QlikView Case Study Report-Sales-History

QlikView Case Study Making Sales History Report
Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginners G ide !or "li#view implementations. The doc ment !oc ses on. "li#view Sales Histor$ %ashboard &oin o r pro!essional training program and learn !rom e'perts
Histor$( )ersion %escription *hange ,.Initial %ra!t ,.0eview1-
+ thor S rbhi Sah +mit Sharma
P blish %ate .-st + g .,-/ .2th + g .,-/
Contents
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*ontents............................................................................................................................................................................. Generating the 0eport on Sales Histor$ %ata(..................................................................................................................../ Sales Histor$ %ata 3odel.............................................................................................................................................../ 4racle as a data so rce(................................................................................................................................................../ Sales Histor$ %ashboard..................................................................................................................................................-, ..................................................................................................................................................................................... -, *alc lation o! the prod ct cost o! the prod ct..............................................................................................................-, *alc lations related to the selling o! the prod ct..........................................................................................................-*alc lation o! pro!it.....................................................................................................................................................-. *alc lations related to the ret rned 5 antit$ o! the prod ct.........................................................................................-6 7isting the 0esponsible reason.....................................................................................................................................-8 Per prod ct margin.......................................................................................................................................................-8 Sta!! 3ember9s Per!ormance meas re sheet.....................................................................................................................-2 7ist Bo' !or sta!! In!o....................................................................................................................................................-
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Generating the Report on Sales History Data:

It is ver$ important to #eep trac# o! sales, reven e that a Sales team has generated and the amo nt o! commission pa$able to Salesperson. This in!ormation is ver$ cr cial !or an$ organi:ation to maintain record !or sales sta!! per!ormance b$ territor$ or location, and to indicate the strengths and wea#nesses in compan$ sales, which will help to identi!$ the areas where the$ have to wor# to raise their sales. ;ith this 0eport Sheet, the s$stem gathers the available in!ormation abo t each gro p o! prod ct scale records in the Sales and loads it into the Sales 0eporting per $earl$. Beca se most o! the in!ormation is a tomaticall$ generated, this anal$sis is more e!!icient and acc rate than ne'pected sales entr$, it helps $o to identi!$ leases either with problems in the e'isting set p !or sales overage. We have developed the report which identi ies these actors! It gives the invested prod ction cost !or each prod ct $ear wise. The sold " antit$ o! the prod ct $ear wise. The pro!it gained $earl$. It gives the 5 antit$ o! the prod ct made $ear wise. It gives the discarded prod ct which got ret rn a!ter sell. The reasons responsible !or the ret rn o! the prod ct with description o! the responsible reason. The order method applied !or the partic lar prod ct. The sales done b$ each sta!! member !or < dging the per!ormance o! the sta!! member.
Sales History Data Model
Oracle as a data source:

