Tableau Pro: AR Aging Today
_AR_Aging_Today: Tableau Pro Templates - 99 KPIs
This page describes DataSelf Pro’s customizable Tableau Templates for AR Aging Today.
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 Accounts Receivable 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: 21 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., “- AR Aging: Customer” dashboard can be found in the “Customer” worksheet on the “- AR Aging.twb” workbook. In Tableau Server, search for “- AR Aging”, then click the “Customer” view.
Dashboard List (with screenshot examples)
– AR Aging: Overview (3 KPIs): This dashboard has three KPIs: 1) A color-coded Balance chart by Aging Bucket. 2) A grid with the Balance by Aging Bucket; 3) A grid with AR Aging details sorted by the Due Date.
– AR Balance by Month Due: Cust Salesperson (3 KPIs)
– AR Balance by Month Due: Customer (3 KPIs)
– DataSelf Analytics: AR High-Risk Debt Customers (5 KPIs)
– DataSelf Analytics: AR Debt Global Console (7 KPIs): This dashboard has seven KPIs: 1) The Total Balance. 2) A color-coded Balance chart by AR Aging bucket. 3) A color-coded Balance chart by Salesperson in descending order by Balance; 4) A map with Balance color-coded pie charts by Region. 5) A color-coded Balance chart by Due Date; 6) A color-coded Balance chart by Debt Risk and Customer in descending order by Balance; 7) Balance details by Due Date and Aging bucket.
Reports: 15 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 - AR Aging” report can be found in the “Core” worksheet on the “Company - AR Aging.twb” workbook. In Tableau Server, search for “Company - AR Aging”, then click the “Core” view.
“Company - AR Aging: Customer” report can be found in the “Customer” worksheet on the “Company - AR Aging.twb” workbook. In Tableau Server, search for “Company - AR Aging”, then click the “Customer” view.
Report List (with screenshot examples)
Customer - AR Aging: Company (1 KPI)
Customer - AR Aging: Core (1 KPI)
Customer - AR Aging: Top Docs by Balance (1 KPI)
Customer - AR Balance by Due Date: Company (1 KPI)
Customer - AR Balance by Due Date: Core (1 KPI): This report has one KPI: 1) A grid with the Balance by Customer and Due Date.
Customer - AR Balance by Due Date: Salesperson (1 KPI)
Customer - AR Balance by Month Due: Company (1 KPI)
Customer - AR Balance by Month Due: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Company (1 KPI)
Customer - AR Balance by Projected Payment Date: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Terms (1 KPI)
Customer - AR Open Receivables Details: Company (1 KPI)
Customer - AR Open Receivables Details: Core (1 KPI)
Customer - AR Stats: Company (1 KPI)
Customer - AR Stats: Core (1 KPI): This report has one KPI: 1) A grid with AR Stats by Customer.
Subject to change without notice. The actual templates can be slightly different than the documented ones.