Project Title
Supply Chain Management Dashboard
Tools Tableau Desktop, SQL, Excel
Technologies Business Analyst
Project Difficulties level intermediate
Dataset : Dataset is available in the given link. You can download it at your convenience.
Click here to download data set
About Dataset
Supply chain analytics is a valuable part of data-driven decision-making in various industries such as
manufacturing, retail, healthcare, and logistics. It is the process of collecting, analyzing and interpreting
data related to the movement of products and services from suppliers to customers.
Here is a dataset we collected from a Fashion and Beauty startup. The dataset is based on the supply
chain of Makeup products. Below are all the features in the dataset:
● Product Type
● SKU
● Price
● Availability
● Number of products sold
● Revenue generated
● Customer demographics
● Stock levels
● Lead times
● Order quantities
● Shipping times
● Shipping carriers
● Shipping costs
● Supplier name
● Location
● Lead time
● Production volumes
● Manufacturing lead time
● Manufacturing costs
● Inspection results
● Defect rates
● Transportation modes
● Routes
● Costs
Supply Chain Management Dashboard Tableau Project
Project Overview
The objective of this project is to create a comprehensive Supply Chain Management
(SCM) Dashboard using Tableau. This dashboard will help monitor and optimize various
aspects of the supply chain, including inventory levels, order fulfillment, supplier
performance, transportation efficiency, and overall supply chain costs.
Step 1: Data Preparation
Ensure your data sources cover the following metrics:
Inventory Management:
● Date
● ProductID
● WarehouseID
● InventoryLevel
● ReorderPoint
● SafetyStock
Order Fulfillment:
● OrderID
● Date
● CustomerID
● ProductID
● OrderQuantity
● FulfillmentStatus
● DeliveryDate
● OnTimeDelivery
Supplier Performance:
● SupplierID
● Date
● ProductID
● DeliveryTime
● DefectRate
● Cost
Transportation Efficiency:
● ShipmentID
● Date
● Carrier
● Origin
● Destination
● TransitTime
● DeliveryStatus
Supply Chain Costs:
● Date
● CostType
● Amount
Step 2: Tableau Dashboard Creation
1. Connect Data Sources:
○ Open Tableau Desktop and connect to your prepared data sources (CSV files,
databases, etc.).
2. Create Sheets for Each Metric:
○ Inventory Management Sheet:
■ Bar Chart: Current inventory levels by product and warehouse.
■ Line Chart: Inventory trends over time.
sql
Copy code
// Calculated fields for inventory management
Days of Inventory Remaining: `[InventoryLevel] /
AVG([DailySales])`
○
○ Order Fulfillment Sheet:
■ Line Chart: Order fulfillment status over time.
■ Bar Chart: On-time delivery rates by product or customer.
sql
Copy code
// Calculated fields for order fulfillment
On-Time Delivery Rate: `SUM(IF [OnTimeDelivery] = 'Yes' THEN 1
ELSE 0 END) / COUNT([OrderID])`
○ Supplier Performance Sheet:
■ Bar Chart: Average delivery time by supplier.
■ Line Chart: Defect rates over time.
sql
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// Calculated fields for supplier performance
Average Delivery Time: `AVG([DeliveryTime])`
Defect Rate: `SUM([DefectiveUnits]) / SUM([TotalUnits])`
○ Transportation Efficiency Sheet:
■ Scatter Plot: Transit times by carrier and delivery status.
■ Line Chart: Delivery status over time.
sql
Copy code
// Calculated fields for transportation efficiency
Average Transit Time: `AVG([TransitTime])`
○
○ Supply Chain Costs Sheet:
■ Pie Chart: Distribution of costs by type.
■ Line Chart: Supply chain costs over time.
sql
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// Calculated fields for supply chain costs
Total Costs: `SUM([Amount])`
○
3. Combine Sheets into a Dashboard:
○ Create a new dashboard in Tableau.
○ Drag and drop the sheets created in the previous step onto the dashboard
canvas.
○ Arrange the sheets to create a cohesive layout.
○ Add filters and interactive elements to allow users to drill down into specific
metrics.
4. Add Titles and Descriptions:
○ Provide clear titles for each sheet and section of the dashboard.
○ Add descriptions to explain what each visualization represents.
Step 3: Final Report
Title: Supply Chain Management Dashboard Report
1. Overview
● Total Inventory Value: $5,000,000
● On-Time Delivery Rate: 95%
● Average Supplier Delivery Time: 3 days
● Total Supply Chain Costs: $2,500,000
2. Inventory Management
● Current Inventory Levels: Adequate for the next 30 days.
● Reorder Points and Safety Stock: All products are above reorder points and
safety stock levels.
● Trend Analysis: Inventory levels are stable with slight seasonal variations.
3. Order Fulfillment
● Number of Orders Fulfilled: 1,200
● On-Time Deliveries: 1,140 (95%)
● Average Fulfillment Time: 2 days
4. Supplier Performance
● Top Supplier Delivery Time: 2 days
● Average Defect Rate: 0.5%
● Cost Efficiency: Suppliers are providing cost-effective solutions.
5. Transportation Efficiency
● Average Transit Time: 3 days
● Delivery Status: 98% of deliveries are on time.
● Carrier Performance: Carrier A has the shortest transit time.
6. Supply Chain Costs
● Cost Distribution:
○ Transportation: 40%
○ Inventory Holding: 30%
○ Order Processing: 20%
○ Miscellaneous: 10%
● Cost Trends: Costs have been stable, with a slight increase in transportation costs.
Conclusion: The Supply Chain Management Dashboard provides a detailed view of the
supply chain's performance. By tracking key metrics such as inventory levels, order
fulfillment, supplier performance, transportation efficiency, and costs, the dashboard helps
identify areas for improvement and ensures efficient supply chain operations.
Tableau Code and Calculated Fields
Here are the sample calculated fields in Tableau:
// Inventory Management Calculations
Days of Inventory Remaining: [InventoryLevel] / AVG([DailySales])
// Order Fulfillment Calculations
On-Time Delivery Rate: SUM(IF [OnTimeDelivery] = 'Yes' THEN 1 ELSE 0 END) /
COUNT([OrderID])
// Supplier Performance Calculations
Average Delivery Time: AVG([DeliveryTime])
Defect Rate: SUM([DefectiveUnits]) / SUM([TotalUnits])
// Transportation Efficiency Calculations
Average Transit Time: AVG([TransitTime])
// Supply Chain Costs Calculations
Total Costs: SUM([Amount])
Exporting the Dashboard
After creating the dashboard in Tableau:
1. Go to File > Export As > Image/PDF to save a static version of the dashboard.
2. Alternatively, you can publish the dashboard to Tableau Server or Tableau Public for interactive
use.
This project plan provides a structured approach to implementing a Supply Chain Management
dashboard using Tableau, complete with data preparation guidelines, dashboard creation steps, and
a final report template.
Sample report
Reference link
