Role Overview
Overview
Guandata BI is a modern BI platform built for enterprise digital operations and designed to make data truly usable for the business. It is also a one-stop modern BI solution composed of a product matrix built for hybrid analytics needs.
To help users in different roles get started with Guandata BI quickly, we group users into the following three categories based on real-world work scenarios:
BI Administrator: Responsible for overall BI platform operations, governance, user permission management, system security configuration, resource monitoring, and system integration. This role is typically held by data team leads, IT operations staff, or related managers.
Data Analyst: Uses prepared data to conduct business analysis, create visual reports, and uncover insights through self-service analytics to support business decisions. This role is typically held by business analysts, operations analysts, financial analysts, and similar users.
Data Development Engineer: Responsible for data integration, ETL development, data modeling, and data quality management, helping build the foundational enterprise data asset layer. This role is typically held by data engineers, ETL developers, BI developers, and similar users with data development capabilities.
Learning Paths
| Learning Path | Recommended Audience | Overview |
|---|---|---|
| BI Administrator | IT operations staff, data team leads | A complete learning path for system operations and governance: • Core administration: users and organizational structure, unified authentication (SSO), enterprise branding, and portal configuration • Security and permissions: resource permission model, data security policies, audit logs • Operations monitoring: system task monitoring, resource monitoring, alert configuration • Advanced integration: third-party system integration, system migration, and intelligent operations inspection |
| Data Analyst | Business analysts, operations analysts, financial analysts | A hands-on learning path for business analysis and visualization: • Data connection: connect local files, online documents, databases, and other data sources • Visualization design: dashboard creation, chart design, page layout, and beautification • Interactive analysis: linked analysis, drill-down, and dynamic filtering • Analytical applications: large-screen dashboards, mobile lightweight apps, subscriptions and alerts, and Chinese-style Reporting |
| Data Development Engineer | Data engineers, ETL developers, BI developers | An advanced learning path for data development and governance: • Data integration: multi-source data connection and dataset management • ETL development: Smart ETL workflow design, data cleansing and transformation, and data modeling • Data management: ETL operations and governance, data lineage, and refresh strategy • Advanced development: data warehouse integration, data writeback, complex ETL cases, and performance optimization |