laboratorio spagobi case study e inventory - mathunipdruffatti/docs/laboratorio_spagobi.pdf ·...
TRANSCRIPT
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 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