Power BI Enterprise: AP Aging Today
_AP_Aging_Today: Power BI Enterprise Templates
This page describes DataSelf Enterprise’s customizable Power BI Templates for AP Aging Today.
KPI: A Key Performance Indicator. KPIs can encompass a variety of data measurements to offer deeper insight into a specific area of your business. The following are examples of a KPI:
- A Report such as "Yearly Revenue";
- A Dashboard widget such as the main chart from the Cash Flow Projection dashboard;
- A Semantic Model measure such as Cost of Sales from the _SI_SalesInvoice Semantic Model;
- A Semantic Model dimension such as the Customer dimension from _AR_Aging_Today that provides the list of customers with open AR.
Dashboards
A Power BI Dashboard contains one or more Power BI Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Power BI Workbook name (pbix file)”: “Power BI Dashboard name (view name)”
E.g., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.pbix” workbook. In Power BI Tenant, search for “- AP Aging”, then click the “Vendor” view.
Dashboard List (with screenshot examples)
– AP Aging: Overview (3 KPIs)
– AP Aging: Terms (3 KPIs)
– AP Aging: Vendor (3 KPIs)
– AP Balance: Aging (3 KPIs)
– AP Balance: Terms (3 KPIs)
– AP Balance: Vendor (3 KPIs)
– AP Balance by Due Date: Aging (3 KPIs)
– AP Balance by Due Date: Overview (3 KPIs)
– AP Balance by Due Date: Terms (3 KPIs)
– AP Balance by Due Date: Vendor (3 KPIs)
– AP Balance by Month Due: Aging (3 KPIs)
– AP Balance by Month Due: Overview (3 KPIs)
– AP Balance by Month Due: Terms (3 KPIs)
– AP Balance by Month Due: Vendor (3 KPIs)
– AP Balance by Projected Payment Date: Aging (3 KPIs)
– AP Balance by Projected Payment Date: Overview (3 KPIs)
– AP Balance by Projected Payment Date: Terms (3 KPIs)
– AP Balance by Projected Payment Date: Vendor (3 KPIs)
– AP Balance by Projected Payment Period: Aging (3 KPIs)
– AP Balance by Projected Payment Period: Overview (3 KPIs)
– AP Balance by Projected Payment Period: Terms (3 KPIs)
– AP Balance by Projected Payment Period: Vendor (3 KPIs)
– AP Cumulative Balance by Due Date: Aging (2 KPIs)
– AP Cumulative Balance by Due Date: Overview (2 KPIs).
– AP Cumulative Balance by Due Date: Terms (2 KPIs)
– AP Cumulative Balance by Due Date: Vendor (2 KPIs)
– AP Cumulative Balance by Projected Payment Date: Aging (2 KPIs)
– AP Cumulative Balance by Projected Payment Date: Overview (2 KPIs)
– AP Cumulative Balance by Projected Payment Date: Terms (2 KPIs)
– AP Cumulative Balance by Projected Payment Date: Vendor (2 KPIs)
– AP Discounts: Terms (3 KPIs)
– AP Discounts: Vendor (3 KPIs)
– AP Top Balances: Vendor (3 KPIs)
– AP Top Discounts: Vendor (3 KPIs)
– DataSelf Analytics: AP Aging (6 KPIs)
Reports
A Power BI Report is a Power BI Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Power BI Workbook name (pbix file)”
Slices of the main report: “Power BI Workbook name (pbix file)”: “Power BI Worksheet name (view name)”
E.g.:
“Qty On Hand Today” report can be found in the “Core” worksheet on the “Qty On Hand Today.pbix” workbook. In Power BI Tenant, search for “Qty On Hand Today”, then click the “Core” view.
“Qty On Hand Today: Whse” report can be found in the “Whse” worksheet on the “Qty On Hand Today.pbix” workbook. In Power BI Tenant, search for “Qty On Hand Today”, then click the “Whse” view.
