Visual Insights system

Transcription

1 Visual Insights system Supplier User Guide Packaged (Pick by store) version Date: September

2 Contents Visual Insights system... 1 Supplier User Guide... 1 Grocery version Overview and Purpose What is Visual insights? Key Features Benefits of using Visual Insights Where does the data come from? What data can I view? Registration for new users Access and logging on Basic Navigation Page navigation Tabs and Panels Service Level Tab Summary Panel Supplier to DC detail panel Depot to store detail panel Heat Maps Purchase Order Tab Customer Availability Sales Based Availability Panel Dotcom Availability panel Not Available Gaps panel CSL / Lost Sales panel Stock holding tab Filtering How to use different filter types Exporting To Excel Creating and customising reports Datasets & Editor panels Adjusting existing visualisations Creating new tabs/panels from scratch FAQ s... Error! Bookmark not defined Glossary... Error! Bookmark not defined. 2

3 1.0 Overview and Purpose This document is a full user guide for the Visual Insights system. It covers how to navigate Visual Insights, use filters to access the data you require and to set up and run reports. It also covers examples of how to use and interpret the Visual Insights data. 1.1What is Visual insights? Visual Insights is a web based supply chain system, free of charge to all UK and ROI suppliers. It provides historical end to end supplier performance data. It enables us to share information with you to identify trends and root cause issues, so that we can work together to improve service levels and availability for customers in store. 1.2 Key Features Daily service level dashboard - provides a graphical view of your service level trend over the last two years. Filter functionality to allow you to drill down and investigate root cause service level issues for weekly or product drops in availability. Tabular service level data - to review product level orders and product shorts. Sales based availability data to manage availability of products in store by managing inbound service. Performance and KPI data drillable to conduct in-depth analysis (sales, availability, shortages, service level and waste). 1.3 Benefits of using Visual Insights Proactive management of supply chain to improve availability and improve /maintain service level. Identifying trends the weekly data enables you to review the previous year, over the past year, and year to date, to identify any potential trends/issues from last year so you can take positive action before these can become an issue again. Root causing issues the daily data allows you to drill down to the lowest level to identify where you may be experiencing issues and to tackle these specifically. To improve communication with Tesco as both internally and externally we are looking at the same data, it s easier to have conversations and get to the bottom of issues. There are both Fresh and Package versions of Visual Insights. Whist they have similar data feeds the look and functionality of the versions varies. This guide will highlight variations in the two versions. Visual Insights is built within a MicroStrategy platform. MicroStrategy is an easy-to-use enterprise analytics platform that delivers dashboards, visualizations, mobile apps, and much more. 3

4 1.4 Where does the data come from? The data comes from a variety of sources. Service level data is calculated from purchase orders in combination with data from the Tesco Information Management system (TIMS) (Fresh/PBL products) or depot s Failed To Arrive (FTA) reason coding (Packaged/PBS). Customer availability, stock holding and sales data for each supplier is rolled up from store level data. 1.5 What data can I view? Visual insights contains data for the last full Tesco year and the Tesco year to date. For Fresh/PBL the data is updated on a Monday afternoon, and midday for daily information. For Packaged/PBS the data is updated on a Tuesday morning. The data you will be able to view: Supplier ordering and service levels : Weekly view of shortages and service level split by product, by week, for last year and YTD. (Fresh) Daily view of shortages and service level split by product, by day, by depot, for last three months. (Packaged) Purchase orders split by product, by depot, by week for last 4 weeks. (Packaged) Depot to Store service level split by product, by week, for last year and YTD. Customer Availability Sales based availability, dotcom availability split by product, by week, for last year and YTD. (Packaged) Not available gaps, CSL split by product, by week, for last year and YTD. Store data: (Packaged) Sales Data split by product, by depot, by week for last year and YTD. (Packaged) Depot & Store stockholding split by product, by depot, by week for last year and YTD. Coming in the future - (Fresh) Sales & Waste volumes and value split by product, by week, for last year and YTD. (Fresh) CSL and NA Gaps data split by product, by week, for last year and YTD. 4