;e have ta#en the data so rce as oracle. Step -= 4pen the "li#)iew app and give the name SalesHistor$. www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page /
Step .= Then go to the script Editor window and chec# the database inter!ace sho ld be 47E%B and then clic# on the connect option.
Step /= This will open the %ata 7in# Properties window this having the set o! providers choose the provider 94racle provider !or 47E%B9 then clic# the >e't option.
Step6= In the connection tab give the data so rce name as $o had been given d ring installation and then the ser name and password !rom which $o logged on the oracle as a ser.
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The snap shot is shown here when $o have give the name o! $o r data so rce.
+nd the ser name and password which $o give in the oracle while creating the connection. Step ?=Hit the test connection b tton, the noti!ication will come which displa$ that Test connection s cceeded.
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Step @= Then another 4ra47E%B 7ogon window will open which as# !or the ser id, password and server name. Server name will be same as the data so rce name then -Ao#.
Step 8= >ow, Go to the select option in Edit script window.
Step B= Crom the owner, $o can select the schema on which $o have to wor#. + schema is a collection o! logical str ct res o! data, or schema ob<ects. + schema is owned b$ a database ser and has the same name as that ser. Each ser owns a single schema.
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Step B= >ow choose the schema and all the !ields o! the table will be e'plore to $o .Do can add more table b$ pressing add b tton present in the bottom side o! the wi:ard.
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Then the script will load in the script editor
OLEDB CONNECT32 TO [Provider=Microsoft.Jet.OLEDB.4.0;User ID=Admin;D t !o"rce=#$%Users% s%Des&to'%(o! )es.md*;Mode=!+ re Den, -one;E.tended Pro'erties=//;Jet OLEDB$!,stem d t * se=//;Jet OLEDB$0e1istr, P t+=//;Jet OLEDB$D t * se P ss2ord=//;Jet OLEDB$En1ine T,'e=3;Jet OLEDB$D t * se Loc&in1 Mode=0;Jet OLEDB$()o* ) P rti ) B")& O's=4;Jet OLEDB$()o* ) B")& Tr ns ctions=5;Jet OLEDB$-e2 D t * se P ss2ord=//;Jet OLEDB$#re te !,stem D t * se=6 )se;Jet OLEDB$Encr,'t D t * se=6 )se;Jet OLEDB$Don7t #o', Loc )e on #om' ct=6 )se;Jet OLEDB$#om' ct 8it+o"t 0e')ic 0e' ir=6 )se;Jet OLEDB$!6P=6 )se9; OrderDet i)$ LOAD ordercode: orderd te: orderdet i)code: ordermet+od: ordermet+odcode: 'rod"ctn"m*er: 0et"rn0e son#ode: s )es*r nc+code: s )esst ffcode: vendorn me: vendorsitecode1o; SQL !ELE#T ; 60OM <Dim=Orderdet i)<; CostDatail: LOAD >" ntit,: "nitcost: "nit'rice: "nits )e'rice: ordercode; ??s )esst ffcode : ??'rod"ctn"m*er: SQL !ELE#T ; 60OM <6 ct=Order<; SalesBranch: LOAD ddress5: ddress4: cit,: co"ntr,code: m n 1ercode: 'ost )@one: re1ion: s )es*r nc+code; SQL !ELE#T ;
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60OM <Dim=! )es*r nc+<; Left Aoin ! )esBr nc+$ LOAD Country, #"rrenc,- me: ! )es#o"ntr,#ode s co"ntr,code; SQL !ELE#T #o"ntr,: #"rrenc,- me: ! )es#o"ntr,#ode 60OM #o"ntr,; Prod"ct$ LOAD Prod"ct-"m*er s 'rod"ctn"m*er: Introd"ctionD te: Prod"ct- me: Prod"ctT,'e#ode: Prod"ction#ost: M r1in: Pict"re: Pict"reU0L: Descri'tion: ??0et"rn0e son#ode: [se))in1 done9: Be r 60OM [#$%Users% s%Des&to'%Desto'%-e2 Microsoft Office E.ce) 8or&s+eet..)s.9 Coo.m): em*edded ) *e)s: t *)e is Prod"ctD; ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
Then 0eload the script and go to the table viewer, Here is the data model.
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Sales History Dashboard
Calculation of the product cost of the product

It is re5 ire to calc late the prod ct cost o! each prod ct to #now the investment done on the prod ct. Cor these t$pes o! calc lation, we se the ga ge chart. Here we have a ga ge chart named as investment done on each prod ct.
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The val e showing the prod ction cost done alone with the prod cts. The e'pression sed here are the s m o! prod ction cost ta#en per prod ct. Go to the E'pression tab and add the e'pression here as s mEProd ction cost= which give the res lt on invested amo nt on each o! the prod ct.
+nd we get the val e var$ing according to the prod ct name, !or the prod ct name we have sed the list bo' b$ clic#ing on the partic lar prod ct we will get the varied val e o! the prod ction cost.
Calculations related to the selling of the product

Cor the calc lation o! the selling per!ormance, we have ta#en one more ga ge chart which gives the per!ormance o! selling !or the prod ct and also attached list-bo' which helps to !ind the selling cost, has been charged !or each prod ct. www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page --
Here the e'pression ta#en !or the ga ge chart is S mESelling = and we ta#e one val e in the dimension in!ront !or which we have to !ind the res lt EProd ct name=. The e'pression can be given b$ going to the e'pression tab and adding the e'pression here as shown.
Calculation of profit
The main !actor o! an$ compan$9s strateg$ incl des the $earl$ pro!it gain on each prod ct. B$ < dging thro gh this !actor compan$ decides compare the pro!it gain $earl$.
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+s we loo# here the prod ct9s gain-pro!it is displa$ed here as we can see the pro!it gain o! the two $ears .,,- and .,,. and we can do comparison between them here the gain o! .,,. is less then the pro!it gain o! .,,- . The e'pression we have sed here can be seen b$ going thro gh the e'pression tab.
Here we have ta#en the e'pression as (((Sum ([selling done])-Sum (ProductionCost))*100)/Sum ([ ProductionCost])) This e'pression gives the pro!it gain o! each prod ct $earl$ .;e have ta#e $ear in o r dimension tab.
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Calculations related to the returned quantity of the product

