Tableau Pro: SI Sales Invoice
_SI_Sales_Invoice: Tableau Pro Templates - 181 KPIs
This page describes DataSelf Pro’s customizable Tableau Templates for SI Sales Invoice.
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: 63 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 Invoiced Sales / Shipped Sales system (e.g., ERP 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).
Dashboards: 73 KPIs
A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”
E.g., “– Customer Trends: Customer by Region” dashboard can be found in the “Customer by Region” worksheet on the “- Customer Trends.twb” workbook. In Tableau Server, search for “Customer Trends”, then click the “Customer by Region” view.
Dashboard List (with examples)
– Customer Trends: Customer Forecast (3 KPIs)
– Customer Trends: Customer Overview (5 KPIs)
– Customer Trends: ShipTo (2 KPIs)
– Customer Trends: YoY Trends (3 KPIs)
– Item Trends: Item Forecast (3 KPIs)
– Item Trends: Item Overview (5 KPIs): This dashboard has five KPIs: 2) A color-coded chart showing Sales This Period, Prior Period, Var $ and %. 2) A color-coded chart with Sales This Period, Prior Period, Var by Item sorted descending by Prior Period. 3) A color-coded chart with Sales This Period and Var by Customer sorted descending by This Period. 4) A map with color-coded bubbles for Sales This Period. 5) A color coded chart with sales trend This vs Prior period.
– Item Trends: ShipTo (2 KPIs)
– Item Trends: Top Items (6 KPIs)
– Sales by Month: Customer (2 KPIs)
– Sales by Month: Item (2 KPIs)
– Sales by Month: Salesperson (2 KPIs)
– Sales by Month: Ship To (2 KPIs)
– Top Sales Change this YTD vs PYTD: Customer (2 KPIs)
– Top Sales Change this YTD vs PYTD: Item (2 KPIs)
– DataSelf Analytics: Cold (2 KPIs)
– DataSelf Analytics: Customer Loyalty (3 KPIs)
– DataSelf Analytics: Daily Flash (7 KPIs)
– DataSelf Analytics: Hot (2 KPIs)
– DataSelf Analytics: Pareto (1 KPI)
– DataSelf Analytics: Sales Performance (5 KPIs)
– DataSelf Analytics: Slicer (1 KPI)
– DataSelf Analytics: Trendlines (4 KPIs)
– DataSelf Analytics: Whale Curve (1 KPI)
– DataSelf Analytics: YoY Variances (6 KPIs)
Reports: 42 KPIs
A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Tableau Workbook name (twb file)”
Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”
E.g.:
“Item - Invoice Lines: Core” report can be found in the “Core” worksheet on the “Item - Invoice Lines.twb” workbook. In Tableau Server, search for “Item - Invoice Lines”, then click the “Core” view.
“Item - Invoice Lines: Customer” report can be found in the “Customer” worksheet on the “Item - Invoice Lines.twb” workbook. In Tableau Server, search for “Item - Invoice Lines”, then click the “Customer” view.
Report List (with examples)
DataSelf Analytics: Predictive (1 KPI)
DataSelf Analytics: Ranking (1 KPI)
DataSelf Analytics: Rolling-Period Var (1 KPI)
DataSelf Analytics: Same-Period Variances (1 KPI)
DataSelf Analytics: Top Items & Customers (1 KPI)
Customer - Avg Days Between Sale: Customer (1 KPI)
Customer - Avg Days Between Sale: Item (1 KPI)
Customer - Invoice Lines: All (1 KPI)
Customer - Sales by FMonth: Customer (1 KPI)
Customer - Sales by FMonth: Item (1 KPI)
Customer - Sales by FMonth: Salesperson (1 KPI)
Customer - Sales by FMonth: ShipTo (1 KPI)
Customer - Sales FYTD: Customer (1 KPI)
Customer - Sales FYTD: Item (1 KPI)
Customer - Sales FYTD: Salesperson (1 KPI)
Customer - Sales FYTD: ShipTo (1 KPI)
Customer - Sales Growth by Month: Customer (1 KPI)
Customer - Sales Growth by Month: Item (1 KPI)
Customer - Sales Growth by Month: Salesperson (1 KPI)
Customer - Sales Growth by Month: Ship To (1 KPI)
Customer - Sales YoY: Customer (1 KPI)
Customer - Sales YoY: Item (1 KPI)
Customer - Sales YoY: Month (1 KPI)
Customer - Sales YoY: Salesperson (1 KPI)
Customer - Sales YoY: Ship To (1 KPI)
Item - Invoice Lines: All (1 KPI)
Item - Invoice Lines: Customer (1 KPI)
Item - Invoice Lines: Salesperson (1 KPI)
Item - Sales by FMonth: Core (1 KPI)
Item - Sales by FMonth: Customer (1 KPI)
Item - Sales by FMonth: Salesperson (1 KPI)
Item - Sales by FMonth: ShipTo (1 KPI)
Item - Sales FYTD: Core (1 KPI)
Item - Sales FYTD: Customer (1 KPI)
Item - Sales FYTD: Salesperson (1 KPI)
Item - Sales Growth by Month: Core (1 KPI)
Item - Sales Growth by Month: Customer (1 KPI)
Item - Sales Growth by Month: Salesperson (1 KPI)
Item - Sales Growth by Month: Ship To (1 KPI)
Salesperson - Sales by FMonth: Core (1 KPI)
Salesperson - Sales by FMonth: Customer (1 KPI)
Salesperson - Sales by FMonth: Item (1 KPI)
Subject to change without notice. The actual templates can be slightly different than the documented ones.