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Requirements for the Org Dashboard

Open Eleftherios01 opened this issue 1 year ago • 36 comments

Overview

We need to outline the requirements for the Org Dashboard to ensure clear priorities, resource allocation, and effective management as we move forward with development.

Action Items

  • [x] Create Spreadsheet (version analysis feature sets)
  • [ ] Go through the Roadmap and find any features/requirements it mentions, adding to a comment below
    • [ ] move the data to the sheet
  • [ ] Review V1
    • [ ] find additional features
    • [ ] indicate all the features it has and write any notes
    • [ ] Get sign-off

Resources/Instructions

Related Issues

Org Dashboard Prototype Links and Notes

Requirements

Eleftherios01 avatar Nov 17 '24 10:11 Eleftherios01

Hi @Eleftherios01.

Please don't forget to add the proper labels to this issue. Currently, the labels for the following are missing:

  • Complexity, Role, Feature, Size

NOTE: Please ignore this comment if you do not have 'write' access to this directory.

To add a label, take a look at Github's documentation here.

Also, don't forget to remove the "missing labels" afterwards. To remove a label, the process is similar to adding a label, but you select a currently added label to remove it.

After the proper labels are added, the merge team will review the issue and add a "Ready for Prioritization" label once it is ready for prioritization.

Additional Resources:

github-actions[bot] avatar Nov 17 '24 10:11 github-actions[bot]

  • [ ] Review the chart from dashboard, chart name and value (from spreadsheet) and see if they make sense to you. If not, please add a note in column E so that we can discuss.

ExperimentsInHonesty avatar Jan 26 '25 17:01 ExperimentsInHonesty

Work completed by @Eleftherios01

  • [x] add the correct urls for each v1 page
  • [x] add the chart type of each chart name
  • [x] add values

ExperimentsInHonesty avatar Jan 26 '25 17:01 ExperimentsInHonesty

1.Progress: Reviewed the chart from dashboard, chart name and value (from spreadsheet). I added notes in column E to discuss. 2.Availability: Blockers: 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar Feb 02 '25 16:02 Eleftherios01

We ran one of the chart titles through ChatGPT to see how it would reword, to make it clearer what the chart was about. We used Eleftherios's notes

https://chatgpt.com/share/67b2328c-02f4-8008-9ba7-dc2c24e0326b

ExperimentsInHonesty avatar Feb 16 '25 18:02 ExperimentsInHonesty

1.Progress: reworded all chart names and values of Org dashboard with the help of chatgpt.

All Suggested Rewarding at cell F3: Dashboard - Org - Competitive or Comparative Analysis Template

Rewording was based on this template: chatgpt

2.Availability: Blockers: nope 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar Feb 23 '25 13:02 Eleftherios01

Please refer to this continuation of the conversation with Chat GPT for formatting the values.

  1. make sure each makes sense to you
  2. make sure you like the format, if not, tell chatgpt how to change it.
  3. reformat all the rest of the values to match the format you decide (the current example in ChatGPT are only from website general)

ExperimentsInHonesty avatar Mar 02 '25 18:03 ExperimentsInHonesty

New Chart recommendation for the Overall Website Score (Website: General) bottom of the page

https://www.hackforla.org/dashboard/

The current graph does not effectively represent the user satisfaction score. For better visibility, a vertical bar chart is recommended, where the x-axis represents the overall score (ranging from 1 to 10), and the record count is displayed at the top of each column.

This chart example was made at https://www.meta-chart.com/

ExperimentsInHonesty avatar Mar 02 '25 18:03 ExperimentsInHonesty

1.Progress: reworded all chart names and values of Org dashboard with the help of chatgpt based on the new prompt

Additionaly, I reccomend to replace a graph chart, details in the comment above.

2.Availability: Blockers: nope 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar Mar 09 '25 16:03 Eleftherios01

We discussed using a stacked bar chart to combine the two charts under a user into one. See this page Organizational Dashboard, Website: Projects

We would end up with two replacement charts, one for Project Leaders and one for New members, instead of the 4 we have now.

example

Image

ExperimentsInHonesty avatar Mar 09 '25 17:03 ExperimentsInHonesty

Noteable events

2020

Issue tab, created:2020-01-01..2020-12-31

  • https://github.com/hackforla/website/issues/254
  • https://github.com/hackforla/website/issues/273 asked for donations
  • https://github.com/hackforla/website/issues/281
  • https://github.com/hackforla/website/issues/282
  • https://github.com/hackforla/website/issues/302 from green to pinkish grey (https://github.com/hackforla/website/issues/239)
  • https://github.com/hackforla/website/issues/303
  • https://github.com/hackforla/website/issues/316
  • https://github.com/hackforla/website/issues/318 we started to add the names of the people who are leading projects to their project pages
  • https://github.com/hackforla/website/issues/368
  • https://github.com/hackforla/website/issues/384
  • https://github.com/hackforla/website/issues/385
  • https://github.com/hackforla/website/issues/390
  • https://github.com/hackforla/website/issues/403
  • https://github.com/hackforla/website/issues/404
  • https://github.com/hackforla/website/issues/405
  • finished with page nine, need to continue from there if we are using this methodology