>ow the !oc s sho ld be on the reasons behind the decrease pro!it ratio o! the $ear .,,- and what the !actors responsible. I! the compan$ is responsible, then we need the ratio o! "Quantity o production" o! that partic lar prod ct in that $ear and its F0et rned " antit$F. So we will choose a pivot table in which we will ta#e three e'pressions .The meas rement o! the ret rned 5 antit$ o! the prod ct is most important beca se we sho ld have the #nowledge abo t how m ch 5 antit$ o! that prod ct is going to be a waste. This is the pivot table !rom which we are getting the s mE" antit$ =, s mE0et rn" antit$= and according to the ratio as a res lt we get the Pro!itable " antit$. Cor creating this table go to the pivot table and the e'pression sho ld be ta#en as shown below.
In the e'pression tab three e'pressions are ta#en which are S mE5 antit$=, S mE0et rn" antit$= and Pro!itable " antit$. Cor this " antit$ we have ta#en s mE5 antit$= which will tell s how m ch " antit$ o! the prod ct is prod ced.
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Cor the ret rn 5 antit$ we have ta#en the s mE0et rn " antit$= which will tell s how m ch 5 antit$ was ret rned.
+nd !or the pro!itable 5 antit$ we will remove the ret rned 5 antit$ !rom the total " antit$, and then b$ m ltipl$ with -,, and then the ratio o! total will give percentage o! the pro!itable 5 antit$.
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and the dimensions will be ta#en as prod ctname beca se we !ind each prod ct9s per!ormance.
>ow 0et rn Prod ct table is here which gives all the in!ormation abo t the prod ct.
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B$ ta#ing the higher val es o! the ret rn " antit$ we will !oc s on the responsible reasons . ;e can then recti!$ the responsible reasons. This will increase the compan$9s satis!action.
Listing the Responsible reason

Cor listing the responsible reason we will go thro gh the table in which we have ta#en these !ields.
;e have to ta#e the !ield Prod ct name ,0et rn 0eason code and its corresponding description responsible.
The table created here is telling the responsible reason !or the partic lar prod cts.
Per product margin

>ow lets !oc s on the compan$9s strateg$ !or the margin given !or each prod ct.
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Cor this we have ta#e the !ields in pivot table which will tell the margin o! each prod ct and b$ e'ploring the option we can see the description !or each prod ct. In dimension we have ta#e these !ields.
In this table we have ta#en the !ields Prod ct>ame and description o! the prod ct se !or. Cor the calc lation o! margin we have ta#e the e'pression as s mEmargin=.
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;e have given two listbo' in the sheet one is $ear and another one is prod ct name thro gh which we can per!orm the selection !rom the both ob<ects.
Staff Member's Performance measure sheet

>ow lets switch to the per!ormance sheet o! the sta!! members. Cor chec#ing each sta!! members per!ormance we have to design a report which describes the contrib tion o! each emplo$ee.
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In this sheet we have ta#en two list !or the selection o! the data.
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;e have ta#en the Sta!! 3ember name who have contrib ted in the compan$9s sales and the co ntr$ to which he belongs. ;e can se its reverse as we can !ind !or which compan$ the partic lar sta!! member is wor#ing. To meas re their per!ormance we ta#e a per!ormance meas re ga ge chart.
In this ga ge chart we ta#e the e'pression s mESales target= done.
List o! for staff "nfo

b$ selecting via sta!! member list bo' we can meas re the per!ormance o! each sta!! member. www.bispsolutions.com www.bisptrainigs.com www.hyperionguru.com Page .-
Cor comm nicating with them we will create a m ltibo'.
In this m ltibo' the !ields available are address, cit$ and postal :one.
B$ e'ploring each !ield we can get the available res lts.
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QlikView Case Study Report-Sales-History

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QlikView Case Study Report-Sales-History

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Copyright:

Available Formats

QlikView Case Study Making Sales History Report

Histor$( )ersion %escription *hange ,.Initial %ra!t ,.0eview1-

+ thor S rbhi Sah +mit Sharma

P blish %ate .-st + g .,-/ .2th + g .,-/

Generating the Report on Sales History Data:

Sales History Data Model

Oracle as a data source:

Step 8= >ow, Go to the select option in Edit script window.

Then the script will load in the script editor

Sales History Dashboard

Calculation of the product cost of the product

Calculations related to the selling of the product

Calculations related to the returned quantity of the product

Listing the Responsible reason

Per product margin

Staff Member's Performance measure sheet

In this ga ge chart we ta#e the e'pression s mESales target= done.

List o! for staff "nfo

Cor comm nicating with them we will create a m ltibo'.

B$ e'ploring each !ield we can get the available res lts.

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