dashboard template for tableau on Corporate Finance Cash Flow Bank Cash Flow cockpit

Required Attributes

To get your Bank Cash Flow 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
  • date
    Date Date, Period (Date used for time-series analysis)
  • numeric
    Credit Amount Credit Amount [positive values expected]
  • numeric
    Debit Amount Debit Amount [positive values expected]

KPIs

Your Bank Cash Flow dashboard will contain 3 KPIs

Dashboard Pages & Data Visualizations

Your Bank Cash Flow dashboard will contain 3 pages

Home

Bank Cash Flow Home

Bank Cash Flow Home
Bank Cash Flow HomeBank Cash Flow Home
Get a Home Page for your Bank Cash Flow 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

Creating your BANK CASH FLOW dashboard Step-by-Step

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Bank Cash Flow 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 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
  • date
    Date Date, Period (Date used for time-series analysis)
  • numeric
    Credit Amount Credit Amount [positive values expected]
  • numeric
    Debit Amount Debit Amount [positive values expected]

2nd STEP: Upload your Tableau workbook file

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

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

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


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