Meeting Title: Uttam <> Danica Date: 2024-02-06 Meeting participants: Danica Hamor, Uttam Kumaran
WEBVTT
1 00:00:25.650 ⇒ 00:00:26.710 Uttam Kumaran: Hello!
2 00:00:31.500 ⇒ 00:00:35.029 Uttam Kumaran: Hello! Hi! Utah! Hi! How are you?
3 00:00:35.420 ⇒ 00:00:37.290 Danica Hamor: Hi! I’m good. Thank you.
4 00:00:38.110 ⇒ 00:00:42.300 Uttam Kumaran: Thanks for thanks for hopping on and appreciate the patience I’ve just had like
5 00:00:42.390 ⇒ 00:00:45.860 Uttam Kumaran: a very crazy week last week.
6 00:00:46.460 ⇒ 00:00:50.040 Uttam Kumaran: I on. I’m kind of onboarding a few other people.
7 00:00:50.460 ⇒ 00:00:54.910 Uttam Kumaran: And yeah, it’s been
8 00:00:55.450 ⇒ 00:01:00.300 It’s been. It’s been. It’s been a good challenge to kind of get more people growing on the team and stuff like that.
9 00:01:00.330 ⇒ 00:01:01.579 Uttam Kumaran: And it’s just
10 00:01:02.040 ⇒ 00:01:08.289 told me me kind of like running on it. So that’s the biggest challenge. But again, I really appreciate it. That’s not your problem. So
11 00:01:09.100 ⇒ 00:01:10.239 Danica Hamor: no worries.
12 00:01:12.150 ⇒ 00:01:31.499 Uttam Kumaran: Great. So yeah, I guess wanted to get your feedback on that document and get your get a chance for you to ask any questions. I also wanted to walk you through. Kind of some of the data shave and then kind of just give you another access that you might need
13 00:01:31.500 ⇒ 00:01:44.459 Uttam Kumaran: to kind of begin taking a look at stuff. So just to kind of like recap. So you mentioned that. So you know, at Brainforge we do a lot of work around across data.
14 00:01:44.590 ⇒ 00:02:06.250 Uttam Kumaran: So although there is a need right now for dashboarding and more like business intelligence help, I think your experience is pretty wide, so would love to, you know, be able to leverage your skill set across multiple different parts of the company. The initial ask, here is kind of what we discussed, which is developing a dashboard.
15 00:02:06.290 ⇒ 00:02:09.789 Uttam Kumaran: for one of our clients.
16 00:02:09.910 ⇒ 00:02:16.759 Uttam Kumaran: this is primarily focused on. web and web events.
17 00:02:17.580 ⇒ 00:02:26.109 Uttam Kumaran: And so that being said, Yeah, I guess I wanted to get your feedback on, like, if you’ve worked on stuff like that. And what you think about the project scope.
18 00:02:26.250 ⇒ 00:02:27.390 Uttam Kumaran: Yeah.
19 00:02:27.670 ⇒ 00:02:41.140 Danica Hamor: yeah. So I have check asset link and the light dash online and was able to get an overview of What
20 00:02:41.160 ⇒ 00:02:47.120 Danica Hamor: what it was. And yeah. So I just wanted to know.
21 00:02:47.170 ⇒ 00:02:53.030 Danica Hamor: like, how big is the data that we will be rankling.
22 00:02:53.700 ⇒ 00:03:03.439 Uttam Kumaran: It’s not that big at all. Asset link is a pretty new company. And only recently have they kind of been collecting a lot of events. So it’s
23 00:03:03.600 ⇒ 00:03:08.270 Uttam Kumaran: quite new. The interesting thing is.
24 00:03:08.700 ⇒ 00:03:18.999 Uttam Kumaran: they are a. They are both a web platform. But the underlying technology is an ability to. It’s like, almost like a linkedin for finance professionals.
25 00:03:19.210 ⇒ 00:03:30.519 Uttam Kumaran: And so there’s a lot of unique parts of the business. I mean, like unique parts of the data that they have that they’re collecting. But it’s not that large of a data set yet.
26 00:03:31.110 ⇒ 00:03:33.240 Uttam Kumaran: yeah.
27 00:03:33.460 ⇒ 00:03:34.410 Danica Hamor: okay.
28 00:03:35.940 ⇒ 00:03:44.649 Danica Hamor: okay. And there will be no like Kpi guidelines. I will be the one to
29 00:03:44.720 ⇒ 00:03:46.669 Danica Hamor: do that on my own.
30 00:03:47.930 ⇒ 00:04:02.919 Uttam Kumaran: So I actually do have some Kpi guidelines, and I’m hoping that maybe we can discuss a little bit there. I just spoke with the client this morning, and actually just right before this, and was getting some understanding of
31 00:04:03.010 ⇒ 00:04:13.329 Uttam Kumaran: like what? What the key kpis they want. And so I will. I’m gonna be able to share that with you. Hopefully, today.
32 00:04:13.510 ⇒ 00:04:29.690 Uttam Kumaran: And but we can at least talk through, because basically for measuring web events, I would say there’s probably like 5 or 10 key Kpis that I certainly want to see, and would be interested. How you kind of demonstrate that but
33 00:04:29.690 ⇒ 00:04:44.319 Uttam Kumaran: but then there’ll be some guidance from the client on a on a larger Kpi like kind of organization. The the key thing I’ll let you know is that the client is a startup. So so part of the benefit we have, and part of the difficulty is that
34 00:04:44.370 ⇒ 00:04:48.849 Uttam Kumaran: we like, we need to make sure that we’re
35 00:04:49.260 ⇒ 00:04:57.970 Uttam Kumaran: kind of guiding them and providing them like proactively. Some of the metrics that they may want to see as well as sharing what they really need to see. For
36 00:04:57.980 ⇒ 00:05:00.010 Uttam Kumaran: you know their operations today.
