Tejas Mohan Ayyar

A procurement analysis of inventory

Inventory by category	Inventory by product

About the data:

Supply chain data of a company that shows purchased goods with detailed information about various parameters.

Column	Measure/Dimension
Category	Dimension
Committed	Measure
Jan demand	Measure
Location	Dimension
Max	Measure
Min	Measure
Number of Records	Measure
On PO	Measure
On hand	Measure
Product Name	Dimension
SS	Measure
Sub- Category	Dimension
Unit Cost	Measure
Unit Price	Measure
Concat	Dimension
On Hand	Measure
Order 1	Measure
Order	Measure

Analyzing the data:

• Find the inventory by :-

  1. Category
  2. Sub Category
  3. Product
  4. Location

• Create a Dashboard

• Create a story showing the visuals from Location, Product & Category

Category:

Procedure followed:

• Dragged Category into columns field.
• Dragged On Hand as SUM measure into rows field.
• Created a field called On Hand $ = On Hand * Unit Price.
• Dragged created field to marks section as SUM and changed type to text.
• Added table calculation as percent of total.
• Chose Bar chart to show comparison between inventories.

Sub-Category:

Procedure followed:

• Dragged sub-category dimension into columns field.
• Dragged on hand as SUM into row field.
• Added on hand $ field into marks as sum.
• Added table calculation to on hand $ as % of total.
• Selected bar chart.

Product:

Procedure followed:

• Dragged Product name dimension to columns field.
• Dragged on hand as SUM into row field.
• Selected bar chart.

Location:

Procedure followed:

• Dragged location into marks field. Automatically latitude and longitude were selected into rows and columns field respectively.
• Next selected On hand $ and changed type to color.

Creating a dashboard for inventory by category.

Procedure followed:

• After creating all our visuals we would now create a dashboard based on our requirements.
• Drag the Inventory by location visual created into the dashboard.
• Next drag the inventory by category visual into the dashboard.
• The dash board allows us to see inventory by category for each location letting us drill down into specific details.

Creating a dashboard for Inventory by product.

Procedure followed:

• Similar to the previous dashboard but the only change is that instead of the product category visual we drag in the Inventory by product visual.
• The functionality is same as the above dashboard.

Creating a story showing the visuals from Location, Product & Category:

Storypoint1	StoryPoint2

Procedure followed:

• Created a new story point for each dashboard.
• This allows us to present the data in a seemless manner.
• We first look at inventory by category for each location.
• Then we drill into the data to look at inventory for each product by location making a seemless transition between the two.

Conclusion:

• Technology has the highest inventory value in the companies warehouses.
• Copiers seem to be their prime source of business since it makes up a large chunk of the companies inventory value.
• To be more specific the Canon PC940 copier has the highest value in terms of inventory.
• New Mexico is currently holding the largest amount of inventory.

Project Files:

Please find the project files here.