Tableau_Dashboard_Exercise_3511
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Dalhousie University *
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3511
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Communications
Date
Apr 3, 2024
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8
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COMM3511 || Management Information Systems || Gonzalez 1 of 8 Dashboard Making in Tableau: ERPsim Game Data (Part 2) Purpose With the previous Tableau assignment, we have learned how to conduct some visualizations in Tableau using the ERPsim game data. In the current exercise, you will learn how to create a simple dashboard
for logistics dairy company in the ERPsim game. Your business assignment in this exercise is to create a series of Key Performance Indicators (KPIs)
and design a dashboard for the top performing team in the simulation. Dashboards: Dashboards create a link between business strategy and operations. They provide indicators to monitor performance against objectives and provide visibility into business trends and opportunities for the company. In business, it is a decision-making tool for all hierarchical levels. It helps to synthesize information and to present it concisely using indicators, targets, and alerts. As with an automobile dashboard, it gives the driver specific information to assist him in his duties and to inform him or her of probable emergencies, a manager dashboard provides with the information needed to achieve the company’s objectives, to take action, when the situation demands it and to adjust the operations in order to achieve the targeted performances. Dashboards in the Logistic Dairy Company - ERPsim game: In the ERPsim Dairy simulation, virtual companies sell all the same products in a market with identical conditions for each company. Only a few elements allow companies to differentiate themselves from their competitors: • Their central warehouse procurement strategy; • Their distribution strategy towards regional warehouses; • Their pricing strategy. The content material of this week will provide more information about how to create KPIs and better visualizations. This exercise includes three parts. Part I guides on how to prepare the dataset before working on it. Part II
guides you on how to create one Key Performance Indicator (KPI) using conditional formatting in Tableau. Part II
presents
further instructions for developing more KPIs.
COMM3511 || Management Information Systems || Gonzalez 2 of 8 PART I: Preparing the data The ERPsim game data used for this exercise was derived from the “
Diary
Logistics Game
” where each company was engaged in procurement, distribution and sales of 6 different dairy products (e.g., milk, cream, yoghurt, butter, cheese, and ice cream) in a German-based market divided in 3 regions (North, West, and South). The game was played over several rounds (up to 8 rounds of 10 virtual days each). The procurement and sales processes of this game was similar to the water distribution game you played in class. That is, each team had to forecast their sales using the created Planned Indep. Requ. (MD61) in the system, execute MRP, and convert Purchase Requisitions into Purchase Orders. In regard to the sales process, each identified different pricing strategies during the game but were not promoting their products with marketing expenses. As per the distribution process, in the Logistics game, each team had to manage transportation and warehousing costs in order to maximize profit. The costs were 1,000 Euros per purchase order and 1,000 per regional transfer from the company’s main warehouse to the regional warehouses (North, West, South). In addition to these costs, there was a base capacity (sum of all products stored in all storage locations) of 4,000 units and extra daily fee for each additional 1,000 boxes of 300 Euros. So, each team/company needed to manage these costs and forecast appropriately to reduce the shortage of products in the stores. These game details are shown in Figure 1 and a graphical representation of the cash-to-cash cycle of the game is shown in Figure 2 at the end of this document. Th complete game data for this game includes 14 Tables. When you import the data to Tableau, these are the tables you will see (Figure alongside). In the previous lab exercise, you used only the Sales table from this data set; but now you have access to all data generated from that game. An overview of the most commonly used measures/dimensions for the Sales table are: •
Sim_Round = Round •
Sim_Date = Day •
Material Description = Product •
Storage Location = Warehouse (i.e. North, South, East) •
Quantity = The sales order quantity purchased by the customer, or # of product sold •
Net_Value = The revenue generated (Quantity sold of each item * unit price) •
Cost = The cost of the product sold based on its valuation •
Net Price = the average price sold •
Contribution_Margin = Net_Value - Cost For further understanding of the attributes of the data, please refer to the ERPsim Game Data Directory
file provided with the materials for this exercise. This directory will help you understand the data and create more meaningful measures for your KPIs.
COMM3511 || Management Information Systems || Gonzalez 3 of 8 Since the goal is to create different KPIs and visualizations that could help a company (Team) perform better during the game, we need to add and connect the tables for that analysis. For this exercise, we are going to add only 4 tables: Current
Inventory
, Current_Inventory_KPI,
Sales,
and Company Valuation
. You can add more if desired. 1. Drag and drop
Current
Inventory
to the blank space; then drag the Inventory_KPI. 2. To successfully connect the tables, find the matching field between the tables, select the dimension Material Description
in both tables. The tables should be successfully connected (Figure alongside) 3. Drag and connect Sales to the
Current
Inventory table
. You can select Material Description
for both tables again in this connection. 4. Finally, drag and connect Company Valuation
to the Sales
table. You can select the dimension Sales Organization
for Sales
and Company Code
for Company Valuation
. These dimensions are the same. The connections of the tables might look like the Figure below. However, you can also connect the Tables differently. Because the goal of this exercise is to create KPIs and a Dashboard for the top performing team in the simulation; let’s first found out which that team was. 5. Create simple bar chart for the Company Valuation per Team. Double click on the Company Valuation measure and the dimension Company Code
from the Company Valuation table. Who was the top performing team? 8. Click on Sheet 1, now you can start your KPIs and visualizations.
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