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Copyright?2019McGraw-HillEducation.Allrightsreserved.NoreproductionordistributionwithoutthepriorwrittenconsentofMcGraw-HillEducation.
CHAPTER7LABS
Lab7-1:EvaluatemanagementrequirementsandidentifyusefulKPIsfromalist.
Lab7-2:CreateabalancedscorecarddashboardinTableau
Lab7-3:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel
Lab7-4:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartII)
Lab7-5:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartIII)
Lab7-6:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartIV)
Lab7-1EvaluatemanagementrequirementandidentifyusefulKPIsfromalist.
Keyperformanceindicatorshelpmanagerskeeptrackofperformanceandstrategicobjectives.
BernardMarrcameupwithalistof75KPIsthathebelieveseverymanagerneedstoknow.Source:
/pulse/20130905053105-64875646-the-75-kpis-every-manager-needs-to-know/
(Accessed10/13/2017)
Inthislab,youwill:
Learnaboutmanyofthekeyperformanceindicators.
EvaluatewhichKPIsbestworkforTesla
ConsiderthedataneededandthedesiredfrequencytoprovideeachoftheseKPIs.
Q1.ImagineyouworkforTesla,choose20KPIsthatyoubelieveismostimportanttoTesla’smanagement(includingfivefromeachcategory).
Answerswillvary.
(Level2Header)Part1:Identifythequestions
Foreachofthese20KPIs:
Q2.Identifythespecificequation/relationship/dataneededtocalculatetheKPI.Ifyouneedfrequentdata,howfrequent?
Answerswillvary.
Q3.Describeasimplevisualization,ordashboardthatwouldhelpamanagertracktheKPI.Isitred,yellowandgreenindicators,ordoyouhavesomethingelseinmindthatwouldbebetter?
Answerswillvary.
(Level2Header)Part2:Masterthedata
Q4.IdentifyabenchmarkforfiveoftheseKPIsforTesla–howwouldyousetit?BasedonaveragesforTeslaoronperformanceoneweekoronemonthoroneyearearlier?Forthecarindustryoradifferentone?
Answerswillvary.
ENDOFLAB
Lab7-2CreateaBalancedScorecardDashboardinTableau
Superstorehasbroughtyouintohelpthemdevelopsomemetricstoevaluateperformanceacrossdifferentdimensionsoftheirbusiness,includingfinance,customers,process,andemployeegrowth.
CompanySummary
Superstoreisalargesellerofretailandwholesaleofficesupplies,furnitureandtechnology.TheyoperateintheUnitedStatesandhavedividedtheirsalesregionsintoNorth,South,East,andWest.Eachregionhasaregionalsalesrepresentativewhointeractswiththecustomerstotakeordersanddealwithreturns.
Data
Salesorderdataisavailablefrom2013-2016.Itincludesdemographicdataaboutthecustomersaswellasmaincategoriesandsub-categoriesofproducts.
Technique
Inthislab,youwilluseTableautogenerateadashboardtoevaluatefourkeyperformanceindicators.
Softwareneeded
Tableau
Inthislab,youwill:
Generatesomekeyperformanceindicators.
Evaluatethedata
Performanalysesandgeneratevisualizations
(Level2Header)Part1:IdentifytheQuestions
YourunderstandingofkeyperformanceindicatorshasgivenyousomeinsightintohowmanagementatSuperstoremightmeasureandevaluateperformanceacrossdifferentaspectsofthebusiness.Theyaredependingonyourexpertisetodojustthat.
Assumingyou’llhaveaccesstosalesorderandreturnsdata,aswellasthesalesrepresentativesinvolved,thinkaboutdifferentwaysyoucouldmeasureperformance.
Q1.WhatKPIswouldyouconsiderusingtoevaluatesalesfinancialperformance?
Answerswillvary.
Q2.WhatKPIswouldyouconsiderusingtoevaluatecustomerrelationships?
Answerswillvary.
Q3.WhatKPIswouldyouconsiderusingtoevaluateprocessefficiency?
Answerswillvary.
Q4.WhatKPIswouldyouconsiderusingtoevaluateemployeegrowth?
Answerswillvary.
Q5.ForeachKPI,identifyabenchmarkvalueorKPIgoalthatyouthinkmanagementmightuse.
Answerswillvary.
(Level2Header)Part2:Generatearequestfordata
Q6.Usingtheavailablefields,identifysomecalculationsorrelationshipsthatwouldsupportyourKPIsfromQ1-Q4.
