Getting Started...

Access to the report

To access the JobelHome reports, make sure you have the following:

1. A Google account: You need to have a Google account and log in using your account credentials.

2. Authorization for the given property groups: You must obtain authorization to access the specific property groups associated with the JobelHome reports. This authorization ensures that only authorized individuals can view and interact with the reports. If you require authorization, please contact service@jobelhome.com

3. The report must be shared with you. Hint for service team: use the jh@jobelhome.com service account. Open the report and click to Share ... The report should be shared for read only access.

By following these instructions, you can navigate through the JobelHome reports, apply filters, explore revenue data, and gain valuable insights into your properties.

General Information

The reports feature filters for Group, Property, Year, and Channel. Any selections you make will be applied across all pages of the reports.

Most of the charts in the reports support expanding and drilling down to view more details. You can use the context menu to access these options.

Revenue Page

The Revenue Page provides an overview of revenue for groups and properties, organized by year and month in a pivot table format. You can expand the group to view individual properties if needed.

Revenue Diagram Page

The Revenue Diagram Page offers graphical visualization of revenue data. You can drill down from Year to Group to Property for more detailed information.

GEO

The GEO page provides revenue visualization on a map, including details such as the channel through which bookings have been received.

Start the Reports

System Overview

We are using Google Looker for reporting.

The operational database is being exported every day into a Google Sheets used by the reports.

Continuous synchronization is in progress, so you will be able to see reports based on live data.

Google sheets

We are using a Google Sheet for each environment. 

Go to test data ...

Go to production data ... (in progress ...)

This raw data is only for internal usage an not permitted for external usage. 

BOOKINGS Tab

This data  will be written every day. You can also trigger the execution manually to re-crate the whole data based on the operational data stored in Firestore.

Recreate reporting data on test environment ...

Recreate reporting data on production environment ...

COSTS

Costs based on the listed Cost Centers.

PROPERTY GROUPS Tab

This is a central control table used to group properties for the reports. It is primarily utilized for grouping revenue or costs.

Here are the key attributes in the table:

• GROUP: This field is utilized by most of the reports to accumulate prices and costs at this level. It is also used for authorization purposes.

• PROPERTY-ID: This is the key attribute used to link booking data. It's important to note that only bookings associated with an existing property ID are reported. Test properties (such as service properties) are automatically filtered out and not listed in this table.

• PROPERTY: This field contains the name of the property used for the reports. It overrides the corresponding attribute in the booking data. It's worth mentioning that if a property's name is changed, it does not impact the reports. To update the property name in the reports, this attribute must be modified accordingly.

• By utilizing this central control table, you can effectively group properties for reporting purposes, accumulate prices and costs, and manage authorization based on property groups.

ACCESS Tab

This is the authorization control table, which manages access permissions.

Here are the key attributes in the table:

• GROUP: This field specifies the group for which you have been granted access. It determines the level of authorization and the specific resources you can access.

• EMAIL: This field represents your Google account email address. It serves as the identifier for your account and is used to associate your access permissions with your account.

By using this authorization control table, access to various resources and functionalities can be managed based on the assigned group and the associated Google account email. It ensures that only authorized individuals can access specific features or data within the system.

COST CENTERS Tab

This data will be used to join costs to the given property group-. Costs belongs to the group always not for each property.

Validation Tab

Technical data for validating fields.

Data Sources

Go to Looker Data Sources ... Hint: use the jh@jobelhome.com service account.

You will find a Looker data source for each Google Sheets Tab and for each environment.

Naming convention: Tab name (Environment). Examples: Bookings (Test), Access (Production)

Data Source - Bookings Data

• All attributes of the BOOKINGS tab

• YEAR as numeric field

• MONTH as numeric field

• NIGHTS the nights between check-in and -out.

Data Source - Property Groups

This data source is used for grouping the properties. Additional the PROPERTY name is defined used by the reports.

