qlikview case study report-sales-history

8/13/2019 QlikView Case Study Report-Sales-History

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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 Beginner’s Gide !or "li#view

implementations. The docment !ocses on. "li#view Sales Histor$ %ashboard &oin or pro!essional

training program and learn !rom e'perts

Histor$(

)ersion %escription *hange +thor Pblish %ate. Initial %ra!t Srbhi Sah st +g /

. 0eview1 +mit Sharma 2th +g /

Contents

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*ontents.............................................................................................................................................................................

Generating the 0eport on Sales Histor$ %ata(..................................................................................................................../

Sales Histor$ %ata 3odel.............................................................................................................................................../

4racle as a data sorce(................................................................................................................................................../

Sales Histor$ %ashboard..................................................................................................................................................

.....................................................................................................................................................................................

*alclation o! the prodct cost o! the prodct..............................................................................................................*alclations related to the selling o! the prodct..........................................................................................................

*alclation o! pro!it................................................................................................................................................. ....

*alclations related to the retrned 5antit$ o! the prodct.........................................................................................6

7isting the 0esponsible reason.....................................................................................................................................8

Per prodct margin.......................................................................................................................................................8

Sta!! 3ember9s Per!ormance measre 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, revene that a Sales team has generated and the amont o! commission

pa$able to Salesperson. This in!ormation is ver$ crcial !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 abot each grop o! prodct scale records in the

Sales and loads it into the Sales 0eporting per $earl$. Becase most o! the in!ormation is atomaticall$ generated, thisanal$sis is more e!!icient and accrate than ne'pected sales entr$, it helps $o to identi!$ leases either with problems

in the e'isting setp !or sales overage.

We have developed the report which identiies these actors!

It gives the invested prodction cost !or each prodct $ear wise.

The sold "antit$ o! the prodct $ear wise.

The pro!it gained $earl$.

It gives the 5antit$ o! the prodct made $ear wise.

It gives the discarded prodct which got retrn a!ter sell.

The reasons responsible !or the retrn o! the prodct with description o! the responsible reason.

The order method applied !or the particlar prodct.

The sales done b$ each sta!! member !or


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Step = Then go to the script Editor window and chec# the database inter!ace shold 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 sorce name as $o had been given dring 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! $or data sorce.

+nd the ser name and password which $o give in the oracle while creating the connection.

Step

?=Hit the test connection btton, the noti!ication will come which displa$ that Test connection scceeded.

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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 sorce name then -Ao#.

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

Step = Crom the owner, $o can select the schema on which $o have to wor#. + schema is a collection o! logical

strctres o! data, or schema ob


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Step = >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 btton 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;Dt!o"rce=#$%Users%s%Des&to'%(o!)es.md*;Mode=!+re Den, -one;EtendedPro'erties=//;Jet OLEDB$!,stem dt*se=//;Jet OLEDB$e1istr, Pt+=//;JetOLEDB$Dt*se Pss2ord=//;Jet OLEDB$En1ine T,'e=3;Jet OLEDB$Dt*seLoc&in1 Mode=0;Jet OLEDB$()o*) Prti) B")& O's=;Jet OLEDB$()o*) B")&Trnsctions=5;Jet OLEDB$-e2 Dt*se Pss2ord=//;Jet OLEDB$#rete !,stem

Dt*se=6)se;Jet OLEDB$Encr,'t Dt*se=6)se;Jet OLEDB$Don7t #o',Loc)e on #om'ct=6)se;Jet OLEDB$#om'ct 8it+o"t e')ice'ir=6)se;Jet OLEDB$!6P=6)se9;OrderDeti)$LOAD ordercode: orderdte: orderdeti)code: ordermet+od: ordermet+odcode: 'rod"ctn"m*er: et"rneson#ode:

s)es*rnc+code: s)esstffcode: vendornme: vendorsitecode1o;SQL !ELE#T 6OM


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6OM


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Sales History Dashboard

Calculation of the product cost of the product

It is re5ire to calclate the prodct cost o! each prodct to #now the investment done on the prodct. Cor these t$pes o!

calclation, we se the gage chart. Here we have a gage chart named as investment done on each prodct.