Report List (with screenshot examples)
Aging - AP Accrued Balance by Due Date: Core (1 KPI)
Aging - AP Accrued Balance by Due Date: Document (1 KPI)
Aging - AP Accrued Balance by Due Date: Terms (1 KPI)
Aging - AP Accrued Balance by Due Date: Vendor (1 KPI)
Aging - AP Aging: Core (1 KPI)
Aging - AP Aging: Document (1 KPI)
Aging - AP Aging: Terms (1 KPI)
Aging - AP Aging: Vendor (1 KPI)
Aging - AP Balance by Due Date: Core (1 KPI)
Aging - AP Balance by Due Date: Document (1 KPI)
Aging - AP Balance by Due Date: Terms (1 KPI)
Aging - AP Balance by Due Date: Vendor (1 KPI)
Aging - AP Balance by Month Due: Core (1 KPI)
Aging - AP Balance by Month Due: Document (1 KPI)
Aging - AP Balance by Month Due: Terms (1 KPI)
Aging - AP Balance by Month Due: Vendor (1 KPI)
Aging - AP Balance by Payment Terms: Core (1 KPI)
Aging - AP Balance by Payment Terms: Document (1 KPI)
Aging - AP Balance by Payment Terms: Vendor (1 KPI)
Aging - AP Balance by Projected Payment Date: Core (1 KPI)
Aging - AP Balance by Projected Payment Date: Document (1 KPI)
Aging - AP Balance by Projected Payment Date: Terms (1 KPI)
Aging - AP Balance by Projected Payment Date: Vendor (1 KPI)
Aging - AP Balance by Projected Payment Month: Core (1 KPI)
Aging - AP Balance by Projected Payment Month: Document (1 KPI)
Aging - AP Balance by Projected Payment Month: Terms (1 KPI)
Aging - AP Balance by Projected Payment Month: Vendor (1 KPI)
Aging - AP Balance in Upcoming Week: Core (1 KPI)
Aging - AP Balance in Upcoming Week: Terms (1 KPI)
Aging - AP Balance in Upcoming Week: Vendor (1 KPI)
Aging - AP Discounted: Core (1 KPI)
Aging - AP Discounted: Terms (1 KPI)
Aging - AP Open Payables: Core (1 KPI)
Aging - AP Open Payables: Terms (1 KPI)
Aging - AP Open Payables: Vendor (1 KPI)
Aging - AP Open Payables Details: Core (1 KPI)
Aging - AP Open Payables Details: Terms (1 KPI)
Aging - AP Open Payables Details: Vendor (1 KPI)
Aging - AP Partially Paid: Core (1 KPI)
Aging - AP Partially Paid: Terms (1 KPI)
Aging - AP Partially Paid: Vendor (1 KPI)
Aging - AP Stats: Core (1 KPI)
Aging - AP Stats: Terms (1 KPI)
Aging - AP Stats: Vendor (1 KPI)
Aging - Past Due AP: Core (1 KPI)
Aging - Past Due AP: Document (1 KPI)
Aging - Past Due AP: Terms (1 KPI)
Aging - Past Due AP: Vendor (1 KPI)
Aging - Past Due AP Stats: Core (1 KPI)
Aging - Past Due AP Stats: Terms (1 KPI)
Aging - Past Due AP Stats: Vendor (1 KPI)
Company - AP Accrued Balance by Due Date: Core (1 KPI)
Company - AP Accrued Balance by Due Date: Document (1 KPI)
Company - AP Accrued Balance by Due Date: Terms (1 KPI)
Company - AP Accrued Balance by Due Date: Vendor (1 KPI)
Company - AP Aging: Core (1 KPI)
Company - AP Aging: Document (1 KPI)
Company - AP Aging: Terms (1 KPI)
Company - AP Aging: Vendor (1 KPI)
Company - AP Balance by Due Date: Core (1 KPI)
Company - AP Balance by Due Date: Document (1 KPI)
Company - AP Balance by Due Date: Terms (1 KPI)
Company - AP Balance by Due Date: Vendor (1 KPI)
Company - AP Balance by Month Due: Core (1 KPI)
Company - AP Balance by Month Due: Document (1 KPI)
Company - AP Balance by Month Due: Terms (1 KPI)
Company - AP Balance by Month Due: Vendor (1 KPI)
