Meeting Title: Robert <> Awaish <> Bo Date: 2025-02-28 Meeting participants: Robert Tseng, Awaish Kumar, Bo Yoon
WEBVTT
1 00:00:43.790 ⇒ 00:00:44.750 Robert Tseng: Hey? Wish?
2 00:00:47.760 ⇒ 00:00:50.380 Robert Tseng: Alright, I’m gonna share my screen. Let’s just try to get through this.
3 00:00:51.380 ⇒ 00:00:59.529 Robert Tseng: Okay? So yeah, I saw that you fixed some things or like you made some changes. Order summary versus product sales. Summary.
4 00:00:59.640 ⇒ 00:01:03.258 Robert Tseng: Yeah. The order counts are somewhat lining up now.
5 00:01:03.880 ⇒ 00:01:11.939 Robert Tseng: I’m like looking. Okay, we have 2 different sources. We have the staging performance dashboard that uses the staging. Dbt, mark.
6 00:01:12.428 ⇒ 00:01:15.460 Awaish Kumar: I believe what uses product sales summary legacy.
7 00:01:15.950 ⇒ 00:01:22.439 Robert Tseng: And then, yeah, I don’t think this is really matching up. So by zoom,
8 00:01:25.510 ⇒ 00:01:26.380 Awaish Kumar: Sorry, but.
9 00:01:29.020 ⇒ 00:01:32.490 Robert Tseng: So, yeah, I have this filtered for April.
10 00:01:32.630 ⇒ 00:01:34.070 Robert Tseng: Goodness, I hate worker.
11 00:01:37.680 ⇒ 00:01:45.240 Robert Tseng: Yeah. April 2024. If you look at the number of orders. It’s says 4,000. Here.
12 00:01:45.500 ⇒ 00:01:48.280 Robert Tseng: we’re saying it’s 9,000 here.
13 00:01:49.530 ⇒ 00:01:54.030 Awaish Kumar: All the orders, and it’s it’s just the new orders right in the dashboard.
14 00:01:57.780 ⇒ 00:01:59.660 Robert Tseng: Now, it’s 15.
15 00:02:00.220 ⇒ 00:02:03.700 Robert Tseng: But that’s probably because it’s using sales. Summary legacy.
16 00:02:08.240 ⇒ 00:02:13.180 Robert Tseng: Nope, yeah, it’s just showing 15
17 00:02:16.460 ⇒ 00:02:20.359 Robert Tseng: Oh, what is just sorry. I think it changed the the dates.
18 00:02:29.660 ⇒ 00:02:31.949 Robert Tseng: Okay, so that’s showing 9,000.
19 00:02:32.170 ⇒ 00:02:39.750 Robert Tseng: Is that what? Sure I have Bo on this call, too, because I want to make sure that that’s what we we should be seeing here on the tableau dashboard. So
20 00:02:39.860 ⇒ 00:02:41.429 Robert Tseng: I’m gonna refresh this
21 00:02:57.780 ⇒ 00:02:59.830 Robert Tseng: total orders
22 00:03:05.230 ⇒ 00:03:09.830 Robert Tseng: this date, Slider, is is there a different date, Slider that we can use? I don’t know.
23 00:03:09.830 ⇒ 00:03:13.739 Bo Yoon: You can actually double click on the on the date itself. And
24 00:03:14.450 ⇒ 00:03:19.439 Bo Yoon: no, no, the the actual date, the number dates. Yeah.
25 00:03:19.930 ⇒ 00:03:20.989 Robert Tseng: Oh, I see
26 00:03:25.020 ⇒ 00:03:26.540 Robert Tseng: 9,000.
27 00:03:27.380 ⇒ 00:03:32.009 Robert Tseng: This is okay. Yeah. So we fixed this, I guess. Huh?
28 00:03:32.730 ⇒ 00:03:36.676 Robert Tseng: Dang it, I have to go and update everything on the model. Now.
29 00:03:37.397 ⇒ 00:03:41.150 Awaish Kumar: I don’t know where this legacy table coming from.
30 00:03:42.625 ⇒ 00:03:49.480 Awaish Kumar: We like right now, we have 3 tables like product sales, summary product, sell somebody by transaction.
31 00:03:49.590 ⇒ 00:03:52.949 Awaish Kumar: and the product sell summary by revenue.
32 00:03:53.860 ⇒ 00:04:00.169 Robert Tseng: Yeah, okay, I think this is a bit too confusing. We need to figure which one should we be using for this for this table. Are we on the same page about that.