37 00:05:00.190 ⇒ 00:05:02.060 Uttam Kumaran: So let’s check for that.
38 00:05:02.930 ⇒ 00:05:11.549 Danica Hamor: Okay, so apart from this, then, like 10 main apis, you have in mind, I am also free to add.
39 00:05:11.560 ⇒ 00:05:16.890 Danica Hamor: what I think would be great to have. Okay.
40 00:05:18.060 ⇒ 00:05:19.070 Uttam Kumaran: that’s correct.
41 00:05:19.330 ⇒ 00:05:20.160 Danica Hamor: Okay.
42 00:05:22.670 ⇒ 00:05:34.280 Uttam Kumaran: so maybe on the call. Right now, I just wanted to see if you could maybe access some of our systems. So you should have received a email from
43 00:05:34.550 ⇒ 00:05:35.890 Uttam Kumaran: from Google.
44 00:05:36.200 ⇒ 00:05:40.079 Uttam Kumaran: and as well as an email from
45 00:05:40.510 ⇒ 00:05:49.820 Uttam Kumaran: email from Google for a new Google email address. I’m wondering if you could just take a look and see if you have that.
46 00:05:50.310 ⇒ 00:05:55.169 Danica Hamor: Okay? Yeah, I should. I try to sign in.
47 00:05:57.130 ⇒ 00:06:03.190 Uttam Kumaran: Yes, and then I just sent the temporary password in slack.
48 00:06:05.530 ⇒ 00:06:12.590 Danica Hamor: Oh, slack! I? Okay, sorry.
49 00:06:13.100 ⇒ 00:06:16.630 Uttam Kumaran: And then you will have an email to slack
50 00:06:19.780 ⇒ 00:06:22.130 Uttam Kumaran: in your new gmail. Yeah.
51 00:06:32.430 ⇒ 00:06:36.120 Danica Hamor: this is the password for.
52 00:06:36.910 ⇒ 00:06:41.570 Uttam Kumaran: or the Gmail, or Danica Hamor at gmail@atbradyforge.ai.
53 00:06:41.690 ⇒ 00:06:42.630 Danica Hamor: Thank you.
54 00:07:04.070 ⇒ 00:07:06.489 Danica Hamor: I was able to log in. Yes.
55 00:07:06.850 ⇒ 00:07:11.530 Uttam Kumaran: okay. And then you should see an invite from slack as well as an invite
56 00:07:11.670 ⇒ 00:07:13.150 Uttam Kumaran: to light. Dash.
57 00:07:15.500 ⇒ 00:07:19.950 Uttam Kumaran: slack! I’m not not yet.
58 00:07:20.850 ⇒ 00:07:22.800 Uttam Kumaran: Okay, let me
59 00:07:24.000 ⇒ 00:07:25.660 Uttam Kumaran: let me send it one more time.
60 00:07:39.090 ⇒ 00:07:43.039 Okay, I just sent the slack invite to
61 00:07:43.680 ⇒ 00:07:45.260 Uttam Kumaran: zoom.
62 00:08:17.370 ⇒ 00:08:21.960 Danica Hamor: and for stack I should use my brain forage email.
63 00:08:22.930 ⇒ 00:08:23.940 Uttam Kumaran: Yes.
64 00:08:24.230 ⇒ 00:08:24.950 Danica Hamor: keep
65 00:09:08.840 ⇒ 00:09:10.030 Uttam Kumaran: okay, great.
66 00:09:13.610 ⇒ 00:09:16.539 Uttam Kumaran: Let me know. You should be able to see.
67 00:09:16.990 ⇒ 00:09:23.839 Uttam Kumaran: you know a a direct message between me and you. Some other channels as well as
68 00:09:23.940 ⇒ 00:09:29.059 Uttam Kumaran: A client asset link channel.
69 00:09:29.530 ⇒ 00:09:31.020 Danica Hamor: Yes, I saw.
70 00:09:31.570 ⇒ 00:09:36.769 Danica Hamor: Okay. Great. The other thing you should see in your email is an invite to light dash
71 00:09:37.900 ⇒ 00:09:39.869 Danica Hamor: in my email.
72 00:09:42.700 ⇒ 00:09:49.770 Danica Hamor: The Brainforge email or the my, my.
73 00:09:50.280 ⇒ 00:09:53.010 Danica Hamor: okay, let me just log in.
74 00:09:54.340 ⇒ 00:09:59.169 Yeah, everything. All kind of centralized to your brainforgemail. Now, just for security.
75 00:09:59.470 ⇒ 00:10:50.780 Uttam Kumaran: let me know.
76 00:10:51.710 ⇒ 00:10:54.869 Danica Hamor: The invite invite to light dash.
77 00:10:55.620 ⇒ 00:10:58.550 Uttam Kumaran: yeah, I also sent it in slack
78 00:10:58.880 ⇒ 00:10:59.910 Danica Hamor: Nikki.
79 00:11:05.000 ⇒ 00:11:07.500 Danica Hamor: oh, I should be using a laptop.
80 00:11:28.710 ⇒ 00:11:31.389 Danica Hamor: Sorry. Could you give me 2 min?
81 00:11:31.440 ⇒ 00:11:32.599 Uttam Kumaran: Yeah, no problem, no problem.
82 00:11:32.770 ⇒ 00:11:33.650 Danica Hamor: Thanks.
83 00:12:19.170 ⇒ 00:12:24.880 Danica Hamor: Do you have anything to discuss while I’m mugging in on lightash.
