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Developing dashboards to generate customized and more complex automatic reports

Background

- Growing international furniture retailer. - Its growth in recent years has increased the complexity of its ERP, brought more Logistic challenges, and given it more demands for reporting and analysis.

Challenge

With a small IT team that has limited ability to maintain complex data warehouses and the demand for more sophisticated reporting, the client needed a more powerful tool, and therefore considered Tableau the best option.

Approach

- 4 Tableau experts working on the project - A discovery phase diving deeper into the challenges of the business and their work environment

Key results

01
5 Tableau dashboards, each with their own objectives and audience
02
Published dashboards to Tableau Online for internal users
03
New exchange rate data source that allows reporting on both CAD and USD business in each of the 5 dashboards

Benefits

With these new dashboards, the client can forego the time-consuming routine of manually generating and distributing numerous regular summary reports. In addition, the new dashboards allow the client to review all activity across multiple countries and currencies, where reports were previously unavailable or fragmented.

Technology partners

Tableau Software

As a leading analytics platform, Tableau offers visual analytics with powerful AI, data management, and collaboration. From individuals to organizations of all sizes, customers around the world use Tableau’s advanced analytics to fuel impactful, data-driven decisions. Tableau Software was acquired by Salesforce in 2019.

50+

certified consultants

100+

projects realized

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