33 00:04:01.530 ⇒ 00:04:17.549 Awaish Kumar: So like, as as you said, we created 3 tables with whatever your requirements were like product sales summary where we are not. Like spreading the ad spend right number number 2 product sales summary by transaction
34 00:04:17.820 ⇒ 00:04:26.289 Awaish Kumar: where we are spreading the ad spend by the account number of orders, right ratio of the number of orders.
35 00:04:26.640 ⇒ 00:04:27.040 Robert Tseng: Yep.
36 00:04:27.040 ⇒ 00:04:51.170 Awaish Kumar: And everything else is the same, and in the product sales summary by revenue, we are spreading the address spent by the like. The per percentage of the revenue for that product, right? So like revenue for this product, divided by total revenue, multiplied by the admin. So something like that everything else is the same. So this legacy table I think it was just created once
37 00:04:51.822 ⇒ 00:04:59.689 Awaish Kumar: by Utam or someone. I’m not sure I can ask him. Why, this, there is another name, and we can like sort it out.
38 00:05:00.670 ⇒ 00:05:05.510 Robert Tseng: Okay? I mean, that’s fine. If that’s clear, we should be using transaction, not legacy. Right?
39 00:05:07.120 ⇒ 00:05:11.080 Awaish Kumar: Yeah, like you can use, like, I mentioned 3 names.
40 00:05:11.380 ⇒ 00:05:24.949 Awaish Kumar: You can like whatever fits you. I don’t know. Like, if you want to use one where we are spreading the ad, or we want to be someone, some table where we are not spreading that like depending on that you can choose like which one we want to use.
41 00:05:26.220 ⇒ 00:05:30.929 Robert Tseng: Yeah, we were either spreading it by orders or spreading it by by transactions. Okay, I mean.
42 00:05:30.930 ⇒ 00:05:31.790 Awaish Kumar: Yeah, yeah.
43 00:05:31.990 ⇒ 00:05:43.459 Robert Tseng: I’ve I’m gonna just double check. I’m gonna look through the message one more time, I’m gonna say which one we’re using. And then all the dashboards need to be up like the this. This dashboard needs to be updated with with the correct model.
44 00:05:45.530 ⇒ 00:05:46.180 Bo Yoon: The.
45 00:05:46.180 ⇒ 00:05:47.569 Awaish Kumar: Sure sure like.
46 00:05:47.710 ⇒ 00:05:53.980 Bo Yoon: This. This chart is actually using the summary by transaction from the staging mark.
47 00:05:53.980 ⇒ 00:05:59.320 Robert Tseng: Okay, it’s using transaction. Okay, that’s the correct. Yeah. I think I believe that’s correct. I will double check. But I’m pretty sure that’s.
48 00:05:59.882 ⇒ 00:06:04.940 Bo Yoon: The summary by transaction from the production data mark.
49 00:06:07.030 ⇒ 00:06:11.189 Robert Tseng: Yeah, I guess I wish that’s question for you. Are we still using staging, mart, or is it
50 00:06:11.530 ⇒ 00:06:12.410 Robert Tseng: for now.
51 00:06:13.190 ⇒ 00:06:15.639 Awaish Kumar: You can use the production ones.
52 00:06:16.300 ⇒ 00:06:25.669 Awaish Kumar: There’s like. Now, all the changes I made are in production. So we are good. If you you can move over to the production march.
53 00:06:26.660 ⇒ 00:06:27.350 Robert Tseng: Okay.
54 00:06:27.670 ⇒ 00:06:29.930 Bo Yoon: Okay, I’ll I’ll get it changed. Then.
55 00:06:30.743 ⇒ 00:06:32.929 Robert Tseng: And then, yeah, I guess what we do that.
56 00:06:32.930 ⇒ 00:06:45.969 Awaish Kumar: That you might need to refresh tableau, mark tableau dashboards like. For example, if I run a table now you might need to refresh your dashboard to have the latest data in there.
57 00:06:48.300 ⇒ 00:06:48.940 Robert Tseng: Yeah.
58 00:06:49.520 ⇒ 00:06:55.149 Awaish Kumar: I don’t like automatically read the update. So you just have to refresh it from.
59 00:06:55.560 ⇒ 00:07:03.830 Robert Tseng: Yep, okay. I hear you there and then the difference between, I guess. Okay, let’s just say this transaction. Right? Okay, we’ll just.
60 00:07:03.830 ⇒ 00:07:04.510 Awaish Kumar: Bye, John.
61 00:07:04.510 ⇒ 00:07:06.250 Robert Tseng: Action sprint. Yep. Alright
62 00:07:07.940 ⇒ 00:07:09.740 Awaish Kumar: I think it is by transaction.
