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Sales Analysis Case Study - Simplified

1) The Chicago Beverage Company uses Incorta for analytics and profit analysis. They want to create schemas to analyze corporate and regional profit, focusing initially on sales data. 2) Requirements include creating a schema from the TBC data, building a business schema focusing on sales metrics, and designing profit analysis dashboards with specific insights and drill-downs. 3) Formulas for metrics like Profit, Total Operating Expenses, and Profit % of Sales are provided to include in the analysis.

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Jaghan
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154 views

Sales Analysis Case Study - Simplified

1) The Chicago Beverage Company uses Incorta for analytics and profit analysis. They want to create schemas to analyze corporate and regional profit, focusing initially on sales data. 2) Requirements include creating a schema from the TBC data, building a business schema focusing on sales metrics, and designing profit analysis dashboards with specific insights and drill-downs. 3) Formulas for metrics like Profit, Total Operating Expenses, and Profit % of Sales are provided to include in the analysis.

Uploaded by

Jaghan
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Performing Profit Analysis

The Chicago Beverage Company is a niche, family owned beverage distribution


organization that wholesales product from a series of suppliers. As they have grown,
their legacy reporting environment has been unable to keep up with their evolving
business. After an exhaustive search for a modern, agile environment, they settled on
Incorta for their analytics platform.

Their focus on the first phase of the project is to create corporate and regional profit.
Using what you have learned in the Incorta training course, complete the high-level steps
listed below.

Case Study Requirements


1) Create a schema using the TBC data source.
a. Name the schema with your <studentid>_TBC (i.e. S0_TBC)
b. Allow Incorta to find all joins in the data set.

The schema diagram should look similar to the image pictured above.
c. Perform a full data load.
2) Chicago Beverage wants to focus its analysis on sales analysis only at this time.
The data set contains inventory and sales information. Create a business schema
and remove the inventory metrics. To avoid conflicts with other students, name
the business schema in the following fashion - <student-id>_TBC_Sales (i.e.
s0_BC_Sales).
The business schema should contain the following columns (no renaming is
required):
Column Formula Logic (if applicable)
Sales N/A
COGS N/A
Marketing N/A
Payroll N/A
Profit SALES + COGS + MARKETING +
PAYROLL + MISC
Total Operating Expenses (MARKETING + PAYROLL + MISC)*-1
Profit % of Sales sum(SALES + COGS + MARKETING +
PAYROLL + MISC)
/
sum(SALES)

MonthNumber N/A
MonthName N/A
Year N/A
SKU N/A
SKU Alias N/A
Family_Alias N/A
State N/A
Region N/A
Director N/A
Transdate N/A
3) Create a profit analysis dashboard named 01. Profit Analysis. A completed
example of the dashboard is shown in the dashboard appendix at the back of this
case study document.

Images and specific requirements (where applicable) for each insight are show in
the following images.

a.

b.
i. Put a drill-down in place that allows the user to drill from SKU to
State and then to Month Name
c.

d.

e.
i. After the second dashboard is built, enable drilling from the Region
column on this report to the Regional Performance dashboard,
include runtime filters in the drill process.
f.

4) Create a profit analysis dashboard named 02. Regional Performance. A completed


example of the dashboard is shown in the dashboard appendix at the back of this
case study document.

Requirement: Also, set up a drill link from the 01. Profit Analysis dashboard on
the Region column of the Product Family & Regional Profit insight to drill to this
dashboard. Make sure to pass runtime filters in the drill-down.

Hint: As a number of the insights are similar, you can copy the first dashboard and
customize, add, and delete as necessary.

Images and specific requirements (where applicable) for each insight are show in
the following images.

a.

b.
c.

d.

e.
Appendix – Dashboard Samples
01. Profit Analysis
02. Regional Performance
Appendix – Formulae
The analysis shown on the profit analysis dashboard requires a series of derived metrics.
Use the following formulae for reference. These can be copied from this document and
pasted into the Incorta interface:

Profit
TBC.SALESFACT.SALES + TBC.SALESFACT.COGS +
TBC.SALESFACT.MARKETING + TBC.SALESFACT.PAYROLL +
TBC.SALESFACT.MISC

Total Operating Expenses


(TBC.SALESFACT.MARKETING + TBC.SALESFACT.PAYROLL +
TBC.SALESFACT.MISC)*-1

Profit % of Sales
sum(TBC.SALESFACT.SALES + TBC.SALESFACT.COGS +
TBC.SALESFACT.MARKETING + TBC.SALESFACT.PAYROLL +
TBC.SALESFACT.MISC)
/
sum(TBC.SALESFACT.SALES)

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