{"id":162,"date":"2014-02-05T17:31:22","date_gmt":"2014-02-05T17:31:22","guid":{"rendered":"http:\/\/arunethan.com\/?p=162"},"modified":"2015-12-01T16:32:22","modified_gmt":"2015-12-01T16:32:22","slug":"tableau-exploration-with-portfolio-management-system","status":"publish","type":"post","link":"http:\/\/arunethan.com\/?p=162","title":{"rendered":"Tableau exploration with Portfolio Management System"},"content":{"rendered":"<div class=\"pf-content\"><p><span style=\"line-height: 1.5em;\">Gathered and analyzed requirements for a portfolio management system following an iterative development\u00a0approach.\u00a0<\/span><span style=\"line-height: 1.5em;\">Created an OLTP in MySQL and star schema, OLAP for the data warehouse, followed the standard design convention.\u00a0<\/span><span style=\"line-height: 1.5em;\">The OLAP was created accommodating slowly changing dimensions recording historical data of employees and time\u00a0stamped status of project information.\u00a0<\/span><span style=\"line-height: 1.5em;\">Create facts and dimension table in MYSQL using complex SQL join statements on the OLTP tables.\u00a0<\/span><span style=\"line-height: 1.5em;\">The dimensions and facts are created with indexes on foreign keys to enhance query performances.<\/span><span style=\"line-height: 1.5em;\">\u00a0Created a view of the MYSQL data and the data extracts were loaded to the tableau server for query performance.<\/span><\/p>\n<p><iframe loading=\"lazy\" style=\"line-height: 1.5em;\" src=\"http:\/\/prezi.com\/embed\/_ambywpedtsd\/?bgcolor=ffffff&amp;lock_to_path=0&amp;autoplay=0&amp;autohide_ctrls=0&amp;features=undefined&amp;disabled_features=undefined\" height=\"400\" width=\"550\" frameborder=\"0\"><\/iframe><\/p>\n<p>The tableau dashboard and workbooks are hosted in the tableau public server.\u00a0Created calculated fields to find the margin based on the revenue gained and expense incurred.\u00a0Structured the data as hierarchies with portfolio as the highest level followed by application and project details.\u00a0Created groups for the application data to do category based analysis of the data.\u00a0Created sets to display project data based on conditions like the top 3 projects for the given portfolio.<\/p>\n<p>Created parameters to set working hours goals by checking if the working hours is more than a certain definite\u00a0average.\u00a0Created animated visualization to understand the growth of margin with respect to revenue and expense over time\u00a0using the pages card.\u00a0\u00a0 Created symbol maps to understand the geo-spatial distribution of projects with custom symbols made to represent\u00a0the application category.\u00a0Manually organized the dimensions and measures like moving the surrogate keys, date, descriptions, flags and\u00a0categories as dimensions.<\/p>\n<p>Customized the tooltips and text to end user understandable format, the numerical measure was changed to its\u00a0appropriate formats like representing the revenue, expense and margins as currency values.\u00a0Created dashboards in Tableau to analyze the revenue, expense over various attributes of employee, project, time\u00a0and location dimension.\u00a0The dashboard is built with floating objects and capitalizing the various dashboard features like URL, images, web\u00a0integration&#8217;s.\u00a0The portfolio data is represented as tree map based on the margin, the detailed application data is represented as\u00a0column graph with highlight table distributing the margin across employee roles. The detailed cross tab data of each\u00a0employee is provided to understand the underlying data across attributes.\u00a0Created the appropriate filter for project level and employee level data. The project level filter was single select and\u00a0employee level filter was a wild card search.\u00a0Experimenting with social media analytics to provide application related data from twitter REST API and streaming\u00a0API.<\/p>\n<p>The next step is to create a portal style dashboard using the existing dashboard and workbooks. Exploring tableau&#8217;s javascript API features to implement this.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Gathered and analyzed requirements for a portfolio management system following an iterative development\u00a0approach.\u00a0Created an OLTP in MySQL and star schema, OLAP for the data warehouse, followed the standard design convention.\u00a0The OLAP was created accommodating&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":163,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[104],"tags":[],"_links":{"self":[{"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/posts\/162"}],"collection":[{"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/arunethan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=162"}],"version-history":[{"count":1,"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/posts\/162\/revisions"}],"predecessor-version":[{"id":165,"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/posts\/162\/revisions\/165"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/arunethan.com\/index.php?rest_route=\/wp\/v2\/media\/163"}],"wp:attachment":[{"href":"http:\/\/arunethan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/arunethan.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=162"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/arunethan.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}