Free course · Data + reporting

Supply Chain Analytics & Excel Dashboards

Key supply chain KPIs, data cleaning, pivot tables, VLOOKUP/XLOOKUP, ABC-XYZ analysis and building simple dashboards for daily reviews.

What you must take away

  • Clean the data first: remove duplicates, fix dates and units.
  • Use pivot tables to summarise by material, vendor or month.
  • Use XLOOKUP/VLOOKUP to join tables.
  • Keep dashboards to a few actionable KPIs: fill rate, OTIF, stock value, ageing.

In the SAP process

  1. Export stock and movement reports from SAP to Excel.
  2. Clean and format as a table.
  3. Build pivots for the KPIs.
  4. Add charts and conditional formatting for exceptions.

Case study

A one-page daily stock dashboard

Setting. A distribution centre reviewing stock every morning.

Problem. Managers spent an hour reading long reports.

How it was investigated

  • Listed the questions asked in every meeting.
  • Found five KPIs answered most of them.

What was changed

  • Built a pivot-based dashboard from SAP exports.
  • Highlighted low stock and ageing items in red.

Outcome. The morning review took 15 minutes with clear actions.

Lesson: A small, focused dashboard beats a big report.

Illustrative composite of common shop-floor situations — no client names or confidential figures.

Practical template

ABC-XYZ analysis sheet

Classify items by value and demand variability.

MaterialAnnual valueABCDemand CVXYZ
MAT-10011,250,000A0.2X

How to use it

  • Calculate annual consumption value.
  • Rank and mark A/B/C.
  • Calculate demand variability and mark X/Y/Z.

Quick quiz — check your understanding

The quiz questions stay hidden until you have spent at least one minute reading this lesson — answer from what you learned, not from clues in the options.

60s