Tableau Enterprise: GL Financials
GL_Financials: Tableau Enterprise Templates
This page describes DataSelf Enterprise’s customizable Tableau Templates for GL Financials.
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 Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”
E.g., “P&L & GL Transactions: Single-Page Analytics” dashboard can be found in the “Single-Page Analytics” worksheet on the “P&L & GL Transactions.twb” workbook. In Tableau Server, search for “P&L & GL Transactions”, then click the “Single-Page Analytics” view.
Dashboard List
DataSelf Analytics: GL Financials (6 KPIs)
Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
BU Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
Company Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
Seg2 Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
Seg3 Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
P&L & GL Transactions: Single-Page Analytics (2 KPIs)
BU P&L & GL Transactions: Single-Page Analytics (2 KPIs)
Company P&L & GL Transactions: Single-Page Analytics (2 KPIs)
Seg2 P&L & GL Transactions: Single-Page Analytics (2 KPIs)
Seg3 P&L & GL Transactions: Single-Page Analytics (2 KPIs)
Reports
A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:
Report of a Workbook: “Tableau Workbook name (twb file)”
E.g.: “Balance Sheet by Month: Month” report can be found in the “Month” worksheet on the “Balance Sheet by Month.twb” workbook. In Tableau Server, search for “Balance Sheet by Month”, then click the “Month” view.
Report List
DataSelf Analytics: GL Balance Sheet (1 KPI)
DataSelf Analytics: GL P&L Budget (1 KPI)
DataSelf Analytics: GL Profit & Loss Watcher (1 KPI)
DataSelf Analytics: GL Trial Balance (1 KPI)
Balance Sheet & GL Transactions: Balance Sheet (1 KPI)
Balance Sheet & GL Transactions: GL Tran Details (1 KPI)
Balance Sheet by Month: Month (1 KPI)
Balance Sheet by Month: Month & Var Prior FMo (1 KPI)
Balance Sheet by Month: Month & YoY Var (1 KPI)
Balance Sheet by Month: Month through YTD (1 KPI)
Balance Sheet by Quarter: Month & YoY Var (1 KPI)
Balance Sheet by Quarter: Quarter (1 KPI)
Balance Sheet by Quarter: Quarter & Var Prior FQr (1 KPI)
Balance Sheet by Quarter: Quarter through YTD (1 KPI)
Balance Sheet by Year: Year (1 KPI)
Balance Sheet by Year: Year & Var (1 KPI)
Balance Sheet by Year: YTD & Year (1 KPI)
Balance Sheet This Month: This Month (1 KPI)
Balance Sheet This Month: This Month YoY Var (1 KPI)
Balance Sheet This Month: This vs Prior Month (1 KPI)
Balance Sheet This Year: This & Prior YTD (1 KPI)
Balance Sheet This Year: This Year (1 KPI)
Balance Sheet This Year: This Year & Month (1 KPI)
Balance Sheet This Year: This Year & Quarter (1 KPI)
BU - Balance Sheet & GL Transactions: Balance Sheet (1 KPI)
BU - Balance Sheet & GL Transactions: GL Tran Details (1 KPI)
BU - Balance Sheet by Month: Month (1 KPI)
BU - Balance Sheet by Month: Month & Var Prior FMo (1 KPI)
BU - Balance Sheet by Month: Month & YoY Var (1 KPI)
BU - Balance Sheet by Month: Month through YTD (1 KPI)
BU - Balance Sheet by Quarter: Month & YoY Var (1 KPI)
BU - Balance Sheet by Quarter: Quarter (1 KPI)
BU - Balance Sheet by Quarter: Quarter & Var Prior FQr (1 KPI)
BU - Balance Sheet by Quarter: Quarter through YTD (1 KPI)
BU - Balance Sheet by Year: Year (1 KPI)
BU - Balance Sheet by Year: Year & Var (1 KPI)
