Creating Dillard's Christmas Dashboard using Tableau Software

This project focuses on creating a Christmas dashboard for Dillard's using Tableau software. It provides an introduction to the project objectives and the role of an analytics consultant. The dashboard visualizes sales performance based on store and division, and includes key performance indicators. Recommendations are also provided to improve sales performance.

Business Intelligent - Memo

Table of Contents
Introduction................................................................................................................................3
Tableau Software.......................................................................................................................3
Dash Board.................................................................................................................................4
Key Performance Indicators for Dashboard...........................................................................5
Recommendations....................................................................................................................11
Conclusion................................................................................................................................12
References................................................................................................................................13
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Introduction
Main objective of this project is used to creating the Dillard’s Christmas Dashboard
by using the provided data. The creation of dashboard is completed by using the tableau
software.
Here, user needs to play an analytics consultant role for the VP over a district of
Dillard’s' stores in the Christmas season of 2015. Basically, VP is now faced with market
realities that are squeezing his business. The VP perceives the job is at risk if this year
holiday season and his does not go well. So, VP decided to hire the user to help him get a
good understanding of how his stores are doing thus far and also provide the
recommendations on what he might to do drive better profitability.
Coming in to this season, he has not yet set deals targets, but rather his stores are
requesting per-store targets with the goal that neighbourhood the board comprehends what
their objective ought to be.
Note that this objective is for the aggregate real deals which is "SALE_PRICE" in the
TRANSACT table not including returns. Retail deals as a rule breaks the Christmas season
deals in to 2 gatherings, "10-day deals", which are the deals for the 10 days starting on
Thanksgiving and going through 12/5/2015, and "add up to season deals", goes from Thanks
giving Day through 12/31/2015. As a rule, 10-day deals ought to be 25% of your objective
for the Christmas season. Most retail activities additionally give day by day targets, and the
VP you are working for might want to deliver those too.
Although standard fare, for example, income and item deals combine, write down rate
is additionally viewed as a key marker inside retail, as items once in a while move for full
rundown cost. Additionally remember that a few items normal more significant markdown
rates than others, and that should factor in to any proposed suggestions.
Tableau Software
Tableau is a Business Intelligence tool for visually analysis the provided the
information. Clients can create and visualize an intelligent and shareable dashboard, which
describe the density, variations and treads of the information as diagrams and graphs. Tableau
can interface with records, social and Big Data sources to secure and process information.
The software permits data combine and constant joint effort, which makes it extremely
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original. It is utilized by organizations, scholarly scientists, and several administration
associations for visual data analysis. As a main data visualization tool, Tableau has several
attractive and interesting highlights. It is s incredible data disclosure and investigation
application enables user to answer critical questions in a moment or two. You can utilize
Tableau's simplified interface to visualize the any information, investigate diverse
perspectives, and even join various databases effectively. It does not require any complex
scripting. Any individual who comprehends the business issues can address it with a
perception of the pertinent information. After investigation, imparting to others is as simple
as distributing to Tableau Server. Tableau gives answers for a wide range of businesses,
offices, and data environments.
Dash Board
Here, we are creating the Dillard’s Christmas Dashboard by using the tableau
software. The objective of this dashboard for the aggregate real deals which is
"SALE_PRICE" in the TRANSACT table not including returns. Retail deals as a rule breaks
the Christmas season deals in to 2 gatherings, "10-day deals", which are the deals for the 10
days starting on Thanks giving and going through 12/5/2015, and "add up to season deals",
goes from Thanks giving Day through 12/31/2015. As a rule, 10-day deals ought to be 25%
of your objective for the Christmas season. Most retail activities additionally give day by day
targets. Although standard fare, for example, income and item deals combine, write down
rate is additionally viewed as a key marker inside retail, as items once in a while move for
full rundown cost. Additionally remember that a few items normal more significant
markdown rates than others, and that should factor in to any proposed suggestions (Khan,
2016).
First, we are determining the Sales Target for 10 days sales on the Christmas sales
that is 33% of the one month target sales for assigned stores such as 140 and 141. Then,
create the Dash board based on provided data base. The provided database has one or more
tables such as
 Customer
 Department
 Sku
 Sku_store
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 Store
 Transact
Here, we are using the Transact and store table to create the dash board. It is
represented as below. The dashboard is used to provide the detailed information about the
store sales based on sales prices. The dashboard has more dimensions and measures. The
store dimensions are city, division, state, store, zip code and zip secseg. The Transact
dimensions are customer ID, dept, item id, mic, online, store, Transaction data, transaction