5 2.0 Registration for new users Visual Insights is accessible to suppliers via: A Visual Insights supplier account is required for access. You can request one through your Supplier Performance manager or SuppyChain.Insight@uk.tesco.com. Registration typically takes 3-5 days to complete. If you have any problems with registration then contact your supplier performance manager or SuppyChain.Insight@uk.tesco.com. This requires a web browser; Google Chrome performs best with Visual Insights and is recommended. 2.1Access and logging on 1. Log onto Visual Insights via 2. Enter your user name and password provided. 3. Select the Standard log in Option. 4. Select Store Ordering Analysis. 5. Select the relevant dashboard to view your data: Fresh Supplier Performance dashboard (Pick By Line) Packaged Supplier Performance Dashboard (Pick By Store). If you have any difficulty accessing Visual Insights, please refer to the Frequently Asked Questions (FAQ s) in the Appendix in the first instance. If you require further assistance, please contact : SuppyChain.Insight@uk.tesco.com. 5

6 3.0 Basic Navigation You will land on the following screen once the dashboard has loaded, the contents of this screen are discussed later in the Service Level tab section. At the very top of your page is the following bar showing your current folder path. Use the arrows at the top to go backwards and forwards between folders. Below this is a black navigation bar. This has a number of features to help you navigate, view, save and manipulate the data. On the left hand side of the bar you have the following functionality (from left to right): - File - for standard navigation and especially for saving custom dashboards. - View to open/activate additional panels. Important for editing and building custom reports. - Format - to change colour scheme to personalise if required. - Save - shortcut to save your own version of reports. Best to use Save As in File. - Add data unavailable to external users. - Insert visualisation add a new visualisation to the page. - Add Visualisations /Filters/Text /Images use as required. - Refresh will refresh the dashboard, pulling in the most the recent data available. On the right hand side of the bar you will have the following functionality (from left to right): 6

7 - Presentation mode to expand to full screen. To return to the standard screen press esc. - Share Note: this function is Limited use for external users. - Help Options of help getting started and Quick Tips. Quick Tips may aid your navigation of Visual Insights. The help section contains a lot of technical detail for developers, any useful topics from this are covered in this guide. - Drop down expands navigation bar. - X closes Visual Insights application. 3.1 Page navigation Tabs and Panels. Data visualisations in Visual Insights are split up between Tabs and Panels. The dashboard features 4 Tabs: - Service Level - Purchase Orders - Customer Availability - Stockholding. Within each tab you will find a number of different panels which display data related to the tab heading in a variety of different ways. Use the circles at the bottom centre of the screen to navigate through panels within a tab. Hover your curser over the circles to see view the name of the panel and a hint at the contents. 7

8 The guide will now take you an overview of the data available in the four tabs and the panels within them. 4.0 Service Level Tab Within the Service Level tab there are currently four panels, navigate between then by clicking on the circles at the bottom centre of the screen. 1. Summary Supplier to Distribution Centre and Distribution Centre to store service level is displayed in a graph for the last 2 Tesco years, plus product level data for Year To Date so far. 2. Supplier to DC detail provides a detailed look at supplier to DC performance. Order volumes, shorts, FTA codes are given at overall supplier number and product levels. 3. Depot to Store detail displays store demand and refusal data for your products at overall supplier number and product levels. 4. Heatmaps Visualisations to show impact of shortages on wider area (only useful for Tesco users). 1.1 Summary Panel This page gives you an overview of supplier to depot performance (volume delivered to DC vs. ordered) and our DC to store performance (volume ordered by stores vs. what was delivered to them). Issues highlighted here are likely to have a knock on effect to end customer availability and can be explored in further detail on the additional panels and tabs On the page you will see - 1. Graph of supplier to depot service level over the last 2 years (Blue = current year, Red = previous year). 2. Graph of Depot To Store service level over the last 2 years. 3. Product level supplier to DC shortages and service level, shown as totals for the year to date. 4. Product level depot to store refusals and depot to store service level, shown as totals for the year to date. For more detailed definitions of metrics such as Supplier to DC service level, total refusals etc. Refer to the Visual Insights Glossary at the back of this guide. 8

9 1.2 Supplier to DC detail panel This page gives a more detailed view of supplier to depot service level data. In this screen you can view a breakdown of the figures behind the service level calculation, shown at overall supplier level and product level. Figures here are calculated from purchase orders and failed to arrive reason coding carried out by depots On this page you will see: 1. Graph of supplier to depot service level over the last 2 years (Blue = current year, Red = previous year). Repeated from the previous summary panel. 2. Supplier level data showing total volume ordered, supprerssed, shortages, failed to arrive (FTA) and delivered on time. By default this shows the totals for the current year and last year. 3. Product level data showing total volume ordered, supprerssed, shortages, failed to arrive (FTA) and delivered on time. By default this shows the totals for the current year and last year. Figures given in the Supplier and Product data tables are in cases. You can use this page to drill into the reasons behind a drop in service level, down to week/product/depot level. More information on how to drill and filter data is later in this guide. 9