BU - Balance Sheet by Year: YTD & Year (1 KPI)
BU - Balance Sheet This Month: This Month (1 KPI)
BU - Balance Sheet This Month: This Month YoY Var (1 KPI)
BU - Balance Sheet This Month: This vs Prior Month (1 KPI)
BU - Balance Sheet This Year: This & Prior YTD (1 KPI)
BU - Balance Sheet This Year: This Year (1 KPI)
BU - Balance Sheet This Year: This Year & Month (1 KPI)
BU - Balance Sheet This Year: This Year & Quarter (1 KPI)
Company - Balance Sheet & GL Transactions: Balance Sheet (1 KPI)
Company - Balance Sheet & GL Transactions: GL Tran Details (1 KPI)
Company - Balance Sheet by Month: Month (1 KPI)
Company - Balance Sheet by Month: Month & Var Prior FMo (1 KPI)
Company - Balance Sheet by Month: Month & YoY Var (1 KPI)
Company - Balance Sheet by Month: Month through YTD (1 KPI)
Company - Balance Sheet by Quarter: Month & YoY Var (1 KPI)
Company - Balance Sheet by Quarter: Quarter (1 KPI)
Company - Balance Sheet by Quarter: Quarter & Var Prior FQr (1 KPI)
Company - Balance Sheet by Quarter: Quarter through YTD (1 KPI)
Company - Balance Sheet by Year: Year (1 KPI)
Company - Balance Sheet by Year: Year & Var (1 KPI)
Company - Balance Sheet by Year: YTD & Year (1 KPI)
Company - Balance Sheet This Month: This Month (1 KPI)
Company - Balance Sheet This Month: This Month YoY Var (1 KPI)
Company - Balance Sheet This Month: This vs Prior Month (1 KPI)
Company - Balance Sheet This Year: This & Prior YTD (1 KPI)
Company - Balance Sheet This Year: This Year (1 KPI)
Company - Balance Sheet This Year: This Year & Month (1 KPI)
Company - Balance Sheet This Year: This Year & Quarter (1 KPI)
Seg2 - Balance Sheet & GL Transactions: Balance Sheet (1 KPI)
Seg2 - Balance Sheet & GL Transactions: GL Tran Details (1 KPI)
Seg2 - Balance Sheet by Month: Month (1 KPI)
Seg2 - Balance Sheet by Month: Month & Var Prior FMo (1 KPI)
Seg2 - Balance Sheet by Month: Month & YoY Var (1 KPI)
Seg2 - Balance Sheet by Month: Month through YTD (1 KPI)
Seg2 - Balance Sheet by Quarter: Month & YoY Var (1 KPI)
Seg2 - Balance Sheet by Quarter: Quarter (1 KPI)
Seg2 - Balance Sheet by Quarter: Quarter & Var Prior FQr (1 KPI)
Seg2 - Balance Sheet by Quarter: Quarter through YTD (1 KPI)
Seg2 - Balance Sheet by Year: Year (1 KPI)
Seg2 - Balance Sheet by Year: Year & Var (1 KPI)
Seg2 - Balance Sheet by Year: YTD & Year (1 KPI)
Seg2 - Balance Sheet This Month: This Month (1 KPI)
Seg2 - Balance Sheet This Month: This Month YoY Var (1 KPI)
Seg2 - Balance Sheet This Month: This vs Prior Month (1 KPI)
Seg2 - Balance Sheet This Year: This & Prior YTD (1 KPI)
Seg2 - Balance Sheet This Year: This Year (1 KPI)
Seg2 - Balance Sheet This Year: This Year & Month (1 KPI)
Seg2 - Balance Sheet This Year: This Year & Quarter (1 KPI)
Seg3 - Balance Sheet & GL Transactions: Balance Sheet (1 KPI)
Seg3 - Balance Sheet & GL Transactions: GL Tran Details (1 KPI)
Seg3 - Balance Sheet by Month: Month (1 KPI)
Seg3 - Balance Sheet by Month: Month & Var Prior FMo (1 KPI)
Seg3 - Balance Sheet by Month: Month & YoY Var (1 KPI)
Seg3 - Balance Sheet by Month: Month through YTD (1 KPI)
Seg3 - Balance Sheet by Quarter: Month & YoY Var (1 KPI)
Seg3 - Balance Sheet by Quarter: Quarter (1 KPI)
Seg3 - Balance Sheet by Quarter: Quarter & Var Prior FQr (1 KPI)
Seg3 - Balance Sheet by Quarter: Quarter through YTD (1 KPI)