63 00:07:14.210 ⇒ 00:07:15.989 Robert Tseng: But- but I just.
64 00:07:18.355 ⇒ 00:07:20.630 Awaish Kumar: Like I don’t know. We have too many.
65 00:07:20.985 ⇒ 00:07:34.840 Robert Tseng: By transaction, I see. Okay, it’s by transaction. Oh, my goodness, okay, too many of them. Yeah. So if these don’t match up? Because, like, why? Why would they not match up between order, summary and product sales?
66 00:07:35.450 ⇒ 00:07:36.670 Awaish Kumar: There is.
67 00:07:37.260 ⇒ 00:07:39.159 Awaish Kumar: Yeah, there’s 1 more thing, this.
68 00:07:39.340 ⇒ 00:07:45.760 Awaish Kumar: So only only like, no, like, like, if you see one is using product production data.
69 00:07:45.880 ⇒ 00:07:47.899 Awaish Kumar: other one is using staging data.
70 00:07:48.550 ⇒ 00:07:50.429 Robert Tseng: That’s the difference. Number 2 is that.
71 00:07:51.180 ⇒ 00:07:56.610 Awaish Kumar: And yeah, there could be. One more thing is that when we run this right?
72 00:07:59.210 ⇒ 00:08:06.122 Awaish Kumar: So I might need to update, rob, update this table
73 00:08:06.790 ⇒ 00:08:11.579 Awaish Kumar: product sales summary by transaction. Because I recently ran this order summary table
74 00:08:12.240 ⇒ 00:08:23.579 Awaish Kumar: like in production. When this other product sales, somebody was run like few hours ago. So that could be a difference like now, we have more orders in.
75 00:08:23.860 ⇒ 00:08:26.349 Awaish Kumar: But this table is not updated recently.
76 00:08:26.640 ⇒ 00:08:31.219 Robert Tseng: But I’m just looking at April 2024. So it shouldn’t matter. The recency of the data shouldn’t matter.
77 00:08:31.220 ⇒ 00:08:35.479 Awaish Kumar: I know, I think, yeah, you’re good.
78 00:08:37.950 ⇒ 00:08:39.216 Awaish Kumar: Oh, okay,
79 00:08:39.850 ⇒ 00:09:01.500 Robert Tseng: So I mean, I’ll just run with you really quick. Why, I’m using order summary, right? I needed. I needed to see which orders are going to which pharmacies, and that’s why you added pharmacy. Name to this to this table. Right? Cause I’m building like a forecasting model here, where I, I need to know, like, what share of orders is gonna go to pharmacy, A versus pharmacy B, or whatever
80 00:09:01.500 ⇒ 00:09:10.989 Robert Tseng: that pharmacy data is not here. It’s fine. I think it’s it should not be in the same table. And that’s why I’m using order summary but I do feel like this needs to match up
81 00:09:12.050 ⇒ 00:09:12.810 Robert Tseng: because.
82 00:09:12.810 ⇒ 00:09:14.500 Awaish Kumar: I, I feel that
83 00:09:15.420 ⇒ 00:09:20.540 Awaish Kumar: yeah, like this could be also because, like the product sales, summary by transaction is still
84 00:09:21.070 ⇒ 00:09:23.490 Awaish Kumar: using the order detail table, but I can
85 00:09:23.960 ⇒ 00:09:27.669 Awaish Kumar: like dig, dig more into it, and see like what is causing that
86 00:09:28.160 ⇒ 00:09:31.739 Awaish Kumar: it it should not like be like that. So I I will just look at it.
87 00:09:32.970 ⇒ 00:09:38.070 Robert Tseng: Okay, I mean, it’s not. I mean, let me just see how far off is it?
88 00:09:38.790 ⇒ 00:09:42.010 Robert Tseng: Yeah, it’s like a 7% difference.
89 00:09:43.100 ⇒ 00:09:55.859 Robert Tseng: yeah, I if we could get to the bottom of it, I’m I’m trying to push out this this forecast like Asap. So yeah, if you could just dig into it. I’m probably not gonna make the team meeting because I I need to make sure this goes out.
90 00:09:56.240 ⇒ 00:09:59.240 Robert Tseng: So yeah, if you could just look into that. That’d be helpful.
91 00:09:59.350 ⇒ 00:10:20.170 Robert Tseng: Bo. You’re making the fix to this dashboard. Couple of other things here. So Adam’s feedback was, this is not very mobile, friendly. Like you go here. The tables are not dynamic, so you can’t really get what you want from it. I don’t know if there’s anything we can do from a design perspective. To make this look we should be designing for Mobile 1st is kind of what I was told.
