前期:项目准备阶段
Early Stage: Project Preparation
需求收集与定义: 与业务部门和管理层沟通,了解他们对销售报表的具体需求。确定报表需要包含的指标、维度、时间范围等信息。
Requirement Gathering and Definition: Engage with business departments and management to understand their specific requirements for the sales report. Determine the metrics, dimensions, time ranges, etc., to be included in the report.
数据收集与清洗: 确保能够获取所需的销售数据,包括销售额、销售数量、产品信息、客户信息等。进行数据清洗,处理缺失值、异常值和重复值,确保数据质量。
Data Collection and Cleaning: Ensure access to the required sales data, including sales revenue, quantity, product information, customer information, etc. Cleanse the data by handling missing values, outliers, and duplicates to ensure data quality.
技术选型与架构设计: 根据项目需求和数据特点,选择合适的BI工具和数据库。设计报表的数据模型和架构,确定报表的展现形式和交互方式。
Technology Selection and Architecture Design: Based