Equipment by using the BOM template and other template and inventory tables

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Equipment from BOM Template

Equipment used: Equipment BOM details
Report objective: This report is a template that allows the user to access Stock Items relating to Equipment, by using Bill of Materials (BOMs).
How to interpret each chart's equipment details: The chart displays the count of stock codes per site or plant, and equipment number. The chart is to be used as a guide only.

Equipment by using the Issues Template

Data source used: Equipment issue details
Report objective: This report is a template that allows the user to access Stock items that relate to equipment, by using Issues.
How to interpret each chart's equipment details: This chart displays the count of stock codes per site or plant, and equipment number. The chart is to be used as a guide only.

Export Details Template

Data source used: Export details
Report objective: This report is a template that allows the user to access Export details as an export occurs. The report is limited to Exports that occurred in the past two years.
How to interpret each chart's export details: View the number of items that exported per month where the user accepted the recommendations that are made by IBM® Maximo Inventory Optimization (where = OOB) vs nonacceptance (Not OOB). This chart is to be used as a guide only.

Inventory Details Template

Data source used: Inventory details
Report objective: This report is a template that allows the user to access Stock item details for the current month.
How to interpret each chart's inventory details: This chart displays the Inventory value for each Criticality code. The chart is to be used as a guide only.

Inventory Details (All Fields) Template

Data source used: Inventory details (All fields)
Report objective: This report is a template that allows the user to access Stock Item details for the current month and includes ALL fields from the Item table.
How to interpret cache chart's inventory details: This chart displays the Inventory value for each site or plant. The chart is to be used as a guide only.

Inventory History Template

Data source used: Inventory history
Report objective: This report is a template that will allow the user to access Stock Item history for reporting on trends over time.
How to interpret each chart's inventory details: This chart displays the Inventory value for the last 12 months. The chart is to be used as a guide only.

Issues History Template

Data source used: Issues history
Report objective: This report is a template that allows the user to access Issues history for reporting on trends overtime.
How to interpret each chart's inventory details: This chart displays the Issue value for the last 12 months. The chart is to be used as a guide only.

Movements History Template

Data source used: Issues history and receipts history
Report objective: This report is a template that allows the user to view Issues and Receipts history in one chart.
How to interpret each chart's inventory details: This chart displays the Issue value and Receipts value for the last 12 months. The chart is to be used as a guide only. This chart is achieved by "data blending" two data sources.
Data blending: You are able to "blend" two data sources together by creating a relationship between fields present in both data sources within Tableau.

Note: Consider that blending two or more data sources together can sometimes lead to less than ideal report performance.

Supplier Performance Template

Data source used: Receipts history
Report objective: This report is a template that allows the user to view the Receipts relating to a Supplier.
How to interpret each chart's inventory details: This chart displays the Top 20 Suppliers based on total Receipt value for the last 12 months. The chart is to be used as a guide only.

Receipts History Template

Data source used: Receipts history
Report objective: This report is a template that will allow the user to access Receipts history for reporting on trends over time.
How to interpret each chart's inventory details: This chart displays the Receipt value for the last 12 months. The chart is to be used as a guide only.

Item to Equipment Template

Data source used: Item to equipment details
Report objective: This report allows the user to view Equipment that is issued to an Item by using an Issue or Bill of Materials (BOM).
How to interpret each chart's inventory details: This chart is a list report that outlines the Stock item or material, BOM No, Total stock value, and Equipment number. The chart is to be used as a guide only. Users can filter the data where ALL stock items or materials are not active on a BOM. Users can view where a stock item or material is only linked with an issue (where BOM doesn't exist). Users can also view stock items or materials with no associated equipment.

Accepted System Recommendations

Data source used

Review history

Data needed

All review and export data since the beginning of time.

Report objective

An indicator of the rate of acceptance of system recommendations - defined by records exported with IBM Maximo Inventory Optimization's 'optimal best' (OOB) recommendation, relative to the exported total. The visualization is categorized according to site (or plant) and filtered by month. The 2nd visualization is categorized according to User.

How to interpret each chart by sit or plant

% of items export (since beginning)

% of the total Items that are exported since the beginning of system usage.
% of items export (current month)

% of the total Items exported for the current month.
Items exported

A comparison of the number of items exported this month vs the total number of items currently held.
Items exported this year

The total number of items exported by month for the last 12 months. This number is sorted by "Optimal, Optimal, Best" or "OOB". If the item is set to OOB, the user accepts the system recommendation. The user can also see the trend of the number of exports for each Site (Plant), for each month, over the last 12 months.
Export details

A detailed listing of the Items (Materials) that are exported. The list includes who ran the export, whether the export was Automatic or Manual, and the Inventory Savings associated with the Export. You can also filter this chart to show distinct exports per month for a material or stock item, that is, only the maximum export is included per item per month. BY USER
Exported this year

The total number of items exported by month for the last 12 months, split by User.
Exported current month

The total number of items exported for the current month, split by User.
Export trend (current month)

Exports by Day for the Current Month, sized by Inventory Savings. Use this chart to highlight high periods of export activity. You can also filter this chart to show distinct exports per month for a material or stock item, that is, only the maximum export is included per item per month.