Introduction
In this project, we will create a comprehensive dashboard to manage and analyze supply chain data. This will include visualizations for inventory levels, supplier performance, order fulfillment, and transportation logistics. By the end of this project, you will have a solid understanding of how to use Tableau to monitor and optimize supply chain operations.
Objectives
- Understand the key metrics and KPIs in supply chain management.
- Connect to and prepare supply chain data.
- Create visualizations to track inventory, supplier performance, and logistics.
- Build a dashboard to provide a comprehensive view of the supply chain.
Step-by-Step Guide
Step 1: Connect to Supply Chain Data
- Data Source: Connect to your supply chain data source. This could be an Excel file, a database, or a cloud service.
- Data Preparation: Ensure your data is clean and structured. You may need to perform data cleaning and transformation tasks such as removing duplicates, handling missing values, and normalizing data.
Step 2: Key Metrics and KPIs
Identify the key metrics and KPIs you want to track. Common supply chain metrics include:
- Inventory Levels: Current stock levels, stock turnover rate.
- Supplier Performance: On-time delivery rate, defect rate.
- Order Fulfillment: Order cycle time, fill rate.
- Transportation Logistics: Shipping costs, delivery times.
Step 3: Create Visualizations
Inventory Levels
- Drag
Product Category
to the Columns shelf. - Drag
Inventory Level
to the Rows shelf. - Use color to differentiate between different product categories.
Supplier Performance
- Drag
Date
to the Columns shelf. - Drag
On-Time Delivery Rate
to the Rows shelf. - Use different lines to represent different suppliers.
Order Fulfillment
- Drag
Order Status
to the Columns shelf. - Drag
Number of Orders
to the Rows shelf. - Use color to represent different order statuses (e.g., fulfilled, pending, delayed).
Transportation Logistics
- Drag
Delivery Location
to the Columns shelf. - Drag
Shipping Cost
to the Rows shelf. - Use size and color to represent shipping costs.
Step 4: Build the Dashboard
- Create a New Dashboard: Click on the "New Dashboard" button.
- Add Visualizations: Drag and drop the visualizations created in Step 3 onto the dashboard.
- Arrange Layout: Arrange the visualizations in a logical and easy-to-read layout.
- Add Filters: Add filters to allow users to interact with the dashboard (e.g., filter by date range, product category, supplier).
- Add Titles and Descriptions: Add titles and descriptions to each visualization to provide context.
Step 5: Dashboard Actions
- Add Actions: Add actions to make the dashboard interactive. For example, clicking on a supplier in the supplier performance chart could filter the inventory levels chart to show only products from that supplier.
- Test Interactivity: Test the dashboard to ensure all actions work as expected.
Step 6: Publish and Share
- Publish: Publish the dashboard to Tableau Server or Tableau Online.
- Share: Share the dashboard with stakeholders and provide access permissions as needed.
Practical Exercise
Exercise: Create a Supply Chain Dashboard
- Data Source: Use the provided sample supply chain data.
- Metrics: Track inventory levels, supplier performance, order fulfillment, and transportation logistics.
- Visualizations: Create at least one visualization for each metric.
- Dashboard: Build a dashboard that includes all visualizations and add interactivity.
- Publish: Publish the dashboard and share it with your instructor or peers.
Solution
- Connect to Data: Connect to the sample supply chain data.
- Create Visualizations: Follow the steps outlined in Step 3 to create the necessary visualizations.
- Build Dashboard: Combine the visualizations into a single dashboard and add interactivity.
- Publish: Publish the dashboard to Tableau Server or Tableau Online.
Conclusion
In this project, you learned how to create a comprehensive supply chain management dashboard in Tableau. You connected to supply chain data, identified key metrics, created visualizations, and built an interactive dashboard. This project demonstrated how Tableau can be used to monitor and optimize supply chain operations, providing valuable insights to stakeholders.
By completing this project, you have gained practical experience in using Tableau for real-world supply chain management scenarios. This knowledge will be valuable in any role that involves data analysis and visualization in the context of supply chain operations.
Tableau Course
Module 1: Introduction to Tableau
- What is Tableau?
- Installing Tableau
- Tableau Interface Overview
- Connecting to Data Sources
- Basic Data Types and Structures
Module 2: Basic Visualization Techniques
- Creating Your First Visualization
- Using Marks and Cards
- Building Basic Charts
- Filtering Data
- Sorting and Grouping Data
Module 3: Intermediate Visualization Techniques
- Using Calculated Fields
- Creating Dual-Axis Charts
- Using Parameters
- Creating Maps
- Using Table Calculations
Module 4: Advanced Visualization Techniques
- Advanced Chart Types
- Using LOD Expressions
- Creating Dashboards
- Dashboard Actions
- Storytelling with Data
Module 5: Data Preparation and Transformation
Module 6: Advanced Analytics
Module 7: Performance Optimization
- Optimizing Workbook Performance
- Extracts vs Live Connections
- Reducing Load Times
- Performance Recording
- Best Practices for Performance
Module 8: Tableau Server and Online
- Introduction to Tableau Server
- Publishing Workbooks
- Managing Permissions
- Scheduling Extracts
- Collaborating with Tableau Online