one dashboard to rule them all - tc18.tableau.com · one dashboard to rule them all moving from...
TRANSCRIPT
One dashboard to rule them allMoving from tabular to visual at US Foods
# T C 1 8
Heidi J. Rico
Senior Director
Commercial Business Analytics & Forecasting
US Foods
About Me
Heidi J. Rico
Sr. Director
Commercial Business Analytics & Forecasting
US Foods
• US Foods® is one of America’s great food
companies and a leading foodservice
distributor, partnering with approximately
250,000 restaurants and foodservice
operators to help their businesses succeed
• With nearly 25,000 employees and more
than 60 locations, we provide our
customers with a broad and innovative food
offering and a comprehensive suite of e-
commerce, technology and business
solutions
• Experienced growth organically and through
acquisitions, which has led to a complex
and disparate reporting landscape
01 02 03 04 05
Agenda
Standing up BI
Governance
Rationalizing
Metrics and
Reports
Using Tableau
for a Master
Dashboard
Building for the
Future
The Case for
Change
Circa 2012…
• MM8
Pull Data
(start @ 7am)
Manipulate in Microsoft
Access
Output in Excel
(vlookup, sumif, etc.)
Monday Morning @ 8
Typical Sunday morning
• Period Review
Pull Data
(start Monday afternoon)
Manipulate in Microsoft
Access
Output in Excel
(vlookup, sumif, etc.)
~10 hrs later -Complete
~4 DAYS later -Complete
2012 2013
CMO CFO
Metric = X Metric = Y
≠
COMPLETENESS, ACCURACY, CONSISTENCY
BI Strategy
2016
ESTABLISH BI GOVERNANCE FOR US FOODS
We Created a Center of Excellence
We collaborated with Slalom on the design and development of a CoE to
accelerate standardization enabling insights
Two-in-a-box approach with Business and IT co-leading the CoE
BEGINNING CHALLENGES ENDING GOALS
Manual reporting duplicated
Sporadic BI capability
Report proliferation and
constrained speed-to-action
• Rationalized reporting
• Greater agility to meet evolving
needs
• Certified and productionalized
• Rationalized landscape
• Clear training path enabled
• Sharing best practices
CoE First Order of Business: Rationalize
Rationalizing the landscape across data, metric, and technology drove
consistency of insights, a common language around data, and the ability for
Executive Leadership to make decisions on the same information.
Data TechnologyMetric
%
Roadmap
2016 2017 2018
Stand up BI CoE
Metric rationalization
Tableau deployment
Data Migration
Metric Rationalization
Hundreds of metrics across the organization were
documented and vetted with functional leaders
Master Dashboard The One Dashboard to rule them all
• Source of Truth for the organization
• Provides a common language enabling the US Foods Way
Development of Style GuidesTo drive standardization
Abbreviations
Last Closed Week“FW”
Period to Date“P”
Year to Date“FY”
Prior Year:“LY”
Formats
FontTableau Medium
SizeWeek Tile = 20pt Month/Year Tile = 9pt
NumbersShown to 3-4 decimals, in thousands or in millionsdepending on data.
Directional ArrowsShow data trend.Color will show favorable orUnfavorable.
Standard Shapes
Instruction Guide
US Foods Logo
Certification Stamp
Data VisualizationsWeekly Line TrendData displayed for last 8 orLast 52 weeks.• Green = Current Year• Red = Last Year• Grey = AOP or Target
Bar ChartVariance limits set to+/- 5%. Positive variance Will be grey, negative Variance will go from light to dark red.
Up/Down ArrowsDirection indicates trend.Color indicates favorability.
