Background
As one of the largest suppliers in the promotional products industry, Koozie Group designs, creates, and produces reliable products and offers services that support and build brand legacies. Koozie Group drives industry innovation with over 100+ new products annually, 75% of which have a sustainability stance, developed with an industry-leading commitment to product safety, social responsibility, supply chain security, and environmental stewardship.
Business Need
Koozie Group has an incredible amount of data that they want to be displayed in clear and concise ways. This ranges from customer data, sales data, shipping data, and everything in between. They could view this data, but it was often overwhelming due to thousands, or even millions, of rows of data. They wanted a large collection of diverse Tableau views that they could apply custom filters to in order to manage and view the data.
The Challenge
Koozie Group had more data than they could manage. Without a working system to easily view their data in a quick, repeatable way, they struggled to get efficient use from their data sources. They also had a need to apply certain filters to the views in order to cut down on data they did not need to be displayed. Koozie Group’s data sources were so large that loading certain views in the development process could take hours. This decreased efficiency tremendously.
The Solution
DataBrains’ Tableau consultants were in constant communication with Koozie Group to match their every need when building their numerous dashboards. To tackle the main issue of the enormous data sources, Tableau data extracts were created to cut down on the development time of the dashboards.
Koozie Group provided DataBrains with an example for what they desired the dashboards to look like, as well as a list of the filters for each specific dashboard, and DataBrains replicated it. As Koozie Group was trying for quick, mass adoption of the reporting, they did not want to rock the boat with creating new visuals at this time. DBI prioritized simplicity and clarity when building the dashboards in Tableau, matching what the customer wanted while also implementing a helpful tooltip and filter menu in the top right. The tooltip displayed all active filters and their values while hovered over, and the filter menu allowed for customizable values to be input to select filters when viewing the dashboard.
These filters could be anything from a dynamic range of dates to be included, to a filter removing all customer account names containing the characters “BDF”. No two dashboards had the same filters. This approach gave Koozie Group exactly what they were wanting – an easy transition from their prior reporting to the current Tableau dashboards. Upon adoption, Koozie Group will start to transition away from their standard view of reporting to more visual-based analytics and capitalize on Tableau’s full functionality and value.
