- Item / Product
- Purchasing Category
- Buyer / Purchaser
- Purchase Amount
- Purchase Quantity
- ...add your own 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
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
Top Items - Pricing Analysis
Price Volume Mix Analysis
Consistency between Price & Volume
Items Purchasing Classification
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):
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).
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!