84 00:12:25.310 ⇒ 00:12:28.650 Uttam Kumaran: Yeah, II guess the
85 00:12:28.800 ⇒ 00:12:33.600 Uttam Kumaran: main thing I just wanted to discuss was whether you had any other questions about
86 00:12:33.760 ⇒ 00:12:36.980 Uttam Kumaran: the document.
87 00:12:37.090 ⇒ 00:12:40.880 Uttam Kumaran: the only thing it would be great is
88 00:12:41.530 ⇒ 00:12:44.950 Uttam Kumaran: just to think about a timeline. I pretty much was like, if we can
89 00:12:45.470 ⇒ 00:12:55.680 Uttam Kumaran: maybe take one week and kind of walk through things. But I know light dash is is a little bit of a new system. You you mentioned you you worked at Power Bi, but have you worked with looker before
90 00:12:56.220 ⇒ 00:12:58.089 Danica Hamor: with sorry, with what?
91 00:12:58.440 ⇒ 00:12:59.560 Uttam Kumaran: Good looker?
92 00:13:00.070 ⇒ 00:13:01.490 Danica Hamor: No.
93 00:13:01.910 ⇒ 00:13:05.880 Danica Hamor: But I think 1 one week would
94 00:13:06.210 ⇒ 00:13:07.750 Danica Hamor: would be fine.
95 00:13:07.900 ⇒ 00:13:08.760 Uttam Kumaran: Okay.
96 00:13:08.860 ⇒ 00:13:09.820 Danica Hamor: yeah.
97 00:13:10.260 ⇒ 00:13:18.009 Uttam Kumaran: And so the one thing I’m just gonna modify the document here to include like Kpi and
98 00:13:18.540 ⇒ 00:13:20.679 dashboard files.
99 00:13:21.250 ⇒ 00:13:23.440 Uttam Kumaran: And what we can do is I can.
100 00:13:23.630 ⇒ 00:13:27.379 I can. I’ll add stuff there, as I learn more from the client today.
101 00:13:27.550 ⇒ 00:13:35.290 Uttam Kumaran: The other thing I’ve have you use. I just wanted to know if you need access to our Github, for
102 00:13:35.790 ⇒ 00:13:41.640 Uttam Kumaran: for any reason to look at data but everything, you should be able to access via, light dash.
103 00:13:41.930 ⇒ 00:13:54.550 Danica Hamor: I think, yes, just for or maybe I could just ask you for an access when I need it.
104 00:13:54.750 ⇒ 00:13:57.010 Danica Hamor: Yeah, okay.
105 00:14:04.500 ⇒ 00:14:07.940 Uttam Kumaran: And I’m in slack. So pretty much anything you need.
106 00:14:08.350 ⇒ 00:14:09.180 Danica Hamor: Yes.
107 00:14:20.670 ⇒ 00:14:23.530 Danica Hamor: So just in case
108 00:14:25.030 ⇒ 00:14:29.419 Danica Hamor: your your time zone is in EST.
109 00:14:29.990 ⇒ 00:14:31.839 Uttam Kumaran: It’s in central time.
110 00:14:32.030 ⇒ 00:14:32.870 Danica Hamor: Okay?
111 00:14:34.020 ⇒ 00:14:44.250 Uttam Kumaran: But I’m you know. I’m up usually at like 7 Am. Central time, and then pretty much anytime. If you send me a note, I’ll try to get back to it as soon as I can, so
112 00:14:45.660 ⇒ 00:14:46.750 no worries.
113 00:16:10.610 ⇒ 00:16:14.690 Danica Hamor: so light dash is in a in a cloud.
114 00:16:14.920 ⇒ 00:16:16.770 Uttam Kumaran: Yes.
115 00:16:17.400 ⇒ 00:16:21.360 Uttam Kumaran: so everything is. Everything we do. Here is all cloud based.
116 00:16:21.540 ⇒ 00:19:22.389 Uttam Kumaran: I was able to log in to light dash.
117 00:19:22.600 ⇒ 00:19:27.980 Uttam Kumaran: okay, do you wanna share your screen. and maybe I can just you around.
118 00:19:28.740 ⇒ 00:19:33.240 Danica Hamor: Sorry I’m I’m I’m using my my phone.
119 00:19:33.560 ⇒ 00:19:35.919 Uttam Kumaran: So can I just sue
120 00:19:36.940 ⇒ 00:19:44.790 Uttam Kumaran: yeah. So maybe I can just tell you where to go. So if you’re in light dash. And do you see, are you in like the homepage?
121 00:19:45.140 ⇒ 00:19:46.050 Danica Hamor: Yes.
122 00:19:46.470 ⇒ 00:19:49.199 Uttam Kumaran: you see, like new users and asset link health?
123 00:19:49.900 ⇒ 00:19:50.840 Danica Hamor: Yes.
124 00:19:51.240 ⇒ 00:19:56.720 Uttam Kumaran: So if you click on the top left. If you so this is the homepage for light. Dash
125 00:19:56.780 ⇒ 00:20:01.710 Uttam Kumaran: there! This is like a brand new light dash, instance, so there’s not much content created.
126 00:20:01.770 ⇒ 00:20:14.139 Uttam Kumaran: So for this exercise, I’m kind of gonna see I it would be great if you could create a new dashboard and so one thing. If you want to go ahead. And you want to click new on the top left
127 00:20:14.410 ⇒ 00:20:17.570 Uttam Kumaran: and then if you want to click dashboard.
128 00:20:17.840 ⇒ 00:20:23.200 Danica Hamor: you should be able to create a new dashboard. And if you just want to name it.
