How to start and perform the process

Define the Problem:

  • What figures/KPI shall be presented?

  • What questions shall be answered?

  • What data or process  dependencies shall be visualized?

  • What are the desired time intervals in the report?

  • Time def. in date handling (fiscal vs reg. year)?

  • Who are the receipiants of the report?

  • What security/trust levels are required?

  • Mobile access desired?

Clean & Explore the Data

  • Perform data analysis

  • Correct problems

Communicate the results

Gather the Data

  • Adapt data source /e.g. SPIRE by Spire-Systems)

  • What custom-defined SPIRE-fields do exist?

  • What other data sources are required?

  • How are they connected with SPIRE (Keys)?

  • Setup other data sources

  • Perform data analysis

  • Define data-types

  • Define connections

  • Built data model

Adapt the Model

  • Adapt changes in measures and udf-Fields

  • Adapt the layouts and colors

  • Adapt visuals

Testing

  • Technical

  • Content/Figures

  • Updating