Seg3 - Balance Sheet by Year: Year (1 KPI)
Seg3 - Balance Sheet by Year: Year & Var (1 KPI)
Seg3 - Balance Sheet by Year: YTD & Year (1 KPI)
Seg3 - Balance Sheet This Month: This Month (1 KPI)
Seg3 - Balance Sheet This Month: This Month YoY Var (1 KPI)
Seg3 - Balance Sheet This Month: This vs Prior Month (1 KPI)
Seg3 - Balance Sheet This Year: This & Prior YTD (1 KPI)
Seg3 - Balance Sheet This Year: This Year (1 KPI)
Seg3 - Balance Sheet This Year: This Year & Month (1 KPI)
Seg3 - Balance Sheet This Year: This Year & Quarter (1 KPI)
P&L & GL Transactions: GL Tran Details (1 KPI)
P&L & GL Transactions: P&L (1 KPI)
P&L by Month: Date OEM by Month (1 KPI)
P&L by Month: Month (1 KPI)
P&L by Month: Month & Var Prior FMo (1 KPI)
P&L by Month: Month & YoY Var (1 KPI)
P&L by Month: Month & YTD (1 KPI)
P&L by Month: Month through YTD (1 KPI)
P&L by Month: Month, YTD & Var Prior YTD (1 KPI)
P&L by Month: Relative Month (1 KPI)
P&L by Month: Rolling Months (1 KPI)
P&L by Quarter: Quarter (1 KPI)
P&L by Quarter: Quarter & Var Prior FQr (1 KPI)
P&L by Quarter: Quarter & YoY Var (1 KPI)
P&L by Quarter: Quarter & YTD (1 KPI)
P&L by Quarter: Quarter by Date EOM (1 KPI)
P&L by Quarter: Quarter Through YTD (1 KPI)
P&L by Quarter: Quarter, YTD & Var Prior YTD (1 KPI)
P&L by Year: Year (1 KPI)
P&L by Year: Year & Var (1 KPI)
P&L by Year: Year by Date EOM (1 KPI)
P&L by Year: YTD & Year (1 KPI)
P&L by Year: YTD, After YTD & Year (1 KPI)
P&L by Year: YTD, Year & Var (1 KPI)
P&L This Month: This Month (1 KPI)
P&L This Month: This Month & YTD (1 KPI)
P&L This Month: This Month YoY Var (1 KPI)
P&L This Month: This Month, YTD & Var vs Prior YTD (1 KPI)
P&L This Month: This vs Prior Month (1 KPI)
P&L This Month across Years: This and Same Month Prior Yr (1 KPI)
P&L This Month across Years: This Month (1 KPI)
P&L This Month across Years: This Month & YTD (1 KPI)
P&L This Month across Years: This Month, YTD & Var vs Prior YTD (1 KPI)
P&L This Month across Years: This Month, YTD & Year (1 KPI)
P&L This Month across Years: This vs Prior Month (1 KPI)
P&L This Year: This & Prior Year by Month (1 KPI)
P&L This Year: This & Prior Year by Quarter (1 KPI)
P&L This Year: This & Prior YTD (1 KPI)
P&L This Year: This & Prior YTD & Var (1 KPI)
P&L This Year: This & Prior YTD, After YTD & Year (1 KPI)
P&L This Year: This Year (1 KPI)
P&L This Year: This Year & Month (1 KPI)
P&L This Year: This Year & Quarters (1 KPI)
P&L This Year: This Year by Month & YoY Var (1 KPI)
P&L This Year: This Year by Quarter & YoY Var (1 KPI)
BU - P&L & GL Transactions: GL Tran Details (1 KPI)
BU - P&L & GL Transactions: P&L (1 KPI)
BU - P&L by Month: Date OEM by Month (1 KPI)
BU - P&L by Month: Month (1 KPI)
BU - P&L by Month: Month & Var Prior FMo (1 KPI)
BU - P&L by Month: Month & YoY Var (1 KPI)
BU - P&L by Month: Month & YTD (1 KPI)
BU - P&L by Month: Month through YTD (1 KPI)
BU - P&L by Month: Month, YTD & Var Prior YTD (1 KPI)
BU - P&L by Month: Relative Month (1 KPI)
BU - P&L by Month: Rolling Months (1 KPI)
BU - P&L by Quarter: Quarter (1 KPI)
BU - P&L by Quarter: Quarter & Var Prior FQr (1 KPI)
BU - P&L by Quarter: Quarter & YoY Var (1 KPI)
BU - P&L by Quarter: Quarter & YTD (1 KPI)
BU - P&L by Quarter: Quarter by Date EOM (1 KPI)
BU - P&L by Quarter: Quarter Through YTD (1 KPI)
BU - P&L by Quarter: Quarter, YTD & VarPrior YTD (1 KPI)