line number, transaction time, type and transaction ID. The Measures are original price, sales
price, Sku, Transaction amount and register.
10 Days Sales Target
Day of Tran Date Sale Price
1 52, 00, 000
2 40, 75, 000
3 41, 00, 000
4 42, 25, 000
5 36, 35, 000
6 40, 25, 000
8 41, 35, 000
9 43, 45, 000
10 40, 25, 000
Key Performance Indicators for Dashboard
The dashboard key performance indicator is used to provide the day by day Christmas
season sales for assigned stores like 140 and 141. It is represented as below.
For Sales and Original Price,
It uses the sales prices and original price as measures and store as dimensions to
visualize the sales price and original price based on the store 140 and 141. It is represented as
below.
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For City vs. Sales Price,
It is uses the city as dimensions and sales price as measures to visualize the sales prices based
on city and store. It is represented as below.
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For store vs. Sales prices
It uses the Store as dimensions and sales prices as measures to visualize the sales prices based
on store such as 140 and 141. It is represented as below (Milligan, 2016).
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For Sales Price, Transaction Amount vs. Year
It uses the sales price and transaction amount as measures and year as dimension to visualize
the sales prices and transaction amount based on year. It is represented as below.
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For Sales Price vs. Year,
It uses the sales price as measures and year as dimension to visualize the 10 days sales prices
based on year which is 2015. It is represented as below (Monsey & Sochan, 2016).
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The Final Dash board is illustrated as below.
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Recommendations
The Created dashboard is used to visualize the overall the sales performance based on
the stores and division. Also, we are determining the sales target for store 140 and 141 based
on KPI measures. The Sales Target KPI measures current deals income and thinks about that
to an objective or past performance. The business target can be set as money related value,
number of units sold, or number of records. Observing deals performance against targets is a
center fundamental of any business the board procedure and is instrumental in making an
information driven culture. One of the keys of setting a business target is guaranteeing it's
noticeable to the whole group (Sturdy, 2012). We are Planning a successful deals target
visual can have an enormous effect. This deal KPI measures the expansion or decline of your
business income on a month to month premise. This KPI enables deals to group survey the
net revenues over their suite of items and administrations. This is particularly essential for
organizations with various item contributions or bundles of contributions, and those that
concede their business reps adaptability in valuing in order to secure clients. This KPI sorts
out prospects dependent on circumstance value and the likelihood of settled discussions. Each
prospect has an expected buy value related with them to enable your group to organize their
endeavours. This business KPI thinks about deals prevails upon timeframes, and can fill in as
an approach to gathering deals groups to enhance their performance.
The Sales Target KPI measures current deals income and analyzes that to an objective
or past performance. The business target can be set as money related value, number of units
sold, or number of records. Checking deals performance against targets is a center precept of
any business the executives system and is instrumental in making information driven culture.
One of the keys of setting a business target is guaranteeing it is noticeable to the whole group.
Planning a successful deals target visual can have a tremendous effect (Turban, Sharda &
Delen, 2014).
This deal KPI measures the expansion or decline of your business income on a month
to month premise. This KPI enables deals to group survey the net revenues over their suite of
items and administrations. This is particularly vital for organizations with various item
contributions or bundles of contributions, and those that concede their business reps
adaptability in valuing in order to secure clients.
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This KPI sorts out prospects dependent on circumstance value and the likelihood of a
made it all work out. Each prospect has an expected buy value related with them to enable
your group to organize their endeavours. This business KPI thinks about deals prevails upon
timeframes, and can fill in as an approach to rally deals groups to enhance their performance.
Also, user successfully identified the Key indicator performance for sales. It is listed in below
(Zhang, 2015).
1. New Leads and Opportunities
2. Up sell and Cross-Sell Rates
3. Net Promoter Score (NPS)
4. Client Acquisition Rates
5. Competitor Pricing
6. Sales Volume by Location
7. Existing Client Engagement
8. Employee Satisfaction
Having a powerful deals plan will enhance your business performance from several points of
view:
• Allows you to counsel with your business reps to conceptualize thoughts, enhance
your arrangement and get their upfront investment to conveying it.
• Aligns your business group to be focus on conveying clear destinations.
• Defines clear estimates that you can follow on seven days to-week premise to
guarantee that you are executing deals proficiently and successfully.
Conclusion
This project is successfully created the Dillard’s Christmas Dashboard by using the
provided data source. The creation of dashboard is completed by using the tableau software.
And, provided the recommendations for improve the sales performance. These are discussed
and analysed in detail.
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References
Khan, A. (2016). Jumpstart Tableau. Berkeley, CA: Apress.
Milligan, J. (2016). Learning Tableau 10 - Second Edition. Birmingham: Packt Publishing.
Monsey, M., & Sochan, P. (2016). Tableau® for dummies®.
Sturdy, G. (2012). Customer Relationship Management using Business Intelligence.
Newcastle upon Tyne: Cambridge Scholars Publishing.
Turban, E., Sharda, R., & Delen, D. (2014). Decision support and business intelligence
systems. Harlow: Pearson.
Zhang, J. (2015). Tableau 10.0 best practices.
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