Case Background
Assuming you are a data analyst at XX Chain Supermarket, the manager asks you to create a daily sales report.
1. The report can forecast the future procurement demand for products.
2. The report can analyze the reasons for the decline in gross profit.
You can download the sample data: Supermarket Sales Details.zip
The following figure shows the overview of the processed data.
Analysis Approach
1. The report can forecast the future procurement demand for products.
You can observe the sales of products in each store in August to find out the top-selling products. With the top-selling products, you can further organize the procurement planning for those products to ensure sufficient inventory.
Besides, You can compare the sales of different categories of products to find out the top-selling categories, within which you can diversify product categories.
2. The report can analyze the reasons for the decline in gross profit.
Firstly, you can examine the specific details of the decline by observing how the gross profit changes across different months.
Secondly, you can obtain the details of the gross profit of each product. With these details, you can drill down to the data of regions with low gross profit, pinpointing faulty products, which are accurate to the specific stores.
Implementation Steps
1. Create an analysis subject and upload data. | |
This is the first step to complete a data analysis. After reading the relevant document, you can have a general understanding of how to create an analysis subject and upload data to FineBI. | |
2. Analyze data through data editing. | |
The raw data we collect seldom can be directly used for analysis. Preprocessing the data before you analyze it helps improve the quality of the data analysis, ensuring the accuracy and reliability of the analysis results. | |
3. Analyze data through tables. | |
FineBI supports multidimensional data analysis, enabling you to adjust and process data through tables to better meet your requirements for data presentation. | |
4. Analyze data through charts. | |
Sometimes valid information may be difficult to obtain from the calculation result if you only observe data through tables. Therefore, it is necessary to learn chart creation and master skills of visualization analysis. | |
5. Share an analysis case. | |
You can share an analysis result with others, which can be in the form of data, an Excel file, a component, a dashboard, or even an entire analysis subject. Besides, an analysis subject can be shared and collaborated with others to together complete the analysis. | |
6. Add component interaction. | |
Actual business scenarios are often complicated, and calculation results from a single component may not sufficiently support analysis conclusions. In this case, you need to add multiple components to collaborate to obtain important information. | |
7. Beautify the layout. | |
After completing the creation of components within a dashboard, you need to lay out the overall dashboard, enrich the content, and beautify the design to finalize the dashboard creation. |
Completed Report Preview
The analysis results can be obtained by referring to the dashboard.
Analysis Result Review
Click and view the analysis results and dashboard: Click here.
1. The report can forecast the future procurement demand for products.
Analysis ideas: sales analysis
Based on the analysis results of the Top ten products by sales in general and in different years and months, it is concluded that: Yakult Cultured Milk Drink Original, 5×100Ml and Laurier Super Slimguard Day 25Cm are continuous best-selling products, and sufficient inventory should be ensured.
Based on the sales ratio of different categories of commodities, it is concluded that the inventory of Snack and Daily necessities should be guaranteed, and the types of commodities under this category should be enriched.
2. The report can analyze the reasons for the decline in gross profit.
Gross profit decreased in July and August 2020, and the downward trend in August was obvious, so measures need to be taken in time.
You can select Year-Month to filter out the data in August. Based on Gross profit margin analysis (You can click the icon on the Gross profit margin column header to set the field values to rank in ascending order, and click the icon in the first column of the table to drill down the data), the conclusion is that the abnormal gross profit is caused by Dove Chocolate in the Snack category at the An Giang store in An Giang, Vietnam.
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