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Data visualization updates and sharing to stakeholders

Purpose

1. Automate data visualization updates by auto-aggregating, analyzing, and updating planning metrics dashboards and charts for land planning projects.

2. Automate distribution and reporting of updated visualizations to all internal and external stakeholders to ensure transparency, regulatory compliance, and performance monitoring.

3. Automate scheduling, access control, and role-based notifications for efficient data visibility throughout each stage of the land planning process.


Trigger Conditions

1. New planning application submissions or status changes in a database.

2. Scheduled triggers—daily, weekly, monthly data refresh (e.g., at midnight every Sunday).

3. Manual updates in data sources or visual elements by planning staff.

4. Automatedly detected anomalies or performance metric thresholds surpassed.


Platform Variants

1. Microsoft Power BI

  • Feature/Setting: API-triggered dashboard refresh; Configure "Refresh Now" function with webhook automation.

2. Tableau

  • Feature/Setting: REST API for automating workbook or data source refresh and sharing; Use "Publish Extract" endpoint.

3. Google Data Studio (Looker Studio)

  • Feature/Setting: Automated data connector updates via Apps Script triggers.

4. Qlik Sense

  • Feature/Setting: QRS API for automating app reloads and email sharing to roles/groups.

5. Sisense

  • Feature/Setting: REST API to automate widget publishing and export schedule.

6. Domo

  • Feature/Setting: DataSet API refresh automation and scheduled report sharing.

7. Zoho Analytics

  • Feature/Setting: Schedule data import and automated report email using "Schedule Reports" API.

8. Grafana

  • Feature/Setting: REST API to automate dashboard refresh and snapshot sharing.

9. Klipfolio

  • Feature/Setting: REST connector to refresh visualizations and automate email reports.

10. Google Sheets

  • Feature/Setting: Apps Script to automate sheet charts refresh and email/send PDF as attachment.

11. Slack

  • Feature/Setting: Incoming Webhooks or API to automate push of dashboard screenshots or summary text to channels.

12. SendGrid

  • Feature/Setting: Automated email template API for scheduled distribution of visualized performance summaries.

13. Twilio SMS

  • Feature/Setting: Automate SMS alerts for specific KPI threshold exceedances using Twilio programmable messaging API.

14. Airtable

  • Feature/Setting: Automate base change-driven triggers for sending report snapshots by email using Scripting or Webhooks.

15. Asana

  • Feature/Setting: Automate reporting task creation and attachment sharing via Asana API.

16. Monday.com

  • Feature/Setting: Automate recurring dashboard file sharing and performance updates to boards using Monday API.

17. Notion

  • Feature/Setting: Automate embedding or updating live visualizations using Notion API and changelog triggers.

18. Mailchimp

  • Feature/Setting: Automate visual report campaign scheduling via Mailchimp API.

19. Teams

  • Feature/Setting: Automate data visualization sharing in channels with Microsoft Graph API.

20. Dropbox

  • Feature/Setting: Automate uploading, versioning, and shared link distribution for visual report files via Dropbox API.

Benefits

1. Automates repetitive visualization refresh, saving hours of manual aggregation.

2. Automated sharing keeps all stakeholders instantly updated, reducing delays in decision-making.

3. Automation standardizes reports, enhances compliance, and mitigates human error.

4. Automatedly monitors land planning KPIs, alerting in real time for better performance oversight.

5. Automating visual report workflows increases transparency, supporting governance and trust.

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