GL_Financials: Tableau Pro Templates 97 KPIs

This page describes DataSelf Pro’s customizable Tableau Templates for GL Financials.

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: 64 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 Core Financials 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: 10 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., “P&L & GL Transactions: Single-Page Analytics” dashboard can be found in the “Single-Page Analytics” worksheet on the “P&L & GL Transactions.twb” workbook. In Tableau Server, search for “P&L & GL Transactions”, then click the “Single-Page Analytics” view.

Dashboard List

DataSelf Analytics: GL Financials (6 KPIs)
Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
P&L & GL Transactions: Single-Page Analytics (2 KPIs)

Reports: 23 KPIs

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

Report of a Workbook: “Tableau Workbook name (twb file)”
E.g.: “Balance Sheet by Month: Month” report can be found in the “Month” worksheet on the “Balance Sheet by Month.twb” workbook. In Tableau Server, search for “Balance Sheet by Month”, then click the “Month” view.

Report List

DataSelf Analytics: GL Balance Sheet (1 KPI)
DataSelf Analytics: GL P&L Budget (1 KPI)
DataSelf Analytics: GL Profit & Loss Watcher (1 KPI)
DataSelf Analytics: GL Trial Balance (1 KPI)
Balance Sheet by Month: Month (1 KPI)
Balance Sheet by Year: Year (1 KPI)
Balance Sheet by Year: Year & Var (1 KPI)
Seg2 - Balance Sheet by Month: Month (1 KPI)
Seg2 - Balance Sheet by Year: Year (1 KPI)
Seg3 - Balance Sheet by Month: Month (1 KPI)
Seg3 - Balance Sheet by Year: Year (1 KPI)
P&L by Month: Month (1 KPI)
P&L by Year: Year (1 KPI)
P&L by Year: Year & Var (1 KPI)
Seg2 - P&L by Month: Month (1 KPI)
Seg2 - P&L by Year: Year (1 KPI)
Seg3 - P&L by Month: Month (1 KPI)
Seg3 - P&L by Year: Year (1 KPI)
Cash Flow Statement: Month (1 KPI)
Cash Flow Statement: Quarter (1 KPI)
Cash Flow Statement: Year (1 KPI)
Trial Balance: Month (1 KPI)
Trial Balance: Year (1 KPI)

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