Building a Centralized Feedback App in Sigma

Transcript
Hi, my name is Chris Curtis. I'm an Analytics Architect here at InterWorks. Today I'm going to be talking to you about a feedback app that we built in Sigma. So imagine if you will, you have a dashboard and you have stakeholders submitting feedback either through Slack or on a call and you're trying to consolidate all of these. It gets messy, sometimes people don't feel like they get heard, or you just lose track of all the feedback requests that are coming in. This occurred to me because I was on a call with somebody showing off a dashboard and we just thought it'd be really great if while somebody's in that dashboard they could just click a button and provide feedback. So that same day, I created a very simple and easy to use feedback app that centralizes all this logic. So let's just jump right into it. We've got a very basic dashboard here, Plugs Sales. I just slapped this provide feedback button here. And what's important is that- not the look and feel of it, but really where the button sends me. So once I click on that, it's going to open up this new page that is our feedback submission form. So I can come in here, I can see all the different workbooks. I don't see Plugs Sales right now. It's very basic. So I can come in here, down here, add a workbook and just add Plugs Sales. Right now it's assuming that whoever's adding it is the owner, but if I wanted to, if I wasn't the owner, I could change that. Right now, let's just keep me as the owner. I'm gonna add that workbook. It's gonna keep the name right there. I don't really remember what page it was on. That's okay. We don't need to add it. Let's go to praise. I'm just gonna say this looks great. So I'm gonna submit that feedback. Now okay. That's great. That's just one, but let's go to another app. So we've got this scenario planning app that we built, and I don't have- I've got this little question mark up here. So in the- in the top right corner, if you click on that, I didn't really like just jumping straight to it, so I'm giving the user, just a heads up that this is gonna send you to a different page. When we click on that, it's gonna send us the exact same form. So I've already actually set this one up. So if we search for scenario planning app, it's right there. I'm gonna say I was on the projections page. And let's say I'm gonna report a bug. The legend is not refreshing properly. Alright. So I'm gonna submit that. Now, if you don't believe me, let's go and look under the hood. We can go into our input tables. That's what Sigma's doing behind the scenes. And you can see right here that I've got that data that's entered into this table. You can see I entered this legend's not refreshing for that workbook. We've got the Plugs Sales one that I entered in here. We can see who created that and what could we do with that. So we've got this workbook feedback analysis so we can see how many submissions have been done, how many people are submitting, what workbooks, how many bugs. You can start to track just weeks that seem to be getting a lot of questions. This report in particular, what is that? A beet farm analysis. Let's dive further into that one. Let's see what's going on. Oh, we've got Jim Halpert just asking a lot of- for a lot of enhancements and asking a lot of questions to Dwight about his beet farm analysis. It's just a fun example of what you can start to do with that data once you centralize all that feedback and really start to treat all of your analytics as a product.

Analytics Architect Chris Curtis demonstrates a feedback app built in Sigma that solves the problem of scattered stakeholder feedback on dashboards. The app allows users to click a feedback button directly from any dashboard, which opens a centralized submission form where they can report bugs, ask questions or provide praise. Chris shows how the system works by walking through examples with different dashboards, demonstrating how feedback gets stored in input tables and can be analyzed to track submission patterns, identify problematic workbooks and treat analytics as a product. The demo includes viewing the backend data storage and analysis capabilities that help consolidate what was previously messy feedback collected through various channels like Slack and calls.

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