- Current Assets
- Current Liabilities
- Total Assets
- Total Liabilities
- ...add your own attributes!
To get your Balance Sheet dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Month Month (Date type) (Date used for time-series analysis)
- Company Legal Entity (or Company...)
- Current Assets Current Assets
- Current Liabilities Current Liabilities [positive value expected]
- Total Assets Total Assets
- Total Liabilities Total Liabilities [positive value expected]
Your Balance Sheet dashboard will contain 9 KPIs
- Current AssetsAssets that are expected to be converted into cash in less than 12 months: Cash, Accounts Receivables, Inventory, Prepaid Expenses
- Current LiabilitiesBills that must be paid within one year of the date of the Balance Sheet: Accounts Payable, Accrued Expenses, Current Portion of Debt, Income Taxes Payable
- Working CapitalAmount of money the enterprise has to work with in the short-term: 'Current Assets' - 'Current Liabilities' (also called 'Net Current Assets' or 'Funds')
- Working Capital ratioCurrent Assets / Current Liabilities (%)
- Liquidity ratioCurrent Liabilities / Current Assets (%)
- Total AssetsThe final amount of all gross investments, cash and equivalents, receivables, and other assets as they are presented on the balance sheet
- Total LiabilitiesSum of Current Liabilities and Long-Term Debt
- Total EquityTotal Assets - Total Liabilities
- Debt to equity ratioHow much debt the company has relative to its investor equity: Total Liabilities / Total Equity (%)
Dashboard Pages & Data Visualizations
Your Balance Sheet dashboard will contain 5 pages
Balance Sheet Cockpit
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):
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!