Business Performance Indicator Module (KPI, MTP) based on WordPress
We have been looking for a solution to create a convenient portal with business reports. With the possibility of their visualization and analytics (KPI, SSP). But somehow it's not that.
We decided to write a module based on WordPress. Have written. We use it ourselves. Laid out in open access.
Under the cat a description of the main features and a link to the repository ...
Just over 5 years I have been looking for suitable solutions for flexible creation of reports on the company's activities, visualization of indicators. And could not find.
OLAP / BI class solutions like QlickView or Pentaho were too expensive and complex. And we needed a simple and easy solution. But at the same time, it is flexible enough to collect data from any sources and visualize as we need.
It took several weeks to create the system, several days to develop one report, and only business analysts could use it later. It was all very difficult for ordinary users.
They did not find anything and decided to write their own. As usual :)
The result was a solution that can be described with theses:
')
- cloud, can be installed on any hosting or cloud like Amazon or OpenShift
- OpenSource, open and free
- any data sources - you want 1C, or Yandex.Metrica or Bitrix.
- any form: from a simple table with numbers to Google Chart visual charts including Gantt chart.
- if you put a Bootstrap theme like ours, then we get adaptability and accessibility from any devices
- very simple in terms of developing reports. Some reports we write there in 15 minutes. If the sources are complex, then of course there can be more.
- very simple in terms of use. The user just needs to open the page with the report and he will see the necessary data.
- Reports are divided into categories. That allows you to quickly and conveniently find them. We have this: Sales, Production, Personnel, Marketing, Daily, Weekly, Monthly. Each category tells you what report, where and when to use it.
There is nothing complicated at all and everything turned out to be very simple:
- this is a plugin for wordpress
- it only creates a new type of post. Report and taxonomy. Report categories
- further a number of mechanisms that the php script adds to launch the report
- if the data needs to be visualized, then Google Chart or D3.js is connected
- Page on GitHub https://github.com/systemo-biz/reports-s
- Product description page http://systemo.biz/kpi-wordpress/
Not yet fully implemented the mechanism of the set of tables (cross tabulation). Did not find suitable for php. Therefore, he wrote his own, but for now he can only reduce by the count method. Amount or average is not yet able. But it is in the plans.
This solution allowed us to create about 30 reports and see the activities of our company in various perspectives. It turned out very simple, flexible and easy to use.
I decided to just share the decision. Collect feedback. Invite those interested in product development. If you have questions, ask, I will try to answer.
We decided to write a module based on WordPress. Have written. We use it ourselves. Laid out in open access.
Under the cat a description of the main features and a link to the repository ...
Prehistory
Just over 5 years I have been looking for suitable solutions for flexible creation of reports on the company's activities, visualization of indicators. And could not find.
OLAP / BI class solutions like QlickView or Pentaho were too expensive and complex. And we needed a simple and easy solution. But at the same time, it is flexible enough to collect data from any sources and visualize as we need.
It took several weeks to create the system, several days to develop one report, and only business analysts could use it later. It was all very difficult for ordinary users.
They did not find anything and decided to write their own. As usual :)
Opportunities
The result was a solution that can be described with theses:
')
- cloud, can be installed on any hosting or cloud like Amazon or OpenShift
- OpenSource, open and free
- any data sources - you want 1C, or Yandex.Metrica or Bitrix.
- any form: from a simple table with numbers to Google Chart visual charts including Gantt chart.
- if you put a Bootstrap theme like ours, then we get adaptability and accessibility from any devices
- very simple in terms of developing reports. Some reports we write there in 15 minutes. If the sources are complex, then of course there can be more.
- very simple in terms of use. The user just needs to open the page with the report and he will see the necessary data.
- Reports are divided into categories. That allows you to quickly and conveniently find them. We have this: Sales, Production, Personnel, Marketing, Daily, Weekly, Monthly. Each category tells you what report, where and when to use it.
Special features
There is nothing complicated at all and everything turned out to be very simple:
- this is a plugin for wordpress
- it only creates a new type of post. Report and taxonomy. Report categories
- further a number of mechanisms that the php script adds to launch the report
- if the data needs to be visualized, then Google Chart or D3.js is connected
Links
- Page on GitHub https://github.com/systemo-biz/reports-s
- Product description page http://systemo.biz/kpi-wordpress/
Plans
Not yet fully implemented the mechanism of the set of tables (cross tabulation). Did not find suitable for php. Therefore, he wrote his own, but for now he can only reduce by the count method. Amount or average is not yet able. But it is in the plans.
Summary
This solution allowed us to create about 30 reports and see the activities of our company in various perspectives. It turned out very simple, flexible and easy to use.
I decided to just share the decision. Collect feedback. Invite those interested in product development. If you have questions, ask, I will try to answer.
Source: https://habr.com/ru/post/261207/
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