Tableau Pro: PO Purchase Order
_PO_Purchase_Order: Tableau Pro Templates - 94 KPIs
This page describes DataSelf Pro’s customizable Tableau Templates for PO Purchase Order.
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: 69 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 Purchase Order 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., “Avg Unit Cost by PO Month: Item” dashboard can be found in the “Item” worksheet on the “Avg Unit Cost by PO Month.twb” workbook. In Tableau Server, search for “Avg Unit Cost by PO Month”, then click the “Item” view.
Dashboard List
Avg Unit Cost by PO Month: Item (2 KPIs)
Avg Unit Cost by PO Month: Vendor (2 KPIs)
Top Products by Open Qty and PO Date: Item (2 KPIs)
Top Products by Open Qty and PO Date: Vendor (2 KPIs)
DataSelf Analytics: PO late & Pending Panel (2 KPIs)
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 - Avg, Min and Max Unit Cost by PO Date: Core” report can be found in the “Core” worksheet on the “Company - Avg, Min and Max Unit Cost by PO Date.twb” workbook. In Tableau Server, search for “Company - Avg, Min and Max Unit Cost by PO Date”, then click the “Core” view.
“Company - Avg, Min and Max Unit Cost by PO Date: Vendor” report can be found in the “Vendor” worksheet on the “Company - Avg, Min and Max Unit Cost by PO Date.twb” workbook. In Tableau Server, search for “Company - Avg, Min and Max Unit Cost by PO Date”, then click the “Vendor” view.
Report List
Item - Open PO Details per PO Month: Core (1 KPI)
Item - Open PO Details per PO Month: Receipt Status (1 KPI)
Item - Open PO Details per PO Month: Vendor (1 KPI)
Item - Open PO Details per PO Month: Whse (1 KPI)
Item - Open Qty by Item: Core (1 KPI)
Item - Open Qty by Item: Details (1 KPI)
Item - Open Qty by Item: Vendor (1 KPI)
Item - Open Qty by Item: Whse (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Core (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: PO Number (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Vendor (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Whse (1 KPI)
Vendor - Open Qty by Item and Days Late: Core (1 KPI)
Vendor - Open Qty by Item and Days Late: Details (1 KPI)
Vendor - Open Qty by Item and Days Late: Whse (1 KPI)
Subject to change without notice. The actual templates can be slightly different than the documented ones.