dashboard template for tableau on Corporate Finance AR / AP Accounts Payable cockpit

Required Attributes

To get your Accounts Payable dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • string
    Invoice # Invoice Number
  • date
    Invoice Date Date of the invoice
  • string
    Company Company which must pay the invoice
  • string
    Provider Provider to who you must pay the invoice
  • date
    Due Date Date by when the payment is due (Date used for time-series analysis)
  • string
    Cleared Flag Clearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected
  • date
    Clearing Date Date of the invoice clearing
  • numeric
    Invoice Amount Total amount of the invoice
  • numeric
    Outstanding Amount Amount which is still to be paid on the invoice

KPIs

Your Accounts Payable dashboard will contain 16 KPIs

Dashboard Pages & Data Visualizations

Your Accounts Payable dashboard will contain 4 pages

Home

Accounts Payable Home

Accounts Payable Home
Accounts Payable HomeAccounts Payable Home
Get a Home Page for your Accounts Payable dashboard

Cockpit

Accounts Payable Cockpit

Accounts Payable Cockpit
Accounts Payable CockpitAccounts Payable Cockpit
Get a complete overview of your Accounts Payable process: What is the Total Outstanding Amount that we need to pay to our Creditors? Who are our top Creditors? What are the outstanding invoices? How does our payment process evolve?

Cash Flow Analytics

Accounts Payable - Invoices

Accounts Payable - Invoices
Accounts Payable - InvoicesAccounts Payable - Invoices
Get an overview on all invoices which are not cleared yet: When does each outstanding invoice is due?

Behavioral Analytics

Accounts Payable Adhoc Analysis

Accounts Payable Adhoc Analysis
Accounts Payable Adhoc AnalysisAccounts Payable Adhoc Analysis
Perform simple ad-hoc analysis on your Accounts Payable data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Creating your ACCOUNTS PAYABLE dashboard Step-by-Step

You want to get a clear understanding on your Accounts Payable results? You want to build a Tableau dashboard to better understand your Accounts Payable data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Accounts Payable data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Accounts Payable data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • string
    Invoice # Invoice Number
  • date
    Invoice Date Date of the invoice
  • string
    Company Company which must pay the invoice
  • string
    Provider Provider to who you must pay the invoice
  • date
    Due Date Date by when the payment is due (Date used for time-series analysis)
  • string
    Cleared Flag Clearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected
  • date
    Clearing Date Date of the invoice clearing
  • numeric
    Invoice Amount Total amount of the invoice
  • numeric
    Outstanding Amount Amount which is still to be paid on the invoice

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Accounts Payable' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Accounts Payable dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Accounts Payable dashboard is now ready to be used or customized!


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