QWT BI Project Plan

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The document outlines the general reporting requirements, key measurements, dimensions and available data for a QWT business intelligence project.

The available data sources include customers, products, categories, shippers, orders, order details, employees, offices, suppliers and budgets.

The analysis requirements include key business indicators, sales geographic analysis, trend analysis over two years, budget to actual sales comparisons, and logical integration across multiple business data sources and functional areas.

QWT Business Intelligence

Project Plan

QWT Business Intelligence Project

Table of Contents
1 QWT Business Intelligence Project Requirements ...................................................................3

1.1 Key Measures.........................................................................................................................4


1.2 Key Performance Indicators..................................................................................................5
1.3 Key Dimensions.....................................................................................................................6
1.4 Trends....................................................................................................................................6
1.5 Key Selection Filters..............................................................................................................7
1.6 Security..................................................................................................................................8
1.7 Customers Data......................................................................................................................9
1.8 Products Data.......................................................................................................................10
1.9 Category Data......................................................................................................................11
1.10 Shipper Data.......................................................................................................................12
1.11 Orders Data........................................................................................................................13
1.12 Order Details Data.............................................................................................................14
1.13 Employee Data...................................................................................................................15
1.14 Office Data.........................................................................................................................16
1.15 Suppliers Data....................................................................................................................17
1.16 Budget Data.......................................................................................................................18

QWT Business Intelligence Project

1 QWT Business Intelligence Project Requirements


Business Need:
QWT provides high quality sports and leisure clothing products for men, women, and children to
a wide range of wholesale customers located throughout the world. 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
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.
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.

QWT Business Intelligence Project

1.1 Key Measures


The following table lists the Key Measures to be included in the analysis application. Some
of these measures will require calculation.
No.
1.1.1.1

1.1.1.2

1.1.1.3
1.1.1.4
1.1.1.5
1.1.1.6
1.1.1.7

1.1.1.8

1.1.1.9

Measure

Net Sales

Net Sales %

Total Unit Quantity


Total Orders
Total Products Sold
Total Employees

Description

The Net amount of the sale on the [Order Details] level,


calculated as:
([UnitPrice] * [Quantity]) * (1-Discount)
The relative percentage of Net Sales for a single value
in a dimension field compared to the total of all other
possible values in that field.
The sum of unit quantity over all possible data:
[Order Details].[Quantity]
Count of distinct orders:
[Orders].[OrderID]
Count of distinct products:
[Order Details].[ProductID]
Count of distinct employees:
[Employee].[EmpID]

SalesPerson

Count of distinct employees responsible for sales:


[Orders].[EmployeeID] inner join to [Employee].
[EmpID] - or [Employee].[Title] begins with Sal or
President

Average Annual Salary

Average of [Employee].[Year Salary]

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

QWT Business Intelligence Project

1.2 Key Performance Indicators


The following table lists the primary Key Performance Indicators (KPIs) to be included in the
analysis application. Ideally these measurements will indicate compliance with business
goals through an overall dashboard view, as well as detailed comparisons between
company geography, customers, and products.
No.
1.2.1.1
1.2.1.2

1.2.1.3
1.2.1.4
1.2.1.5

1.2.1.6

KPI

Description

Net Sales Change

The amount of change in Net Sales value from previous


year to current year by Customer

Net Sales Change %

The amount of change in Net Sales value from previous


year to current year by Customer expressed as a
percentage

Budget Actual
Revenue

The comparison of budget revenue amount to actual


revenue amount by year

Budget Actual Cost

The comparison of budget cost amount to actual cost


amount by year

Budget Actual Profit

The comparison of budget profit amount to actual profit


amount by year. Profit is defined as revenue - cost

Business Rules

Possible future enhancements:


Market Share
ALERT: Provide Email notification for all products on backorder, along with their backorder
amounts ([Products.UnitsOnOrder] [Products.UnitsInStock]) > 0

QWT Business Intelligence Project

1.3 Key Dimensions


The following table lists the Key Dimensions to be included in the analysis application.
No.
1.3.1.1
1.3.1.2
1.3.1.3
1.3.1.4
1.3.1.5

Field

Description

Customer

[Customers].[CompanyName]

Customer Contact

[Customers].[ContactName]

Sales Office

[Office].[City]

SalesPerson

[Employee].[First Name] [Employee].[Last Name]


for employees with sales responsibilities
Year of [Employee].[HireDate]

Employee Hire Year

1.4 Trends
The following table lists the Time Dimension Trending to be included in the analysis
application.

No.
1.4.1.1
1.4.1.2
1.4.1.3
1.4.1.4
1.4.1.5

1.4.1.6

Field

Description

Order Date

[Orders].[OrderDate]

Month

Month of [Orders].[OrderDate]

Quarter

Quarter of [Orders].[OrderDate]

Year

Year of [Orders].[OrderDate]

Rolling Month

24 Rolling Months from last month of data for [Orders].


[OrderDate]. Format should be : MMM-YYYY
(e.g. Jan-2004)

Business Rules

1) Drill down of Order Date time should be possible from Year to Quarter to Month to Date.