Roadmap
2016 2017 2018
Stand up BI CoE
Metric rationalizationAlignment with leadership on
Master Dashboard
Master Dashboard development/ releases
Release 1
Release 2
Release 3
Functional dashboard buildout
Data Migration
Tableau deployment
1. Data supporting all metrics and attributes
come from the same source (Snowflake –
cloud data warehouse) and is consistent
across dashboards
2. Main landing pages support leadership’s
consolidated reports
3. Each vertical aligns with operational
reporting needed by each line of business
MASTER DASHBOARD ECOSYSTEM
1
2
3
Master Dashboard
Sample Dashboards
Volume Rate Indicators Landing Page
1. Provides up-to-date
visibility to weekly
performance
2. Easy to identify trends
3. Drill through capability
allowing for deep dives
on performance drivers
1
2
3
Distribution Indicators Landing Page
1. Visibility to critical
supply chain
operations metrics
2. Metrics co-located to
easily identify trends
3. Drill-throughs allow for
deep dives
1
2
3
Replenishment Indicators Landing Page
1. Consolidated view of
service level metrics
2. Filters allow for each
Replenishment sub-
group analysis
1
2
3
Drill-Through ExampleDelivery eCPMH
1a
1. Clicking the first page
leads to a detailed drill
down dashboard
2. Circles provide relative
performance, gray bars
gauge total company
impact
3. Correlations between
metrics are shown to
further investigate
patterns
2
3
1b
Drill-Through ExampleService Level
1
2
3
1. Tool tip appears when
the user hovers on the
graph
2. View correlation
between metrics
3. Provides relative
performance to other
sales geographies
Master Dashboard Build Out
Right ToolsMarket Buyer
Sub
Role
Buyer
Numbe
r
Buyer
Name
Item Item Description PFV
Number
PFV Name Item
Status
Prop ABC Excess CS Excess Doll 1-30 Days
Cs
1-30 Days Doll OH (Less Sales Resv)
Cs
OH (Less Sales Resv)
Doll
OH (Less Sales Resv)
Dys
OO Cs OO Doll OO Dys Avg Dly
Fcst Cs
Avg Dly Fcst Doll No Forecast
Cs
No Forecast
Doll
Storage Code
(Ref, Dry, Froz)
Pallet
Count
Order Cycle Cs Order Cycle Doll Order Cycle Dys
248 X 10 DENTON, ANDREW2576 JUICE, ORNG 100% NFC PLST JUG 34536 FLORIDA'S NATURAL GROWERS-FROZ 0 Y CC 13 302$ 8.6 24 558$ 15.9 1.51 35$ Frozen 2 2 56$ 1.6
248 X 10 DENTON, ANDREW3665 CAKE, LAYR 2 BRRY ICED SHT 1/8 540 SWEET STREET DESSERTS, INC. 1 N 2 257$ Frozen 1
248 X 10 DENTON, ANDREW4440 DOUGH, DNSH ASST MINI PRE-PRFD 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 N BA 22 954$ 89 3,876$ 23.5 40 1,742$ 10.6 3.79 165$ Frozen 3 40 1,742$ 10.6
248 X 10 DENTON, ANDREW207415 BREAD, RYE 17 SLCD 11/16" LOAF 65526 FLOWERS SPECIALTY FOODS 0 N DD 8 236$ 27.6 0.29 9$ Frozen 2 4 116$ 13.6
248 X 10 DENTON, ANDREW207498 BREAD, WHEAT BRRY 17 SLCD 65526 FLOWERS SPECIALTY FOODS 0 N BB 0 4$ 25 797$ 17.7 30 956$ 21.3 1.41 45$ Frozen 2 15 478$ 10.6
248 X 10 DENTON, ANDREW240234 ROLL, PRTZL UNSL BKD FZN SM 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 N CB 0 3$ 30 1,726$ 21.1 1.42 82$ Frozen 2 20 1,151$ 14.1