129 00:20:23.310 ⇒ 00:20:27.670 Uttam Kumaran: just Danica dashboard that way, it’s easy to find.
130 00:20:29.090 ⇒ 00:20:30.260 Danica Hamor: Okay.
131 00:20:31.760 ⇒ 00:20:38.960 Uttam Kumaran: The one thing you can do is once you’re in the dashboard, you can go to the top right and actually begin to hit
132 00:20:39.030 ⇒ 00:20:44.029 Uttam Kumaran: add new tile. So if you click on the little
133 00:20:44.240 ⇒ 00:20:45.400 Uttam Kumaran: pencil.
134 00:20:45.610 ⇒ 00:20:48.290 Danica Hamor: the top right and you click, add tile.
135 00:20:48.680 ⇒ 00:20:55.019 Uttam Kumaran: You can add a new chart. and here’s where you’ll be able to see all the data that we have access to.
136 00:20:55.150 ⇒ 00:20:59.860 Danica Hamor: So for this exercise, we’ll be focused on the web events table.
137 00:21:00.670 ⇒ 00:21:03.319 Uttam Kumaran: So if you click on web events in the left.
138 00:21:03.450 ⇒ 00:21:13.679 Uttam Kumaran: These are all the web events, dimensions and metrics, that we have and so have you worked with like web event data before
139 00:21:15.110 ⇒ 00:21:18.589 Danica Hamor: no, not yet
140 00:21:19.250 ⇒ 00:21:21.770 Uttam Kumaran: so, but generally
141 00:21:21.870 ⇒ 00:21:36.170 Uttam Kumaran: like what other primary data sources like, I guess, domain specific, have you worked on? So the data sources that we have currently are mostly in sap format
142 00:21:36.430 ⇒ 00:21:38.340 Danica Hamor: set up on the line.
143 00:21:39.530 ⇒ 00:21:44.899 Uttam Kumaran: So in this case this is like all web like web events.
144 00:21:45.080 ⇒ 00:21:54.040 Uttam Kumaran: hopefully too difficult to understand. But yeah, I think maybe worth looking into a little bit of
145 00:21:54.300 ⇒ 00:22:01.879 Uttam Kumaran: documentation. And I will actually share some of the some of the documentation about these.
146 00:22:02.720 ⇒ 00:22:05.400 about the this, this data model?
147 00:22:05.610 ⇒ 00:22:09.589 Uttam Kumaran: And one sec. Let me just grab it. I’ll send it to you on slack.
148 00:22:10.890 ⇒ 00:22:23.890 Danica Hamor: So we, I actually have worked on some data for our lead scoring use case using. Yes. So this dimensions are familiar.
149 00:22:24.830 ⇒ 00:22:31.360 Uttam Kumaran: Okay, cool. So I’m gonna just so let me just send you one thing in
150 00:22:31.940 ⇒ 00:22:36.099 Uttam Kumaran: in the client channel. I’m just gonna start a thread.
151 00:22:49.310 ⇒ 00:22:52.080 Uttam Kumaran: So this is for.
152 00:23:06.220 ⇒ 00:23:07.060 Uttam Kumaran: So
153 00:23:07.900 ⇒ 00:23:09.969 Uttam Kumaran: this is
154 00:23:12.760 ⇒ 00:23:13.630 Uttam Kumaran: saving
155 00:23:15.710 ⇒ 00:23:24.320 Uttam Kumaran: so on. So the web events, you should basically be able to just see all the different dimensions of a single event. So when you go on a website.
156 00:23:24.340 ⇒ 00:23:36.880 Uttam Kumaran: and you log in and you go to a specific page. The website tracks that event. And this is all the data that we get on our side. So, to give you an example, if you just click on
157 00:23:37.110 ⇒ 00:23:42.869 Uttam Kumaran: time. or if you’ve not time, if you click on event, Timestamp.
158 00:23:43.230 ⇒ 00:23:45.459 Uttam Kumaran: and you click on day.
159 00:23:45.660 ⇒ 00:23:51.739 Uttam Kumaran: and then you bring in the event. and you can begin to run that query.
160 00:23:52.740 ⇒ 00:23:54.389 Uttam Kumaran: Let me know when you’ve done that.
161 00:23:54.860 ⇒ 00:24:02.960 Danica Hamor: So I will go to event time stam, and then day, and then event times run. Query.
162 00:24:03.480 ⇒ 00:24:08.059 Uttam Kumaran: yeah. So event, timestamp day. And then if you also click on distinct events at the bottom.
163 00:24:09.270 ⇒ 00:24:15.110 Uttam Kumaran: So you brought you brought, in the event timestamp, day dimension and the distinct events metric.
164 00:24:22.990 ⇒ 00:24:24.460 Uttam Kumaran: Let me know when you’ve done that.
165 00:24:27.460 ⇒ 00:24:34.199 Danica Hamor: I was able to run the query, Sir, what was the other one? I should also click the distinct events.
166 00:24:34.340 ⇒ 00:24:35.400 Uttam Kumaran: That’s correct.
167 00:24:35.980 ⇒ 00:24:39.650 Danica Hamor: Thanks. Yes, I was able to see.
168 00:24:39.920 ⇒ 00:24:47.889 Uttam Kumaran: Okay? And so now you’re actually able to see all of the events per day correct. So you should see 5,768 total events.
169 00:24:48.470 ⇒ 00:24:54.389 Uttam Kumaran: So what what you can do now is you see how it says, 609, for february fifth.
170 00:24:54.880 ⇒ 00:25:04.120 Uttam Kumaran: if you click on that 609, you should see. There’s a little dialog that comes up, and there’s a button for view underlying data.
