Power BI Pro: AP Aging Today

_AP_Aging_Today: Power BI Pro Templates

This page describes DataSelf Pro’s customizable Power BI Templates for AP Aging Today.

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide 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: Vendor (3 KPIs)
– AP Balance by Month Due: Aging (3 KPIs)
– AP Balance by Month Due: Overview (3 KPIs)
– DataSelf Analytics: AP Aging (6 KPIs)

Reports

A Power BI Desktop Report is a Power BI Desktop Worksheet with a grid or chart. Report Naming Convention:

Main report of a Workbook: “Power BI Desktop Workbook name (pbix file)”
Slices of the main report: “Power BI Desktop Workbook name (pbix file)”: “Power BI Desktop 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)

Vendor - AP Aging: Core (1 KPI)
Vendor - AP Aging: Document (1 KPI)
Vendor - AP Balance by Due Date: Core (1 KPI)

Vendor - AP Balance by Due Date: Document (1 KPI)
Vendor - AP Balance by Month Due: Core (1 KPI)
Vendor - AP Balance by Month Due: Document (1 KPI)
Vendor - AP Open Payables Details: Terms (1 KPI)
Vendor - AP Open Payables Details: Core (1 KPI)

Data Source

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source 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.