPS for perspective analysis and visualization.

Kyligence Zen users can further explore and analyze indicators in Excel, and can filter dimensions by label, filter and sort dimensions based on indicator values, drill down/roll up, diversified pivot table layouts, and local Excel And the two-way support of cloud Excel, etc.

4. Indicator lineage:

It can record and trace relevant information such as the source of indicator data, indicator owner, calculation logic, calculation formula, and other indicator data relied on, helping users to clearly understand the overall picture and background information of an indicator.

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Thirteen. Summary:

After-sales service is the key to ensure the normal operation of the company's water purifiers, but due to various factors (after-sales service, completion rate, rework rate, etc.), the reputation of the company's business has declined, efficiency is not timely, and after-sales costs have increased.

For small and medium-sized enterprises, how to find core indicators based on data analysis of after-sales data, drive the optimization of after-sales service structure, and improve express delivery efficiency.

With the help of Kyligence Zen in the whole process, operators can complete it efficiently and by themselves, from introducing data and indicators to making preliminary judgments:

• 1. Significantly reduces the usual reliance on data or IT teams.
• 2. Dramatically reduce the time from data to decision.
• 3. Provide reasonable and credible basis for business decision-making at the first time, and help to accurately adjust market strategies.

Above we will use some real data examples to demonstrate how tohalf working dayIn order to conduct data analysis in order to better conduct data analysis and decision support.