171 00:25:04.980 ⇒ 00:25:05.810 Danica Hamor: Yes.
172 00:25:06.270 ⇒ 00:25:08.679 Uttam Kumaran: if you click view underlying data.
173 00:25:10.640 ⇒ 00:25:15.939 Uttam Kumaran: These are all of the events that are part of that 609.
174 00:25:19.840 ⇒ 00:25:31.920 Uttam Kumaran: So these are. These are all of the events on app dot asset link AI, which is the platform. and then you can see all of the attributes about the data. So the IP address
175 00:25:31.990 ⇒ 00:25:33.480 Uttam Kumaran: the browser
176 00:25:34.140 ⇒ 00:25:38.220 Uttam Kumaran: the event. Id the refer.
177 00:25:38.400 ⇒ 00:25:44.990 Uttam Kumaran: you know, a ton of information. So this is all the information we will be using.
178 00:25:45.910 ⇒ 00:25:46.600 Danica Hamor: Yep.
179 00:25:48.180 ⇒ 00:26:03.450 Uttam Kumaran: So to kind of just even speak out loud, and you know II think the one thing it would be great to even get your perspective on what would be important. The big things that the company is looking for from this data is they just want to know how people are using the platform
180 00:26:03.480 ⇒ 00:26:10.219 Uttam Kumaran: where they’re coming from. And then how often people are logging in and using things.
181 00:26:10.860 ⇒ 00:26:21.120 Uttam Kumaran: So that’s the main thing that we’ll be focused on here is being able to provide on a daily, weekly and monthly basis. How many users there are using.
182 00:26:21.390 ⇒ 00:26:22.820 Uttam Kumaran: you know, asset Link.
183 00:26:22.930 ⇒ 00:26:27.040 Uttam Kumaran: we wanna know the biggest things that they’re doing on the platform.
184 00:26:28.260 ⇒ 00:26:31.690 Uttam Kumaran: And then we also want to begin to share
185 00:26:31.940 ⇒ 00:26:42.589 information about who they are like. Where are they coming from? What countries things like that? So I’ll even let me. Even. I just want to even show you what the platform looks like.
186 00:26:43.300 ⇒ 00:26:50.930 Uttam Kumaran: And I will also. I will also give you my login information so that you can.
187 00:26:51.480 ⇒ 00:27:03.330 Uttam Kumaran: you can. You can be able to log in to see as a link. And you can kind of see. create events and see what the platform looks like. So let me just log in 1 s
188 00:27:07.210 ⇒ 00:27:09.019 Uttam Kumaran: any questions so far.
189 00:27:09.290 ⇒ 00:27:10.409 Danica Hamor: Not yet.
190 00:27:40.240 ⇒ 00:27:42.829 Uttam Kumaran: So this is the athletic platform.
191 00:27:42.960 ⇒ 00:27:43.900 Uttam Kumaran: A form.
192 00:27:44.510 ⇒ 00:27:45.270 Danica Hamor: Yes.
193 00:27:45.580 ⇒ 00:27:55.490 Uttam Kumaran: as you can see, II wealth manager. On the platform there are 3 types of users that are wealth managers, accredited investors and asset managers.
194 00:27:55.820 ⇒ 00:28:08.959 Uttam Kumaran: And so so right now they’re the primary to our wealth. Managers and asset managers. Wealth managers are folks that manage wealth on behalf of like a rich family or an institution.
195 00:28:09.140 ⇒ 00:28:13.830 Uttam Kumaran: And the asset manager, someone that takes those assets and invests it into
196 00:28:13.910 ⇒ 00:28:24.639 Uttam Kumaran: public stocks, equities, things like that. And so if you look, this is my profile. I have filled out all this information about me. This is all data that we have on.
197 00:28:24.870 ⇒ 00:28:30.600 Uttam Kumaran: We have in light dash now. And so this is all information that’s there.
198 00:28:30.710 ⇒ 00:28:46.080 Uttam Kumaran: There’s information also on the ideal asset manager for me. So the goal of the platform is to connect wealth managers and asset managers together. So we want well, managers to be able to go to asset managers. Say, I’m happy to give you money to go invest.
199 00:28:46.490 ⇒ 00:28:50.069 and these are the asset managers that we that I have been connected with.
200 00:28:50.130 ⇒ 00:28:52.620 Uttam Kumaran: So if I go to Kelly
201 00:28:53.180 ⇒ 00:28:58.199 Uttam Kumaran: and I click on her profile, so you can see at the top here
202 00:29:00.160 ⇒ 00:29:08.780 Uttam Kumaran: if this is her profile. And so, in the event table, you should now be able to see that that there is someone that came and looked at her
203 00:29:09.150 ⇒ 00:29:17.360 Uttam Kumaran: domain right at this page view. And so that’s something where we would show. Okay, there is someone that’s looking at other profiles.
204 00:29:17.420 ⇒ 00:29:20.629 Uttam Kumaran: And then here’s also all the information about her.
205 00:29:20.800 ⇒ 00:29:27.540 Uttam Kumaran: So ideal investor things like that. There’s also like, if we click on another one.
206 00:29:27.910 ⇒ 00:29:31.229 You should see Jeff Stern. He’s going to have
207 00:29:33.350 ⇒ 00:29:36.099 Uttam Kumaran: a bunch of information about himself
208 00:29:36.160 ⇒ 00:29:39.740 Uttam Kumaran: where he works. Company website, things like that.
209 00:29:40.140 ⇒ 00:29:44.780 Uttam Kumaran: The other things to note is, there is like ability to do messaging.