248 X 10 DENTON, ANDREW300335 JUICE, ORNG 100% NFC PET PLST 805 FLORIDA'S NATURAL GROWERS 0 Y CD 11 210$ 24.4 0.45 9$ Cooler 1 7 138$ 16.0
248 X 10 DENTON, ANDREW302877 SALMON, SCY 6 Z PTN PBO SKNLS 2332 TRIDENT SEAFOODS CORP. 0 N BA 50 4,769$ 100 9,633$ 48.3 2.07 199$ Frozen 5 36 3,468$ 17.4
248 X 10 DENTON, ANDREW319418 PLATE, BGAS 9" WHT BIODGRD 125787 ECO PRODUCTS 0 N BA 37 1,877$ 11.8 60 3,044$ 19.1 3.14 159$ Dry 2 14 703$ 4.4
248 X 10 DENTON, ANDREW322701 SALMON, PINK 4 Z FIL BLSL CKD 2332 TRIDENT SEAFOODS CORP. 0 N BB 26 1,651$ 81 5,089$ 39.5 2.05 129$ Frozen 3 36 2,262$ 17.6
248 X 10 DENTON, ANDREW336099 BREAD, MUSLI 18 Z UNSL PARBK 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 Y CC 11 528$ 17.2 10 480$ 15.6 0.64 31$ Frozen 1 5 231$ 7.5
248 X 10 DENTON, ANDREW338103 PRETZEL, SOFT STICK PLN WGR 1 584 J & J SNACK FOODS 0 N CC 7 173$ 30 759$ 34.9 0.86 22$ Frozen 2 12 304$ 14.0
248 X 10 DENTON, ANDREW383992 SHRIMP, BRDD CCNUT RAW 16-20 2071 ICELANDIC 0 N CC 3 279$ 19 1,608$ 37.3 0.51 43$ Frozen 2 9 761$ 17.7
248 X 10 DENTON, ANDREW471086 SLEEVE, COF CUP RCYCL CLUTC 125787 ECO PRODUCTS 0 Y CC 18 1,172$ 38.3 0.47 31$ Dry 2 12 806$ 26.3
248 X 10 DENTON, ANDREW491175 DESSERT BAR, ASST SHT 1/8 8 540 SWEET STREET DESSERTS, INC. 0 N CC 16 1,217$ 41.0 0.39 30$ Frozen 2 12 885$ 29.9
248 X 10 DENTON, ANDREW494906 BREAD, FRNCH BAGET DEMI 12" 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 N DD 6 122$ 25.0 0.24 5$ Frozen 1 3 53$ 11.0
248 X 10 DENTON, ANDREW545871 BREAD, SMLNA 3 CHS 18 Z ASIAGO 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 Y CC 6 209$ 7.0 20 696$ 23.3 0.86 30$ Frozen 1
248 X 10 DENTON, ANDREW552174 SHRIMP, BRDD RAW IMIT T/ON FZN 9760 TAMPA MAID FOODS LLC 0 N CD 15 320$ 40.5 0.37 8$ Frozen 1 12 265$ 33.5
248 X 10 DENTON, ANDREW556043 TILAPIA, BRDD GRLC & HERB 5 Z 2071 ICELANDIC 0 N DD 4 209$ 10.8 7 366$ 18.9 0.37 19$ Frozen 1
248 X 10 DENTON, ANDREW609685 POLLOCK, BTRD BEER 2-3 Z FIL 2332 TRIDENT SEAFOODS CORP. 0 N CC 5 195$ 25 928$ 42.4 0.59 22$ Frozen 2 12 445$ 20.3
248 X 10 DENTON, ANDREW695395 PRETZEL, SOFT FILLD CHS CHEDR 584 J & J SNACK FOODS 0 Y CC 1 26$ 17 577$ 31.5 10 340$ 18.5 0.54 18$ Frozen 1 10 340$ 18.5
248 X 10 DENTON, ANDREW699769 DOUGH, DNSH ASST 3 Z PRE-PRFD 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 Y DD 7 260$ 29.2 10 372$ 41.7 0.24 9$ Frozen 1 4 135$ 15.2
248 X 10 DENTON, ANDREW719898 MUG, PLYST 8 Z HOT BLK OPLNC 120686 MOTHER PARKERS TEA & COFFEE 8 N 2 188$ 1
248 X 10 DENTON, ANDREW720318 COFFEE, GRND SOUTH AMER SLCT 120686 MOTHER PARKERS TEA & COFFEE 0 N DC 3 241$ 9.4 6 482$ 18.8 0.32 26$ Dry 1
248 X 10 DENTON, ANDREW720425 COFFEE, GRND DECAF SOUTH AMER 120686 MOTHER PARKERS TEA & COFFEE 0 N DC 2 168$ 8.3 5 420$ 20.8 0.24 20$ Dry 1
248 X 10 DENTON, ANDREW720631 COFFEE, GRND KONA BLND W/ FLTR120686 MOTHER PARKERS TEA & COFFEE 0 N CC 6 253$ 18.2 10 421$ 30.3 0.33 14$ Dry 1 3 126$ 9.1
