New Site Creation Questionarie
Mark Wu Feb 22, 2017 9:22 PMI have blog about how to use site. As summary, site is useful for better data security, easy governance, employing self-service and distributing administrative work. Here is some cases when sites should not be used:
- Do not create a new site if the requested site will use the same data sets as one of the existing sites, you may want to create a project within the existing site to avoid potential duplicate extracts (or live connections) running against the same source database.
- Do not create a new site if the requested site overlaps end users a lot with one existing site, you may want to create a project within the existing site to avoid duplicating user maintenance works
How to decide if a new site should be created or not? Here is my site creation questionnaire:
- Does your bigger team have an existing site already on self-service analytics server? If yes, you can use the existing site.
- Who is the primary business / application contact?
- What business process / group does this application represent? (like sales, finance, etc)?
- Briefly describe the purpose and value of the application?
- Do you have an IT contact for your group for this application? Who is the contact?
- What are the data sources?
- Are there any sensitive data to be reporting on (like federal data, customer or client data)? If yes, describe in details about the source data.
- Are there any private data as part of source data? (like HR data, sensitive finance data)
- Who are the audiences of the reports? How many audiences do you anticipate? Are there any partners who will access the data?
- Does the source data have more than one enterprise data? If yes, what is the plan for data level security?
- What are the primary data elements / measures to be reporting on (e.g. booking, revenue, customer cases, expenses, etc)
- What will be the dimensions by which the measure will be shown (e.g. product, period, region, etc)
- How often the source data needs to be refreshed?
- What is anticipated volume of source data? How many quarters of data? Roughly how many rows of the data? Roughly how many columns of the data?
- Is the data available in enterprise data warehouse?
- How many self-service report developers for this application?
- Do you agree with organization’s Self-Service Analytics Server Governance policy (URL ….)?
- Do you agree with organization’s Self-Service Analytics Data Governance policy (URL ….)?