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The vale showing the prodction cost done alone with the prodcts. The e'pression sed here are the sm o!

prodction cost ta#en per prodct.

Go to the E'pression tab and add the e'pression here as smProdction cost= which give the reslt on invested amont

on each o! the prodct.

+nd we get the vale var$ing according to the prodct name, !or the prodct name we have sed the list bo' b$

clic#ing on the particlar prodct we will get the varied vale o! the prodction cost.

Calculations related to the selling of the product

Cor the calclation o! the selling per!ormance, we have ta#en one more gage chart which gives the per!ormance o!selling !or the prodct and also attached list-bo' which helps to !ind the selling cost, has been charged !or each prodct.




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Here the e'pression ta#en !or the gage chart is SmSelling = and we ta#e one vale in the dimension in!ront !or

which we have to !ind the reslt Prodct 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$9s strateg$ incldes the $earl$ pro!it gain on each prodct. B$


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+s we loo# here the prodct9s 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 throgh 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 prodct $earl$ .;e have ta#e $ear in or dimension tab.

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Calculations related to the returned quantity of the product

>ow the !ocs shold 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 particlar

prodct in that $ear and its F0etrned "antit$F. So we will choose a pivot table in which we will ta#e three e'pressions

.The measrement o! the retrned 5antit$ o! the prodct is most important becase we shold have the #nowledge

abot how mch 5antit$ o! that prodct is going to be a waste.

This is the pivot table !rom which we are getting the sm"antit$ =, sm0etrn"antit$= and according to the ratio as

a reslt we get the Pro!itable "antit$. Cor creating this table go to the pivot table and the e'pression shold be ta#en as

shown below.

In the e'pression tab three e'pressions are ta#en which are Sm5antit$=, Sm0etrn"antit$= and Pro!itable

"antit$.

Cor this "antit$ we have ta#en sm5antit$= which will tell s how mch "antit$ o! the prodct is prodced.




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Cor the retrn 5antit$ we have ta#en the sm0etrn "antit$= which will

tell s how mch 5antit$ was retrned.

+nd !or the pro!itable 5antit$ we will remove the retrned 5antit$ !rom the total "antit$, and then b$ mltipl$ with

and then the ratio o! total will give percentage o! the pro!itable 5antit$.

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and the dimensions will be ta#en as prodctname becase we !ind each prodct9s per!ormance.

>ow 0etrn Prodct table is here which gives all the in!ormation abot the prodct.

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B$ ta#ing the higher vales o! the retrn "antit$ we will !ocs 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 throgh the table in which we have ta#en these !ields.

;e have to ta#e the !ield Prodct name ,0etrn 0eason code and its corresponding description responsible.

The table created here is telling the responsible reason !or the particlar prodcts.

Per product margin

>ow lets !ocs on the compan$9s strateg$ !or the margin given !or each prodct.




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Cor this we have ta#e the !ields in pivot table which will tell the margin o! each prodct and b$ e'ploring the option we

can see the description !or each prodct.

In dimension we have ta#e these !ields.

In this table we have ta#en the !ields Prodct>ame and description o! the prodct se !or.Cor the calclation o! margin we have ta#e the e'pression as smmargin=.




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;e have given two listbo' in the sheet one is $ear and another one is prodct name throgh which we can per!orm the

selection !rom the both ob


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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 contribted in the compan$9s sales and the contr$ to which he

belongs. ;e can se its reverse as we can !ind !or which compan$ the particlar sta!! member is wor#ing. To measretheir per!ormance we ta#e a per!ormance measre gage chart.

In this gage chart we ta#e the e'pression smSales target= done.

List o! for staff "nfo

b$ selecting via sta!! member list bo' we can measre the per!ormance o! each sta!! member.




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Cor commnicating with them we will create a mltibo'.

In this mltibo' the !ields available are address, cit$ and postal :one.

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


qlikview case study report-sales-history

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