The forms were set up on or around Dec 30, 2019

  • https://github.com/hackforla/website/issues/242
  • https://github.com/hackforla/website/issues/316
  • https://github.com/hackforla/website/issues/323
  • https://github.com/hackforla/website/issues/356
  • https://github.com/hackforla/website/issues/365

In order not to review all closed issues, we would need to make sure old issues have feature labels, so that we can just look at the history of one page on the website, or all pages related to meetings times, etc.

ExperimentsInHonesty avatar Mar 09 '25 18:03 ExperimentsInHonesty

Will get @essencegoff working on the feature labels on closed issues.

ExperimentsInHonesty avatar Mar 09 '25 18:03 ExperimentsInHonesty

@Eleftherios01 we should have that last input received in the Survey Data Workbook, Google Form Links, so that we know if the survey is no longer, or never was able to get responses. This should enable us to fix the pipeline problem.

  • [ ] please add the rest of the formulas to this page

ExperimentsInHonesty avatar Mar 09 '25 18:03 ExperimentsInHonesty

We left off having reviewed the Dashboard - Org - Competitive or Comparative Analysis Template, website: projects filter - Eleftherios has notes about the data visualizations needing to be revised for the following:

  • better charts
  • data based on event (dates)
  • data by year
  • data by quarter over quarter
  • data by last month over prior month

ExperimentsInHonesty avatar Mar 09 '25 18:03 ExperimentsInHonesty

@Eleftherios01 we should have that last input received in the Survey Data Workbook, Google Form Links, so that we know if the survey is no longer, or never was able to get responses. This should enable us to fix the pipeline problem.

* [ ]  please add the rest of the formulas to this page

need access to edit the workbook, i paste the formulas here, to copy paste the formulas when i have acceess:

Remote Onboarding 3/27/2025 11:16:41 Donor/Sponsor no timestamp Government 4/22/2024 17:15:45 Non-Profit 3/3/2025 8:47:16 Transportation & Parking 5/21/2024 16:51:20 Other 3/28/2025 6:39:08

Eleftherios01 avatar Mar 30 '25 12:03 Eleftherios01

1.Progress:

1.1: I found the formulas but was unable to paste in the workbook as i have no permission. Data to be pasted are above this post.

1.2: I made filters in the Dashboard - Org - Competitive or Comparative Analysis Template for the rest of the pages in the dashboard

2.Availability: Blockers: nope 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar Mar 30 '25 13:03 Eleftherios01

@Eleftherios01 The reason I have not moved this spreadsheet even though I am the owner, is that I am worried if I move it, the forms will stop writing to the sheet if they are in different locations. I can't move the forms because they are owned by other people. We have reached out to the other people, to get them to move the forms, but they have not responded by booking an appointment.

From Bonnie

@Eleftherios01 we should have that last input received in the Survey Data Workbook, Google Form Links, so that we know if the survey is no longer, or never was able to get responses. This should enable us to fix the pipeline problem.

* [ ]  please add the rest of the formulas to this page

Eleftherios's response

need access to edit the workbook, i paste the formulas here, to copy paste the formulas when i have acceess:

Remote Onboarding 3/27/2025 11:16:41 Donor/Sponsor no timestamp Government 4/22/2024 17:15:45 Non-Profit 3/3/2025 8:47:16 Transportation & Parking 5/21/2024 16:51:20 Other 3/28/2025 6:39:08

ExperimentsInHonesty avatar Mar 30 '25 16:03 ExperimentsInHonesty

@Eleftherios01

  • [ ] Please test all the forms that are linked from the website. just put "test" in any field that asks for a narrative response, and where it does not require validation (emails usually require validation, but you can try just putting test there too to see.
    • what we are trying to accomplish is finding out if no one has been filling out these forms because they don't work, or we just didn't have anyone who needed them, and they do work.
    • Keep track of the forms you have filled out by listing the name of the form, where you found it, and if it resulted in data being added to the spreadsheet. You can add that data in the survey data workbook in a column
  • [ ] Test this form that is used during onboarding Hack for LA new volunteer survey

ExperimentsInHonesty avatar Mar 30 '25 16:03 ExperimentsInHonesty

1.Progress:

1.1: Tested all forms linked to the website. There are no issues, data appear in the spreadsheet. These are: Remote Onboarding New Member Project Leader Donor/Sponsor Government Non-Profit Transportation & Parking Other https://docs.google.com/spreadsheets/d/1sIhdPzSpMNn7ZwGftiCbgMRtF-84ziJgmr8EjsC_yK8/edit?gid=1185333001#gid=1185333001

