/uploads/galerie/000056/FI BS Cockpit W.PNG /uploads/galerie/000056/FI BS Cockpit D.PNG
7 required attributes
  • dateMonth
  • stringLegal Entity / Company
  • stringCost Center / Department / Division
  • numericCurrent Assets
  • numericCurrent Liabilities
  • numericTotal Assets
  • numericTotal Liabilities
10 KPIs
  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Working Capital
  • Working Capital ratio
  • Liquidity ratio
  • Total Equity
  • Debt to income ratio
  • Debt to equity ratio

Detailed presentation of the BALANCE SHEET dashboard

Your BALANCE SHEET dashboard will contain 10 KPIs

  • Current Assets(Last) Sum of Current Assets
  • Current Liabilities(Last) Sum of Current Liabilities
  • Total Assets(Last) Sum of Total Assets
  • Total Liabilities(Last) Sum of Total Liabilities
  • Working CapitalCurrent Liabilities - Current Assets
  • Working Capital ratioCurrent Assets / Current Liabilities (%)
  • Liquidity ratioCurrent Liabilities / Current Assets (%)
  • Total EquityTotal Assets - Total Liabilities
  • Debt to income ratioTotal Liabilities / Revenues (%)
  • Debt to equity ratioTotal Liabilities / Total Equity (%)

and 7 dashboard pages

Home

Balance Sheet Home

Balance Sheet Home
Balance Sheet HomeBalance Sheet Home
Get a Home Page for your Balance Sheet dashboard

Cockpit

Balance Sheet Cockpit

Balance Sheet Cockpit
Balance Sheet CockpitBalance Sheet Cockpit
Get instant overview of your Balance Sheet KPIs: Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio...

Balance Sheet Top KPIs Evolution

Balance Sheet Top KPIs Evolution
Balance Sheet Top KPIs EvolutionBalance Sheet Top KPIs Evolution
Visualize how your Balance Sheet KPIs are evolving (Month-to-Date, Year-to-Date)

Balance Sheet Top KPIs Overview

Balance Sheet Top KPIs Overview
Balance Sheet Top KPIs OverviewBalance Sheet Top KPIs Overview
Get a transversal view on your top 6 Balance Sheet KPIs, split by the dimension of your choice

Trends Analysis

Balance Sheet Trends Analysis

Balance Sheet Trends Analysis
Balance Sheet Trends AnalysisBalance Sheet Trends Analysis
Visualize the evolution of any of your Balance Sheet KPIs: Trends, Performance & Year over Year

Distribution Analysis

Balance Sheet Segmentation Analysis

Balance Sheet Segmentation Analysis
Balance Sheet Segmentation AnalysisBalance Sheet Segmentation Analysis
Visualize the value of any of your Balance Sheet KPIs, split by the dimension you selected (market share analysis)

Balance Sheet Pareto Analysis

Balance Sheet Pareto Analysis
Balance Sheet Pareto AnalysisBalance Sheet Pareto Analysis
Perform a Pareto Analysis on any of your Balance Sheet KPIs: the 80/20 rule.

Creating your BALANCE SHEET dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Balance Sheet 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):

  • date
    Month Month (Date format)
  • string
    Legal Entity / Company Legal Entity, Company
  • string
    Cost Center / Department / Division Cost Center, Department, Division
  • numeric
    Current Assets Current Assets
  • numeric
    Current Liabilities Current Liabilities
  • numeric
    Total Assets Total Assets
  • numeric
    Total Liabilities Total Liabilities

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Balance Sheet' 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 Balance Sheet dashboard is already downloading :-)

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

Your Balance Sheet dashboard is now ready to be used or customized!


Just give it a try here :-)

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