210 00:29:44.930 ⇒ 00:29:48.689 So I can go here, and I can send a message to Jeff
211 00:29:50.350 ⇒ 00:30:01.710 Uttam Kumaran: right here. There’s also the ability to click on here and see like his contact information. And then the last thing you could do is you could go on to search.
212 00:30:02.360 ⇒ 00:30:05.230 And here, if I click on search.
213 00:30:08.850 ⇒ 00:30:10.339 Uttam Kumaran: let’s see.
214 00:30:20.940 ⇒ 00:30:23.159 So here I can go in here and I can
215 00:30:24.760 ⇒ 00:30:26.710 click on search.
216 00:30:31.860 ⇒ 00:30:40.790 Uttam Kumaran: and I can see I can search for folks. So those are the main parts of the application. All of those are gonna result in events within
217 00:30:41.130 ⇒ 00:30:42.839 Uttam Kumaran: within that light dash table.
218 00:30:44.580 ⇒ 00:30:45.360 Yep.
219 00:30:48.320 ⇒ 00:30:56.040 so. The only other thing that I will say is, there is probably some updates that need to be made to the table.
220 00:30:56.620 ⇒ 00:31:01.849 Uttam Kumaran: Meaning. There may be metrics or dimensions that you don’t have, that you need
221 00:31:01.940 ⇒ 00:31:05.170 Uttam Kumaran: And
222 00:31:05.630 ⇒ 00:31:09.530 Uttam Kumaran: or there, there may be questions that you have about, hey? What is this event?
223 00:31:09.550 ⇒ 00:31:18.699 Uttam Kumaran: Or what other events we need to track. So the the one, the the kind of the way I would suggest going back is, look at all the data that’s available within that table. Get very familiar with it.
224 00:31:18.790 ⇒ 00:31:26.100 Uttam Kumaran: and then I will send you also my login to the platform so you could log into the platform and kind of take a look.
225 00:31:26.110 ⇒ 00:31:30.929 and then let me know which other dimensions or metrics that you may need to see
226 00:31:31.480 ⇒ 00:31:33.250 Uttam Kumaran: to do any analysis.
227 00:31:33.570 ⇒ 00:31:38.969 Uttam Kumaran: and then we can just have a discussion on slack about you know what
228 00:31:39.000 ⇒ 00:31:50.870 Uttam Kumaran: what Kpi that we want to show. The last thing is, if you want to also the the thing I’ll share is in light dash as well. I’ll do. You still have that like table up
229 00:31:51.450 ⇒ 00:31:59.660 Danica Hamor: With the event time stamp and the distinct events. Yes, let me load it again.
230 00:32:00.110 ⇒ 00:32:04.259 Uttam Kumaran: I just wanna show you really quickly, how to do the charts
231 00:32:04.540 ⇒ 00:32:07.449 Danica Hamor: yep load it now.
232 00:32:07.740 ⇒ 00:32:12.930 Uttam Kumaran: so if you click on charts, which is that that horizontal bar right above results.
233 00:32:19.940 ⇒ 00:32:21.110 Uttam Kumaran: Do you see that?
234 00:32:22.050 ⇒ 00:32:29.240 Danica Hamor: No. Do I have to click on the distinct events. The 609
235 00:32:29.730 ⇒ 00:32:36.359 Uttam Kumaran: no. So you can actually get out of that at the moment you can just click, make sure that. Just minimize that overlay.
236 00:32:36.680 ⇒ 00:32:39.589 Danica Hamor: Oh, charts. Okay, I saw it.
237 00:32:40.390 ⇒ 00:32:42.170 Uttam Kumaran: You say, you should see the bar chart.
238 00:32:42.250 ⇒ 00:32:43.620 Danica Hamor: yes.
239 00:32:43.720 ⇒ 00:32:46.329 Uttam Kumaran: So if you click on configure in the top right?
240 00:32:50.000 ⇒ 00:32:51.050 Danica Hamor: Yes.
241 00:32:51.330 ⇒ 00:32:55.879 Uttam Kumaran: you can now see all the visualization configurations that you can do
242 00:32:56.020 ⇒ 00:33:01.739 Uttam Kumaran: so. Starting with the top, the chart type, though these are all the chart types that are available
243 00:33:02.020 ⇒ 00:33:08.529 Uttam Kumaran: for these exercises. I would stick with bar charts, line charts or the the big values
244 00:33:08.540 ⇒ 00:33:11.819 Danica Hamor: big value. It’s just we’ll just show one single value.
245 00:33:12.020 ⇒ 00:33:16.330 Uttam Kumaran: But most of the stuff is either tables, bar charts, or line charts.
246 00:33:16.470 ⇒ 00:33:19.599 Danica Hamor: One thing that you can do here is you can actually
247 00:33:19.750 ⇒ 00:33:23.019 Uttam Kumaran: you could do things like stack bar charts.
248 00:33:23.370 ⇒ 00:33:37.159 Uttam Kumaran: line charts. You can change series axis, display. So any questions you have on like how to do visualizations. Let me know light chart is pretty light. Dash is pretty good. You could do stack bar charts. You could do area charts
249 00:33:37.210 ⇒ 00:33:41.310 Uttam Kumaran: fine. So that’s where I’m sure you’re familiar with doing all that. So
250 00:33:41.760 ⇒ 00:33:47.369 Uttam Kumaran: sorry? Just just one question.
251 00:33:47.970 ⇒ 00:33:51.610 Danica Hamor: when when we save the chart, do
252 00:33:52.510 ⇒ 00:33:56.159 will we be able to like configure?
253 00:33:56.570 ⇒ 00:33:58.500 Danica Hamor: Like
254 00:33:59.050 ⇒ 00:34:01.960 Danica Hamor: do? Does the client have any
255 00:34:02.510 ⇒ 00:34:07.300 Danica Hamor: like, you know, color, color theme that they use?
