- Account #
- Credit Amount
- Debit Amount
- ...add your own 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):
- Bank Name of the Bank
- Account # Account Number
- Date Date, Period (Date used for time-series analysis)
- Credit Amount Credit Amount [positive values expected]
- Debit Amount Debit Amount [positive values expected]
Your Bank Cash Flow dashboard will contain 3 KPIs
Dashboard Pages & Data Visualizations
Your Bank Cash Flow dashboard will contain 3 pages
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):
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).
74 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
Supply Chain & Manufacturing
▶ Specific to a Business Sector
Finance (Bank, Wealth, FO...)
▶ Specific to a Data Source
▶ TRIAL Templates
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!