Analytics & BI Workflows
Version: 1.0.0 Status: Production Last Updated: December 28, 2025 Category: Analytics & Business Intelligence
Workflow Overview
This document provides a comprehensive library of analytics and business intelligence H.P.006-WORKFLOWS for the CODITECT platform. These H.P.006-WORKFLOWS cover dashboard creation, KPI tracking, automated reporting, data visualization, and business analytics automation. Each workflow includes detailed phase breakdowns, inputs/outputs, and success criteria to ensure reliable analytics operations.
Inputs
| Input | Type | Required | Description |
|---|---|---|---|
data_source | object | Yes | Data source connection H.P.009-CONFIGuration |
metrics_definition | array | Yes | KPI and metric definitions |
visualization_H.P.009-CONFIG | object | No | Chart types and visual specifications |
schedule | string | No | Report distribution schedule |
recipients | array | No | Report recipients and channels |
filter_criteria | object | No | Data filtering and segmentation rules |
Outputs
| Output | Type | Description |
|---|---|---|
dashboard_id | string | Unique identifier for dashboard |
report_url | string | Link to generated report |
metrics_snapshot | object | Current values of tracked metrics |
visualizations | array | Generated chart/graph objects |
insights | array | AI-generated insights from data |
distribution_status | object | Report distribution confirmation |
Phase 1: Data Preparation & Metrics Definition
Initial phase prepares data and defines metrics:
- Data Source Connection - Connect to data warehouse/lake
- Semantic Layer Setup - Define business-friendly data model
- Metrics Definition - Define KPIs and calculated metrics
- Data Validation - Validate data quality for analytics
- Access Control - Configure row/column level security
Phase 2: Visualization & Dashboard Creation
Core phase creates visualizations and dashboards:
- Chart Selection - Choose appropriate visualization types
- Dashboard Layout - Design dashboard structure
- Interactive Elements - Add filters and drill-downs
- Performance Optimization - Optimize query performance
- Review & Refinement - Stakeholder review and refinement
Phase 3: Distribution & Monitoring
Final phase distributes reports and monitors usage:
- Schedule Configuration - Set up automated distribution
- Alert Configuration - Define threshold-based alerts
- Distribution - Send to H.P.009-CONFIGured recipients
- Usage Tracking - Monitor dashboard/report usage
- Feedback Collection - Gather stakeholder feedback
Analytics & BI Workflow Library
1. dashboard-creation-workflow
- Description: Create interactive dashboards with KPI visualization
- Trigger:
/create-dashboardor manual - Complexity: moderate
- Duration: 30m-2h
- QA Integration: validation: required, review: required
- Dependencies:
- Agents: data-analyst, bi-developer
- Commands: /create-dashboard, /add-visualization
- Steps:
- Requirements gathering - data-analyst - Define dashboard purpose
- Data modeling - bi-developer - Create semantic model
- Chart creation - bi-developer - Build visualizations
- Dashboard assembly - bi-developer - Compose dashboard
- Stakeholder review - data-analyst - Review and refine
- Tags: [analytics, dashboard, visualization, bi]
2. kpi-tracking-workflow
- Description: Automated KPI tracking with threshold alerts
- Trigger: Scheduled or continuous
- Complexity: moderate
- Duration: Continuous
- QA Integration: validation: required, review: recommended
- Dependencies:
- Agents: data-analyst, business-analyst
- Commands: /track-kpi, /set-alert
- Steps:
- KPI definition - business-analyst - Define metrics and targets
- Data integration - data-analyst - Connect data sources
- Threshold setup - business-analyst - Configure alert thresholds
- Monitoring activation - data-analyst - Activate continuous monitoring
- Alert routing - business-analyst - Configure notification channels
- Tags: [analytics, kpi, monitoring, alerts]
3. automated-reporting-workflow
- Description: Scheduled report generation and distribution
- Trigger: Schedule (cron)
- Complexity: moderate
- Duration: 5-30m
- QA Integration: validation: required, review: optional
- Dependencies:
- Agents: data-analyst, bi-developer
- Commands: /generate-report, /distribute-report
- Steps:
- Data refresh - bi-developer - Update underlying data
- Report generation - bi-developer - Generate report content
- Format rendering - bi-developer - Render to PDF/Excel/Email
- Quality check - data-analyst - Validate report accuracy
- Distribution - bi-developer - Send to recipients
- Tags: [analytics, reporting, automation, distribution]
4. anomaly-detection-workflow
- Description: Automated anomaly detection in business metrics
- Trigger: Data update or schedule
- Complexity: complex
- Duration: 5-15m
- QA Integration: validation: required, review: recommended
- Dependencies:
- Agents: data-scientist, data-analyst
- Commands: /detect-anomaly, /investigate
- Steps:
- Baseline calculation - data-scientist - Compute statistical baseline
- Anomaly detection - data-scientist - Run detection algorithms
- Significance scoring - data-scientist - Score anomaly severity
- Root cause analysis - data-analyst - Investigate causes
- Alert dispatch - data-analyst - Notify stakeholders
- Tags: [analytics, anomaly, detection, monitoring]
5. self-service-analytics-workflow
- Description: Enable business users with self-service analytics capabilities
- Trigger: User request
- Complexity: simple
- Duration: 5-30m
- QA Integration: validation: optional, review: optional
- Dependencies:
- Agents: data-analyst, bi-developer
- Commands: /explore-data, /create-report
- Steps:
- Data exploration - data-analyst - Browse available datasets
- Query building - data-analyst - Build analysis query
- Visualization - data-analyst - Create visualizations
- Sharing - data-analyst - Share findings with team
- Save/Export - data-analyst - Save for future use
- Tags: [analytics, self-service, exploration]
Success Criteria
| Criterion | Target | Measurement |
|---|---|---|
| Dashboard Load Time | < 5s | P95 load time |
| Report Delivery Rate | >= 99.9% | Successful deliveries / Scheduled |
| Data Freshness | < 1h | Time since last data refresh |
| User Adoption | >= 80% | Active users / Licensed users |
| Alert Accuracy | >= 95% | True positives / Total alerts |
| Query Performance | < 10s | P95 query execution time |
Error Handling
| Error Type | Recovery Strategy | Escalation |
|---|---|---|
| Data source unavailable | Retry with fallback cache | Alert data engineer |
| Query timeout | Optimize query or increase resources | Alert BI developer |
| Report generation failure | Retry with reduced scope | Alert BI developer |
| Distribution failure | Queue for retry | Alert on repeated failures |
| Anomaly false positive | Adjust thresholds | Tune detection model |
Related Resources
- DATA-ENGINEERING-WORKFLOWS.md - Data pipelines
- AI-ML-DEVELOPMENT-WORKFLOWS.md - ML H.P.006-WORKFLOWS
- WORKFLOW-LIBRARY-INDEX.md - Complete workflow catalog
Maintainer: CODITECT Core Team Standard: CODITECT-STANDARD-WORKFLOWS v1.0.0