Data Source - Access

This data source is responsible for authorization. Email filtering is activated, so login will be required when accessing this data source. Since it is involved in all queries (refer to reports data blending), login is always necessary. Authorization is managed at the group level, meaning that all properties of the permitted group are accessible to the user.

• GROUP: The name of the group you want to grant access to.

• EMAIL: The Google account of the authorized user.

Reports

Go to the reports ... Hint: use the jh@jobelhome.com service account.

Naming convention: Bookings(Environment). Examples: Bookings (Test), Bookings(Production)

Hint: You need to hover your mouse over the page header. The header line will be displayed with edit, share buttons, and the menu options.

• If you want to edit the report, click on "Edit".

• If you want to share the report, click on "Share". Please ensure that you grant only view permissions when sharing, as jh@jobelhome user has write access as the owner.

Data Sources and Data Blending

The report relies on blending data from the following data sources: Bookings, Property Groups, and Access.

1. To get started, you need to connect the data sources to the report. Follow these steps:

2. Go to the menu and select "Resources".

3. Choose "Manage added data sources".

4. Add the necessary data sources in this section.

Once the data sources are connected, you can proceed with the data blending configuration:

1. Click on the menu and select "Resources".

2. Choose "Manage blends".

3. Here you will find "Bookings ACL" which refers to Booking data with access control. Click on "Edit" to configure it.

Data Blend - Bookings ACL

This blend involves joining the following data sources:

BOOKING - PROPERTY GROUPS via PROPERTY-ID

We are utilizing an inner join, which implies that if a property ID is not referenced by any group, the property will be filtered out. In the data blending configuration, the PROPERTY GROUPS.PROPERTY is utilized as a dimension instead of BOOKINGS.PROPERTY. This indicates that the charts will always display the PROPERTY name as written in PROPERTY GROUPS. Consequently, renaming the property names in the channels will have no effect on the reports. To modify the property names in your charts, you need to change the PROPERTY GROUPS.PROPERTY. Ensure that you add all the necessary columns that you want to use in the reports. 

PROPERTY GROUPS - ACCESS via GROUP

The inner join is defined via the GROUP. If the logged-in user has no entry in the ACCESS sheet tab, no data will be displayed. 

Data Filtering

Regarding filtering, we have added the "valid" filter, which checks the booking status and excludes all bookings with the status "cancelled." Consequently, this data blend cannot provide cancellation information.

Chart Filters

These filters (Insert, Drop-down List)  have been relocated to the report level, making them available on all pages. After inserting the drop-down list on the page, select in the context menu "Make report level". So this filter is available on all pages.

Data Source is Bookings ACL and you can select the control field you want to use the filter.

Revenue

This pivot table displays the revenues for each group/property and year/month.

Properties:

• Data Source: Booking ACL

• Row Dimension: The expand-collapse feature is activated, allowing you to expand the table to multiple levels: Group-Property-Channel.

• Column Dimension: The table is organized by Year and month. Please refer to the data source definition for these attributes. They are calculated based on the check-out date. The type of these attributes must be set as number to enable sorting and short labels.

• Sorting: The sorting order should be consistent across all charts and based on Group, Property, and channel. This standard sorting ensures uniformity and facilitates easier comparison of data across different charts.

Revenue Diagram

Same as Revenue with a Column Diagram chart:

The Column Diagram chart will display the same data as the Revenue pivot table but in a visual column format.

GEO

Map

The GEO chart will utilize the Filed Map chart type. Ensure that the country field is set as a dimension. The chart will be colored based on the price attribute.

Details Table:

The GEO chart will be a simple table. Chart interaction and cross-filtering will be enabled, allowing you to select a country on the map and view the corresponding details in the table. This feature enhances the ability to explore specific country-related information within the chart.

Technical hints ...

Renaming/Reordering of pages of the report

Manu / Pages / Manage Pages

How can calculate year, month of the checkout date

Solved on the data source layer as additional column based on function. We are using the YEAR and MONTH fnction. Hint: after adding this column you have to change the type from date to number.