- Spend Category
- Spend Amount
- ...add your own attributes!
To get your Spend Analytics dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Date Spend Date (Date used for time-series analysis)
- Vendor Vendor Name
- Spend Category Spend Category
- Spend Amount Spend Amount
Your Spend Analytics dashboard will contain 4 KPIs
Dashboard Pages & Data Visualizations
Your Spend Analytics dashboard will contain 6 pages
Spend Analytics Adhoc Analysis
Creating your SPEND ANALYTICS dashboard Step-by-Step
You want to get a clear understanding on your Spend Analytics results? You want to build a Tableau dashboard to better understand your Spend Analytics data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Spend Analytics data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Spend Analytics 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: Spend Analytics' and upload your Tableau workbook (note: your data is NOT uploaded).
78 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
Supply Chain & Manufacturing
▶ Specific to a Business Sector
Finance (Bank, Wealth, FO...)
▶ 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 Spend Analytics dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Spend Analytics dashboard is now ready to be used or customized!