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 workflows for the CODITECT platform. These 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 configuration |
metrics_definition | array | Yes | KPI and metric definitions |
visualization_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 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 workflows
- WORKFLOW-LIBRARY-INDEX.md - Complete workflow catalog
Maintainer: CODITECT Core Team Standard: CODITECT-STANDARD-WORKFLOWS v1.0.0