GL_Transaction: Tableau Pro Templates - 95 KPIs

This page describes DataSelf Pro’s customizable Tableau Templates for GL 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: 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: 17 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., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.twb” workbook. In Tableau Server, search for “- AP Aging”, then click the “Vendor” view.

Dashboard List

Revenues: GP (2 KPIs)
Revenues: Monthly (3 KPIs)
Revenues: OpEx (3 KPIs)
Revenues: Profitability KPIs (4 KPIs)
Revenues: Trendlines (3 KPIs)
Revenues: Wages (2 KPIs)

Reports: 14 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.: “Account - Posted by Month: Acct Group” report can be found in the “Acct Group” worksheet on the “Account - Posted by Month.twb” workbook. In Tableau Server, search for “Account - Posted by Month”, then click the “Acct Group” view.

Report List

Account - Posted by Month: Acct Group (1 KPI)
Account - Posted by Month: Branch and Account (1 KPI)
Account - Posted by Month: Core (1 KPI)
Account - Posted by Year: Account and Branch (1 KPI)
Account - Posted by Year: Acct Group (1 KPI)
Account - Posted by Year: Branch and Account (1 KPI)
Account - Posted by Year: Core (1 KPI)
Account - Posted Details: Core (1 KPI)
Account - Posted Same Period across Years: Acct Group (1 KPI)
Account - Posted Same Period across Years: Branch and Account (1 KPI)
Account - Posted Same Period across Years: Core (1 KPI)
Account - Posted YTD across Years: Acct Group (1 KPI)
Account - Posted YTD across Years: Branch and Account (1 KPI)
Account - Posted YTD across Years: Core (1 KPI)

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