Background

The Digital Platform is a web application that hosts finance reports, training, access management, and incident management. When accessing reports, the Digital Platform provides users a personalized experience. The increasing number of users interacting with reports online creates a huge data set that gives us millions of potential insights into user experience, personalization, and finance report improvements. AI technologies such as Market basket analysis and collaboration filtering methods are deployed to learn users’ behaviors and recommend the relevant finance reports in real-time. Based on the user’s persona, different personalized announcements, training, and finance reports are prioritized.

The Digital Platform is an innovative solution for finance reports including a creative way to source the data, customizable machine learning algorithm to improve user experience. To source the data from different technologies servers, Google Analytics is deployed to track every users’ behavior. Machine learning Recommendation Engine is implemented to study the user’s behavior. Users are split into Cold and Hot User based on the view history.

link: https://yogagii.github.io/recommend-system.html

Business Value

There are more than 600 finance users actively utilize the platform service every month. Because of the good customizable personal user experience, the utilization of the platform is to keep increasing. Every user uses 8.2 times of the Digital Platform every month. User’s experiences are improved and users spend more than 700 hours per month on the Digital Platform. The digital platform is providing users the customized personalized experience also keeping improve the financial reporting based on feedback.

Dashboard

Tableau Report

Tableau REST API:

link: https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_ref.htm

Viz Option:

const Workbook = () => {
  option = {
    hideTabs: true,
    ':toolbar': 'top',
    ':showShareOptions': false,
    ':linktarget': '_self',
    ':render': false,
    width: '100%',
  };

  useEffect(() => {
    viz && viz.dispose();
    const vizContainer = document.getElementById('vizContainer');
    viz = new window.tableau.Viz(iframeContent, url, option);
  }, [url]);

  return (
    <div className={styles.vizContainerWrapper}>
      <div
        id='vizContainer'
        ref={node => {
          iframeContent = node;
        }}
      />
    </div>
  );
};

export default Workbook;

Viz API:

Viz Event Classes:

link: https://help.tableau.com/v2018.2/api/js_api/en-us/JavaScriptAPI/js_api_ref.htm

split report

interactive training

share customized view

SAP Report

FIlter for report:

FIlter for document:

SAP Prompt Function:

SAP Driller Function:

Post Message:

Code Injection:

Design of other page