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The document outlines the objective and requirements for designing an Excel dashboard to assist store management in monitoring inventory levels and tracking missing items. Key features include missing item analysis, a summary of key performance indicators (KPIs), interactive filtering, and data visualization elements. The expected deliverables are an Excel file with the completed dashboard and a summary report detailing key findings and recommendations.

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7 views2 pages

Doc

The document outlines the objective and requirements for designing an Excel dashboard to assist store management in monitoring inventory levels and tracking missing items. Key features include missing item analysis, a summary of key performance indicators (KPIs), interactive filtering, and data visualization elements. The expected deliverables are an Excel file with the completed dashboard and a summary report detailing key findings and recommendations.

Uploaded by

ae405680
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Objective

Design an Excel dashboard to help store management:

● Monitor inventory levels.


● Track missing items by day, time of day, and responsible staff.
● Visually summarize data for fast insights and better decision-making.

Requirements

1. Missing Item Analysis


○ Track total missing items per day.
○ Track missing items by time of day.
○ Track missing items by staff.
○ Item-Level Analysis:
■ Calculate total missing quantities for each item.
■ Identify the top two items with the highest missing quantities.
2. Dashboard Elements
○ KPIs Summary Section: Display key performance indicators (KPIs) such as:
■ Total Missing Items: Sum of all missing quantities in the dataset.
■ Highest Missing Quantity per Day: Identify the day with the most
missing items.
■ Top Missing Item: Item with the highest missing quantity.
■ Staff Member with Most Missing Items: Staff member responsible for
the most missing items.
■ Top 2 Items & Shifts with Missing Quantities:
■ List the top two items with the highest missing counts.
■ Identify time shifts (Morning, Afternoon, Evening) with the highest
missing quantities.
■ Missing Patterns by Day of the Week: Show missing items by weekday
for trend analysis.
3. Interactive Filtering & Slicers
○ Slicers: Add slicers for dynamic data filtering by:
■ Date
■ Time of Day
■ Responsible Staff
■ Item Category (if available in the dataset)
○ Dynamic Filtering: Ensure the dashboard refreshes dynamically when filtered
by any slicer for focused analysis.
4. Data Visualization
○ Missing Items Trend: Line or bar chart showing missing item trends over time.
○ Missing Items by Time of Day
○ Missing Items by Staff
○ Top Missing Items: Visualize items with the highest missing quantities.

Expected Deliverables

● An Excel file with the completed dashboard and data.


● A summary report (included in a separate worksheet or as comments on the dashboard)
that outlines key findings and recommendations.

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