Tableau Pro: IN Inventory Transaction

Owned by Joni Girardi
Last updated: Apr 08, 2024

_IN_Transaction: Tableau Pro Templates - 66 KPIs

This page describes DataSelf Pro’s customizable Tableau Templates for IN Inventory Transaction.

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: 48 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., 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).

image-20240407-202141.png

Reports: 18 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.:

    • “Company - Adjustments by Month: Core” report can be found in the “Core” worksheet on the “Company - Adjustments by Month.twb” workbook. In Tableau Server, search for “Company - Adjustments by Month”, then click the “Core” view.

    • “Company - Adjustments by Month: Item” report can be found in the “Item” worksheet on the “Company - Adjustments by Month.twb” workbook. In Tableau Server, search for “Company - Adjustments by Month”, then click the “Item” view.

Report List

Item - No Recent Transactions: Core (1 KPI)
Item - No Recent Transactions: Item Cat (1 KPI)
Item - No Recent Transactions: Whse (1 KPI)
Item - Sales by Month: Company (1 KPI)
Item - Sales by Month: Core (1 KPI)
Item - Sales by Month: Item Cat (1 KPI)
Item - Sales by Month: Tran Details (1 KPI)
Item - Sales by Month: Whse (1 KPI)
Item - Transfers by Month: Company (1 KPI)
Item - Transfers by Month: Core (1 KPI)
Item - Transfers by Month: Item Cat (1 KPI)
Item - Transfers by Month: Tran Details (1 KPI)
Item - Transfers by Month: Whse (1 KPI)
QA IN Transaction: Company (1 KPI)
QA IN Transaction: Item (1 KPI)
QA IN Transaction: Item Cat (1 KPI)
QA IN Transaction: Tran Group (1 KPI)
QA IN Transaction: Whse (1 KPI)

 

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