KBC Business Scenario

Goal To read the KBC document to familiarize with the business scenario for the
fictitious company used throughout the course

Background
KBC sells food and nonfood items to restaurant chain customers throughout
the United States. KBCs product line includes food, condiments, cookware,
clothing, and other miscellaneous restaurant supplies.
KBC employees currently rely on reports generated by their IT department to
analyze sales and shipment data. These reports are generated monthly and
therefore contain static information. KBC is looking for a way to generate dynamic,
interactive reports to analyze this data in order to effectively manage its orders,
monitor sales performance, and increase overall customer satisfaction. K
BC recognizes the importance of a Visual intelligence solution that will provide its
employees with the data and tools they need to query large data sets, generate
reports, analyze data, identify trends, and monitor business performance.
To achieve these goals, KBC has decided to implement an Tableau Visual
Intelligence (VI) solution. The solution will enable its sales executives and
operations managers to answer business questions that are important to running
the part of the business for which they are responsible. The desired system will
provide timely, up-to-date sales order data and provide sales and shipment
performance monitoring, which will allow KBC to better its customer service
efforts. KBC also has the vision of making this data directly available to
customers, so they can analyze their purchase history better and compare it with
what is being purchased nationally or regionally. This initiative is consistent with
KBCs commitment to deliver a high quality business intelligence solution that will
set it apart from its competitors, and result in additional sales and revenue.

Aim Technologies,SAP Street,Maitrivanam,

Hyderabad,9700187077,9885955557
Business Requirements
You are a consultant hired by KBC to implement a business intelligence
solution. From your initial interviews with the managers at KBC, you obtain
the following information about KBC:
Managers want to use their own information to ask and answer questions
about the sales history of their products, the buying history of their
customers, the order fulfillment performance of their operations group, and
the selling performance of the sales force.
The company has little experience in data analysis and does not expect to hire any
data analysts in the future. Therefore, the managers want to be able to ask relevant
questions and analyze the results themselves using an intuitive user interface.
The database has about 350,000 invoice-level records that span the
period from January 2, 2008 to April 21, 2009.
To make this kind of information widely available within the enterprise, the business
intelligence solution must have a structure that is consistent with the way employees
think about the business. From further interviews and an examination of the existing
sample reports presenting invoice-based data, you determine the following:
KBC employees think about their business in terms of sales, products and product
hierarchies, time periods, and relationships between customers and the sales force.
KBC employees measure product data at five levels. The product levels
from the top level to the bottom (most detailed) level are:
1. Total
2. Type
3. Subtype
4. Generic Product
5. Specific Product
KBC employees measure sales organization data at five levels.
These levels mirror organizational management responsibilities. They
are (in descending order):
1. Total
2. Region
3. District
4. Sales Representative
5. Customer
KBC employees measure time data at five levels:
1. Total time
2. Year
3. Quarter
4. Month
5. Day
Many existing reports contain data presented at these levels. An
example of a report containing product data levels is:
o Total Product sales

Aim Technologies,SAP Street,Maitrivanam,

Hyderabad,9700187077,9885955557
 o Product Type sales: Cheese
o Product Subtype sales: American Cheese
o Generic Product sales: American Cheese Slices
o Specific Product sales: 2 Pack American Cheese Slices 16 Slices

In addition to these hierarchies, KBC wants to group and analyze customers

using geographical attributes such as postal code, city, and state. They also
want to analyze products by characteristics such as diet type and suppliers.
The most common measures used in reports are dollar sales, units ordered,
units shipped, and net weight shipped. Another important measure for order
fulfillment is cuts, that is, the difference between the units ordered and the
units shipped. Operations management wants to track this because cuts equate
to lost sales, and operations management is responsible for minimizing cuts.
KBC would like to analyze these measures at all levels of the hierarchies, by
the important product and customer attributes, by the various time periods,
and be able to compare performance with previous years.

Aim Technologies,SAP Street,Maitrivanam,

Hyderabad,9700187077,9885955557
Source Data
By interviewing KBCs database administrators and examining the
documents they provide, you learn that the source data resides in an invoice
system on an Oracle database. The core data containing the business
measures is stored in an invoice (orders) table.
In addition to the invoice information, there are various tables providing
information about customers, the product lines, the time periods, and the
relationship between customers and the companys sales organization.
The relevant data exist in the following tables, which are part of the invoice schema:

The following are examples of data in some of the tables.

D1_PRODUCTS

Aim Technologies,SAP Street,Maitrivanam,

Hyderabad,9700187077,9885955557
 D1_PRODUCT_TYPE

D1_PRODUCT_SUBTYPE

D1_CUSTOMER2

Aim Technologies,SAP
Street,Maitrivanam,

Hyderabad,9700187077,9885955557
D1_ORDERS2

Aim Technologies,SAP Street,Maitrivanam,

Hyderabad,9700187077,9885955557