PBI Use Case #1: Forecast Accuracy Dashboard

Problem Statement: Demand Planning team asked to come up with a means to measure the Forecast Error on a monthly basis. This suite of reports will serve to answer questions asked during business review meetings every week/month/year.

Current State: Everything is done in Excel using boring tables.

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To-be State: users want to have something in Power BI but they don’t know what they don’t know… great!

Solution:

1. Understand the audience (Planners, Supply Managers, Supply Directors)
2. Get to know the Main KPIs
3. Get to know the leading indicators that influence the main KPIs
4. Assuming that there is data pipeline and Customer Master and Product Master are in good shape, the next step is to create a data model capable to slice and dice by different dimensions, look back using Time Intelligence, capabilities to compare against previous periods.
5. Since the users are always busy, the requirement gathering sessions and data discovery sessions never take place. Seriously though, everything is important, but this step is perhaps the most critical one because the design and implementation depend on it.
6. Wireframing: low resolution wireframes are shared with users to gather feedback and…