92 00:10:21.630 ⇒ 00:10:27.480 Robert Tseng: so I guess things like, you know, taking these 3 tiles, you know. I guess we should only do one
93 00:10:27.690 ⇒ 00:10:29.744 Robert Tseng: one thing per
94 00:10:31.580 ⇒ 00:10:43.059 Robert Tseng: like maybe we shouldn’t do side by side charts anymore, because it’s hard to view on Mobile. It just automatically gets pushed down, anyway. So maybe we have the 3 tiles be above like, I don’t know. I think we just have to be
95 00:10:43.180 ⇒ 00:10:49.320 Robert Tseng: thinking about how do we make this more mobile friendly?
96 00:10:49.610 ⇒ 00:10:55.519 Robert Tseng: I I’m surprised that the table is not responsive to mobile, like, you know, like I
97 00:10:56.050 ⇒ 00:10:58.819 Robert Tseng: I don’t. I don’t know what we can do about that, because
98 00:10:59.050 ⇒ 00:11:07.100 Robert Tseng: yeah, Looker studio was responsive, and he’s he’s like hung up on how we lost some functionality by moving to tableau. Which
99 00:11:07.300 ⇒ 00:11:12.780 Robert Tseng: is, I mean, yeah, we. We just have to. We have to do something to fix that perception.
100 00:11:13.130 ⇒ 00:11:17.910 Bo Yoon: No, yeah, let me see what I can do.
101 00:11:18.850 ⇒ 00:11:26.800 Bo Yoon: But but what is is the phone view more important than the the desktop view for them.
102 00:11:27.190 ⇒ 00:11:28.040 Bo Yoon: or.
103 00:11:28.540 ⇒ 00:11:29.140 Robert Tseng: Well.
104 00:11:29.140 ⇒ 00:11:43.169 Robert Tseng: I mean, I’m just like I don’t know what trade offs you make by going to phone only, but apparent. Elt looks at everything on phone. I mean, the rest of the team uses uses desktop so. But I think we should. We should make it like
105 00:11:44.710 ⇒ 00:11:56.939 Robert Tseng: I I guess what I’m saying is like I. If you were to mo optimize this for Mobile, I don’t know how this would change like I I don’t. I would not look at this on Mobile. I would always look on a desktop. But that’s just me.
106 00:11:57.240 ⇒ 00:12:05.730 Bo Yoon: But if if it’s too hard to do that, can I just create another dashboard just for the the mobile version is that also.
107 00:12:07.880 ⇒ 00:12:08.800 Robert Tseng: Yeah.
108 00:12:09.130 ⇒ 00:12:22.290 Robert Tseng: So okay, I guess to make your asks. I, I know you have a couple. I’m I’m waiting on a couple of things from you as well, so I don’t want you to be like tweaking visuals. If if it’s gonna slow us down from shipping other things.
109 00:12:24.110 ⇒ 00:12:46.650 Robert Tseng: if anything. I’ll I’ll have Sahana help clean it up and make it make it mobile, mobile, friendly. But yeah. So I just wanted to flag that that we, we need to be thinking about how to make these more mobile, friendly moving, moving forward. Let’s just update the data source for now and then the the other dashboards that I’m waiting for you on, like I’m gonna be pinging you in slack very soon. So just please give me updates on that
110 00:12:47.095 ⇒ 00:12:52.050 Robert Tseng: I need to finish and ship this forecast model. So that’s what I’m going to be working on.
111 00:12:52.340 ⇒ 00:12:55.130 Awaish Kumar: Okay, can. Can I say one thing about the query.
112 00:12:55.500 ⇒ 00:12:56.130 Robert Tseng: Yeah.
113 00:12:57.410 ⇒ 00:13:02.990 Awaish Kumar: So in the by, in the product sales summary, we are excluding the
114 00:13:03.240 ⇒ 00:13:07.180 Awaish Kumar: order with status, like event done, cancel.
115 00:13:07.550 ⇒ 00:13:07.920 Robert Tseng: Yep.
116 00:13:07.920 ⇒ 00:13:13.259 Awaish Kumar: And error, and in this we we are not excluding. In order. Summary, we have to do it
117 00:13:13.620 ⇒ 00:13:14.740 Awaish Kumar: in the curry.
118 00:13:14.840 ⇒ 00:13:16.729 Awaish Kumar: So yeah, this is.
119 00:13:16.730 ⇒ 00:13:17.530 Robert Tseng: Oh,
120 00:13:27.504 ⇒ 00:13:30.350 Robert Tseng: okay, it’s it’s close, it’s close.
