QlikView Case Study

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Qlikview Case Study

Sales History Dashboard

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 Beginners Gide !or "li#view

implementation. 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

. /eview0 +mit Sharma 1th+g

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Contents*ontents.............................................................................................................................................................................

Generating the /eport on sales histor$ data(......................................................................................................................2

*alclation o! the prodction cost o! the prodct...........................................................................................................2

*alclations related to the selling o! the prodct............................................................................................................3

*alclation o! pro!it....................................................................................................................................................... 4

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

7isting the /esponsible reason.....................................................................................................................................

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

Sta!! 8ember9s Per!ormance measre sheet.....................................................................................................................

7ist Bo' !or sta!! In!o...................................................................................................................................................:



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Generating the Report on sales history data: ;ith this /eport 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 /eporting per $earl$.

Becase most o! the in!ormation is atomaticall$ generated, this anal$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.

;e have re5irement to generate the report on each !actor o! the compan$, it not onl$ incldes the prodction and

selling o! the prodct bt also measres the per!ormance o! each sta!! members.;e have developed the report which identi!ies 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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The vale showing the prodction cost done with the prodct. 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 sm>Prodction 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.

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Calculations related to the selling of the product

=or the calclation o! the selling we have ta#en one more gage chart which gives the per!ormance o! selling !or the

prodct and also an attached list-bo' which helps to !ind the selling cost which has been charged !or each prodct.

Here the e'pression ta#en !or the gage chart is Sm>Selling ? 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.

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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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In the e'pression tab three e'pressions are ta#en which are Sm>5antit$?, Sm>/etrn"antit$? and Pro!itable

"antit$.

=or this "antit$ we have ta#en sm>5antit$? which will tell s how mch "antit$ o! the prodct is prodced.

=or the retrn 5antit$ we have ta#en the sm>/etrn "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 /etrn Prodct table is here which gives all the in!ormation abot the prodct.

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.



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Listing the Responsible reason

=or 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 ,/etrn /eason 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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=or 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.=or the calclation o! margin we have ta#e the e'pression as sm>margin?.



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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 lists !or the selection o! the data.



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;e have ta#en the Sta!! 8ember 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 sm>Sales target? done.

List Box for staff Info

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

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=or commnicating with them we will create a mltibo'.

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

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


Date post:	04-Jun-2018
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