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Note that updates are required in core to track the owner (called out on the Federated Data License PRD https://unifiedcompliance.atlassian.net/l/cp/4Wb1QpYn ) the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.
Requirement | Description | User Story | Importance | Status | Comments |
---|---|---|---|---|---|
Following reports all pertain to shared lists which infers the organization is using the UCF APIs. | |||||
Authority Document usage per organization. | List of companies and ADs they have placed in at least one shared list. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document count per organization. | List of companies with a Cumulative count of ADs across all their shared lists. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document distinct / unique count per organization. | List of companies with a Distinct count of ADs across all their shared lists. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document usage per Industry. | Count of Authority Documents used in at least one shared list by Industry. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document revenue tracking. | Done | Updates to core and BI model needed to filter by Contributor. | |||
Authority document per country. | Count of Authority Documents used in at least one shared list by Country. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document usage by Job Title and Job Function. | Count of Authority Documents used in at least one shared list by Job Title and Job Function. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority Document usage by user. | Count of Authority Documents used in at least one shared list by user. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Ability to filter all reports by data owner. | In order to periodically distribute reports to data owners, need to update the data model and reporting to filter by data owner. | New |
Power BI available reports for internal usage.
Note that updates are required in the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.
Following reports all pertain |
builds. | |||||
Build usage per organization. | List of companies and ADs they have placed in at least one build. | ||||
Build usage by industry. | Count of Authority Documents used in at least one build by Industry. | ||||
Build usage by annual revenue. | |||||
Build usage by country. | Count of Authority Documents used in at least one build by Country. | ||||
Build usage by user. | Count of Authority Documents used in at least one build by user. | ||||
Compare build usage by organization. | List of companies and Compare Builds they have created. |
UC 4.0 Required Reports following similar requirements used for the Power BI reports.
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
Ability for content creators to view and run reports from a content reporting page.
Sean Kohler just added this one.
Reports below all pertain to the contributor’s point of view.
All reports accessible through UI.
All reports accessible via the API.
Authority Document usage per organization.
List of companies and ADs (owned by the contributor) they have placed in at least one shared list.
Can we distribute actual company name due to GRC concerns?
Authority Document count per organization.
List of companies with a Cumulative count of ADs (owned by the contributor) across all their shared lists own
Can we distribute actual company name due to GRC concerns?
Authority Document distinct / unique count per organization.
List of companies with a Distinct count of ADs (owned by the contributor) across all their shared lists.
Can we distribute actual company name due to GRC concerns?
Authority Document usage per Industry.
Count of Authority Documents (owned by the contributor) used in at least one shared list by Industry.
Authority Document revenue tracking.
Authority document per country.
Count of Authority Documents (owned by the contributor) used in at least one shared list by Country.
Authority Document usage by Job Title and Job Function.
Count of Authority Documents (owned by the contributor) used in at least one shared list by Job Title and Job Function.
Authority Document usage by user.
Count of Authority Documents (owned by the contributor) used in at least one shared list by user.
Probably can’t distribute due to privacy policy.
UC 4.0 Required Reports following similar requirements used for the Power BI reports.
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
Build usage per organization.
List of companies and ADs they have placed in at least one build.
Build usage by industry.
Count of Authority Documents used in at least one build by Industry.
Build usage by annual revenue.
Build usage by country.
Count of Authority Documents used in at least one build by Country.
Build usage by user.
Count of Authority Documents used in at least one build by user.
Compare build usage by organization.
List of companies and Compare Builds they have created.
In-product Reporting
In-product Reporting
Reporting functionality built into the UC 4.0 Platform.
Requirement | Description | User Story | Importance | Status | Comments |
---|
Power BI available reports for internal usage.
Note that updates are required in the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
Authority Document usage per organization.
List of companies and ADs they have placed in at least one shared list.
Done
Updates needed to filter by Contributor.
Authority Document count per organization.
List of companies with a Cumulative count of ADs across all their shared lists.
Done
Updates needed to filter by Contributor.
Authority Document distinct / unique count per organization.
List of companies with a Distinct count of ADs across all their shared lists.
Done
Updates needed to filter by Contributor.
Authority Document usage per Industry.
Count of Authority Documents used in at least one shared list by Industry.
Done
Updates needed to filter by Contributor.
Authority Document revenue tracking.
Done
Authority Document usage by user.
Count of Authority Documents used in at least one shared list by user.
Done
Updates needed to filter by Contributor.
Authority document per country.
Count of Authority Documents used in at least one shared list by Country.
Done
Updates needed to filter by Contributor.
Authority Document usage by Job Title and Job Function.
Count of Authority Documents used in at least one shared list by Job Title and Job Function.
Done
Updates needed to filter by Contributor.
Ability |
In order to periodically distribute reports to data owners, need to update the data model and reporting to filter by data owner.
New
for |
Note that updates are required in the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
Build usage per organization.
List of companies and ADs they have placed in at least one build.
Build usage by industry.
Count of Authority Documents used in at least one build by Industry.
Build usage by annual revenue.
Build usage by country.
Count of Authority Documents used in at least one build by Country.
Build usage by user.
Count of Authority Documents used in at least one build by user.
Compare build usage by organization.
List of companies and Compare Builds they have created.
UC 4.0 Required Reports following similar requirements used for the Power BI reports.
Following reports all pertain to shared lists which infers the organization is using the UCF APIs.
content creators to view and run reports from a content reporting page. |
Sean Kohler just added this one.
Reports below all pertain to the contributor’s point of view. | |||||
All reports accessible through UI. | |||||
All reports accessible via the API. | |||||
Authority Document usage per organization. | List of companies and ADs (owned by the contributor) they have placed in at least one shared list. | Can we |
share actual company name due to GRC concerns? | |
Authority Document count per organization. | List of companies with a Cumulative count of ADs (owned by the contributor) across all their shared lists own |
Can we distribute actual company name due to GRC concerns?
Authority Document distinct / unique count per organization. | List of companies with a Distinct count of ADs (owned by the contributor) across all their shared lists. |
Can we distribute actual company name due to GRC concerns?
Authority Document usage per Industry. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Industry. | ||||
Authority Document revenue tracking. | |||||
Authority document per country. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Country. | ||||
Authority Document usage by Job Title and Job Function. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Job Title and Job Function. | ||||
Authority Document usage by user. | Count of Authority Documents (owned by the contributor) used in at least one shared list by user. | Probably can’t distribute due to privacy policy. | |||
UC 4.0 Required Reports following similar requirements used for the Power BI reports. Following reports all pertain to |
buillds. | |||||
Build usage per organization. | List of companies and ADs they have placed in at least one build. | ||||
Build usage by industry. | Count of Authority Documents used in at least one build by Industry. | ||||
Build usage by annual revenue. | |||||
Build usage by country. | Count of Authority Documents used in at least one build by Country. | ||||
Build usage by user. | Count of Authority Documents used in at least one build by user. | ||||
Compare build usage by organization. | List of companies and Compare Builds they have created. |
Open Questions
List any open questions that come to mind throughout the lifecycle of this project
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Below is quick sketch of what a report dashboard might look like for a content contributor’s perspective.
The mockup is to show what is meant by a report as opposed to the proposed ADs after self-identification which is used accelerate the time-to-value of the AD selection process.
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