Laboratorio SpagoBICase Study e Inventory

Testimonianza di:Daniela Tura

daniela.tura@eng.it

Questions to start

Who my customer is?� What is his business? � How is he organized? � What his technological level is? � What are his critical points?

Who are my potential users?� Business roles� What they manage� What analysis habits they have� Inefficiencies and troubles

Needs� General and particular needs� Urgencies and positive or negative effects

Data management� What are the areas with better or worst data organization?

Don’t start immediatlydeveloping reports !

Don’t start to satisfy all areasin one shot !

Identify your first customer in customer

Don’t start from area with the worst data

Evolutive plan

Case study

General manager / President

Salesmanager

HR manager

Supplymanager

Productmanager

Country director

Regiondirector

Districtdirector

Pr. family director

Pr. departmentdirector

Country director

Regiondirector

Districtdirector

Storedirector

Store typedirector

FoodDrink

Non-consumable

Frozen foodAlcoholic beverageHealt and Hygiene

USAMexicoCanada

Central WestMexico SouthCanada West

San FranciscoMarida

Vancouver

USAMexicoCanada

Central WestMexico SouthCanada West

San FranciscoMarida

Vancouver

Deluxe SupermarketSmall Grocery

Gourmet SupermarketSupermarket

Store 8Store 5Store 6Store 15

Case study – starting point

General manager / President

Salesmanager

HR manager

Supplymanager

Productmanager

Country director

Regiondirector

Districtdirector

Pr. family director

Pr. departmentdirector

Country director

Regiondirector

Districtdirector

Storedirector

Store typedirector

FoodDrink

Non-consumable

Frozen foodAlcoholic beverageHealt and Hygiene

USAMexicoCanada

Central WestMexico SouthCanada West

San FranciscoMarida

Vancouver

USAMexicoCanada

Central WestMexico SouthCanada West

San FranciscoMarida

Vancouver

Deluxe SupermarketSmall Grocery

Gourmet SupermarketSupermarket

Store 8Store 5Store 6Store 15

Aims:

� satisfy the users' analytical needs� regulate the visibility on data and documents in relation to the users’

roles and business responsibilities� set up a representative model of the users behaviour� choose the rigth tools for every category of users and analysis need� build a customized model and analytical environment, with different

freedom degrees� set up an evolutionary development plan

Case study – starting point

Analytical questions

General director:� Are the profits in line with my expectations?� What’s the value of the effort to reach the annual aims?� How am I with respect to my competitors?� What are the product lines with best performances?� What are the distribution lines with best performances?� What is my position on the market?� What is my factor of competitiveness ?� What are the growth rates with respect to last year?� What is the company's state of health?� What are the critical states on the internal costs management?� What are the structure costs to optimize ?� What are the greater inefficiency factors?� What is the costs optimization degree ?� …

Analytical questions

General director:� Are the profits in line with my expectations?� What’s the value of the effort to reach the annual a ims?� How am I with respect to my competitors?� What are the product lines with best performances?� What are the distribution lines with best performances ?� What is my position on the market?� What is my factor of competitiveness ?� What are the growth rates with respect to last year?� What is the company's state of health?� What are the critical states on the internal costs management?� What are the structure costs to optimize ?� What are the greater inefficiency factors?� What is the costs optimization degree ?� …

Analytical questions

Sales manager (Country Sales director, Regional Sales director partially):– Am I respecting the sale aims?– What about the sales with respect to last year?– What are the most difficult zones?– How the sales are distribuited over geography?– How do the promotions act on the sales?– Why are the sales of a product fallen in a few zones?– …

Product manager (Product family director partially):– Where a promotion is useful ? Where a promotion is necessary ?– What product could be the most competitive ?– Where and when the launching of a the product is opportune ?– How is the product sales state ?– What is the most profitable product?– What is the most expensive product for the company?– What products are more fashionable?– What is the product most bought from young people? A nd from old

ones ? And from female ?– …

Toward an answer

Data Analysis� Identify the relevant indicator to answer to the Analytical questions

� Grane, historical depth� What elementary data they involve ?� Where elementary data are ?