Answerswillvary.
Q7.ArethereanyKPIsyouselectedthatdon’thavesupportingdatafields?
Answerswillvary.
(Level2Header)Part3:Performananalysisofthedata
TAKEASCREENSHOT(1)
TAKEASCREENSHOT(2)
TAKEASCREENSHOT(3)
TAKEASCREENSHOT(4)
TAKEASCREENSHOT(5)
(Level2Header)Part4:Addressandrefineresults
Q8.Whichproductcategorieshavefallenbelowtheprofitgoalof13%?
Bookcases,chairs,furnishings,tables,andstorage
Q9.Whichstatesaretakingsignificantlymorethan4daystoshipto?
Allofthestatesinredtakelongerthan4days.Ifsignificantlylongerisdefinedby5daysormore,Wyoming,Maine,andtheDistrictofColumbiatakethelongesttoshipto.
Q10.Whichregion(s)haveexperiencedahigherthan10%returnratefromcustomers?
TheWest
Q11.Whichsalesrepresentativeisleadingtherestforthemostrecentmonth?
AnnaAndreadiisleading
ENDOFLAB
(Level1Header)Lab7-3ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel
(Level2Header)Part1:IdentifytheQuestions
Q1:Whywouldcomparingcurrentyearsalestoprioryearsalesbeuseful?
Answerswillvary.Butresponsesmayincludethatcomparingsalestopriorperiodscanhelpbenchmarkprogress.
(Level2Header)Part2:MasteringtheDataandPerformingtheAnalysis
Q2:Whymightyouwanttoeditthestatusthresholds?Does22.4seemlowfortheupperlimit?
Answerswillvary.Responsesmayincludethattheabilitytoeditstatusthresholdsisimportanttohavecontroloverhowdifficultoreasyitshouldbetoreachthethresholds.
Takeascreenshot.
KeyScreenshot:
Q3:HowdidDillard’sperforminSeptember2016comparedtoSeptember2015?Doyouthinkthetargetissettoohighortoolow?Whichday(s)performedtheworst,comparedtothesamedateinthepreviousperiod?Whydoyouthinkthatis?
Answerswillvary.Generally,Dillard’sperformedbetterin2016thanin2015.TheworstwasSeptember2nd.ItispossiblethatSeptember2ndisworstbecausethedataiscomparingthe2ndtothe2nd,notnecessarilyaSaturdaytoaSaturday.Thisdiscrepancymaymakethedatacomparisonslessreliable.
ENDOFLAB
(Level1Header)Lab7-4:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartII)
(Level2Header)Part1:IdentifytheQuestions
(Level2Header)Part2:MastertheData
TakeaScreenshot.
KeyScreenshot:
Toprovidesomedrill-downcapabilities,addtheDayfieldtotheRows(beneathMonth).
Q2:Doyounoticeapatternwithhowfrequentlythe“bad”(redicon)daysappearin2016inrelationto2015?
Answersmayvary,butthepatternisjustaboutevery7thdayin2016ismarkedwitharedsignal.
Q3:Whatdoyouthinkisthepotentialproblemwithcomparingdays(forexample,comparingSept1,2016toSept1,2015)?Howcouldthisbeimproved?
Thereasoningforthisislikelyduetocomparingdirectdates(the1sttothe1st),insteadofcomparingweekdays.
ENDOFLAB
(Level1Header)Lab7-5:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartIII)
Takeascreenshot.
KeyScreenshot:
Q1:Somethingshouldseemabitoffwithyournumbers.Therearesomebigdisparitiesmonthovermonthforsomeweekdays.LookbackoverourqueryandtheERDiagram(andifyoucompletedComprehensiveLab7-2,comparethequeryyouexecutedinthislabtothequeryfromthatlab)–whatdidweleaveoutofthisquery?Howcoulditcauseustomakepoordecisions?
Weleftoutthefilterfortran_type=‘p’.Thiscouldcausethecompanytomakebaddecisionsbecausetherefundswillbefactoredintothevalues,withouttheanalystrealizingit.
(Level2Header)Part4:Analyzeandrefinetheresults
Q2.Whatwouldbethebestwaytovisualizethisdatatoeasedecision-makingandinsight?
Answerswillvary.
ENDOFLAB
(Level1Header)Lab7-6:ComprehensiveCase:Dillard’sStoreData–CreatingKPIsinExcel(PartIV–PuttingitAllTogether)
(Level2Header)Part1:
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