Desarrollo e Implementación de Informes en Data Studio de Google con el Fin de Optimizar Tiempos y Facilitar la Lectura de Información para Toma de Decisiones en la Dirección de Negocios Cobranding Y Alianzas En Banco Davivienda.

Abstract

The improvement project arose with the identification that the report of the main indicators of the cobranding area was handled with an Excel file, which was fed by one person, and after the update, periodically a presentation of the status of the figures was made through the same. It was also sent through a shared drive to which all members of the area had access. A disadvantage of the Excel file was that the visualization of the figures was tedious and direct access for other people was not the easiest, since the handling of several file folders that made it repeatedly ask for the location, required a constant downloading of the file, which made it a slow process. From the knowledge I had of Google's Data Studio tool, which facilitates the presentation of reports that have Google spreadsheets as a source, which are similar to Excel. I proceeded to research on how to use them, transfer the file to Google spreadsheets and then connect them to Data Studio to develop the report. Upon completion of the development of the new report, I shared the link with my colleagues so they could learn about it and give me feedback to make improvements as they saw fit. After the feedback I made the final adjustments. Finally, the Data Studio report is presented every week to know the status of the indicators of placements, cancellations, number of cards in force, balances and invoicing. In order to have the information available in a more accessible and interactive way, impacting positively on decision making.