10 1.3 Depot to store detail panel This page gives a more detailed view of depot to store service level data. You can see a breakdown of the figures behind the DC to store service level calculation, shown at overall supplier level and product level. Figures are calculated from weekly store ordering data On this page you will see - 1. Graph of depot to store service level over the last 2 years (Blue = current year, Red = previous year). Repeated from the previous summary panel. 2. Store ordering demand and refusal data rolled up to overall totals for the supplier. By default this shows totals for the current year and last year. 3. Store ordering demand and refusal data shown at individual product level. By default this shows totals for the current year and last year. Figures in the supplier and product tables are given in cases. Store ordering demand is generated from each store s stock position and forecasted sales. Supplier to depot shortages (previous tab) can impact store ordering and result in refusals where store demand can not be met. 10

11 1.4 Heat Maps This panel uses heat maps to highlight the main issue areas in terms of Supplier to DC shorts On this page you will see: 1. Heat map split by total shortages by Product Area. The larger the Product Area the higher the volume of shorts. Green-Red colouring corresponds to the Product Area s service level %. 2. Heat map split by total shortages by Product Sub Group. The larger the sub group the higher the volume of shorts. Green-Red colouring corresponds to each sub group s service level % 3. Table of products showing key figures for Supplier to Depot service level and Depot to Store service level. Here you can see how Supplier to DC issues may be having a knock on effect to DC to Store service. The heat maps can be clicked on and used to filter the table below. For example; clicking on the Frozen impulse Product area in the first heat map will filter the product table to just show Frozen impulse products. It will also filter the second heat map to show the subgroups within the product area driving the biggest issues. 11

12 5.0 Purchase Order Tab The purchase order tab acts as an extension of the Service level tab and features only one panel and table by default. The tab can be used route cause supplier to depot service issues, down to individual supplier/purchase order/depot level. A rolling four weeks worth of purchase order data is available through this tab. 12

13 6.0 Customer Availability The customer availability tab features four panels which hold data on our main store availability metrics. All four panels are laid out in the same way, with a graph showing the trend over the last two years and a table showing product level data for the year to date. 1. Sales Based Availability 2. Dotcom Availability 3. Not Available Gaps 4. CSL / Lost Sales 6.1 Sales Based Availability Panel This panel provides data on the Sales Based Availability measure. Sales based availability is a probability model where gaps seen in sales throughout the day are compared to expected sales figures and used to estimate gaps on shelves in stores. This is the primary measure of on shelf availability for fast selling products. 1 2 On this page you will see: 1. Graph of sales based availability measure over the last two years (Blue = current year, Red = Last year) 2. Table of products, sorted descending on Sales Based Availability (SBA) gap count to show top SBA issue products year to date. 13

14 6.2 Dotcom Availability panel The panel provides data on availability for online customers but also gives a good indication of in store availability. Dotcom/Online availability is calculated from the in store online order picking process. Where an in store picker could not find the product and had to cancel/substitute the customer s order, a failed pick is recorded. Dotcom availability is given as the % of orders successfully picked. 1 2 On this page you will see: 1. Graph of dotcom availability % over the last two years (Blue = current year, Red = Last year) 2. Table of products, sorted descending on dotcom failed picks to show the top online availability issues year to date. 14

15 6.3 Not Available Gaps panel This panel provides data taken from store s daily gap scanning routine. A gap on shelf is reported as a Not Available (NA) gap where the store s stock record is 0 at the time of the scan. Therefore this measure shows the number of shelf gaps being caused by a lack of stock. This measure works for all products including slow sellers (unlike SBA), however can be impacted by inaccurate store book stocks. 1 2 On this page you will see 1. Graph of not available gaps reported as the total number of NA gaps scanned year on year (Red = Current year, Blue = Previous year). 2. Table of products, sorted descending by the total number of Not Available gaps recorded for the year to date. 15

16 6.4 CSL / Lost Sales panel This panel provides data on theoretical lost sales and calculated customer service level (CSL). Lost sales are calculated from store book stock data and expected hourly sales performance. When a store s book stock reaches 0, expected sales are recorded as lost sales until the product comes back into stock. Customer service level is calculated as the % of sales taken vs the total potential sales (sales + est. lost sales). Like not available gaps, the figures can be impacted by inaccuracies in store book stocks. 1 2 On this panel you will see: 1. Graph of Customer Service Level (CSL) over the last two years (Red = Current year, Blue = Last year) 2. Table of products, sorted descending by total lost sales year to date. CSL for each product year to date is given alongside lost sales. 16

