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Note : Before we start designing any of the details report , consultant and analyst should discussed this questions with the User first.


User Requirement Gathering Questions

Questions related to All reports :

  1. How many reports User required ?
  2. In which format User needs report and duration required ?
  3. Whether the User wants to implement hierarchy in reports or not ? If yes then it should be present in all reports or some reports ?
  4. Are there any prompts (drilldown, filter) which are common to all reports ?
  5. What are the security constraints common to all reports (i.e access and data displayed level for the user) ?
  6. How the User wants to analyse data based on time dimension (eg Year,Quarter etc) ?
  7. Specify the common formatting pattern (eg. color,table width etc) ?
  8. Any sorting condition which should be common in all reports ?

Questions related to Specific report:

  1. What are the fields and calculations reuired (i.e dimension, measure) ?
  2. How to represent data i.e how many charts and tables present in a report ?
  3. What are the mandatory filters required ?
  4. Any specific condition or filters required in report ?
  5. Whether the User wants to highlight specific data in reports or not ?
  6. Drill should be implement or not ?
  7. What are the security constraints related to access of reports and also the data displayed on report ?
  8. What are the prompts/optional prompts should be implemented User wants to see Hierachiral Data while choosing LOV (list of values) ?
  9. Whether User wants to apply any sort condition or customized sorting ?
  10. Do we need to create any hyper links in report or wants to link reports together. (i.e : link to dashboard) ?

Whats Next ?

1. Document User requirement .

2. Create a mock up in Excel .

3. Get the approval/sign off and start working

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