256 00:34:07.520 ⇒ 00:34:13.740 Danica Hamor: I know that’s a really great question. So if you click on configure. You should see
257 00:34:13.820 ⇒ 00:34:18.369 Uttam Kumaran: on the series you could see that there is a blue color.
258 00:34:18.620 ⇒ 00:34:19.590 Danica Hamor: Yes.
259 00:34:20.010 ⇒ 00:34:31.579 Uttam Kumaran: so I will actually get what their color scheme is it’s it’s really is like a blue and a purple. So I will can get you those colors.
260 00:34:31.600 ⇒ 00:34:36.360 Uttam Kumaran: It’s pro honestly, it’s at the moment it’s not the highest priority, mainly. Just want to.
261 00:34:37.050 ⇒ 00:34:46.699 Uttam Kumaran: Get the charts going. But I actually will get. That’s a really really great question. That way. It can be look like their colors. And I will get you those codes.
262 00:34:47.370 ⇒ 00:34:51.390 Danica Hamor: Or I can also get it from the website.
263 00:34:51.489 ⇒ 00:34:56.069 Uttam Kumaran: Yeah, maybe if you can color, pick and get that from the website, too.
264 00:34:56.760 ⇒ 00:35:02.559 Uttam Kumaran: So the last thing I’ll show you is if you if you hit, if you on the top right if you hit save chart.
265 00:35:04.220 ⇒ 00:35:05.140 Danica Hamor: Yes.
266 00:35:05.620 ⇒ 00:35:07.270 Uttam Kumaran: but let me know when you’ve done that.
267 00:35:07.830 ⇒ 00:35:11.730 Danica Hamor: I have to put the name any name.
268 00:35:12.040 ⇒ 00:35:17.710 Uttam Kumaran: Yeah, you can just put any name like test chart or or events over time. Something like that
269 00:35:30.430 ⇒ 00:35:32.129 Danica Hamor: save 9. Yes.
270 00:35:40.170 ⇒ 00:35:41.819 Danica Hamor: I save that now.
271 00:35:42.540 ⇒ 00:35:43.540 Uttam Kumaran: Okay, great.
272 00:35:43.690 ⇒ 00:35:52.139 Uttam Kumaran: And then you should be able to see it on the dashboard. And then if you also want to see. So you can actually, in this mode, you can actually move
273 00:35:52.410 ⇒ 00:35:53.770 Uttam Kumaran: that around
274 00:35:53.880 ⇒ 00:35:59.550 Uttam Kumaran: so you can figure, move it around, and then whenever you’re done, if you want to hit, save
275 00:36:00.520 ⇒ 00:36:01.839 Uttam Kumaran: on the top right?
276 00:36:02.670 ⇒ 00:36:03.380 Danica Hamor: Yep.
277 00:36:03.910 ⇒ 00:36:14.829 Uttam Kumaran: So the one thing that’s like just to make sure on light dash is to just save your save your progress. Often. Sometimes, you know, if you refresh the screen or something, you’ll lose it. So
278 00:36:15.090 ⇒ 00:36:17.790 Uttam Kumaran: my only suggestion is when you create tiles.
279 00:36:17.820 ⇒ 00:36:29.219 Uttam Kumaran: just save often. And so now you created your style. So you created your first dashboard. You’ve added a tile, you’re able to create the bar chart. So this is the pretty much the entire process. I would say.
280 00:36:29.310 ⇒ 00:36:35.480 Danica Hamor: Yep. I don’t think we really need to do it much with filters at the moment. But I will share
281 00:36:35.680 ⇒ 00:36:42.509 Uttam Kumaran: that like as we go. But this is pretty, basically the entire process.
282 00:36:42.790 ⇒ 00:36:48.760 Uttam Kumaran: So one thing that we can do is I will get you a couple of
283 00:36:49.020 ⇒ 00:36:55.210 Uttam Kumaran: of I’ll I’ll on that document. I’m gonna put in a couple of the requirements for
284 00:36:55.420 ⇒ 00:37:08.669 Uttam Kumaran: the charts and the questions that we need to answer, and not again. If it’s charts, then I think it’s pretty easy to do. If it’s questions that you may need to think about, what’s the best chart to answer it.
285 00:37:09.130 ⇒ 00:37:18.819 Uttam Kumaran: And then and then I think the best thing to kind of be able to, you know, kind of show off is to think about how you want to visualize stuff and and how you want to architect this dashboard.
286 00:37:19.820 ⇒ 00:37:30.700 Uttam Kumaran: So I guess I kind of I’m interested to hear about. If you have a process, do if you like, wireframe these dashboards out or like, how do you kind of plan and develop these sorts of dashboards.
287 00:37:31.030 ⇒ 00:37:33.790 Danica Hamor: So
288 00:37:34.100 ⇒ 00:37:47.290 Danica Hamor: I wanted to see the kpi set, you have first, and then maybe I will just put add more ideas when I when I get to it.
289 00:37:47.750 ⇒ 00:37:52.139 Danica Hamor: But, the the process of creating a dashboard is like.
290 00:37:52.310 ⇒ 00:37:58.229 Danica Hamor: Normally, it’s an an I use a time series chart.
291 00:37:58.340 ⇒ 00:37:59.740 Uttam Kumaran: So
292 00:37:59.780 ⇒ 00:38:05.150 Danica Hamor: just like, what we have done. Er just now, the event time step
293 00:38:05.340 ⇒ 00:38:07.020 Danica Hamor: and
294 00:38:08.450 ⇒ 00:38:10.400 Danica Hamor: yeah. So that’s
295 00:38:11.740 ⇒ 00:38:31.330 Danica Hamor: actually, it depends on the data that I am working on. So if let’s say, if the data that I’m working on would require a a bar chart. Or if it’s better with a line chart or with a pie chart, it really depends on the
296 00:38:31.580 ⇒ 00:38:34.079 Danica Hamor: the data that I’m working on.
