Volume Dashboard for Tableau

WHAT IS IT?

This powerful dashboard allows you to visualise all the reconciliations on your instance, alongside information on: 

• What the codes of these reconciliations' are
• What their actual volume (chargeable volume) is compared to overall volume (submitted volume)
• What their volumes are (chargeable and submitted) compared to the contracted limit 
• What their excess volumes are (how much have they exceeded the volume cap by)
• The number of days where chargeable volume exceeded contracted limit
• How many duplicates / filtered items / errors / carry overs, etc there were per process group
• Which reconciliations process the highest amounts of volume 
• How much data has been consumed month over month

WHAT DOES IT LOOK LIKE?

Here is what the dashboard looks like: 

HOW DO I GET ONE?

1. First of all, you need an additional module called Data Platform. If you are unsure whether this feature is enabled on your instance, please contact your manager or your Customer Success Manager. 
2. If Data Platform is enabled on your instance, you will need a BI tool such as Tableau, PowerBI, Qlik, etc. as well as an understanding of how these tools work (or a dedicated resource within the company who typically does BI reporting).
3. Connect your BI tool to Data Platform by following the steps outlined here.
4. Download the Tableau workbook attached at the bottom of this article.
5. Follow the steps outlined in here in order to connect to the data source.
6. Enjoy your new data platform dashboard in Tableau!

HOW WAS THE DASHBOARD CREATED?

Below we have listed the steps we have taken to build the dashboard. You could use these instructions to build the dashboard from scratch, if required. Please note these instructions have been modeled on Tableau, although other BI tools may follow a similar setup.

Building your own dashboard

Step 1 - Table Joins

Step 2 - Process Group

When looking at the dashboard you might have noticed a ‘Process Group’ filter on top. Process group is something that doesn’t exist in Duco however you can easily combine multiple processes into unique groups in Tableau to navigate throughout your processes more efficiently, e.g. trade reconciliations vs positions reconciliations. To set up a group, you will need to:

• Use the data_label field from the processes table (which is the data label applied during the creation of the processes, e.g. trades, positions, etc.)
• Create groups manually in Tableau using underlying data, e.g. the process_id field

Step 3 - Main fields (dimensions) used in the dashboard:

• Code – renamed from field process_id (table processes)
• Process name – renamed from field name (table processes)
• Process group – renamed from field data_label (table processes)
• Is_rerun (table runs_all)
• Report_excluded_left (table runs_all)
• Report_excluded_right (table runs_all)
• Submitted_left_count (table runs_all)
• Submitted_right_count (table runs_all)
• Errors_left_count (table runs_all)
• Errors_right_count (table runs_all)
• Filtered_left_count (table runs_all)
• Filtered_right_count (table runs_all)
• Duplicate_left_count (table runs_all)
• Duplicate_right_count (table runs_all)

Step 4 - Calculations used in the report:

Submitted volume

Chargeable volume

Chargeable volume as a % of total

Step 5 - Parameters used in the dashboard

• Daily cap
• Process version – volume
• Filter

I NEED HELP!

If you need help with any of the above, please submit a request here. Alternatively, please contact your Customer Success Manager.