Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
2007-4-11 / 2007-05-31
QV Version: 8.0 English
rlr-ljn/20070411
rlr-ljn/20070411
Table of contents
1. QWT BUSINESS INTELLIGENCE PROJECT REQUIREMENTS................................................2
1.1. BUSINESS NEED..................................................................................................................................2
1.2. DOCUMENT SUMMARY.......................................................................................................................2
2. ANALYSIS REQUIREMENTS..............................................................................................................3
2.1. KEY MEASURES..................................................................................................................................3
2.2. KEY PERFORMANCE INDICATORS .......................................................................................................4
2.3. KEY DIMENSIONS...............................................................................................................................5
2.4. TRENDS...............................................................................................................................................5
2.5. KEY SELECTION FILTERS....................................................................................................................6
2.6. SECURITY............................................................................................................................................6
3. TABLE OVERVIEW...............................................................................................................................8
3.1. CUSTOMERS DATA..............................................................................................................................8
3.2. PRODUCTS DATA.................................................................................................................................9
3.3. CATEGORIES DATA............................................................................................................................10
3.4. SHIPPERS DATA.................................................................................................................................11
3.5. SHIPMENTS DATA..............................................................................................................................12
3.6. ORDERS DATA...................................................................................................................................13
3.7. ORDER DETAILS DATA......................................................................................................................14
3.8. DIVISIONS DATA...............................................................................................................................15
3.9. EMPLOYEES DATA.............................................................................................................................16
3.10. OFFICES DATA.................................................................................................................................17
3.11. SUPPLIERS DATA.............................................................................................................................18
3.12. BUDGETS DATA...............................................................................................................................19
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2 Business Need
QWT Business Intelligence should provide summary to detail level sales data analysis
through an easy-to-use, yet robust and flexible interface capable of handling multiple levels
of user expertise and requirements.
Analysis requirements include:
Multiple Key Business Indicators (KPIs)
Sales geographic analysis
Trend analysis covering a minimum of two years of detailed data.
Budget to Actual sales comparisons
Possibilities to make Budget prognosis
Business analysis must include logical integration across multiple business data sources and
functional areas. The presentation layer for this analysis should deliver this integrated data
transparently to all users.
3 Document Summary
This document contains general reporting requirements, key measurements, and available
data element types and descriptions. Critical axis dimensions and filters are also listed. It
should be noted that not all data elements are located in standard database format.
Page 2
4 Analysis requirements
This chapter will list the requirements for the users to make the analysis necessary to drive
the business. Necessary Key Measures, Key Performance Indicators, Key Dimensions,
Trends and Selection filters will be mentioned.
5 Key Measures
Key measures are numbers that have a significant impact on the operation of the business.
The following table lists the Key Measures to be included in the analysis application. Some
of these measures will require calculation.
No.
Measure
Description
1.1.1
LineSalesAmount
1.1.2
OrderSalesAmount
1.1.3
OrderSalesAmount %
1.1.4
CostOfGoodsSold
1.1.5
Margin
1.1.6
1.1.7
Total Orders
1.1.8
1.1.9
Total Employees
1.1.10
SalesPerson
1.1.11
Average Annual
Salary
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6 Business Rules
1. The data should include detailed transaction level data for a minimum of 2 years,
and preferably four years.
2. The Sales Force Structure is selectable from the Office City down to the Sales
Person. This should allow drill down from the National level
Possible future enhancements:
Market Share
KPI
1.2.1
OrderSalesAmount
Change
1.2.2
OrderSalesAmount
Change %
1.2.3
Description
8 Business Rule
Possible future enhancements:
Market Share
ALERT: Provide Email notification for all products on backorder, along with their
backorder amounts ([Products.UnitsOnOrder] [Products.UnitsInStock]) > 0
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9 Key Dimensions
Key Dimensions are used in charts in order to get the correct analysis results.
The following table lists the Key Dimensions to be included in the analysis application.
No.
1.3.1
Field
Description
1.3.4
Customer
Customer Contact
Sales Office
SalesPerson
Customers.CompanyName
Customers.ContactName
Office.City
Employee.[First Name]
Employee.[Last Name]
for employees with sales
responsibilities
1.3.5
Category Type
1.3.6
Category
1.3.2
1.3.3
10 Trends
Trends are used for selections and in charts in order to get the correct analysis results.
The following table lists the Time Dimension Trending to be included in the analysis
application.
No.