Implementation� How can I reach source data ?

⇒ ETL/EAI/EII, loading critreria (time, policy)

� How have I to organize data in order to satisfy the analytical needs ?⇒ Data Model

� What are the meaningfull views ?⇒ Analytical document types and templates

� How user works with analiytcal documents⇒ Behavioural model

Data mart - Sales

sales_fact_1997

product_idtime_idcustomer_idpromotion_idstore_id

store_salesstore_costunit_sales

customer

customer_id

account_numlnamefnamemiaddress1address2address3address4citystate_provincepostal_codecountrycustomer_region_idphone1phone2birthdatemarital_statusyearly_incomegendertotal_childrennum_children_at_homeeducationdate_accnt_openedmember_cardoccupationhouseownernum_cars_owned

product

product_id

product_class_idbrand_nameproduct_nameSKUSRPgross_weightnet_weightrecyclable_packagelow_fatunits_per_casecases_per_palletshelf_widthshelf_heightshelf_depth

product_class

product_class_id

product_subcategoryproduct_categoryproduct_departmentproduct_family

time_by_day

time_id

the_datethe_daythe_monththe_yearday_of_monthweek_of_yearmonth_of_yearquarterfiscal_period

promotion

promotion_id

promotion_district_idpromotion_namemedia_typecoststart_dateend_date

store

store_id

store_typeregion_idstore_namestore_numberstore_street_addressstore_citystore_statestore_postal_codestore_countrystore_managerstore_phonestore_faxfirst_opened_datelast_remodel_datestore_sqftgrocery_sqftfrozen_sqftmeat_sqftcoffee_barvideo_storesalad_barprepared_foodflorist

region

region_id

sales_citysales_state_provincesales_districtsales_regionsales_countrysales_district_id

sales_fact_1998

product_idtime_idcustomer_idpromotion_idstore_id

store_salesstore_costunit_sales

Analytical document types and templates

General director– Are the profits in line with my expectations?– What’s the value of the effort to reach the annual aims?– How am I with respect to my competitors?– What are the product lines with best performances?– What are the distribution lines with best performan ces?– What is my position on the market?– What is my factor of competitiveness ?– What are the growth rates with respect to last year ?– What is the company's state of health?– What are the critical states on the internal costs management?– What are the structure costs to optimize ?– What are the greater inefficiency factors?– What is the costs optimization degree ?– …

Sales manager (Country Sales director, Regional Salesdirector partially)

– Am I respecting the sale aims?– What about the sales with respect to last year?– What are the most difficult zones?– How the sales are distribuited over geography?– How do the promotions act on the sales?– Why are the sales of a product fallen in a few zones?– …

Product manager (Product family director partially)– Where a promotion is useful ? Where a promotion is necessary

?– What product could be the most competitive ?– Where and when the launching of a the product is opportune ?– How is the product sales state ?– What is the most profitable product?– What is the most expensive product for the company?– What products are more fashionable?– What is the product most bought from young people? A nd

from old ones ? And from female ? …

ReportReport

OLAPOLAP

Data Data MiningMining

DashboardDashboard

QbE QbE –– QueryQuery byby ExampleExample

Analytical document types and templates

QBE – Query by Example

REPORT

DASHBOARDS

OLAP

DATA MINING

GEO

DOSSIER

Behavioural model set up

productFamilyDir

pd_food/pd_food

pd_drink/pd_drink

salesCountryDir

sd_usa/sd_usa

sd_canada/sd_canada

productManagerprd_mng/prd_mng

salesManager

sales_mng/sales_mng

generalManager

president/ president

salesRegionDir

rd_usaw/rd_usaw rd_usac/rd_usac

rd_canadaw/ rd_canadaw

admin

biadmin/biadmindev

bidev/ bidev

test

bitest/bitest

Groups of users in order to regulate:

� What Analytical documents the userscan look at

� What data the available Analyticaldocuments show off

� What SpagoBI portlets and functions the users in the group are enabled to use

Behavioural model set up

General manager / President

Salesmanager

Productmanager

Country director

Regiondirector

Pr. family director

USAMexicoCanada

Central WestMexico SouthCanada West

productFamilyDir

pd_food/pd_food

pd_drink/pd_drink

salesCountryDir

sd_usa/sd_usa

sd_canada/sd_canada

productManagerprd_mng/prd_mng

salesManagersales_mng/sales_mng

generalManager

president/ president

salesRegionDir

rd_usaw/rd_usaw rd_usac/rd_usac

rd_canadaw/ rd_canadaw

admin

biadmin/biadmin

devbidev/bidev

test

bitest/bitest

FoodDrink

Non-consumable

Behavioural model set up

QBE – Query by Example

REPORT

Behavioural model

Analyticalconcept

Analyticalconcept

Analyticalconcept

Analyticalconcept

Analyticalconcept

Analyticalconcept

DASHBOARDS

OLAP

DATA MINING

GEO

DOSSIER

Behavioural model set up

Behavioural model set up

Behavioural model at work

Internalsupport

Call centeroperator

Operativesecretary

Pr. branddirector

Roles ….Prd family

director

Predefined lists forbrand directors

Exists on prdfamily table?

Is text ?

Internalsupport

Call centeroperator

Manual and free input for support users

Default value for prdfamily directors

Manual input without default

Contains the rightbrand prefix ?

Operativesecretary

Pr. branddirector

Query for the prd family list matching the brand responsability

No checks

StaffExecutivesecretary

Prd familydirector

Predefined and fixed value, switched on the users’ role

Exists on prdfamily table?

Roles (1..n)

LOV (1)

Checks (0..n)

Roles (1..n)

LOV (1)

Checks (0..n)

Roles (1..n)

LOV (1)

Checks (0..n)

Modalities (1..n)

PA

RA

ME

TE

RS

The executive configuration of the analytical document is read and a page is produced for the input of the parameters according to the user’s roles

Analytical document

ReportReport

Structural configuration

DashboardDashboard

Analytical document

Structural configuration

OLAPOLAP

Analytical document

Structural configuration

Data Data MiningMining

Analytical document

Structural configuration

The input values for the parameters are checked according to the user’s roles and the final document is come back to the end-user

Analytical document

Structural configuration

An authenticated user chooses the analytical document to be executed

Analytical document

Structural configuration

Analytical document

Structural configuration

Analytical document

Structural configuration

Inventory (Data mart)

product

product_id

product_class_idbrand_nameproduct_nameSKUSRPgross_weightnet_weightrecyclable_packagelow_fatunits_per_casecases_per_palletshelf_widthshelf_heightshelf_depth

product_class

product_class_id

product_subcategoryproduct_categoryproduct_departmentproduct_family

time_by_day

time_id

the_datethe_daythe_monththe_yearday_of_monthweek_of_yearmonth_of_yearquarterfiscal_period

store

store_id

store_typeregion_idstore_namestore_numberstore_street_addressstore_citystore_statestore_postal_codestore_countrystore_managerstore_phonestore_faxfirst_opened_datelast_remodel_datestore_sqftgrocery_sqftfrozen_sqftmeat_sqftcoffee_barvideo_storesalad_barprepared_foodflorist

region

region_id

sales_citysales_state_provincesales_districtsales_regionsales_countrysales_district_id

inventory_fact_1997

product_idtime_idwarehouse_idstore_id

units_shipped

warehouse_cost

units_ordered

warehouse_sales

supply_time

warehouse

warehouse_id

warehouse_class_idwarehouse_namewa_address1wa_address2wa_address3wa_address4warehouse_citywarehouse_state_provincewarehouse_postal_codewarehouse_countrywarehouse_owner_namewarehouse_phonewarehouse_fax

warehouse_class

warehouse_class_id

description

Inventory (Metrics)

Main metric: Out of stock

Analysis metric:- Adjustment

- Frequence of order

- Size of order- Product cost (related to reorder level)

- Store employees (salary, education level)

- Time period- Promotion on product