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Detailed presentation of the ACCOUNTS PAYABLE dashboard

Your ACCOUNTS PAYABLE dashboard will contain 16 KPIs

and 5 dashboard 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 compete overview of your Accounts Payable process

Accounts Payable Top 6 KPIs Breakdown

Accounts Payable Top 6 KPIs Breakdown
Accounts Payable Top 6 KPIs BreakdownAccounts Payable Top 6 KPIs Breakdown
Get a transversal view on your top 6 Accounts Payable KPIs, split by the dimension of your choice

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

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

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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