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Solution Overview

Background

We have built the following:

  • a KPI Dashboard (currently not in use anymore)
  • a pax8 License Invoicing Dashboard
  • a monthly time log paginated report
  • a weekly timelog paginated report

Data Sources

System Version Access Refresh Other Remarks
pax8 CSV, manually downloaded monthly, manually
planio API Daily

Data Lineage

graph LR

   pax8[fa:fa-file-excel Pax8]
   SMpax8((fa:fa-star-of-life pax8<br>SM))
   Rpax8(fa:fa-chart-pie pax8<br>report)

   pax8 --> SMpax8 --> Rpax8

   style pax8 fill:#217346,color:#fff
   style SMpax8 fill:#FFD700,color:#000
   style Rpax8 fill:#FFD700,color:#000


   planio[fa:fa-cloud Planio]
   DWH((fa:fa-database DWH))
   SMtr((fa:fa-star-of-life time<br>reporting<br>SM))
   Rtr(fa:fa-star-of-life time_reporting)
   WeeklyTimeReport(fa:fa-file-text-o WeeklyTimeReport )
   MonthlyCustomerTimeLog(fa:fa-file-text-o MonthlyCustomerTimeLog)
   MonthlyPeriodicalInvoicingOverview(fa:fa-file-text-o MonthlyPeriodicalInvoicingOverview)

   planio --> DWH --> SMtr --> Rtr
   SMtr --> WeeklyTimeReport
   SMtr --> MonthlyCustomerTimeLog
   SMtr --> MonthlyPeriodicalInvoicingOverview

   style DWH fill:#007fff
   style planio fill:#55a8c3,color:#fff
   style SMtr fill:#FFD700,color:#000
   style Rtr fill:#FFD700,color:#000
   style WeeklyTimeReport fill:#FFD700,color:#000
   style MonthlyCustomerTimeLog fill:#FFD700,color:#000
   style MonthlyPeriodicalInvoicingOverview fill:#FFD700,color:#000

Perspectives

Perspective Type KPQ
Operations Operational NA

Entities

Entity System Description Count
WORKLOGS planio Worklogs of pwrp employees 5000
ISSUE planio Issues 3000
ORDER planio Client Orders 200
LICENSE_INVOICE_LINE pax8 pax8 license invoice lines 50'000

Workspaces

Workspace Description Access
Operations Operations stuff, e.g. Isabelle Christoph
OperationsEmbedded Embed Capacity Workspace for the paginated timelog run

Files

File Name Workspace Description
time_reporting.pbix Operations
pax8 dashboard.pbix Operations
WeeklyTimeReport.rdl Operations, Operations Embed
MonthlyCustomerTimeLog.rdl Operations, OperationsEmbedded
MonthlyPeriodicalInvoicingOverview.rdl Operations, OperationsEmbedded