17 7.0 Stock holding tab The stockholding tab features one panel which gives a view of the business current depot and store stock holding. Both depot and store stock figures shown are the Sunday closing stock figures and are given in terms of cost of goods (based on cost price), although volume is also available On this page you will see: 1. Graph of depot stock holding over the last 2 years (Red = Current, Blue = Last Year). 2. Graph of store stock holding over the last 2 years. 3. Table of products and their latest depot stock holding figure. Sorted descending by total depot stock in terms of cost. The table contains data for all weeks back to the start of the last. Tesco year, but is also sorted so the most recent week is immediately visible. 4. Table of products and their latest store stock holding figure. Sorted descending by total store stock in terms of cost. The table contains data for all weeks back to the start of the last Tesco year, but is also sorted so the most recent week is immediately visible. 17

18 8.0 Filtering There is filtering functionality which will help you when drilling into the data you require. Use the left hand panel (see figure opposite) to apply various filters. All tabs have the same basic filters available by default, however some (for e.g. Purchase orders) may have some additional options. Standard filters available on all tabs: Supplier Number ID Base product number Hierarchy (Commercial Area, Category Area, Product Area, Product Sub Group) Time lines (Year, Tesco year week). Filters are applied by either typing or pasting into the search boxes, ticking/unticking the checkboxes, or moving sliders (depending on how each filter is displayed). When you apply a filter you ll see a loading sign at the top of the screen which Visual Insights processes the data. Once complete all tables and graphs within the tab will update according what filters you have applied. Watch out - Filters in the left hand panel apply to every graph and table in your current tab, including those on other panels within the tab. They do not apply however to other tabs, so you may need to repeat your filters when switching to a new tab. 18

19 8.1 How to use different filter types Using Search boxes and searching multiple records A list with multiple values can be pasted into a search box. When doing this wait for Visual Insights to show the All Search Results option and select this to filter down to the items in your list. Using checkbox filters When using a checkbox filter and want to select only 1 option, hover your cursor over the text then click on the blue Only text that appears. Using graphs to filter tables The year on year summary graphs on each panel can be used to filter the tables below. Either click on a point of the graph or drag over an area on it to filter the product tables on a specific time period. By doing this you ll be able to see the top products driving dips in the graphs. To clear graph filters click onto either the x or y axis. Clearing filters To clear a filter, simply click the small down arrow to the right of the filter name and then select Clear Selections from the drop down menu. Changing a filter style It may sometimes be helpful to change the style of filter displayed. To do this click the small down arrow to the right of the filter name, select Display style and then the type of filter you wish to switch to. 19

20 9.0 Exporting To Excel Visual Insights allows you to view and manipulate large quantities of data on screen, however it may useful to output the data to Excel to be used as a source for other reports or analysis. Watch out - Visual Insights can hold multiple millions of rows of data whereas Excel is limited to around 1 million rows (2010). It is therefore best to filter down to just the data you need before exporting and be careful of the row count you re asking to export To export a table or graph Hover your cursor over the top right of the table you wish to export, you will see a small down arrow appear. You ll see the following drop down menu appear. Select Export and then Excel to export the table to Excel. This can take a few seconds or a few minutes depending on the size of the table you re asking to export. 20

21 10.0 Creating and customising reports One of the major features of Visual Insights is the ability to customise reports and visualisations to your liking. In this section we ll go through how to edit the existing tabs and panels, plus how to create new tabs/panels from scratch using the data available Datasets & Editor panels By default Visual Insights is set up to display the just filter panel on the left then the main visualisation/data panels in the middle of the screen. To make the best use of the customisation features you will need to switch on the Datasets panel and the Editor Panel from the View menu. From the drop down menu, switch on the Datasets Panel and the Editor Panel. The datasets panel will display to the left of the filter panel, while the Editor Panel will take the place of the Filter panel. You can switch back to the filter panel at any time by clicking the filter icon The Datasets panel shows all the datasets available for use in the tool. The datasets can be expanded to show the fields available within them by clicking the arrows to the left. The Datasets panel shows all the datasets available for use in the tool. The datasets can be expanded to show the fields available within them by clicking the arrows to the left. Fields shown in whilst fields in are known as Attributes are metrics. Metrics will automatically sum/aggregate according to the table or graph they are used in. 21