297 00:38:34.210 ⇒ 00:38:35.000 Uttam Kumaran: Okay.
298 00:38:36.360 ⇒ 00:38:59.840 Uttam Kumaran: okay, great. So I think the biggest things is this data is pretty new. So there will be updates that I need to make on my end as we go, so just bear with me as as as I can make those. The second thing is, it’d be helpful to understand, like how again you could tell. I’m I’m pretty lightweight in terms of like structures. So anyway, you want to manage
299 00:39:00.370 ⇒ 00:39:21.510 Uttam Kumaran: your tasks or things like that. I would suggest we keep everything in that in that document, and then message me on slack. and then in. If we move forward, I have some other. We’re using Github and some things for managing tasks, so we can use that. But for now let’s maybe just keep everything in that document. If you need whiteboard space I use, have you? I use figma
300 00:39:21.780 ⇒ 00:39:30.300 Uttam Kumaran: to kind of do like whiteboarding, or like kind of do any sort of wire framing. Let me know if you, if you wouldn’t want access to that.
301 00:39:30.470 ⇒ 00:39:40.819 Uttam Kumaran: I don’t know. Like some people I know use like just pen and paper. Some people need like that sort of online whiteboard space. Let me know what’s best for you.
302 00:39:41.020 ⇒ 00:39:44.799 Danica Hamor: Yes, okay. I’ll I’ll let you know later on.
303 00:39:44.910 ⇒ 00:39:47.399 Uttam Kumaran: Okay? And then the last thing I’ll say is.
304 00:39:47.490 ⇒ 00:39:51.730 Uttam Kumaran: if you have any question. Ask me in slack
305 00:39:51.860 ⇒ 00:40:06.040 Uttam Kumaran: II mean, of course, give. Try. Try to find out yourself. But please don’t. Don’t hesitate at all to send me a message. I don’t. I definitely don’t want you to. Spin your wheels on something that you know. Maybe a quick answer for me.
306 00:40:06.110 ⇒ 00:40:11.509 Uttam Kumaran: So, please. yeah. And then also, are you familiar with loom?
307 00:40:12.190 ⇒ 00:40:13.770 Danica Hamor: No, not yet.
308 00:40:13.960 ⇒ 00:40:22.119 Uttam Kumaran: The loom is a is like a is like a short video clip service. So in case you need to send me like a
309 00:40:22.230 ⇒ 00:40:28.130 Uttam Kumaran: a message, and it need you need to share your screen. that’s using
310 00:40:28.150 ⇒ 00:40:31.280 Uttam Kumaran: loom. You can log in with your
311 00:40:31.440 ⇒ 00:40:33.730 Uttam Kumaran: with your brain forage email address.
312 00:40:33.770 ⇒ 00:40:52.750 Uttam Kumaran: and it’ll just allow you to share your screen. And then you can add any commentary. You know, there’s sometimes situations where you don’t exactly. You don’t want to like type out like a whole bunch of stuff. You kind of want to share something visually. You just need to send me like second or minute long clip of like, hey, this is what I’m seeing. This is the problem. Let me know what you think.
313 00:40:52.830 ⇒ 00:41:04.830 Uttam Kumaran: That may be honestly much easier than having to write it out. So feel free to send me that so slack loom and then, of course, like we can hop on the call.
314 00:41:04.990 ⇒ 00:41:06.430 Danica Hamor: Yep, yep.
315 00:41:08.500 ⇒ 00:41:09.950 Uttam Kumaran: okay, great
316 00:41:10.110 ⇒ 00:41:27.530 Uttam Kumaran: so I will add those Kpis to the document. Shortly. I’m just in another meeting in 15 min, and then I will send you a slack. Ii don’t know. I assume you’re not going to be working much longer today.
317 00:41:27.660 ⇒ 00:41:33.330 Uttam Kumaran: So I will have that all. And hopefully, when you’re you’re up tomorrow, you could take a look. And then.
318 00:41:33.360 ⇒ 00:41:41.920 Uttam Kumaran: yeah, just feel free to send me anything as you find out, and then we can. We can discuss one slack.
319 00:41:42.010 ⇒ 00:41:47.499 Uttam Kumaran: Okay? And then the the last thing is light. Dash has really really helpful documentation.
320 00:41:48.040 ⇒ 00:41:51.690 Uttam Kumaran: I’m I assume you’re able to take a look at that.
321 00:41:51.950 ⇒ 00:41:55.699 Uttam Kumaran: So I would reference that if you have any questions they have today.
322 00:41:56.440 ⇒ 00:42:03.000 Danica Hamor: I’m connected there. So in case you have any questions, we can go directly to them.
323 00:42:04.280 ⇒ 00:42:07.669 Uttam Kumaran: Okay, I appreciate it. Thank you so much. And
324 00:42:07.780 ⇒ 00:42:12.330 Uttam Kumaran: yeah, we’ll touch base soon. And again. Really, thank you. I appreciate you for
325 00:42:12.410 ⇒ 00:42:17.429 Uttam Kumaran: coming on doing this process. And I’m excited to kind of see see what you can do.
326 00:42:17.520 ⇒ 00:42:21.669 Danica Hamor: Yes, okay. I’ll talk to you again. Thank you.
327 00:42:22.150 ⇒ 00:42:23.930 Danica Hamor: Bye.