Tableau Enterprise: GL Transaction

GL_Transaction: Tableau Enterprise Templates

This page describes DataSelf Enterprise’s customizable Tableau Templates for GL Transaction.

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., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.twb” workbook. In Tableau Server, search for “- AP Aging”, then click the “Vendor” view.

Dashboard List

EBITDA: EBIDTA % Sliced (3 KPIs)
EBITDA: GP (2 KPIs)
EBITDA: Marketing (2 KPIs)
EBITDA: Monthly (2 KPIs)
EBITDA: Net Profit (3 KPIs)
EBITDA: OpEx (2 KPIs)
EBITDA: Ops KPIs (4 KPIs)
EBITDA: Profitability KPIs (4 KPIs)
EBITDA: Quarterly (2 KPIs)
EBITDA: Revenues (2 KPIs)
EBITDA: Sliced Areas (3 KPIs)
EBITDA: Sliced Lines (3 KPIs)
EBITDA: Sliced Treemap (3 KPIs)
EBITDA: Trendlines (3 KPIs)
EBITDA: Wages (2 KPIs)
EBITDA: Yearly (2 KPIs)
Gross Profit: EBITDA (3 KPIs)
Gross Profit: GP % Sliced (2 KPIs)
Gross Profit: Marketing (2 KPIs)
Gross Profit: Monthly (2 KPIs)
Gross Profit: Net Profit (3 KPIs)
Gross Profit: OpEx (2 KPIs)
Gross Profit: Ops KPIs (4 KPIs)
Gross Profit: Profitability KPIs (4 KPIs)
Gross Profit: Quarterly (2 KPIs)
Gross Profit: Revenues (2 KPIs)
Gross Profit: Sliced Areas (3 KPIs)
Gross Profit: Sliced Lines (3 KPIs)
Gross Profit: Sliced Treemap (3 KPIs)
Gross Profit: Trendlines (3 KPIs)
Gross Profit: Wages (2 KPIs)
Gross Profit: Yearly (2 KPIs)
Marketing Expenses: EBITDA (3 KPIs)
Marketing Expenses: GP (2 KPIs)
Marketing Expenses: Monthly (2 KPIs)
Marketing Expenses: Net Profit (3 KPIs)
Marketing Expenses: OpEx (2 KPIs)
Marketing Expenses: Ops KPIs (4 KPIs)
Marketing Expenses: Profitability KPIs (4 KPIs)
Marketing Expenses: Quarterly (2 KPIs)
Marketing Expenses: Revenue (2 KPIs)
Marketing Expenses: Sliced Areas (3 KPIs)
Marketing Expenses: Sliced Lines (3 KPIs)
Marketing Expenses: Sliced Treemap (3 KPIs)
Marketing Expenses: Trendlines (3 KPIs)
Marketing Expenses: Wages (2 KPIs)
Marketing Expenses: Yearly (2 KPIs)
Net Profit: EBITDA (3 KPIs)
Net Profit: GP (3 KPIs)
Net Profit: Marketing (3 KPIs)
Net Profit: Monthly (3 KPIs)
Net Profit: Net Profit % Sliced (3 KPIs)
Net Profit: OpEx (3 KPIs)
Net Profit: Ops KPIs (4 KPIs)
Net Profit: Profitability KPIs (4 KPIs)
Net Profit: Quarterly (3 KPIs)
Net Profit: Revenues (3 KPIs)
Net Profit: Sliced Areas (3 KPIs)
Net Profit: Sliced Lines (3 KPIs)
Net Profit: Sliced Treemap (3 KPIs)
Net Profit: Trendlines (3 KPIs)
Net Profit: Wages (3 KPIs)
Net Profit: Yearly (3 KPIs)
OpEx: EBITDA (3 KPIs)
OpEx: GP (2 KPIs)
OpEx: Marketing (2 KPIs)
OpEx: Monthly (3 KPIs)
OpEx: Net Profit (3 KPIs)
OpEx: Ops KPIs (4 KPIs)
OpEx: Profitability KPIs (4 KPIs)
OpEx: Quarterly (2 KPIs)
OpEx: Revenue (2 KPIs)
OpEx: Sliced Areas (3 KPIs)
OpEx: Sliced Lines (3 KPIs)
OpEx: Sliced Treemap (3 KPIs)
OpEx: Trendlines (3 KPIs)
OpEx: Wages (2 KPIs)
OpEx: Yearly (2 KPIs)
Revenues: EBITDA (3 KPIs)
Revenues: GP (2 KPIs)
Revenues: Marketing (2 KPIs)
Revenues: Monthly (3 KPIs)
Revenues: Net Profit (3 KPIs)
Revenues: OpEx (3 KPIs)
Revenues: Ops KPIs (4 KPIs)
Revenues: Profitability KPIs (4 KPIs)
Revenues: Quarterly (2 KPIs)
Revenues: Sliced Areas (3 KPIs)
Revenues: Sliced Lines (3 KPIs)
Revenues: Sliced Treemap (3 KPIs)
Revenues: Trendlines (3 KPIs)
Revenues: Wages (2 KPIs)
Revenues: Yearly (2 KPIs)
Wages: EBITDA (3 KPIs)
Wages: GP (2 KPIs)
Wages: Marketing (2 KPIs)
Wages: Monthly (3 KPIs)
Wages: Net Profit (3 KPIs)
Wages: OpEx (3 KPIs)
Wages: Ops KPIs (4 KPIs)
Wages: Profitability KPIs (4 KPIs)
Wages: Quarterly (2 KPIs)
Wages: Revenue (2 KPIs)
Wages: Sliced Areas (3 KPIs)
Wages: Sliced Lines (3 KPIs)
Wages: Sliced Treemap (3 KPIs)
Wages: Trendlines (3 KPIs)
Wages: Yearly (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.: “Account - Posted by Month: Acct Group” report can be found in the “Acct Group” worksheet on the “Account - Posted by Month.twb” workbook. In Tableau Server, search for “Account - Posted by Month”, then click the “Acct Group” view.

