
Date
Warehouse / Store
Item Family
Item
Quantity in Stock
Unit Value
Target Stock Min
Target Stock Max
- ...add your own attributes!
- On-Hand Quantity (SKU)
- Inventory Value
- Total Stock Positions
- Missing-Stock Value
- Excess-Stock Value
- Total Stock Occurrences
- Referenced Items
- Warehouses
- Excess-Stock Value %
- Missing-Stock Positions
- Missing-Stock Positions %
- Missing-Stock Occurrences
- Out-of-Stock Positions
- Out-of-Stock Positions %
- Out-of-Stock Occurrences
- Out-of-Stock Occurrences %
- Under-Stock Positions
- Under-Stock Positions %
- Under-Stock Occurrences
- Under-Stock Occurrences %
- At-Stock Positions
- At-Stock Positions %
- At-Stock Occurrences
- At-Stock Occurrences %
- Over-Stock Positions
- Over-Stock Positions %
- Over-Stock Occurrences
- Over-Stock Occurrences %
- ...add your own KPIs !
Required Attributes
To get your Inventory dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Date Date of the inventory (Date used for time-series analysis)
- Warehouse / Store Warehouse / Store
- Item Family Item Family / Product Family
- Item Item / Product / By-Product / Ingredient
- Quantity in Stock On-hand Quantity of Product in inventory (at Stock Keeping Unit)
- Unit Value Value of Item per SKU
- Target Stock Min Target minimal stock for this item
- Target Stock Max Target maximal stock for this item
KPIs
Your Inventory dashboard will contain 28 KPIs
- On-Hand Quantity (SKU)Quantity in Stock
- Inventory ValueValue of Stock (currency)
- Total Stock PositionsTotal Number of Stock Positions [Warehouse; Item]
- Missing-Stock ValueValue to bring all Stock Positions to Minimun Stock
- Excess-Stock ValueValue of Stock surplus (i.e. above Target Max)
- Total Stock OccurrencesNumber of occurrences of Stock Positions over the period
- Referenced ItemsNumber of Items referenced in Stock
- WarehousesNumber of Warehouses
- Excess-Stock Value %Share of Excess-Stock Value on Total Inventory Value
- Missing-Stock PositionsNumber of Missing-Stock Positions
- Missing-Stock Positions %Share of Missing-Stock Positions
- Missing-Stock OccurrencesNumber of occurrences of Missing-Stock Positions over the period
- Out-of-Stock PositionsNumber of Out-of-Stock Positions
- Out-of-Stock Positions %Share of Out-of-Stock Positions
- Out-of-Stock OccurrencesNumber of occurrences of Out-of-Stock Positions over the period
- Out-of-Stock Occurrences %Share of occurrences of Out-of-Stock Positions over the period
- Under-Stock PositionsNumber of Under-Stock Positions
- Under-Stock Positions %Share of Under-Stock Positions
- Under-Stock OccurrencesNumber of occurrences of Under-Stock Positions over the period
- Under-Stock Occurrences %Share of occurrences of Under-Stock Positions over the period
- At-Stock PositionsNumber of At-Stock Positions
- At-Stock Positions %Share of At-Stock Positions
- At-Stock OccurrencesNumber of occurrences of At-Stock Positions over the period
- At-Stock Occurrences %Share of occurrences of At-Stock Positions over the period
- Over-Stock PositionsNumber of Over-Stock Positions
- Over-Stock Positions %Share of Over-Stock Positions
- Over-Stock OccurrencesNumber of occurrences of Over-Stock Positions over the period
- Over-Stock Occurrences %Share of occurrences of Over-Stock Positions over the period
Dashboard Pages & Data Visualizations
Your Inventory dashboard will contain 11 pages
Cockpit
Inventory Cockpit
Inventory Top Performers
Inventory Analytics
Inventory Historical Analysis
Inventory Historical Performance
Creating your INVENTORY dashboard Step-by-Step
You want to get a clear understanding on your Inventory results? You want to build a Tableau dashboard to better understand your Inventory data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Inventory data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Inventory 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: Inventory' 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 Inventory dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Inventory dashboard is now ready to be used or customized!