Outcome:
The outcome of this document is to establish a structured approach for data modeling and analysis within Zoho Analytics, ensuring efficient data processing, visualization, and reporting.
Use case Implementation Steps:
Implementation Stage 1: Define Data Modeling Requirements
Description: Identify key data sources, relationships, and reporting needs. Ensure datasets are structured for seamless integration and analysis.
Input:
Data sources (databases, cloud apps, spreadsheets)
Business metrics and reporting needs
Output:
Defined data model structure
Identification of key metrics and attributes
Implementation Stage 2: Data Integration and Merging
Description: Import and merge data from multiple sources using Lookup Columns, Query Tables, and Data Blendingto create a unified dataset.
Input:
Data sources and relationships
Defined joins and lookup configuration
Output:
Integrated data model with structured relationships
Consolidated dataset for reporting
Implementation Stage 4: Data Cleansing and Validation
Description: Use Find & Replace and Data Bucketing to clean and categorize data for better insights.
Input:
Raw data with different formats
Required formatting rules
Output:
Cleaned and formatted dataset
Standardized reporting format
Implementation Stage 5: Report and Dashboard Creation
Description: Build charts, pivot tables, dashboards and data snapshots for real-time reporting and trend analysis.
Input:
Processed and validated data
Business-specific reporting needs
Output:
Interactive reports and dashboards
Automated trend and historical analysis
Target Audience:
Data Analysts: Responsible for structuring and analyzing data.
Business Users: Utilize dashboards for insights and decision-making.
Administrators: Manage data access, connections and configurations.
Tool Permissions Required:
Administrator Access: For managing datasets, configurations and user permissions.
Data Analyst Access: For creating reports, dashboards and query tables.
Business User Access: For viewing reports and dashboards.