248 X 10 DENTON, ANDREW720755 COFFEE, GRND DECAF 100% COLBN 120686 MOTHER PARKERS TEA & COFFEE 0 N DD 25 1,020$ 41.7 0.60 24$ Dry 3 17 677$ 27.7
248 X 10 DENTON, ANDREW720771 COFFEE, GRND 100% COLBN W/ 120686 MOTHER PARKERS TEA & COFFEE 0 N CC 75 2,984$ 61.0 1.23 49$ Dry 2 53 2,088$ 42.7
248 X 10 DENTON, ANDREW736553 SHRIMP, BRDD ORNTL RAW 21-25 9760 TAMPA MAID FOODS LLC 0 N CC 14 1,062$ 26.9 12 910$ 23.1 0.52 39$ Frozen 2 10 758$ 19.2
248 X 10 DENTON, ANDREW736728 SHRIMP, BRDD ORNTL RAW 65-90 9760 TAMPA MAID FOODS LLC 0 N CC 12 680$ 18.8 12 680$ 18.8 0.64 36$ Frozen 1 8 426$ 11.8
248 X 10 DENTON, ANDREW736835 SHRIMP, BRDD ORNTL RAW 16-20 9760 TAMPA MAID FOODS LLC 0 N DC 3 260$ 11 855$ 57.9 0.19 15$ Frozen 1 5 389$ 26.3
248 X 10 DENTON, ANDREW743260 COFFEE, GRND HOUSE BLND W/ 120686 MOTHER PARKERS TEA & COFFEE 0 N DC 4 369$ 33.3 0.12 11$ Dry 1 2 214$ 19.3
248 X 10 DENTON, ANDREW743278 COFFEE, GRND HOUSE BLND W/ 120686 MOTHER PARKERS TEA & COFFEE 0 N DD 5 463$ 31.3 0.16 15$ Dry 1 3 255$ 17.3
248 X 10 DENTON, ANDREW743484 COFFEE, GRND DECAF HOUSE BLND 120686 MOTHER PARKERS TEA & COFFEE 8 N DC 2 192$ 20.0 0.10 10$ Dry 1
248 X 10 DENTON, ANDREW825240 TOWELETTE, MOIST LMN SCENT 5X8 4437 ROYAL PAPER PRODUCTS 0 N CD 16 215$ 23.2 12 161$ 17.4 0.69 9$ Dry 2 9 124$ 13.4
248 X 10 DENTON, ANDREW860643 COFFEE, GRND 100% COLBN W/ 120686 MOTHER PARKERS TEA & COFFEE 8 N DC 11 1,135$ 37.9 9 929$ 31.0 0.29 30$ Dry 2
248 X 10 DENTON, ANDREW881342 CONTAINER, BGAS 9X9 3"H HNGD 125787 ECO PRODUCTS 0 N BA 65 4,101$ 22.2 60 3,785$ 20.5 2.93 185$ Dry 3 35 2,193$ 11.9
248 X 10 DENTON, ANDREW882878 CONTAINER, BGAS 6X6 3"H HNGD 125787 ECO PRODUCTS 0 N BB 30 2,066$ 17.3 18 1,239$ 10.4 1.73 119$ Dry 3 18 1,232$ 10.3
248 X 10 DENTON, ANDREW883967 CONTAINER, BGAS 8X8 3"H HNGD 125787 ECO PRODUCTS 0 N CB 23 1,107$ 19.0 1.21 58$ Dry 2 10 501$ 8.6
248 X 10 DENTON, ANDREW884114 JUICE BASE, GRAPE DRNK 30% 5:1 805 FLORIDA'S NATURAL GROWERS 1 N 1 57$ Frozen 0
248 X 10 DENTON, ANDREW896811 JUICE BASE, CRNBY DRNK 12% 5:1 10733 BEVOLUTION GROUP 0 N BA 23 1,456$ 53 3,313$ 25.4 28 1,750$ 13.4 2.09 131$ Dry 3 14 875$ 6.7
248 X 10 DENTON, ANDREW915447 JUICE BASE, ORNG 100% 4:1 10733 BEVOLUTION GROUP 0 N CB 5 384$ 20 1,659$ 40 3,253$ 58.8 0.68 55$ Dry 3 4 325$ 5.9
248 X 10 DENTON, ANDREW915462 JUICE BASE, PRUNE 100% 3:1 10733 BEVOLUTION GROUP 0 N DC 5 415$ 9 805$ 37.5 3 268$ 12.5 0.24 21$ Dry 1 1 89$ 4.2
248 X 10 DENTON, ANDREW915488 JUICE BASE, ORNG BLND 100% 4:1 10733 BEVOLUTION GROUP 0 N BB 15 995$ 30 1,962$ 28.3 17 1,112$ 16.0 1.06 69$ Dry 3 7 458$ 6.6
248 X 10 DENTON, ANDREW925677 PIE, CHOC PNT BUTR REESS 12" 540 SWEET STREET DESSERTS, INC. 0 Y DD 5 494$ 3 266$ 11 1,086$ 122.2 0.09 9$ Frozen 2 2 197$ 22.2
248 X 10 DENTON, ANDREW939926 JUICE BASE, APPL 100% 4:1 10733 BEVOLUTION GROUP 0 N BB 7 476$ 29 1,865$ 21.5 14 900$ 10.4 1.35 87$ Dry 2 9 579$ 6.7