22 10.2 Adjusting existing visualisations You can make changes to the standard tables and graphs we ve set up if you want to view the data in a different way or at a different level. Each time you make an adjustment the metric fields (e.g. service level, lost sales) will be re-calculated and aggregated to match the new structure of the graph/table automatically. Tip You can maximise visualisations to fill entire screen, this can be useful when making changes to a table. To do this, go to the top right of the visualisation and click the Maximise icon. Adding Fields To add fields to a table you can click and drag Attributes and Metrics from the datasets panel to tables/graphs, or drag fields around within a table. For example, here we are adding the Product Sub Group Description from the Product dataset, to a table on the Service Level summary panel. Click and drag the attribute from the datasets panel (left) and drop into the table (right). You ll now see each product s sub group in the table. You can also remove columns from a table 22

23 Removing Fields You can remove columns from a table by hovering your cursor over the column, clicking the small down arrow when it appears and from the menu select Remove. In this example we have removed the Base Product Number and TPNB description, now we re left with a table that shows total shortages and service level for the year (The metrics Total Shortage Cases and Supplier to DC Service Level have re-calculated to match the level of the table). Using the Editor panel It is often useful to use the Editor panel to add/remove fields rather than drag into the actual visualisations themselves. In the same way you can drag fields from the dataset panel directly into visualisations, you can also drag them into the Editor panel. This is often an easier way to add/remove attributes and metrics from a table/graph. On the right you can see an editor panel for a table that shows the Total depot to store refusals by year and product, plus the DC to store service level for each year/product. Adding Filters to the left hand Filter panel In addition to adding Attributes and Metrics to tables and graphs, you can also add them to the left hand filter panel and used to filter data. To do this, click and drag a field from a dataset to the left hand filter panel. On the right you can see an example where we have added the PTMM attribute (Products that matter most) to the filter panel. 23

24 10.3 Creating new visualisations from scratch Although possible to edit the existing tables it is often more useful to build a new visualisation from scratch. In this section we ll go through how to open a blank tab and then add tables and graphs to the page. We ll also combine a number of datasets and types of visualisations to show the full functionality available within Visual Insights. To demonstrate this we ll work through an example. Here were are going to build a page which shows the Depot to Store service level, alongside SBA at a number of different levels. Create a new tab Click the + button to the right of the final tab. Use the Visualisation Gallery to select a graph The visualisation gallery is on the right of the screen by default. Using this you can set up graphs, tables, heatmap visualisations and more.. Here we will use a line graph, click on the Line Graph icon. Using the Datasets and Editor panels to build a graph With the datasets and editor panels switched on from the View menu, we can now add attributes and metrics to the Editor panel to build a graph. We need to use a number of attributes from different datasets to build the graph. On the screenshot to the right Week Number from the Weeks dataset has been dragged into the Horizontal axis, the DC to Store SL metric is being dragged into the Vertical axis. To complete the graph and see DC to Store service level year on year, we also need to drag the Year Number from the Weeks dataset into the Colour by Box. (Final result shown below) 24

25 Adding and manipulating additional visualisations You add multiple tables, graphs etc. to a page. To add a new visualisation, click on the insert visualisation button in the top menu bar. A blank space will be added to the page where you can drag fields and metrics into as shown in section 10.2, or drag them into the Editor panel as shown above. You can change the layout of the page by clicking and dragging the title bar of a visualisation to another part of the screen. Combining multiple datasets It is possible to combine multiple datasets when building visualisations. On the right hand screen shot we have created a table showing DC to Store service level (from DC to Store dataset) by Product Area (from Product Dataset), by Year (from Weeks dataset). The result can be seen below. 25

26 Sorting data It is often useful to sort tables, for example to see the most recent record first or the highest orders/shorts/gaps at the top. This can be done in a couple of ways: Right clicking a metric or attribute in the Editor panel will bring up a menu, from here you have a 3 sorting options to choose from at the top: Sort Ascending, Sort Descending and Advanced Sort. You can also hover your cursor over a column in a table, click for the small down arrow to bring up a similar menu with the same options. Choosing Advanced Sort allows you to sort across multiple fields: 26

27 10.4 Saving custom reports Once you have made customisations you may wish to save your own version of the report and come back to it at a later date. This can be done by going to the File menu in the top left of the screen and selecting Save As. Select My Reports from the Save In dropdown, this is a personal area within your account where you can save customised reports. Give your report and name and Click on OK to Save. You can then come back to the report at a later date by navigating to the My Reports folder after initially logging in. This report will be linked to the main supplier performance dashboard and so will get automatically updated with the latest data when the other main tool updates. 27