dashboard template for tableau on ERP & CRM SAP SAP AR cockpit

Required Attributes

To get your SAP AR dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • string
    Invoice # Invoice Number [ACCOUNTING_DOC_NUM]
  • date
    Posting Date Date of the invoice [POSTING_DATE]
  • string
    Customer Customer who must pay the invoice [CUSTOMER_TXT]
  • date
    Due Date Date by when the payment is due [DUE_DATE_FOR_NET_PAYEMENT] (Date used for time-series analysis)
  • string
    Cleared Flag Clearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected [based on ITEM_STATUS]
  • date
    Clearing Date Date of the invoice clearing [CLEARING_DATE]
  • numeric
    Invoice Amount Total amount of the invoice [CREDIT_AMOUNT_IN_LOCAL_CURRENCY]
  • numeric
    Outstanding Amount Amount which is still to be paid on the invoice [DEBIT_AMOUNT_IN_LOCAL_CURRENCY]

KPIs

Your SAP AR dashboard will contain 17 KPIs

Dashboard Pages & Data Visualizations

Your SAP AR dashboard will contain 4 pages

Home

SAP AR Home

SAP AR Home
SAP AR HomeSAP AR Home
Get a Home Page for your SAP AR dashboard

Cockpit

Accounts Receivable Cockpit

Accounts Receivable Cockpit
Accounts Receivable CockpitAccounts Receivable Cockpit
Get a complete overview of your Accounts Receivable process: What is the Total Outstanding Amount that we need to collect from our Debtors? Who are our top Debtors? What are the outstanding invoices? Are we efficient collecting payments?

Cash Flow Analytics

SAP AR - Invoices

SAP AR - Invoices
SAP AR - InvoicesSAP AR - Invoices
Get an overview on all invoices which are not cleared yet: When does each outstanding invoice is due?

Behavioral Analytics

SAP AR Adhoc Analysis

SAP AR Adhoc Analysis
SAP AR Adhoc AnalysisSAP AR Adhoc Analysis
Perform simple ad-hoc analysis on your SAP AR data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Creating your SAP AR dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your SAP AR 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):

  • string
    Invoice # Invoice Number [ACCOUNTING_DOC_NUM]
  • date
    Posting Date Date of the invoice [POSTING_DATE]
  • string
    Customer Customer who must pay the invoice [CUSTOMER_TXT]
  • date
    Due Date Date by when the payment is due [DUE_DATE_FOR_NET_PAYEMENT] (Date used for time-series analysis)
  • string
    Cleared Flag Clearing status (expected values: 'Y', 'N'): 'Y' means that no additional payment is expected [based on ITEM_STATUS]
  • date
    Clearing Date Date of the invoice clearing [CLEARING_DATE]
  • numeric
    Invoice Amount Total amount of the invoice [CREDIT_AMOUNT_IN_LOCAL_CURRENCY]
  • numeric
    Outstanding Amount Amount which is still to be paid on the invoice [DEBIT_AMOUNT_IN_LOCAL_CURRENCY]

2nd STEP: Upload your Tableau workbook file

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

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

Your SAP AR dashboard is now ready to be used or customized!


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