Providea workbookcontaining at least7 attributes
Geta ready-to-use,best-in-marketPURCHASING dashboard
Purchasing Home
Purchasing Home
Get a Home Page for your Purchasing dashboard
Purchasing Cockpit
Purchasing Cockpit
Gain full spend visibility on your purchasing process: What is our Purchasing Volume? What about Savings? What are our top Purchasing Categories? What are our top purchased products? Did we purchase them at the right price? How many suppliers to we work with?
Top Items - Pricing Analysis
Top Items - Pricing Analysis
Purchasing performance of your top items (Purchasing Volume, Average Buying Price & Variation, Savings, Number of Suppliers): What are our top purchased products? Did we purchase them at the right price?
Supplier Dependencies
Supplier Dependencies
Optimize your procurement strategy by quickly figuring out the number of distinct suppliers you have for the items your purchase: How many distinct suppliers do we have per Product? For which products do we have a Single Supplier Dependency? For which products do we have too many suppliers and potentially savings opportunities?
7 required attributes
Date 
Supplier - Item / Product
- Purchasing Category
- Buyer / Purchaser
Purchase Amount - Purchase Quantity
- ...add your own attributes!
9 KPIs
Required Attributes
To get your Purchasing 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 (Date used for time-series analysis)
- Supplier Name of your supplier
- Item / Product Purchased item: product, service…
- Purchasing Category Purchasing category
- Buyer / Purchaser Buyer name, Buying unit...
- Purchase Amount Amount of the purchase
- Purchase Quantity Quantity purchased
KPIs
Your Purchasing dashboard will contain 9 KPIs
- Purchasing VolumeSum of purchase amount over the period
- SuppliersNumber of distinct suppliers having a purchase transaction over the period
- New SuppliersNumber of new suppliers (first transaction over the period)
- Total Purchase QuantitySum of purchase quantity over the period
- Items PurchasedNumber of distinct items purchased over the period
- Average Buying PriceAverage price at which items have been bought (expressed in currency)
- BuyersNumber of distinct active buyers over the period
- Volume per SupplierAverage Purchasing Volume per Supplier (expressed in currency)
- Volume per BuyerAverage Purchasing Volume per Buyer (expressed in currency)
Dashboard Pages & Data Visualizations
Your Purchasing dashboard will contain 9 pages
Home
Purchasing Home
Purchasing Home
Get a Home Page for your Purchasing dashboard
Cockpit
Purchasing Cockpit
Purchasing Cockpit
Gain full spend visibility on your purchasing process: What is our Purchasing Volume? What about Savings? What are our top Purchasing Categories? What are our top purchased products? Did we purchase them at the right price? How many suppliers to we work with?
Purchasing Analytics
Top Items - Pricing Analysis
Top Items - Pricing Analysis
Purchasing performance of your top items (Purchasing Volume, Average Buying Price & Variation, Savings, Number of Suppliers): What are our top purchased products? Did we purchase them at the right price?
Supplier Dependencies
Supplier Dependencies
Optimize your procurement strategy by quickly figuring out the number of distinct suppliers you have for the items your purchase: How many distinct suppliers do we have per Product? For which products do we have a Single Supplier Dependency? For which products do we have too many suppliers and potentially savings opportunities?
Price Volume Mix Analysis
Price Volume Mix Analysis
Price Volume Mix variance analysis enhances standard variance analyses by decomposing how volume or pricing changes of our product assortment contributed to the difference in performance between the Actual and Reference values
Consistency between Price & Volume
Consistency between Price & Volume
Overview of the evolution of Average Buying Price by Product compared to the evolution of Total Purchase Quantity over the same period
Items Purchasing Classification
Items Purchasing Classification
Instant classification of your purchased items by Volume & Price Volatility
Item Detail
Item Detail
Get an efficient overview of the purchasing history of a given item/product: Min/Max Prices, Vendors, evolution of Prices, evolution of Volume...
Behavioral Analytics
Purchasing Adhoc Analysis
Purchasing Adhoc Analysis
Perform simple ad-hoc analysis on your Purchasing data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)
Creating your PURCHASING dashboard Step-by-Step
You want to get a clear understanding on your Purchasing results? You want to build a Tableau dashboard to better understand your Purchasing data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Purchasing data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Purchasing 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 Date (Date used for time-series analysis)
-
Supplier Name of your supplier
-
Item / Product Purchased item: product, service…
-
Purchasing Category Purchasing category
-
Buyer / Purchaser Buyer name, Buying unit...
-
Purchase Amount Amount of the purchase
-
Purchase Quantity Quantity purchased
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Purchasing' and upload your Tableau workbook (note: your data is NOT uploaded).
78 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
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▶ Specific to a Business Sector
▶ Specific to a Data Source
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Purchasing dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Purchasing dashboard is now ready to be used or customized!
