_IN_On_Hand_History: Tableau Pro Templates

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This page describes DataSelf Pro’s customizable Tableau Templates for IN Inventory On Hand History.

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Data Source: 52 KPIs

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source will contain data from your inventory management system (e.g., Customer Relatioship Management and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).

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Reports

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A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:

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Item - Historical On Hand: Cost by Company (1 KPI)
Item - Historical On Hand: Cost by Item (1 KPI)
Item - Historical On Hand: Cost by Item Cat (1 KPI)
Item - Historical On Hand: Cost by Whse (1 KPI)
Item - Historical On Hand: Qty by Company (1 KPI)
Item - Historical On Hand: Qty by Item (1 KPI)
Item - Historical On Hand: Qty by Item Cat (1 KPI)
Item - Historical On Hand: Qty by Whse (1 KPI)
Item - Inventory Turnover: Company (1 KPI)
Item - Inventory Turnover: Highest Avg Cost OH (1 KPI)
Item - Inventory Turnover: Highest Cost of Sales (1 KPI)
Item - Inventory Turnover: Item (1 KPI)
Item - Inventory Turnover: Item Cat (1 KPI)
Item - Inventory Turnover: Items Not Moving (1 KPI)
Item - Inventory Turnover: Slow Moving Items (1 KPI)
Item - Inventory Turnover: Top Items in a Period (1 KPI)
Item - Inventory Turnover: Top Items in a Year (1 KPI)
Item - Inventory Turnover: Top Items This Year (1 KPI)
Item - Inventory Turnover: Whse (1 KPI)
QA IN On Hand History: Cost by Item (1 KPI)
QA IN On Hand History: Cost by Item Cat (1 KPI)
QA IN On Hand History: Cost by Whse (1 KPI)
QA IN On Hand History: Qty by Item (1 KPI)
QA IN On Hand History: Qty OH Item Cat (1 KPI)
QA IN On Hand History: Qty OH Whse (1 KPI)

Data Source

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source will contain data from your inventory management system (e.g., Customer Relatioship Management and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).

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Subject to change without notice. The actual templates can be slightly different than the documented ones.