Company - AP Balance by Payment Terms: Core (1 KPI)
Company - AP Balance by Payment Terms: Document (1 KPI)
Company - AP Balance by Payment Terms: Vendor (1 KPI)
Company - AP Balance by Projected Payment Date: Core (1 KPI)
Company - AP Balance by Projected Payment Date: Document (1 KPI)
Company - AP Balance by Projected Payment Date: Terms (1 KPI)
Company - AP Balance by Projected Payment Date: Vendor (1 KPI)
Company - AP Balance by Projected Payment Month: Core (1 KPI)
Company - AP Balance by Projected Payment Month: Document (1 KPI)
Company - AP Balance by Projected Payment Month: Terms (1 KPI)
Company - AP Balance by Projected Payment Month: Vendor (1 KPI)
Company - AP Balance in Upcoming Week: Core (1 KPI)
Company - AP Balance in Upcoming Week: Terms (1 KPI)
Company - AP Balance in Upcoming Week: Vendor (1 KPI)
Company - AP Balance in Upcoming Weeks: Core (1 KPI)
Company - AP Balance in Upcoming Weeks: Terms (1 KPI)
Company - AP Balance in Upcoming Weeks: Vendor (1 KPI)
Company - AP Discounted: Core (1 KPI)
Company - AP Discounted: Terms (1 KPI)
Company - AP Open Payables: Aging (1 KPI)
Company - AP Open Payables: Core (1 KPI)
Company - AP Open Payables: Terms (1 KPI)
Company - AP Open Payables: Vendor (1 KPI)
Company - AP Open Payables Details: Core (1 KPI)
Company - AP Open Payables Details: Terms (1 KPI)
Company - AP Open Payables Details: Vendor (1 KPI)
Company - AP Partially Paid: Core (1 KPI)
Company - AP Partially Paid: Terms (1 KPI)
Company - AP Partially Paid: Vendor (1 KPI)
Company - AP Stats: Aging (1 KPI)
Company - AP Stats: Core (1 KPI)
Company - AP Stats: Terms (1 KPI)
Company - AP Stats: Vendor (1 KPI)
Company - Past Due AP: Core (1 KPI)
Company - Past Due AP: Document (1 KPI)
Company - Past Due AP: Terms (1 KPI)
Company - Past Due AP: Vendor (1 KPI)
Company - Past Due AP Stats: Aging (1 KPI)
Company - Past Due AP Stats: Core (1 KPI)
Company - Past Due AP Stats: Terms (1 KPI)
Company - Past Due AP Stats: Vendor (1 KPI)
QA - QA AP Aging Today: Aging (1 KPI)
QA - QA AP Aging Today: Company (1 KPI)
QA - QA AP Aging Today: Terms (1 KPI)
QA - QA AP Aging Today: Vendor (1 KPI)
Terms - AP Accrued Balance by Due Date: Core (1 KPI)
Terms - AP Accrued Balance by Due Date: Document (1 KPI)
Terms - AP Accrued Balance by Due Date: Vendor (1 KPI)
Terms - AP Aging: Core (1 KPI)
Terms - AP Aging: Document (1 KPI)
Terms - AP Aging: Vendor (1 KPI)
Terms - AP Balance by Due Date: Core (1 KPI)
Terms - AP Balance by Due Date: Document (1 KPI)
Terms - AP Balance by Due Date: Vendor (1 KPI)
Terms - AP Balance by Month Due: Core (1 KPI)
Terms - AP Balance by Month Due: Document (1 KPI)
Terms - AP Balance by Month Due: Vendor (1 KPI)
Terms - AP Balance by Payment Terms: Core (1 KPI)
Terms - AP Balance by Payment Terms: Document (1 KPI)
Terms - AP Balance by Payment Terms: Vendor (1 KPI)
Terms - AP Balance by Projected Payment Date: Core (1 KPI)
Terms - AP Balance by Projected Payment Date: Document (1 KPI)
Terms - AP Balance by Projected Payment Date: Vendor (1 KPI)
Terms - AP Balance by Projected Payment Month: Core (1 KPI)
Terms - AP Balance by Projected Payment Month: Document (1 KPI)
Terms - AP Balance by Projected Payment Month: Vendor (1 KPI)
Terms - AP Balance in Upcoming Week: Core (1 KPI)
Terms - AP Balance in Upcoming Week: Vendor (1 KPI)
Terms - AP Discounted: Core (1 KPI)
Terms - AP Open Payables: Aging (1 KPI)
Terms - AP Open Payables: Core (1 KPI)
Terms - AP Open Payables: Vendor (1 KPI)
Terms - AP Open Payables Details: Core (1 KPI)
Terms - AP Open Payables Details: Vendor (1 KPI)
Terms - AP Partially Paid: Core (1 KPI)
Terms - AP Partially Paid: Vendor (1 KPI)
Terms - AP Stats: Aging (1 KPI)
Terms - AP Stats: Core (1 KPI)
Terms - AP Stats: Vendor (1 KPI)
Terms - Past Due AP: Core (1 KPI)
Terms - Past Due AP: Document (1 KPI)
Terms - Past Due AP: Vendor (1 KPI)
Terms - Past Due AP Stats: Aging (1 KPI)
Terms - Past Due AP Stats: Core (1 KPI)
Terms - Past Due AP Stats: Vendor (1 KPI)
Vendor - AP Accrued Balance by Due Date: Core (1 KPI)
Vendor - AP Accrued Balance by Due Date: Document (1 KPI)
Vendor - AP Accrued Balance by Due Date: Terms (1 KPI)
Vendor - AP Aging: Core (1 KPI)
Vendor - AP Aging: Document (1 KPI)
Vendor - AP Aging: Terms (1 KPI)
Vendor - AP Balance by Due Date: Core (1 KPI)
Vendor - AP Balance by Due Date: Document (1 KPI)
Vendor - AP Balance by Due Date: Terms (1 KPI)
Vendor - AP Balance by Month Due: Core (1 KPI)
Vendor - AP Balance by Month Due: Document (1 KPI)
Vendor - AP Balance by Month Due: Terms (1 KPI)
Vendor - AP Balance by Payment Terms: Core (1 KPI)
Vendor - AP Balance by Payment Terms: Document (1 KPI)
Vendor - AP Balance by Projected Payment Date: Core (1 KPI)
Vendor - AP Balance by Projected Payment Date: Document (1 KPI)
Vendor - AP Balance by Projected Payment Date: Terms (1 KPI)
Vendor - AP Balance by Projected Payment Month: Core (1 KPI)
Vendor - AP Balance by Projected Payment Month: Document (1 KPI)
Vendor - AP Balance by Projected Payment Month: Terms (1 KPI)
Vendor - AP Balance in Upcoming Weeks: Core (1 KPI)
Vendor - AP Balance in Upcoming Weeks: Terms (1 KPI)
Vendor - AP Discounted: Core (1 KPI)
Vendor - AP Discounted: Terms (1 KPI)
Vendor - AP Open Payables: Aging (1 KPI)
Vendor - AP Open Payables: Core (1 KPI)
Vendor - AP Open Payables: Terms (1 KPI)
Vendor - AP Open Payables Details: Core (1 KPI)
Vendor - AP Open Payables Details: Terms (1 KPI)
Vendor - AP Partially Paid: Core (1 KPI)
Vendor - AP Partially Paid: Terms (1 KPI)
Vendor - AP Stats: Aging (1 KPI)
Vendor - AP Stats: Core (1 KPI)
Vendor - AP Stats: Terms (1 KPI)
Vendor - Past Due AP: Core (1 KPI)
Vendor - Past Due AP: Document (1 KPI)
Vendor - Past Due AP: Terms (1 KPI)
Vendor - Past Due AP Stats: Aging (1 KPI)
Vendor - Past Due AP Stats: Core (1 KPI)
Vendor - Past Due AP Stats: Terms (1 KPI)
Semantic Model
Semantic Models allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Semantic Model will contain data from your Accounts Payable system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Power BI Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Semantic Models include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Models' data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop.
Subject to change without notice. The actual templates can be slightly different than the documented ones.