248 X 10 DENTON, ANDREW961219 SALMON, ATLNTC 6 Z FIL CC PBO 7928 ORCA BAY SEAFOODS INC. 0 Y DC 6 434$ 33.3 6 434$ 33.3 0.18 13$ Frozen 1 3 251$ 19.3
248 X 10 DENTON, ANDREW962621 LID, CUP 9-24 Z DOME W/ HOLE 125787 ECO PRODUCTS 8 N 3 202$ 300.0 0.01 1$ Dry 1
248 X 10 DENTON, ANDREW969279 PLATE, BGAS 6" WHT BIODGRD 125787 ECO PRODUCTS 0 N CB 27 1,493$ 25.5 18 995$ 17.0 1.06 59$ Dry 3 19 1,034$ 17.6
248 X 10 DENTON, ANDREW1002138 RICE, LONG GRAIN & WILD BLND 241 MARS FOOD US LLC 8 N CC 0.73 34$ 1
248 X 10 DENTON, ANDREW1012582 MIX, STFNG CRNBRD INST 241 MARS FOOD US LLC 0 N DD 25 814$ 2 69$ 29 948$ 414.3 0.07 2$ Dry 2 1 33$ 14.3
248 X 10 DENTON, ANDREW1057041 ITALIAN ICE, LMN CUP 584 J & J SNACK FOODS 0 N BB 2 77$ 59 1,841$ 25.0 40 1,248$ 17.0 2.36 74$ Frozen 2 40 1,248$ 17.0
248 X 10 DENTON, ANDREW1088051 BEEF, BACN NAVEL SLCD 2 MM 124687 COLORADO PREM DELI-FROZEN ONLY 8 N DD 28 1,662$ 2,800.0 0.01 1$ Frozen 1
248 X 10 DENTON, ANDREW1146125 ITALIAN ICE, LMN FLVR DSSRT 584 J & J SNACK FOODS 0 N CD 19 286$ 45 673$ 55.6 0.81 12$ Frozen 2 18 269$ 22.2
248 X 10 DENTON, ANDREW1193154 SUPPLEMENT, TWOCAL HN VNL HI 4017 ABBOTT NUTRITION 0 N DD 3 42.9 0.07 Dry 0
248 X 10 DENTON, ANDREW1205087 DOUGH, DNSH RSP PRPRF CRWN FZN 34378 LANTMANNEN UNIBAKE/ EURO BAKE 0 Y DD 3 104$ 11.1 1 35$ 3.7 0.27 9$ Frozen 1
248 X 10 DENTON, ANDREW1218627 RICE, ARBRO RAW 241 MARS FOOD US LLC 0 Y CD 20 491$ 60.6 18 442$ 54.6 0.33 8$ Dry 2 18 435$ 53.6
248 X 10 DENTON, ANDREW1228683 COD, ATLNTC 3 Z LOIN FIL MSC 2071 ICELANDIC 0 Y BB 33 1,641$ 85 4,259$ 36.6 36 1,804$ 15.5 2.32 116$ Frozen 5 36 1,804$ 15.5
248 X 10 DENTON, ANDREW1280338 POLLOCK, BRDD CRST PTATO 3.6 Z 2071 ICELANDIC 0 N BB 11 383$ 79 2,764$ 44.1 1.79 63$ Frozen 2 45 1,575$ 25.1
248 X 10 DENTON, ANDREW1321280 BAG, FOOD STRG 1 GAL 10.5X10.5 2111 HANDGARDS, INC 0 N BB 8 162$ 86 1,836$ 22.8 34 726$ 9.0 3.77 80$ Dry 3 52 1,110$ 13.8
248 X 10 DENTON, ANDREW1326693 JUICE BASE, ORNG 100% 3:1 CTN 34536 FLORIDA'S NATURAL GROWERS-FROZ 0 N BB 3 162$ 41 2,039$ 22.5 15 746$ 8.2 1.82 91$ Frozen 3 25 1,243$ 13.7
248 X 10 DENTON, ANDREW1330935 ROLL, PKRHS UNSL BKD FZN CLSTR 65526 FLOWERS SPECIALTY FOODS 1 N 49 1,220$ Frozen 4
248 X 10 DENTON, ANDREW1331099 BUN, HMBGR WHT SESME SEED 5" 65526 FLOWERS SPECIALTY FOODS 0 N DD 0 11$ 6 149$ 54.6 0.11 3$ Frozen 1 4 99$ 36.4
Right Conversations
Yesterday: Death by SpreadsheetToday: Right tools, right people, right
conversations…real resolution
iPad view
Continuous build out across functions
So What?
THE US FOODS® WAY.How we live, work and lead.
Turnaround time improved, on the average, by 75%Accuracy is ensured
Cross-functional collaboration
Having the right conversations leveraging the right tool
Ownership
For Anyone Also on this Journey
Identifying champions and leveraging advocates is pivotal to success1Business and IT partnership is key2Holistic approach to design and development – not just asking the what,
but more importantly, WHY? 3
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