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Roles Overview

Overview

Guandata BI is a modern BI platform based on the core concept of enabling business users through digital operations. It is also a one-stop modern BI solution designed for hybrid data analysis needs, composed of a series of product matrices.

Guandata BI users can generally be divided into four roles: Data Builder, Content Producer, Platform Administrator, and Content Consumer. Each role has different focus areas and goals during learning and usage. Here, we mainly introduce the learning paths for the first three roles, hoping that users of different roles can improve their skills on the Guandata BI platform in a targeted manner, enhance work efficiency and decision-making ability, and achieve rapid onboarding and professional development.

· Data Builder: Mainly responsible for data integration, data preparation, job scheduling, and other work related to data warehouse development, usually IT or data teams.

· Content Producer: Mainly responsible for data analysis, visualization, building data applications for consumption, and subscribing/alerting key metrics or anomalies to others. Usually business analysts in business teams.

· Platform Administrator: Mainly responsible for daily platform operation and maintenance, user management, permission allocation, and system integration of Guandata BI, usually IT teams.

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Learning Entry

Learning Entry
Introduction
[Data Builder](1-Data Builder Onboarding Guide.md)If you are a Data Builder, here are the essential skills you can master through this learning path. You will learn:
  • Familiarize yourself with Guandata BI's data integration methods and understand the process for connecting different data sources.
  • Learn about data preparation tools and techniques, including data cleaning, transformation, and integration.
  • Master the basic operations and configuration of job scheduling to ensure stable data flow.
    • [Content Producer](2-Content Producer Onboarding Guide.md)If you are a Content Producer, here are the essential skills you can master through this learning path. You will learn:
  • Master Guandata BI's data analysis and visualization tools, and learn to create dashboards and reports.
  • Familiarize yourself with data query and filtering techniques to quickly extract key information.
  • Learn how to subscribe to and share reports, as well as set up alert rules.
  • Understand multi-terminal BI presentation in detail for more flexible decision-making.
    • [Platform Administrator](3-Platform Administrator Onboarding Guide.md)If you are a Platform Administrator, here are the essential skills you can master through this learning path. You will learn:
  • Familiarize yourself with daily monitoring and maintenance of Guandata BI, promptly identify and resolve potential issues, and ensure stable platform operation and data security.
  • Learn user management and permission allocation methods to ensure reasonable data access control.
  • Master system integration and openness skills for easy collaboration with other systems.