BU - P&L by Year: Year (1 KPI)
BU - P&L by Year: Year & Var (1 KPI)
BU - P&L by Year: Year by Date EOM (1 KPI)
BU - P&L by Year: YTD & Year (1 KPI)
BU - P&L by Year: YTD, After YTD & Year (1 KPI)
BU - P&L by Year: YTD, Year & Var (1 KPI)
BU - P&L This Month: This Month (1 KPI)
BU - P&L This Month: This Month & YTD (1 KPI)
BU - P&L This Month: This Month YoY Var (1 KPI)
BU - P&L This Month: This Month, YTD & Var vs Prior YTD (1 KPI)
BU - P&L This Month: This vs Prior Month (1 KPI)
BU - P&L This Month across Years: This and Same Month Prior Yr (1 KPI)
BU - P&L This Month across Years: This Month (1 KPI)
BU - P&L This Month across Years: This Month & YTD (1 KPI)
BU - P&L This Month across Years: This Month, YTD & Var vs Prior YTD (1 KPI)
BU - P&L This Month across Years: This Month, YTD & Year (1 KPI)
BU - P&L This Month across Years: This vs Prior Month (1 KPI)
BU - P&L This Year: This & Prior Year by Month (1 KPI)
BU - P&L This Year: This & Prior Year by Quarter (1 KPI)
BU - P&L This Year: This & Prior YTD (1 KPI)
BU - P&L This Year: This & Prior YTD & Var (1 KPI)
BU - P&L This Year: This & Prior YTD, After YTD & Year (1 KPI)
BU - P&L This Year: This Year (1 KPI)
BU - P&L This Year: This Year & Month (1 KPI)
BU - P&L This Year: This Year & Quarters (1 KPI)
BU - P&L This Year: This Year by Month & YoY Var (1 KPI)
BU - P&L This Year: This Year by Quarter & YoY Var (1 KPI)
Company - P&L & GL Transactions: GL Tran Details (1 KPI)
Company - P&L & GL Transactions: P&L (1 KPI)
Company - P&L by Month: Date OEM by Month (1 KPI)
Company - P&L by Month: Month (1 KPI)
Company - P&L by Month: Month & Var Prior FMo (1 KPI)
Company - P&L by Month: Month & YoY Var (1 KPI)
Company - P&L by Month: Month & YTD (1 KPI)
Company - P&L by Month: Month through YTD (1 KPI)
Company - P&L by Month: Month, YTD & Var Prior YTD (1 KPI)
Company - P&L by Month: Relative Month (1 KPI)
Company - P&L by Month: Rolling Months (1 KPI)
Company - P&L by Quarter: Quarter (1 KPI)
Company - P&L by Quarter: Quarter & Var Prior FQr (1 KPI)
Company - P&L by Quarter: Quarter & YoY Var (1 KPI)
Company - P&L by Quarter: Quarter & YTD (1 KPI)
Company - P&L by Quarter: Quarter by Date EOM (1 KPI)
Company - P&L by Quarter: Quarter Through YTD (1 KPI)
Company - P&L by Quarter: Quarter, YTD & Var Prior YTD (1 KPI)
Company - P&L by Year: Year (1 KPI)
Company - P&L by Year: Year & Var (1 KPI)
Company - P&L by Year: Year by Date EOM (1 KPI)
Company - P&L by Year: YTD & Year (1 KPI)
Company - P&L by Year: YTD, After YTD & Year (1 KPI)
Company - P&L by Year: YTD, Year & Var (1 KPI)
Company - P&L This Month: This Month (1 KPI)
Company - P&L This Month: This Month & YTD (1 KPI)
Company - P&L This Month: This Month YoY Var (1 KPI)
Company - P&L This Month: This Month, YTD & Var vs Prior YTD (1 KPI)
Company - P&L This Month: This vs Prior Month (1 KPI)
Company - P&L This Month across Years: This and Same Month Prior Yr (1 KPI)
Company - P&L This Month across Years: This Month (1 KPI)
Company - P&L This Month across Years: This Month & YTD (1 KPI)
Company - P&L This Month across Years: This Month, YTD & Var vs Prior YTD (1 KPI)
Company - P&L This Month across Years: This Month, YTD & Year (1 KPI)
Company - P&L This Month across Years: This vs Prior Month (1 KPI)
Company - P&L This Year: This & Prior Year by Month (1 KPI)