1.4.1
Field
1.4.3
Order Date
Day
Month
1.4.4
Quarter
1.4.5
Year
YearMonth
1.4.2
1.4.6
Description
Orders.OrderDate
Day of Orders.OrderDate
Month of
Orders.OrderDate
Quarter of
Orders.OrderDate
Year of Orders.OrderDate
24 Rolling Months from
last month of data for
Orders.OrderDate. Format
should be : MMM-YYYY
(e.g. Jan-2007)
11 Business Rules
1. Drill down of Order Date should be possible from Year to Quarter to Month to Day.
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Field
Description
1.5.1
Customer
Customers.CompanyName
1.5.2
Customer Country
Customer City
Product
Category
Customers.Country
Customers.City
Products.ProductName
Catagories.CategoryName
1.5.7
Year / Quarter /
Month / Day / Date
Rolling Month
1.5.8
SalesPerson
Based on
Orders.OrderDate
Based on
Orders.OrderDate
Employees responsible for
sales:
Orders.EmployeeID
inner join to
Employee.EmpID - or
Employee.Title
begins with Sal or
President
1.5.9
Sales Title
1.5.10
Sales Office
Supplier
Division
1.5.3
1.5.4
1.5.5
1.5.6
1.5.11
1.5.12
13 Business Rules
1. Drill down of Order Date time should be possible from Year to Quarter to Month to
Day.
14 Security
This application will be distributed to employees involved in sales. Each salesperson,
however, should not have access to data pertaining to their peers.
There should also be one or more administrators to manage the document. One of the
salespersons, James Bosch, is also the Sales Manager of the company, and he should have
Page 6
access to the entire set of data. In addition, the Sales Coordinator in Lund should have
access to the data on all salespersons in the Lund office.
Page 7
15 Table overview
An overview of all the tables in the application is placed in this section. This overview
shows the original tables. Alterations may be needed in order to create a good structure
when reading the tables into QlikView.
16 Customers Data
17 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Customers
Estimated Number of Records ----------------------------------- 100
18 Record Information
Field Name
Data Type
(Max Size)
Indexed
CustomerID
Autonumber
(Long Integer)
Customer ID
CompanyNam
e
ContactName
Text (40)
Address
City
Text (60)
Text (20)
StateProvince
Text (15)
PostalCode
Country
Phone
Text (10)
Text (20)
Text (24)
Fax
Text (24)
Division
Integer
Text (40)
Comment
19 Business Rules
1. Customers have single contact
2. State / Province code is optional as required
3. Customer data is updated weekly
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20 Products Data
21 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Products
Estimated Number of Records ----------------------------------- 75
22 Record Information
Field Name
ProductID
ProductName
SupplierID
CategoryID
QuantityPerUnit
UnitCost
UnitPrice
UnitsInStock
UnitsOnOrder
Data Type
(Max Size)
Autonumber
(Long Integer)
Text (40)
Long Integer
Long Integer
Long Integer
Double Fixed 2
decimal
Double Fixed 2
decimal
Long Integer
Long Integer
Indexed
Comment
Product ID
Y
Y
Y
23 Business Rules
1. Units on backorder defined as [UnitsOnOrder UnitsInStock] > 0
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24 Categories Data
25 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Categories
Estimated Number of Records ----------------------------------- 10
26 Record Information
Field Name
CategoryID
CategoryName
Description
Data Type
(Max Size)
Autonumber (Long
Integer)
Text (25)
Memo
Indexed
Comment
Product Category ID
Category name
Category description
27 Business Rules
1. One-to-many relationship with [Products] table
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28 Shippers Data
29 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Shippers
Estimated Number of Records ----------------------------------- 5
30 Record Information
Field Name
ShipperID
CompanyName
Data Type
(Max Size)
Autonumber
(Long Integer)
Text (40)
Indexed
Y
Comment
Shipper ID
Shipper name
31 Business Rules
1. One-to-many relationship with [Orders] table
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32 Shipments Data
33 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Shipments
Estimated Number of Records ----------------------------------- 17,000
34 Record Information
Field Name
Data Type
(Max Size)
Indexed
Comment
OrderID
LineNo
Long Integer
Integer
ShipperID
CustomerID
Long Integer
Long Integer
Y
Y
Link to Orders
Link to Orders
ProductID
EmployeeID
Long Integer
Long Integer
Y
Y
ShipmentDate
Date
35 Business Rules
1. Has a one to one relationship to [Order Details]
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36 Orders Data
37 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Orders
Estimated Number of Records ----------------------------------- 7,000
38 Record Information
Field Name
OrderID
CustomerID
EmployeeID
OrderDate
ShipperID
Freight
Data Type
(Max Size)
Autonumber
(Long Integer)
Long Integer
Long Integer
Medium Date
Long Integer
Double Fixed
2 decimal
Indexed
Comment
Order ID
Y
Y
Y
Y
Link to Customers
Link to Employee
Date order was placed (DD-MMM-YY)
Link to Shipper
Freight charges associated with this order
39 Business Rules
1. One-to-many relationship with [Order Details] table
2. Employee link determines company sales by office
3. Orders data is updated daily
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42 Record Information
Field Name
Data Type
(Max Size)
Indexed
OrderID
Long Integer
LineNo
Integer
ProductID
UnitPrice
Quantity
Discount
Long Integer
Double Fixed 2 decimal
Integer
Single Percent
(0 decimals)
Comment
Link to Orders
Link to Products
Product unit price for this order
Quantity of product ordered
Percent discount
43 Business Rules
1.