QWT Business Intelligence Project

1.5 Key Selection Filters


The following table lists the Key Selection Filters to be included in the analysis application.

No.
1.5.1.1
1.5.1.2
1.5.1.3
1.5.1.4
1.5.1.5
1.5.1.6
1.5.1.7
1.5.1.8

1.5.1.9
1.5.1.10
1.5.1.11

Field

Description

Customer

[Customers].[CompanyName]

Customer Country

[Customers].[Country]

Customer City

[Customers].[City]

Product

[Products].[ProductName]

Category

[Catagories].[CategoryName]

Year / Quarter / Month /


Day / Date

Based on [Orders].[OrderDate]

Rolling Month

Based on [Orders].[OrderDate]

SalesPerson

Employees responsible for sales:


[Orders].[EmployeeID] inner join to [Employee].
[EmpID] - or [Employee].[Title] begins with Sal or
President

Sales Title

[Employee].[Title] begins with Sal or President

Sales Office

[Office].[City]

Supplier

[Suppliers].[CompanyName]

1.5.1.12 Business Rules

1) Drill down of Order Date time should be possible from Year to Quarter to Month to Date.

QWT Business Intelligence Project

1.6 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
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.

QWT Business Intelligence Project

1.7 Customers Data

1.7.1.1

File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Customers
Estimated Number of Records ----------------------------------- 100

1.7.1.2

Record Information

Field Name
CustomerID
CompanyName
ContactName
Address
City
StateProvince
PostalCode
Country
Phone
Fax

1.7.1.3

Table 1 - Record Layout for Customers data


Data Type
Indexed
Comment
(Max Size)
Autonumber
Y
Customer ID
(Long Integer)
Text (40)
Y
Full name of customer
Text (30)
Name of primary contact at customer (First Last)
Text (60)
Street or PO Box mailing address of customer
Text (15)
Y
City for mailing address of customer
Text (2)
State or Province code for mailing address of
customer
Text (10)
Y
Postal code for mailing address of customer
Text (15)
Country for mailing address of customer
Text (24)
Phone number includes country code or area code
Text (24)
Phone number includes country code or area code

Business Rules

1) Customers have single contact


2) State / Province code is optional as required
3) Customer data is updated weekly

QWT Business Intelligence Project

1.8 Products Data

1.8.1.1

File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Products
Estimated Number of Records ----------------------------------- 75

1.8.1.2

Record Information

Field Name
ProductID
ProductName
SupplierID
CategoryID
QuantityPerUnit
UnitCost
UnitPrice
UnitsInStock
UnitsOnOrder

1.8.1.3

Table 1 - Record Layout for Products data


Data Type
Indexed
Comment
(Max Size)
Autonumber
Y
Product ID
(Long Integer)
Text (40)
Y
Full name of product
Long Integer
Y
Link to Supplier
Long Integer
Y
Link to product category
Long Integer
Count of product per unit
Double Fixed
Current cost of product, including manufacturing
2 decimal
costs plus Selling, General and Administrative
(SG&A) expenses
Double Fixed
Current unit price (List) of product
2 decimal
Long Integer
Number of units in stock as of latest inventory
Long Integer
Number of units on order

Business Rules

1) Units on backorder defined as [UnitsOnOrder UnitsInStock] > 0

10

QWT Business Intelligence Project

1.9 Category Data

1.9.1.1

File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Categories
Estimated Number of Records ----------------------------------- 10

1.9.1.2

Record Information

Field Name
CategoryID
CategoryName
Description

1.9.1.3

Table 1 - Record Layout for Category data


Data Type
Indexed
Comment
(Max Size)
Autonumber
Y
Product Category ID
(Long Integer)
Text (25)
Y
Category name
Memo
Category description

Business Rules

1) One-to-many relationship with [Products] table

11

QWT Business Intelligence Project

1.10

Shipper Data

1.10.1.1 File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Shippers
Estimated Number of Records ----------------------------------- 5

1.10.1.2 Record Information

Field Name
ShipperID
CompanyName

Table 1 - Record Layout for Shipper data


Data Type
Indexed
(Max Size)
Autonumber
Y
Shipper ID
(Long Integer)
Text (40)
Shipper name

1.10.1.3 Business Rules

1) One-to-many relationship with [Orders] table

12

Comment

QWT Business Intelligence Project

1.11

Orders Data

1.11.1.1 File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Orders
Estimated Number of Records ----------------------------------- 1000

1.11.1.2 Record Information

Field Name
OrderID
CustomerID
EmployeeID
OrderDate
ShipperID
Freight

Table 1 - Record Layout for Orders data


Data Type
Indexed
Comment
(Max Size)
Autonumber
Y
Order ID
(Long Integer)
Long Integer
Y
Link to Customers
Long Integer
Y
Link to Employee
Medium Date
Y
Date order was placed (DD-MMM-YY)
Long Integer
Y
Link to Shipper
Double Fixed
Freight charges associated with this order
2 decimal