Company - P&L This Year: This & Prior Year by Quarter (1 KPI)
Company - P&L This Year: This & Prior YTD (1 KPI)
Company - P&L This Year: This & Prior YTD & Var (1 KPI)
Company - P&L This Year: This & Prior YTD, After YTD & Year (1 KPI)
Company - P&L This Year: This Year (1 KPI)
Company - P&L This Year: This Year & Month (1 KPI)
Company - P&L This Year: This Year & Quarters (1 KPI)
Company - P&L This Year: This Year by Month & YoY Var (1 KPI)
Company - P&L This Year: This Year by Quarter & YoY Var (1 KPI)
Seg2 - P&L & GL Transactions: GL Tran Details (1 KPI)
Seg2 - P&L & GL Transactions: P&L (1 KPI)
Seg2 - P&L by Month: Date OEM by Month (1 KPI)
Seg2 - P&L by Month: Month (1 KPI)
Seg2 - P&L by Month: Month & Var Prior FMo (1 KPI)
Seg2 - P&L by Month: Month & YoY Var (1 KPI)
Seg2 - P&L by Month: Month & YTD (1 KPI)
Seg2 - P&L by Month: Month through YTD (1 KPI)
Seg2 - P&L by Month: Month, YTD & Var Prior YTD (1 KPI)
Seg2 - P&L by Month: Relative Month (1 KPI)
Seg2 - P&L by Month: Rolling Months (1 KPI)
Seg2 - P&L by Quarter: Quarter (1 KPI)
Seg2 - P&L by Quarter: Quarter & Var Prior FQr (1 KPI)
Seg2 - P&L by Quarter: Quarter & YoY Var (1 KPI)
Seg2 - P&L by Quarter: Quarter & YTD (1 KPI)
Seg2 - P&L by Quarter: Quarter by Date EOM (1 KPI)
Seg2 - P&L by Quarter: Quarter Through YTD (1 KPI)
Seg2 - P&L by Quarter: Quarter, YTD & VarPrior YTD (1 KPI)
Seg2 - P&L by Year: Year (1 KPI)
Seg2 - P&L by Year: Year & Var (1 KPI)
Seg2 - P&L by Year: Year by Date EOM (1 KPI)
Seg2 - P&L by Year: YTD & Year (1 KPI)
Seg2 - P&L by Year: YTD, After YTD & Year (1 KPI)
Seg2 - P&L by Year: YTD, Year & Var (1 KPI)
Seg2 - P&L This Month: This Month (1 KPI)
Seg2 - P&L This Month: This Month & YTD (1 KPI)
Seg2 - P&L This Month: This Month YoY Var (1 KPI)
Seg2 - P&L This Month: This Month, YTD & Var vs Prior YTD (1 KPI)
Seg2 - P&L This Month: This vs Prior Month (1 KPI)
Seg2 - P&L This Month across Years: This and Same Month Prior Yr (1 KPI)
Seg2 - P&L This Month across Years: This Month (1 KPI)
Seg2 - P&L This Month across Years: This Month & YTD (1 KPI)
Seg2 - P&L This Month across Years: This Month, YTD & Var vs Prior YTD (1 KPI)
Seg2 - P&L This Month across Years: This Month, YTD & Year (1 KPI)
Seg2 - P&L This Month across Years: This vs Prior Month (1 KPI)
Seg2 - P&L This Year: This & Prior Year by Month (1 KPI)
Seg2 - P&L This Year: This & Prior Year by Quarter (1 KPI)
Seg2 - P&L This Year: This & Prior YTD (1 KPI)
Seg2 - P&L This Year: This & Prior YTD & Var (1 KPI)
Seg2 - P&L This Year: This & Prior YTD, After YTD & Year (1 KPI)
Seg2 - P&L This Year: This Year (1 KPI)
Seg2 - P&L This Year: This Year & Month (1 KPI)
Seg2 - P&L This Year: This Year & Quarters (1 KPI)
Seg2 - P&L This Year: This Year by Month & YoY Var (1 KPI)
Seg2 - P&L This Year: This Year by Quarter & YoY Var (1 KPI)
Seg3 - P&L & GL Transactions: GL Tran Details (1 KPI)
Seg3 - P&L & GL Transactions: P&L (1 KPI)
Seg3 - P&L by Month: Date OEM by Month (1 KPI)
Seg3 - P&L by Month: Month (1 KPI)
Seg3 - P&L by Month: Month & Var Prior FMo (1 KPI)
Seg3 - P&L by Month: Month & YoY Var (1 KPI)
Seg3 - P&L by Month: Month & YTD (1 KPI)
Seg3 - P&L by Month: Month through YTD (1 KPI)
Seg3 - P&L by Month: Month, YTD & Var Prior YTD (1 KPI)
Seg3 - P&L by Month: Relative Month (1 KPI)
Seg3 - P&L by Month: Rolling Months (1 KPI)