121 00:13:30.780 ⇒ 00:13:36.530 Robert Tseng: It’s close enough. I don’t. I mean, I don’t want to be nitpicky, but it’s it is still a bit slightly off, which is.
122 00:13:36.790 ⇒ 00:13:39.869 Robert Tseng: I mean, I can live with that margin of error. That’s fine. But
123 00:13:41.400 ⇒ 00:13:44.250 Robert Tseng: yeah, I’m I’m okay with this. But yeah.
124 00:13:45.790 ⇒ 00:13:49.709 Robert Tseng: I guess. Let me just make sure that I look at a different month. It’s about the same.
125 00:13:53.190 ⇒ 00:13:56.379 Robert Tseng: Yeah, we’re just off by like 10 orders every month.
126 00:14:03.460 ⇒ 00:14:04.920 Robert Tseng: I mean.
127 00:14:06.340 ⇒ 00:14:09.189 Awaish Kumar: In the order summary, we have more in the but.
128 00:14:09.190 ⇒ 00:14:09.650 Robert Tseng: Yeah.
129 00:14:09.650 ⇒ 00:14:10.660 Awaish Kumar: Actually somebody.
130 00:14:11.130 ⇒ 00:14:12.019 Robert Tseng: I think. Order. Summary.
131 00:14:12.444 ⇒ 00:14:12.869 Robert Tseng: Order.
132 00:14:12.870 ⇒ 00:14:13.500 Robert Tseng: Yeah.
133 00:14:14.290 ⇒ 00:14:17.189 Awaish Kumar: Yeah, in the product sales summary. We could have, like some
134 00:14:17.590 ⇒ 00:14:20.049 Awaish Kumar: some rows where product are missing.
135 00:14:20.210 ⇒ 00:14:24.890 Awaish Kumar: And that’s why these it’s fine hold on goes.
136 00:14:24.890 ⇒ 00:14:31.710 Robert Tseng: It’s okay. I wish I don’t want. I don’t want you to spend your time digging into like a margin of like less than 1%. So it’s fine. Okay?
137 00:14:31.860 ⇒ 00:14:36.940 Robert Tseng: Well, we we can live with it. Yeah, thank you.
138 00:14:37.680 ⇒ 00:14:42.350 Robert Tseng: Cool, alright guys, I gotta jump to to knock this out. So talk to you. Talk to you soon.
139 00:14:42.400 ⇒ 00:14:44.241 Bo Yoon: Hi! There, Robert! One second
140 00:14:44.610 ⇒ 00:14:45.539 Robert Tseng: Yeah, what’s up.
141 00:14:45.540 ⇒ 00:14:51.550 Bo Yoon: So do you want me to work on the exact dash for now? The the fixes that you wanted me to do.
142 00:14:51.750 ⇒ 00:14:58.160 Robert Tseng: Yeah, are. The is the profitability stuff done like the exact dash. Like, I, I want to show that. So
143 00:14:59.560 ⇒ 00:15:00.400 Robert Tseng: yeah.
144 00:15:00.400 ⇒ 00:15:06.610 Bo Yoon: The the exact dash of fixes that you requested me last night right? I mean yesterday.
145 00:15:06.610 ⇒ 00:15:09.370 Robert Tseng: Yeah, yeah.
146 00:15:09.370 ⇒ 00:15:10.910 Bo Yoon: The part, one, part 2.
147 00:15:10.910 ⇒ 00:15:12.940 Robert Tseng: Yeah. Yeah. Yes. Yes.
148 00:15:13.190 ⇒ 00:15:14.599 Bo Yoon: Okay. Okay.
149 00:15:14.940 ⇒ 00:15:18.290 Robert Tseng: And we’re we’re and how’s the profitability? Dash looking.
150 00:15:19.167 ⇒ 00:15:25.422 Bo Yoon: Yeah, I just I checked the the table. I will be able to do that today.
151 00:15:27.030 ⇒ 00:15:32.679 Robert Tseng: Okay, okay, can you just get the exact dash stuff done?
152 00:15:32.981 ⇒ 00:15:39.499 Robert Tseng: I I’m meeting with them in like an hour and a half, like I I want. I want to show that. So if you’re gonna miss the meeting, let’s fine. Just miss the meeting.
153 00:15:39.680 ⇒ 00:15:41.610 Bo Yoon: Okay. Okay. Sure. Okay.
154 00:15:41.610 ⇒ 00:15:42.250 Robert Tseng: Thanks.
155 00:15:42.850 ⇒ 00:15:43.390 Bo Yoon: Thanks, bye.