1.11.1.3 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

13

QWT Business Intelligence Project

1.12

Order Details Data

1.12.1.1 File Information

Data Type ------------------------------------------------------------MS Access


Database --------------------------------------------------------------QWT.mdb
Table name -----------------------------------------------------------Order Details
Estimated Number of Records ----------------------------------- 2500

1.12.1.2 Record Information

Field Name
OrderID
ProductID
UnitPrice
Quantity
Discount

Table 1 - Record Layout for Order Details data


Data Type
Indexed
Comment
(Max Size)
Long Integer
Y
Link to Orders
Long Integer
Y
Link to Products
Double Fixed
Product unit price for this order
2 decimal
Integer
Quantity of product ordered
Single
Percent discount
Percent (0
decimals)

1.12.1.3 Business Rules

1)
2)
3)
4)
5)
6)

OrderID must exist in [Orders] table


ProductID must exist in [Products] table
Quantity must be > 0
Discount must be between 0 and 1
Discount applies to [Order Details].[UnitPrice]
Order Details data is updated daily

14

QWT Business Intelligence Project

1.13

Employee Data

1.13.1.1 File Information

Data Type ------------------------------------------------------------MS Excel


Database --------------------------------------------------------------EmpOff.xls
Table name -----------------------------------------------------------Employee
Estimated Number of Records ----------------------------------- 50

1.13.1.2 Record Information

Field Name
EmpID
Last Name
First Name
Title
Hire Date
Office
Extension
Reports To
Year Salary

Table 1 - Record Layout for Employee data


Data Type
Indexed
Comment
(Max Size)
Integer
Employee ID
Text
Employee last name
Text
Employee first name
Text
Employee title
Date
Date of hire for employee
(MM/DD/YY)
Integer
Link to Office
Integer (3
Telephone extension of employee
digits)
Integer
Employee ID of Supervisor
Fixed 2
Annual salary of employee
decimal

1.13.1.3 Business Rules

1) Contains current employees only


2) [Reports To] field is subset of [EmpID] field
3) [Extension] is optional

15

QWT Business Intelligence Project

1.14

Office Data

1.14.1.1 File Information

Data Type ------------------------------------------------------------MS Excel


Database --------------------------------------------------------------EmpOff.xls
Table name -----------------------------------------------------------Office
Estimated Number of Records ----------------------------------- 5

1.14.1.2 Record Information

Field Name
Office
Address
Postal Code
City
StateProvince
Phone
Fax
Country

Table 1 - Record Layout for Office data


Data Type
Indexed
Comment
(Max Size)
Integer
Office ID
Text
Street or PO Box mailing address of office
Text
Postal code for mailing address of office
Text
City for mailing address of office
Text
State or Province code for mailing address of office
Text
Phone number includes country code or area code
Text
Phone number includes country code or area code
Text
Country for mailing address of office

1.14.1.3 Business Rules

1) State / Province code is optional as required

16

QWT Business Intelligence Project

1.15

Suppliers Data

1.15.1.1 File Information

Data Type ------------------------------------------------------------DIF (text)


Database -------------------------------------------------------------Table name -----------------------------------------------------------suppliers.dif
Estimated Number of Records ----------------------------------- 30

1.15.1.2 Record Information

Field Name
SupplierID
CompanyName
ContactName
Address
City
PostalCode
Country
Phone
Fax

Table 1 - Record Layout for Suppliers data


Data Type
Indexed
Comment
(Max Size)
Integer
Supplier ID
Text
Full name of supplier
Text
Name of primary contact at supplier (First Last)
Text
Street or PO Box mailing address of supplier
Text
City for mailing address of supplier
Text
Postal code for mailing address of supplier
Text
Country for mailing address of supplier
Text
Phone number includes country code or area code
Text
Phone number includes country code or area code

1.15.1.3 Business Rules

1) Suppliers have single contact

17

QWT Business Intelligence Project

1.16

Budget Data

1.16.1.1 File Information

Data Type ------------------------------------------------------------MS Excel


Database --------------------------------------------------------------Budget.xls
Table name -----------------------------------------------------------Sheet1
Estimated Number of Records ----------------------------------- 25

1.16.1.2 Record Information

Field Name
Office
Year
Budget rev.
Budget cost
Actual rev.
Actual cost

Table 1 - Record Layout for Office data


Data Type
Indexed
Comment
(Max Size)
Integer
Office ID
Date Year
Budget/Actual Year
(YYYY)
Integer
Budgeted yearly revenue
Integer
Budgeted yearly cost
Integer
Actual yearly revenue
Integer
Actual yearly cost

1.16.1.3 Business Rules

18

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