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    Tableau Business Scenario

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    クマー ヴィーン
    KBC is a company that sells food and supplies to restaurants. They currently rely on static monthly reports to analyze sales data, but want a dynamic interactive solution to more effectively manage orders, monitor performance, and increase customer satisfaction. KBC will implement a Tableau solution to provide timely sales data and metrics to sales executives and operations managers. This will allow them to better serve customers and compare performance nationally. The consultant obtained requirements including the need for intuitive analysis of sales history, customer buying patterns, order fulfillment, and sales performance across product, time period, customer and sales organization hierarchies. The source data resides in an Oracle database containing invoice, customer, product, time and sales organization tables with over 350,000 records from 2008 to

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    Tableau Business Scenario

    Uploaded by

    クマー ヴィーン
    170 views6 pages
    KBC is a company that sells food and supplies to restaurants. They currently rely on static monthly reports to analyze sales data, but want a dynamic interactive solution to more effectively manage orders, monitor performance, and increase customer satisfaction. KBC will implement a Tableau solution to provide timely sales data and metrics to sales executives and operations managers. This will allow them to better serve customers and compare performance nationally. The consultant obtained requirements including the need for intuitive analysis of sales history, customer buying patterns, order fulfillment, and sales performance across product, time period, customer and sales organization hierarchies. The source data resides in an Oracle database containing invoice, customer, product, time and sales organization tables with over 350,000 records from 2008 to

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    Tableau Business Scenario

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    KBC is a company that sells food and supplies to restaurants. They currently rely on static monthly reports to analyze sales data, but want a dynamic interactive solution to more effectively manage orders, monitor performance, and increase customer satisfaction. KBC will implement a Tableau solution to provide timely sales data and metrics to sales executives and operations managers. This will allow them to better serve customers and compare performance nationally. The consultant obtained requirements including the need for intuitive analysis of sales history, customer buying patterns, order fulfillment, and sales performance across product, time period, customer and sales organization hierarchies. The source data resides in an Oracle database containing invoice, customer, product, time and sales organization tables with over 350,000 records from 2008 to

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    170 views6 pages

    Tableau Business Scenario

    Uploaded by

    クマー ヴィーン
    KBC is a company that sells food and supplies to restaurants. They currently rely on static monthly reports to analyze sales data, but want a dynamic interactive solution to more effectively manage orders, monitor performance, and increase customer satisfaction. KBC will implement a Tableau solution to provide timely sales data and metrics to sales executives and operations managers. This will allow them to better serve customers and compare performance nationally. The consultant obtained requirements including the need for intuitive analysis of sales history, customer buying patterns, order fulfillment, and sales performance across product, time period, customer and sales organization hierarchies. The source data resides in an Oracle database containing invoice, customer, product, time and sales organization tables with over 350,000 records from 2008 to

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    KBC Business Scenario

    Goal To read the KBC document to familiarize with the business scenario for the
    fictitious company used throughout the course

    Background
    KBC sells food and nonfood items to restaurant chain customers throughout
    the United States. KBCs product line includes food, condiments, cookware,
    clothing, and other miscellaneous restaurant supplies.
    KBC employees currently rely on reports generated by their IT department to
    analyze sales and shipment data. These reports are generated monthly and
    therefore contain static information. KBC is looking for a way to generate dynamic,
    interactive reports to analyze this data in order to effectively manage its orders,
    monitor sales performance, and increase overall customer satisfaction. K
    BC recognizes the importance of a Visual intelligence solution that will provide its
    employees with the data and tools they need to query large data sets, generate
    reports, analyze data, identify trends, and monitor business performance.
    To achieve these goals, KBC has decided to implement an Tableau Visual
    Intelligence (VI) solution. The solution will enable its sales executives and
    operations managers to answer business questions that are important to running
    the part of the business for which they are responsible. The desired system will
    provide timely, up-to-date sales order data and provide sales and shipment
    performance monitoring, which will allow KBC to better its customer service
    efforts. KBC also has the vision of making this data directly available to
    customers, so they can analyze their purchase history better and compare it with
    what is being purchased nationally or regionally. This initiative is consistent with
    KBCs commitment to deliver a high quality business intelligence solution that will
    set it apart from its competitors, and result in additional sales and revenue.