Report List

Account - Posted by Month: Account and Branch (1 KPI)
Account - Posted by Month: Acct Group (1 KPI)
Account - Posted by Month: Branch and Account (1 KPI)
Account - Posted by Month: Core (1 KPI)
Account - Posted by Year: Account and Branch (1 KPI)
Account - Posted by Year: Acct Group (1 KPI)
Account - Posted by Year: Branch and Account (1 KPI)
Account - Posted by Year: Core (1 KPI)
Account - Posted Details: Core (1 KPI)
Account - Posted Periods This and Prior Year: Account and Branch (1 KPI)
Account - Posted Periods This and Prior Year: Acct Group (1 KPI)
Account - Posted Periods This and Prior Year: Branch and Account (1 KPI)
Account - Posted Periods This and Prior Year: Core (1 KPI)
Account - Posted Same Period across Years: Account and Branch (1 KPI)
Account - Posted Same Period across Years: Acct Group (1 KPI)
Account - Posted Same Period across Years: Branch and Account (1 KPI)
Account - Posted Same Period across Years: Core (1 KPI)
Account - Posted This and Prior YTD: Account and Branch (1 KPI)
Account - Posted This and Prior YTD: Acct Group (1 KPI)
Account - Posted This and Prior YTD: Branch and Account (1 KPI)
Account - Posted This and Prior YTD: Core (1 KPI)
Account - Posted YTD across Years: Account and Branch (1 KPI)
Account - Posted YTD across Years: Acct Group (1 KPI)
Account - Posted YTD across Years: Branch and Account (1 KPI)
Account - Posted YTD across Years: Core (1 KPI)
Acct Group - Posted by Month: Account (1 KPI)
Acct Group - Posted by Month: Core (1 KPI)
Acct Group - Posted by Month: Seg1 (1 KPI)
Acct Group - Posted by Month: Seg1, Seg3 and Seg2 (1 KPI)
Acct Group - Posted by Month: Seg2 (1 KPI)
Acct Group - Posted by Month: Seg3 (1 KPI)
Acct Group - Posted by Month and Seg2: Core (1 KPI)
Acct Group - Posted by Month and Seg2: Seg1 (1 KPI)
Acct Group - Posted by Month and Seg2: Seg1, Seg3 (1 KPI)
Acct Group - Posted by Month and Seg2: Seg3 (1 KPI)
Acct Group - Posted by Month and Seg3: Core (1 KPI)
Acct Group - Posted by Month and Seg3: Seg1 (1 KPI)
Acct Group - Posted by Month and Seg3: Seg1 and Seg2 (1 KPI)
Acct Group - Posted by Month and Seg3: Seg2 (1 KPI)
Acct Group - Posted by Year: Account (1 KPI)
Acct Group - Posted by Year: Core (1 KPI)
Acct Group - Posted by Year: Seg1 (1 KPI)
Acct Group - Posted by Year: Seg1, Seg2 and Seg3 (1 KPI)
Acct Group - Posted by Year: Seg2 (1 KPI)
Acct Group - Posted by Year: Seg3 (1 KPI)
Acct Group - Posted by Year and Seg2: Core (1 KPI)
Acct Group - Posted by Year and Seg2: Seg1 (1 KPI)
Acct Group - Posted by Year and Seg2: Seg1 and Seg3 (1 KPI)
Acct Group - Posted by Year and Seg2: Seg3 (1 KPI)
Acct Group - Posted by Year and Seg3: Core (1 KPI)
Acct Group - Posted by Year and Seg3: Seg1 (1 KPI)
Acct Group - Posted by Year and Seg3: Seg1 and Seg2 (1 KPI)
Acct Group - Posted by Year and Seg3: Seg2 (1 KPI)
Acct Group - Posted Details: Acct Group (1 KPI)
Acct Group - Posted Periods This and Prior Year: Account (1 KPI)
Acct Group - Posted Periods This and Prior Year: Core (1 KPI)
Acct Group - Posted Periods This and Prior Year: Seg1 (1 KPI)
Acct Group - Posted Periods This and Prior Year: Seg1, Seg2 and Seg3 (1 KPI)
Acct Group - Posted Periods This and Prior Year: Seg2 (1 KPI)
