Tableau Supply Chain Dashboarding

2h 55mIntermediate2024-12-02

Authors

Curt Frye

President of Technology and Society, Incorporated

Course details

In this course, Curt Frye covers Tableau dashboard creation skills and provides detailed coverage of five types of dashboards: procurement, transportation, inventory, quality, and strategic oversight. He also describes what types of data to expect and how to create Tableau calculations to generate values that enhance your analysis. Check out this course to find out how you can unlock the power and flexibility of supply chain dashboards in Tableau.

Learning objectives
Review important Tableau dashboard creation skills.
Build a procurement dashboard.
Develop a transportation dashboard.
Create an inventory dashboard.
Build a quality management dashboard.
Create a strategic dashboard.

Skills covered

Supply Chain ManagementTableauTableau SoftwareData VisualizationBusiness AnalyticsData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOne-Off

Concepts

0. Introduction

01 - Monitor supply chain performance
02 - What you should know

1. Building Dashboards in Tableau

03 - Assign different data sources to worksheets
04 - Create a visualization
05 - Define a level of detail (LOD) expression
06 - Create and populate a dashboard

2. Tracking Procurement on a Dashboard

07 - Introduce procurement tracking
08 - Calculate cost per unit
09 - Monitor order fulfillment accuracy
10 - Compare promised and actual supplier lead time
11 - Calculate inbound transportation costs

3. Managing Transportation Using a Dashboard

12 - Introduce transportation management
13 - Calculate average delivery time
14 - Calculate on-time delivery percentage
15 - Track cost per mile for outbound transport
16 - Monitor freight bill accuracy
17 - Calculate perfect order percentage

4. Tracking Inventory on a Dashboard

18 - Introduce inventory tracking
19 - Calculate days of inventory on hand
20 - Calculate annual inventory turns
21 - Display average age of inventory
22 - Calculate backorder percentage

5. Managing Quality Using a Dashboard

23 - Introduce quality management
24 - Monitor component defect rates
25 - Calculate average response time
26 - Calculate the rate of returns
27 - Calculate customer retention rate

6. Creating a Strategic Dashboard

28 - Introduce strategic analysis
29 - Calculate the cash conversion cycle
30 - Monitor customer satisfaction levels
31 - Display contribution margin per product
32 - Display revenue trends
33 - Display sales volume trends

Conclusion

34 - Next steps