    Aim Technologies,SAP Street,Maitrivanam,


    Hyderabad,9700187077,9885955557
    Business Requirements
    You are a consultant hired by KBC to implement a business intelligence
    solution. From your initial interviews with the managers at KBC, you obtain
    the following information about KBC:
    Managers want to use their own information to ask and answer questions
    about the sales history of their products, the buying history of their
    customers, the order fulfillment performance of their operations group, and
    the selling performance of the sales force.
    The company has little experience in data analysis and does not expect to hire any
    data analysts in the future. Therefore, the managers want to be able to ask relevant
    questions and analyze the results themselves using an intuitive user interface.
    The database has about 350,000 invoice-level records that span the
    period from January 2, 2008 to April 21, 2009.
    To make this kind of information widely available within the enterprise, the business
    intelligence solution must have a structure that is consistent with the way employees
    think about the business. From further interviews and an examination of the existing
    sample reports presenting invoice-based data, you determine the following:
    KBC employees think about their business in terms of sales, products and product
    hierarchies, time periods, and relationships between customers and the sales force.
    KBC employees measure product data at five levels. The product levels
    from the top level to the bottom (most detailed) level are:
    1. Total
    2. Type
    3. Subtype
    4. Generic Product
    5. Specific Product
    KBC employees measure sales organization data at five levels.
    These levels mirror organizational management responsibilities. They
    are (in descending order):
    1. Total
    2. Region
    3. District
    4. Sales Representative
    5. Customer
    KBC employees measure time data at five levels:
    1. Total time
    2. Year
    3. Quarter
    4. Month
    5. Day
    Many existing reports contain data presented at these levels. An
    example of a report containing product data levels is:
    o Total Product sales

    Aim Technologies,SAP Street,Maitrivanam,


    Hyderabad,9700187077,9885955557
    o Product Type sales: Cheese
    o Product Subtype sales: American Cheese
    o Generic Product sales: American Cheese Slices
    o Specific Product sales: 2 Pack American Cheese Slices 16 Slices

    In addition to these hierarchies, KBC wants to group and analyze customers


    using geographical attributes such as postal code, city, and state. They also
    want to analyze products by characteristics such as diet type and suppliers.
    The most common measures used in reports are dollar sales, units ordered,
    units shipped, and net weight shipped. Another important measure for order
    fulfillment is cuts, that is, the difference between the units ordered and the
    units shipped. Operations management wants to track this because cuts equate
    to lost sales, and operations management is responsible for minimizing cuts.
    KBC would like to analyze these measures at all levels of the hierarchies, by
    the important product and customer attributes, by the various time periods,
    and be able to compare performance with previous years.

    Aim Technologies,SAP Street,Maitrivanam,


    Hyderabad,9700187077,9885955557
    Source Data
    By interviewing KBCs database administrators and examining the
    documents they provide, you learn that the source data resides in an invoice
    system on an Oracle database. The core data containing the business
    measures is stored in an invoice (orders) table.
    In addition to the invoice information, there are various tables providing
    information about customers, the product lines, the time periods, and the
    relationship between customers and the companys sales organization.
    The relevant data exist in the following tables, which are part of the invoice schema:

    The following are examples of data in some of the tables.

    D1_PRODUCTS

    Aim Technologies,SAP Street,Maitrivanam,


    Hyderabad,9700187077,9885955557
    D1_PRODUCT_TYPE

    D1_PRODUCT_SUBTYPE

    D1_CUSTOMER2

    Aim Technologies,SAP
    Street,Maitrivanam,

    Hyderabad,9700187077,9885955557
    D1_ORDERS2

    Aim Technologies,SAP Street,Maitrivanam,


    Hyderabad,9700187077,9885955557

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