Seg3 - P&L by Quarter: Quarter (1 KPI)
Seg3 - P&L by Quarter: Quarter & Var Prior FQr (1 KPI)
Seg3 - P&L by Quarter: Quarter & YoY Var (1 KPI)
Seg3 - P&L by Quarter: Quarter & YTD (1 KPI)
Seg3 - P&L by Quarter: Quarter by Date EOM (1 KPI)
Seg3 - P&L by Quarter: Quarter Through YTD (1 KPI)
Seg3 - P&L by Quarter: Quarter, YTD & VarPrior YTD (1 KPI)
Seg3 - P&L by Year: Year (1 KPI)
Seg3 - P&L by Year: Year & Var (1 KPI)
Seg3 - P&L by Year: Year by Date EOM (1 KPI)
Seg3 - P&L by Year: YTD & Year (1 KPI)
Seg3 - P&L by Year: YTD, After YTD & Year (1 KPI)
Seg3 - P&L by Year: YTD, Year & Var (1 KPI)
Seg3 - P&L This Month: This Month (1 KPI)
Seg3 - P&L This Month: This Month & YTD (1 KPI)
Seg3 - P&L This Month: This Month YoY Var (1 KPI)
Seg3 - P&L This Month: This Month, YTD & Var vs Prior YTD (1 KPI)
Seg3 - P&L This Month: This vs Prior Month (1 KPI)
Seg3 - P&L This Month across Years: This and Same Month Prior Yr (1 KPI)
Seg3 - P&L This Month across Years: This Month (1 KPI)
Seg3 - P&L This Month across Years: This Month & YTD (1 KPI)
Seg3 - P&L This Month across Years: This Month, YTD & Var vs Prior YTD (1 KPI)
Seg3 - P&L This Month across Years: This Month, YTD & Year (1 KPI)
Seg3 - P&L This Month across Years: This vs Prior Month (1 KPI)
Seg3 - P&L This Year: This & Prior Year by Month (1 KPI)
Seg3 - P&L This Year: This & Prior Year by Quarter (1 KPI)
Seg3 - P&L This Year: This & Prior YTD (1 KPI)
Seg3 - P&L This Year: This & Prior YTD & Var (1 KPI)
Seg3 - P&L This Year: This & Prior YTD, After YTD & Year (1 KPI)
Seg3 - P&L This Year: This Year (1 KPI)
Seg3 - P&L This Year: This Year & Month (1 KPI)
Seg3 - P&L This Year: This Year & Quarters (1 KPI)
Seg3 - P&L This Year: This Year by Month & YoY Var (1 KPI)
Seg3 - P&L This Year: This Year by Quarter & YoY Var (1 KPI)
QA_GL_Financials: Balance Sheet (1 KPI)
QA_GL_Financials: Cash Flow (1 KPI)
QA_GL_Financials: P&L All Budgets (1 KPI)
QA_GL_Financials: P&L Budget (1 KPI)
QA_GL_Financials: Profit & Loss (1 KPI)
QA_GL_Financials: Test Account Groups (1 KPI)
QA_GL_Financials: Trial Balance (1 KPI)
Cash Flow Statement: Month (1 KPI)
Cash Flow Statement: Quarter (1 KPI)
Cash Flow Statement: Year (1 KPI)
Trial Balance: Grouped Months (1 KPI)
Trial Balance: Month (1 KPI)
Trial Balance: Quarter (1 KPI)
Trial Balance: Year (1 KPI)
Trial Balance by BU: Grouped Months (1 KPI)
Trial Balance by BU: Month (1 KPI)
Trial Balance by BU: Quarter (1 KPI)
Trial Balance by BU: Year (1 KPI)
Trial Balance by Company: Grouped Months (1 KPI)
Trial Balance by Company: Month (1 KPI)
Trial Balance by Company: Quarter (1 KPI)
Trial Balance by Company: Year (1 KPI)
Trial Balance by Seg2: Grouped Months (1 KPI)
Trial Balance by Seg2: Month (1 KPI)
Trial Balance by Seg2: Quarter (1 KPI)
Trial Balance by Seg2: Year (1 KPI)
Trial Balance by Sge3: Grouped Months (1 KPI)
Trial Balance by Sge3: Month (1 KPI)
Trial Balance by Sge3: Quarter (1 KPI)
Trial Balance by Sge3: Year (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 Core Financials system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Tableau Data Source (tds or tdsx file) 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. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).
Subject to change without notice. The actual templates can be slightly different than the documented ones.