TV 2.0: Opportunities of Improvement

intakedesk / PowerBI-General

Placeholder for issues migrated from Jira

1 stars 0 forks source link

TV 2.0: Opportunities of Improvement #658

Closed jesusitd closed 3 years ago

jesusitd commented 3 years ago

Take some data points + reports out.

[x] SuppressionLists. LEFTOVER from MasterLists cleanup in Duplicates Leads and Cases report
[x] Same as SuppressionTypes
[x] Quickbooks Payments
[x] Lead Form Notes Keywords (HM + RU + TP) take these three tabs somewhere else.
[x] Meetings[Meeting Reason], the one coming from a SharePoint Excel and that was manually filled out
[x] All Ads tables - Only Related to LVA (not in use), PID Performance Monitors and Data Sweep's Ad Spend HK

jesusitd commented 3 years ago

SuppressionLists and SuppressionTypes

Going to be plain deleted

jesusitd commented 3 years ago

All Ads tables

~~Created dataset Intake Desk - Tort Vision 2.0 - LEAD VENDORS, to hold data for: (all updated and deleted old version from workspace)

[x] Ad Spend by Provider
[x] Lead Vision Ads
[x] ITD Performance Monitors

Allowing to delete:

LeadVendorAds
LeadVendorCampaigns
LeadVendorAdsInsights
(WITH SMALL CHANGES)

With small intervention on (thanks PBIX PY Analyzer):

[x] Bogus Leads
[x] Callbacks Reports
[x] Campaign Routing
[x] Daily Production Report
[x] Data Sweep - Operations (Deprecated "Data Sweep Ads")
[x] Display - Intake Agent Board
[x] ITD TV .PBIT
[x] Payroll Report
[x] Pipeline Inventory
[x] Pipeline Reports - Management
[x] Pipeline Reports

~~NOW WE CAN DELETE THE TABLES~~ 💯 -> Deleted 1/19/21.

jesusitd commented 3 years ago

Meetings (meeting reason) from Excel

It lives only in Callbacks reports, which is not being used at all:

The data point is now deprecated, by deleting the query MeetingReasons which used to be merged into Meetings table.

This used to be the old file: C:\Users\jesus\Intakedesk LLC\Power BI Documentation - Power BI Desktop Files\Callback Reasons Classification.xlsx, and now it was moved to C:\Users\jesus\Intakedesk LLC\Power BI Documentation - Power BI Desktop Files\PBI_Import\backup\Callback Reasons Classification.xlsx for archive.

The report Callbacks Reports had to be modified due to a Visual:

jesusitd commented 3 years ago

Quickbooks Payments

Not being used anywhere. The whole table is going to be deleted.

Deleted QuickbooksPayments table.

Old file: "C:\Users\jesus\Intakedesk LLC\Power BI Documentation - Power BI Desktop Files\PBI_Import\QB_Payments_20190101_20191220.xlsx". Archived now in "C:\Users\jesus\Intakedesk LLC\Power BI Documentation - Power BI Desktop Files\PBI_Import\backup\QB_Payments_20190101_20191220.xlsx".

jesusitd commented 3 years ago

Done. CC @CesarITD

Uploaded final file: