Power BI Pro: AR Aging Today
_AR_Aging_Today: Power BI Desktop Pro Templates
This page describes DataSelf Pro’s customizable Power BI Desktop Templates for AR 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 Desktop Dashboard contains one or more Power BI Desktop Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Power BI Desktop Workbook name (pbix file)”: “Power BI Desktop Dashboard name (view name)”
E.g., “- AR Aging: Customer” dashboard can be found in the “Customer” worksheet on the “- AR Aging.pbix” workbook. In Power BI Tenant, search for “- AR Aging”, then click the “Customer” view.
Dashboard List (with screenshot examples)
– AR Aging: Overview (3 KPIs)
– AR Balance by Month Due: Cust Salesperson (3 KPIs)
– AR Balance by Month Due: Customer (3 KPIs)
– DataSelf Analytics: AR High-Risk Debt Customers (5 KPIs)
– DataSelf Analytics: AR Debt Global Console (7 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.:
“Company - AR Aging” report can be found in the “Core” worksheet on the “Company - AR Aging.pbix” workbook. In Power BI Tenant, search for “Company - AR Aging”, then click the “Core” view.
“Company - AR Aging: Customer” report can be found in the “Customer” worksheet on the “Company - AR Aging.pbix” workbook. In Power BI Tenant, search for “Company - AR Aging”, then click the “Customer” view.
Report List (with screenshot examples)
Customer - AR Aging: Company (1 KPI)
Customer - AR Aging: Core (1 KPI)
Customer - AR Aging: Top Docs by Balance (1 KPI)
Customer - AR Balance by Due Date: Company (1 KPI)
Customer - AR Balance by Due Date: Core (1 KPI)
Customer - AR Balance by Due Date: Salesperson (1 KPI)
Customer - AR Balance by Month Due: Company (1 KPI)
Customer - AR Balance by Month Due: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Company (1 KPI)
Customer - AR Balance by Projected Payment Date: Core (1 KPI)
Customer - AR Balance by Projected Payment Date: Terms (1 KPI)
Customer - AR Open Receivables Details: Company (1 KPI)
Customer - AR Open Receivables Details: Core (1 KPI)
Customer - AR Stats: Company (1 KPI)
Customer - AR Stats: 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 Receivable system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Power BI Desktop Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Model data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop (Power BI Desktop and/or Prep).
Subject to change without notice. The actual templates can be slightly different than the documented ones.