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       
(Showing Draft Content)

新手入门指南

欢迎来到 Wyn 商业智能新手入门! 本指南旨在帮助数据分析的初学者了解和使用 Wyn 商业智能。我们将从数据分析相关的基础知识开始介绍,带您快速上手 Wyn 以及使用 Wyn 制作出数据可视化大屏和报表,完成简单的数据分析工作,将数据分析的结果应用于日常工作流中。

认识Wyn 商业智能

在开始学习Wyn 商业智能之前,您可以通过以下内容先认识Wyn:

同时葡萄城为您提供了全方位的产品选型和评估指南,同时为您配备的专属技术顾问帮助您一起验证项目需求,帮您在最短时间内,最有效的了解、判断 Wyn 是否符合您的项目或者业务需求。开始评估:Wyn 商业智能用户评估指南

学完能干什么

软件公司在数字化转型和企业在构建自身数据文化的过程中都面临不同的数据使用问题,学习和使用 Wyn 商业智能分别能干什么:

开发/实施人员

Wyn 商业智能提供拖拉拽的在线设计器,同时内置海量仪表板、报表模板,实施人员可以快速上手使用 Wyn 交付数据分析相关的项目,同时可以快速响应客户的定制化需求,加速项目的交付。

业务人员

Wyn 商业智能提供自助式设计、分析的能力,同时可视化指标库的能力,使得业务人员可以基于快速搭建出想要分析的管理驾驶舱,快速掌握企业运营,与开发人员高效协作,将数据分析的结果快速融入日常工作流中。

管理层

不管是软件公司还是企业,使用 Wyn 商业智能创建的管理驾驶舱、数据可视化大屏、统计报表,将企业运营数据360度可视化呈现给管理层、决策者,进一步自助式分析挖掘数据价值,辅助商业决策。

覆盖全流程的数据分析时代已经到来,开发人员、数据分析师、实施人员、业务人员、管理层、CEO等角色均可使用 Wyn 商业智能,在不同的环节充分发掘和使用数据的价值,将数据分析融入日常的工作中,洞悉运营增长,将数据价值最大化。

应该怎么学

接下来新手可以跟随以下步骤开始学习和使用Wyn 商业智能。

准备工作

在开始学习之前,您可以下载和安装产品。

或者您也可以免安装、在线体验 Wyn 商业智能,快速制作出第一张数据可视化大屏和报表。点击在线体验

在线查看Demo

在开始亲自动手制作数据可视化大屏和报表之前,您可以点击体验 Wyn 商业智能的 Demo,快速了解 Wyn 商业智能在不同各行业案例的应用成果,以及丰富的可视化类型、功能案例等。点击体验Demo

数据分析角色和流程介绍

Wyn 商业智能是一款用于数据可视化大屏和报表制作、分析和展示的工具,用户可使用 Wyn 轻松的搭建出灵活的数据可视化大屏和常见的报表,用于软件公司实施 BI 项目和企业自有平台分析业务数据。根据数据分析的通用流程,Wyn 的使用者可以分为三大类:

  • 业务、管理人员: 将实际业务中的数据分析需求提交给开发人员,在 PC 端或移动端查看和自助式分析结果;

  • 开发人员: 基于数据分析需求,整合、加工数据,并制作数据可视化大屏和报表,展示分析结果;

  • 系统管理人员: 负责服务器部署、日常运维、权限分配、数据分析结果发布、分享等工作;

Wyn 商业智能提供一站式数据分析能力,可以实现多种数据源接入、数据建模、可视化大屏、报表统计、数据填报、权限管理等多种功能。快速入门学习路径通过使用简单的入门示例使用户对数据可视化大屏和报表设计流程以及 Wyn 的主要功能进行简单的了解和学习,使用 Wyn 完成数据分析的整体流程如下图所示:


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快速入门学习路径导航

接下来我们以一个销售业务场景为示例,带您快速上手使用 Wyn 商业智能制作第一张仪表板和报表,完成业务数据的分析,实时辅助商业决策。以下是学习路径快速导航:

分析环节

功能简介

快速入门

使用角色

产品安装、激活

在开始使用 Wyn 之前,您可以前往 Wyn 商业智能官网下载,在本地安装,激活产品,登录,即可开始后面的学习和数据分析之旅!

如果您在下载、安装、激活过程中遇到任何问题,请随时联系我们,谢谢!

安装与部署

系统管理人员

认识 Wyn界面

在您登录产品后,我们先来简单认识一下 Wyn 产品的主要界面,帮助您快速熟悉产品的主要功能所在区域,方便您快速开始后面的学习。

Wyn 产品界面介绍

开发人员

业务人员

管理人员

数据连接

数据分析的第一步是将您要分析的所有业务数据接入 Wyn 的平台,可以接入多个业务系统的数据,实现跨源整合数据。

数据连接快速入门

开发人员

数据准备

接下来是对上一步接入的分散、异构的数据进行清洗、整合、加工,将原始的物理模型封装成可以直接用于数据分析和展示的“业务模型”。

数据准备快速入门

开发人员

创建仪表板

数据准备就绪后,就可以开始制作第一张仪表板,将模型上的关键业务指标通过可视化的方式展示到数据可视化大屏上,方便业务人员和管理人员查看和进一步分析,挖掘数据价值。

创建仪表板快速入门

开发人员

创建报表

同时可用于制作更详细的统计报表、Word类表格等,方便业务人员快速掌握业务情况。

创建报表快速入门

开发人员

自助式分析

业务人员和管理人员可直接查看制作好的仪表板和报表,进一步联动、钻取、筛选的挖掘数据更深层的价值。

使用仪表板

使用报表

业务人员

管理人员

数据分析结果应用

同时系统管理人员可将数据分析结果(也就是仪表板和报表)分享或者定时导出给对应的业务部门人员或者不同的项目成员,快速共享数据分析结果,提升协作效率,加速企业数据文化的建设。

分享仪表板/报表快速入门

系统管理人员

我学到了什么

通过以上的学习,学习如何使用 Wyn 商业智能对业务数据进行展示和分析,同时可以通过自助式分析挖掘数据深层价值,及时发现生产过程中存在的问题,动态调整商业策略。具体包括:

  • 如何跨平台整合多个业务系统的数据

  • 如何清洗、加工数据,将物理模型封装成"业务模型"

  • 如何将数据库的数据转化为业务指标,并展示到仪表板和报表上

  • 如何通过联动、钻取、筛选等自助式方式,全局分析多个业务场景

通过以上新手入门的基础学习后,您还可以了解和学习更多 Wyn 商业智能的进阶和高级功能。点击查看