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Oil Content Presentation By Chris Trant Objectives Target the highest quality beans by utilizing Q4-2013 data to identify zip codes and vendors with above average oil content Establish a streamlined process to simply and effectively produce accurate and informative data for any BNA facility Use Tableau and Excel to pull and synthesize large amounts of data into actionable and timely information Rationale Not all bushels are created equal, more cost effective to target higher oil yielding beans Quality of the beans may be, in part, tied to more fertile geographic regions or unique vendor methods Zip codes allow for easy comparisons while viewing multiple vendors at once Zip codes provide pre-established boundaries Data can serve as a future reference and benchmark Step 1: Accessing Tableau Data 1. Log in to Tableau and access the “OPD US QUALITY FACTORS” workbook a. Select “Numerical Grades Overview” 2. Set Delivery Date to “Previous Quarter” (October 1 st 2013 through December 31 st 2013 in this case) 3. Select plant Bunge North America, Inc. 1200 N. 2 nd St, Decatur, IN 46733, USA Phone:(260) 724-1276 Cell: (630) 346-4449 [email protected]

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Page 1: OIL_OUTLINE

Oil Content Presentation

By Chris Trant

Objectives Target the highest quality beans by utilizing Q4-2013 data to

identify zip codes and vendors with above average oil content Establish a streamlined process to simply and effectively

produce accurate and informative data for any BNA facility Use Tableau and Excel to pull and synthesize large amounts of

data into actionable and timely information

Rationale

Not all bushels are created equal, more cost effective to target higher oil yielding beans

Quality of the beans may be, in part, tied to more fertile geographic regions or unique vendor methods

Zip codes allow for easy comparisons while viewing multiple vendors at once

Zip codes provide pre-established boundaries Data can serve as a future reference and benchmark

Step 1: Accessing Tableau Data

1. Log in to Tableau and access the “OPD US QUALITY FACTORS” workbook

a. Select “Numerical Grades Overview” 2. Set Delivery Date to “Previous Quarter” (October 1st 2013

through December 31st 2013 in this case)3. Select plant 4. Uncheck all grade factors except Gross Delivered Bushels and

Wtd Avg Oil Contenta. Take note of the overall average oil quality and total

bushels delivered for future reference 5. Expand Material Column to show vendors

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 2: OIL_OUTLINE

STEP 2: Exporting Data

1. Enter Oil Content Mapping tab, located next to the Numerical Grades Overview

2. Click on the “Quality Details by Vendor” title towards the lower center of your screen

a. Although unseen by the viewer, clicking on this title tells Tableau of our intentions to access the data below it

3. Under Industry uncheck all except “Farmer” and “Producer”a. This will exclude elevator/ dealer data

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 3: OIL_OUTLINE

4. The top center of the screen has four icons in a row, hover over the arrow icon and click the “cross tab” command. This will direct Tableau to download and export the chosen data below.

STEP 3: Data Sheet

1. Download and save data as an excel file immediatelya. If data is not saved as an excel doc- pivot tables cannot be

created2. Delete or hide all unnecessary columns, leaving only a list of

vendors, their zip codes, and their respective bushel amounts and oil percentiles

3. Some vendors will have multiple entries; do not worry about this now

4. Rename columns (if desired)

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 4: OIL_OUTLINE

STEP 4: Create Pivot Table

1. Highlight all data, and then insert Pivot Table2. Check “Zip” and “Vendor” fields and add them to the Row Labels

boxa. Lower left white box, make sure “Zip” is above “Vendor”

name3. Check “Bushels” and “Oil” Content fields and place them in the

values boxa. Lower right box, make sure “Oil” is above the “Bushels”

4. Left click “Oil” icon bar and enter Value Field Settings…a. Change the Summarize Value option to “Average”

5. Left click “Bushels” iconbar and enter Value Filed Settingsa. Chance the Summarize Value option to “Sum”

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 5: OIL_OUTLINE

STEP 5: Conversions 1. Convert “Oil” column to a Percentage with two decimal places 2. Convert “Bushels” to include a comma with no decimal places

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 6: OIL_OUTLINE

3. Under Pivot Table Tools, select the “Collapse Fields” icon to only show the zip code totals

4. Sort Oil Content from Largest to smallest

STEP 6: Data Manipulation 1. Select arrow in the Row Labels column

a. Scroll down to the Value filters option, select “Top 10…” option

2. Select the top 30 (or any number) items be the “Oil” option

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 7: OIL_OUTLINE

STEP 7: OPTIONS

1. Conditional formatting can make viewing information easiera. Select desired sort column, and select the Conditional

Formatting button under styles b. Select Top/Bottom Rules and chose “top 10 items”

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]

Page 8: OIL_OUTLINE

c. The top 10 items will be highlighted in a color of your choice

2. At any time you can increase/decrease the desired bushel amount, number of zip codes, or sort by highest oil%

LIMITATIONS Split Loads distort true vendor zip 2% of bushels were not tested for oil content Elevators draw from larger area, not exclusively from the

locational zip code Limited benchmarks exist to compare yields Weighted average of bushels not factored

Bunge North America, Inc.1200 N. 2nd St, Decatur, IN 46733, USAPhone:(260) 724-1276 Cell: (630) [email protected]