Implementing Role-Based Tableau Analytical Dashboards
Streamlining data insights across departments with secure, role-based access and customizable permissions.
- Industries : Dairy
- Domain : FMCG
- Locations : India
At a Glance
The client wanted to develop analytical dashboards from multiple data sources, with primary data sources like SAP and secondary sources like Microsoft SQL Server having data from different applications and departments.
Database Design
Dashboards
0
+
ETL Process
Records
0
M+
Tableau Dashboard and Report creation
Users
0
+
Challenges
- Data Volume and Velocity: Summarizing and visualizing millions of primary sales records and trillions of secondary sales records in near real-time.
- Data Integration: Integrating data from diverse sources, ensuring consistency and accuracy.
- Data Quality: Ensuring high data quality and addressing issues like duplicates, missing values, and inaccuracies.
- Performance Optimization: Ensuring fast and responsive dashboard performance despite large data volumes.
- Scalability: Building a scalable solution that can grow with increasing data volumes and complexity.
- User Accessibility: Making data accessible and understandable to users with varying levels of technical expertise.
- Real Time Monitoring: Need for real-time monitoring of production metrics, identifying bottlenecks, and ensuring optimal resource utilization.
- Inventory Management: Managing distributor performance, tracking inventory levels, and analyzing distribution efficiency.
- Sales Performance Tracking: Monitoring sales performance, analyzing trends, and forecasting future sales to inform strategy.
Objectives
- Enhanced Data Visibility: Transform tabular reports, containing millions of primary sales and trillions of secondary sales records, into interactive visual dashboards.
- Role-Based Access Control: Implement secure, role-based access to dashboards to ensure sensitive data is only available to authorized personnel.
- Department-Specific Dashboards: Create detailed dashboards for departments such as production, distributor details, and sales.
- Efficient Data Handling: Transfer data from SAP to SQL Server and aggregate it for efficient processing.
- Advanced Analytics: Develop over 100+ dashboards with complex calculations and customized filters.
- Centralized Dashboard Access: Design a landing page for easy navigation of accessible dashboards.
- Tableau Administration: Manage the Tableau environment, including installation, upgrades, and administrative tasks.
How we helped?
The Tableau dashboards and reports are created using Microsoft SQL Server Summarized tables with incremental data load. Data is loaded from SAP to SQL Server using Talend as an ETL tool.
- User Management: Implemented Tableau’s role-based access control features to ensure data security.
- Landing Page: Created a centralized landing page categorizing dashboards by department, accessible based on user roles.
- Production Dashboards:
- Operational Efficiency Dashboard: Monitors production metrics, and stock analysis.
- Distributor Detail Dashboards:
- Inventory Management Dashboard: Shows inventory levels, stock movements, and reorder points.
- Distributor Performance Dashboard: Analyzed distributor sales, and performance metrics.
- Sales Dashboards:
- Sales Performance Dashboard: Tracks sales by region, product, and sales representative, with trend analysis.
- Sales Forecasting Dashboard: Uses historical data to predict future sales, helping in strategic planning.
- Sales Dashboards:
- Tableau Administration
- Installation and Configuration: Managed the installation and configuration of Tableau Server across different environments.
- Upgradation: Regular upgrades to ensure the latest features and security patches were in place.
- Maintenance: Ongoing maintenance and troubleshooting to ensure optimal performance and availability.