2.
3.
4.
5.
6.
Page 14
44 Divisions Data
45 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Products
Estimated Number of Records ----------------------------------- 5
46 Record Information
Field Name
Data Type
(Max Size)
DivisionID
Long Integer
DivisionName
Text (15)
Indexed
Y
Comment
DivisionID
Division name
47 Business Rules
1. Has a one-to-many relationship with Customers
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48 Employees Data
49 File Information
Data Type ------------------------------------------------------------MS Excel
Database --------------------------------------------------------------EmpOff.xls
Table name -----------------------------------------------------------Employee
Estimated Number of Records ----------------------------------- 50
50 Record Information
Field Name
EmpID
Last Name
First Name
Title
Hire Date
Office
Extension
Reports To
Year Salary
Data Type
(Max Size)
Integer
Text
Text
Text
Date
(MM/DD/YY)
Integer
Integer (3
digits)
Integer
Fixed 2
decimal
Indexed
Comment
Employee ID
Employee last name
Employee first name
Employee title
Date of hire for employee
Link to Office
Telephone extension of employee
Employee ID of Supervisor
Annual salary of employee
51 Business Rules
1. Contains current employees only
2. [Reports To] field is subset of [EmpID] field
3. [Extension] is optional
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52 Offices Data
53 File Information
Data Type ------------------------------------------------------------MS Access
Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Office
Estimated Number of Records ----------------------------------- 5
54 Record Information
Field Name
Office
OfficeAddress
OfficePostalCode
OfficeCity
OfficeStateProvince
OfficePhone
OfficeFax
OfficeCountry
Data Type
(Max Size)
Integer
Text
Text
Text
Text
Text
Text
Text
Indexed
Comment
Office ID
Street or PO Box mailing address of office
Postal code for mailing address of office
City for mailing address of office
State or Province code for mailing address of office
Phone number includes country code or area code
Phone number includes country code or area code
Country for mailing address of office
55 Business Rules
1. State / Province code is optional as required
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56 Suppliers Data
57 File Information
Data Type ------------------------------------------------------------XML
Database --------------------------------------------------------------Suppliers.xml
Table name -----------------------------------------------------------Suppliers
Estimated Number of Records ----------------------------------- 30
58 Record Information
Field Name
SupplierID
CompanyName
ContactName
Address
City
PostalCode
Country
Phone
Fax
Data Type
(Max Size)
Integer
Text
Text
Text
Text
Text
Text
Text
Text
Indexed
Comment
Supplier ID
Full name of supplier
Name of primary contact at supplier (First Last)
Street or PO Box mailing address of supplier
City for mailing address of supplier
Postal code for mailing address of supplier
Country for mailing address of supplier
Phone number includes country code or area code
Phone number includes country code or area code
59 Business Rules
1. Suppliers have single contact
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60 Budgets Data
61 File Information
Data Type ------------------------------------------------------------MS Excel
Database --------------------------------------------------------------Budget.xls
Table name -----------------------------------------------------------Sheet 1
Estimated Number of Records ----------------------------------- 10
62 Record Information
Field Name
Office
EmployeeID
Year
Budget rev.
Data Type
(Max Size)
Integer
Integer
Date - Year
(YYYY)
Integer
Indexed
Comment
Office ID
Link to Employees
Budget Year
Budgeted yearly revenue
63 Business Rules
1. Office and EmployeeID creates link to Employees table
2. Only Employees that has begun to sell receives a budget
Page 19