dashboard template for tableau on Corporate Finance Cash Flow Bank Cash Flow (Trx) cockpit

Required Attributes

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

  • string
    Bank Name of the Bank
  • string
    Account # Account Number
  • string
    Transaction # Transaction Unique Identifier
  • date
    Transaction Date Date of the transaction (Date used for time-series analysis)
  • string
    Transaction Type Type of the transaction
  • numeric
    Credit Amount Credit Amount [positive values expected; Null expected if Debit Transaction]
  • numeric
    Debit Amount Debit Amount [positive values expected; Null expected if Credit Transaction]

KPIs

Your BANK CASH FLOW (TRX) dashboard will contain 11 KPIs

Dashboard Pages & Data Visualizations

Your Bank Cash Flow (Trx) dashboard will contain 4 pages

Home

Bank Cash Flow (Trx) Home

Bank Cash Flow (Trx) Home
Bank Cash Flow (Trx) HomeBank Cash Flow (Trx) Home
Get a Home Page for your Bank Cash Flow (Trx) dashboard

Cockpit

Bank Cash Flow Cockpit

Bank Cash Flow Cockpit
Bank Cash Flow CockpitBank Cash Flow Cockpit
Get a quick overview of your bank accounts cash flow

Cash Flow Analytics

Cash Flow & Balance

Cash Flow & Balance
Cash Flow & BalanceCash Flow & Balance
Visually assess the impact of your cash flow on your final balance

Transactions details

Transactions details
Transactions detailsTransactions details
Get an overview of your Debit and Credit Amounts by Transaction Type and analyze your data at transaction level of detail

Creating your BANK CASH FLOW (TRX) dashboard Step-by-Step

You want to get a clear understanding on your Bank Cash Flow (Trx) results? You want to build a Tableau dashboard to better understand your Bank Cash Flow (Trx) data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Bank Cash Flow (Trx) data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Bank Cash Flow (Trx) 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
    Bank Name of the Bank
  • string
    Account # Account Number
  • string
    Transaction # Transaction Unique Identifier
  • date
    Transaction Date Date of the transaction (Date used for time-series analysis)
  • string
    Transaction Type Type of the transaction
  • numeric
    Credit Amount Credit Amount [positive values expected; Null expected if Debit Transaction]
  • numeric
    Debit Amount Debit Amount [positive values expected; Null expected if Credit Transaction]

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Bank Cash Flow (Trx)' 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 Bank Cash Flow (Trx) dashboard is already downloading :-)

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

Your Bank Cash Flow (Trx) dashboard is now ready to be used or customized!


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