1.2: I tested https://docs.google.com/forms/d/e/1FAIpQLSdTM20e-XBD3_fmTPlYfkBKT7cv7aKdO1b2yx_OCrbHLCvLog/viewform. To ask @ExperimentsInHonesty the spreadsheet link to see results. I dont know the location of this file

2.Availability: Blockers: nope 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar Apr 13 '25 10:04 Eleftherios01

To make the dashboard start working again

  • [ ] We need to revise all the response sheets so that there is a response sheet from the form and a response sheet that the dashboard uses. We did the one for Government -On the response sheet from the form, another column will need to get added that is called Show on Dashboard

Add to requirements

  • [ ] We need a script (similar to wins), where when a new input is made into the form, it opens an issue (the wins issues) - not sure what repo it will open the issue in.
  • [ ] We need a bot that reports to the admin channel when a new issue with the appropriate label is added (this should also include the wins form inputs)
  • [ ] Admin channel rep will review the input and decide if its TRUE or FALSE
  • [ ] On the response sheet from the form, the Admin Channel rep will Add the TRUE or FALSE value to the column called Show on Dashboard

ExperimentsInHonesty avatar Apr 13 '25 19:04 ExperimentsInHonesty

Off topic - please move to Dashboard initiative issue

We need another dashboard. Dashboard will be called Inbound Communication

ExperimentsInHonesty avatar Apr 13 '25 19:04 ExperimentsInHonesty

Screenshot of Onboarding Dashboard Page

Image

ExperimentsInHonesty avatar Apr 27 '25 17:04 ExperimentsInHonesty

https://chromewebstore.google.com/detail/gofullpage-full-page-scre/fdpohaocaechififmbbbbbknoalclacl?pli=1

ExperimentsInHonesty avatar Apr 27 '25 18:04 ExperimentsInHonesty

Image

Eleftherios01 avatar May 02 '25 20:05 Eleftherios01

Image

Eleftherios01 avatar May 02 '25 21:05 Eleftherios01

1.Progress: I tested all survey forms to figure out where the data fall into the survey data workbook 2.Availability: Blockers: none 3.ETA: Availability: 4.Pictures ETA: or links* (if necessary): 5.Pictures or links* (if necessary):

Eleftherios01 avatar May 04 '25 16:05 Eleftherios01

The Remote Onboarding Responses & New Member Responses sheets have columns that should only be on the Filtered Results sheet. But since the dashboard is using the response sheet, we will have to change it to use the Filtered Results sheet before we can delete its extra columns

Remote Onboarding Responses Extra columns

  • F
  • G
  • J
  • K
  • M
  • N
  • P
  • Q
  • S
  • T
  • V
  • W
  • Y
  • Z
  • AB
  • AC
  • AF
  • AG

New Member Responses Extra columns

  • F
  • G
  • L
  • M
  • Y
  • Z
  • AE
  • AF
  • AH
  • AI

ExperimentsInHonesty avatar May 04 '25 18:05 ExperimentsInHonesty

We need to figure out how to discover which tab the data is coming from, for a particular looker chart. Because we have two sheets with the same information, and we want to connect it to the filtered sheet.

On the Project Leader Responses sheet, column W, it has check all that apply and so in the filtered results sheet we use two formulas to break that down into a single list, with all the instances of a check that apply. So

Example value on response sheet, column W:

Agile, Kanban, Scrum, GitHub, Lean, Continuous Improvement (Kaizen), Waterfall, Other

Turns into

Example value on filtered results sheet, column AA:

Agile, Kanban, Scrum, GitHub, Lean, Continuous Improvement (Kaizen), Waterfall, Other

Which then turns into the list that appears in filtered results sheet column AC

Agile Kanban Scrum GitHub Lean Continuous Improvement (Kaizen) Waterfall Other


Edit the dashboard - to get access, log into 1password, go to any of the following vaults (P:hackforla.org website, P: website devs, P: website-data science) and use [email protected] to grant edit access. Hack for LA | Organizational Dashboard - Desktop Hack for LA | Organizational Dashboard - Mobile

ExperimentsInHonesty avatar May 04 '25 18:05 ExperimentsInHonesty

@Eleftherios01 I met with Rabia, and she showed me how to know which tab it's pulling data from See the image

When you click on the chart (blue box on left), it shows which tab (green box on right in the dash after the name of the spreadsheet) Example: in the image below it's pulling from Project Leader not Project Leader Responses.

Image

So in the Dashboard - Org - Competitive or Comparative Analysis Template I have added column N. Please go to the Org Looker Dashboard click on each chart and look at the name of the tab and write that in column N of the Dashboard - Org - Competitive or Comparative Analysis Template

If you don't understand the direction, I will show you on Sunday, but if you do understand the direction, please get that done before next Sunday.

ExperimentsInHonesty avatar May 06 '25 17:05 ExperimentsInHonesty