Acct Group - Posted Periods This and Prior Year: Seg3 (1 KPI)
Acct Group - Posted Same Period across Years: Account (1 KPI)
Acct Group - Posted Same Period across Years: Core (1 KPI)
Acct Group - Posted Same Period across Years: Seg1 (1 KPI)
Acct Group - Posted Same Period across Years: Seg1, Seg2 and Seg3 (1 KPI)
Acct Group - Posted Same Period across Years: Seg2 (1 KPI)
Acct Group - Posted Same Period across Years: Seg3 (1 KPI)
Acct Group - Posted Same Period across Years and Seg2: Core (1 KPI)
Acct Group - Posted Same Period across Years and Seg2: Seg1 (1 KPI)
Acct Group - Posted Same Period across Years and Seg2: Seg1 and Seg3 (1 KPI)
Acct Group - Posted Same Period across Years and Seg2: Seg3 (1 KPI)
Acct Group - Posted Same Period across Years and Seg3: Core (1 KPI)
Acct Group - Posted Same Period across Years and Seg3: Seg1 (1 KPI)
Acct Group - Posted Same Period across Years and Seg3: Seg1 and Seg2 (1 KPI)
Acct Group - Posted Same Period across Years and Seg3: Seg2 (1 KPI)
Acct Group - Posted This and Prior YTD: Account (1 KPI)
Acct Group - Posted This and Prior YTD: Core (1 KPI)
Acct Group - Posted This and Prior YTD: Seg1 (1 KPI)
Acct Group - Posted This and Prior YTD: Seg1, Seg2 and Seg3 (1 KPI)
Acct Group - Posted This and Prior YTD: Seg2 (1 KPI)
Acct Group - Posted This and Prior YTD: Seg3 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg2: Core (1 KPI)
Acct Group - Posted This and Prior YTD and Seg2: Seg1 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg2: Seg1 and Seg3 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg2: Seg3 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg3: Core (1 KPI)
Acct Group - Posted This and Prior YTD and Seg3: Seg1 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg3: Seg1 and Seg2 (1 KPI)
Acct Group - Posted This and Prior YTD and Seg3: Seg2 (1 KPI)
Acct Group - Posted YTD across Years: Account (1 KPI)
Acct Group - Posted YTD across Years: Core (1 KPI)
Acct Group - Posted YTD across Years: Seg1 (1 KPI)
Acct Group - Posted YTD across Years: Seg1, Seg2 and Seg3 (1 KPI)
Acct Group - Posted YTD across Years: Seg2 (1 KPI)
Acct Group - Posted YTD across Years: Seg3 (1 KPI)
Acct Group - Posted YTD across Years and Seg2: Core (1 KPI)
Acct Group - Posted YTD across Years and Seg2: Seg1 (1 KPI)
Acct Group - Posted YTD across Years and Seg2: Seg1 and Seg3 (1 KPI)
Acct Group - Posted YTD across Years and Seg2: Seg3 (1 KPI)
Acct Group - Posted YTD across Years and Seg3: Core (1 KPI)
Acct Group - Posted YTD across Years and Seg3: Seg1 (1 KPI)
Acct Group - Posted YTD across Years and Seg3: Seg1 and Seg2 (1 KPI)
Acct Group - Posted YTD across Years and Seg3: Seg2 (1 KPI)
Company - KPIs by Month: Core (1 KPI)
Company - KPIs by Month: Seg2 (1 KPI)
Company - KPIs by Month: Seg3 (1 KPI)
Company - KPIs by Year: Core (1 KPI)
Company - KPIs by Year: Seg2 (1 KPI)
Company - KPIs by Year: Seg3 (1 KPI)
Company - P&L Groupings by Month: Core (1 KPI)
Company - P&L Groupings by Month: Seg2 (1 KPI)
Company - P&L Groupings by Month: Seg2 and Seg3 (1 KPI)
Company - P&L Groupings by Month: Seg3 (1 KPI)
Company - P&L Groupings by Month: Seg3 and Seg2 (1 KPI)
Company - P&L Groupings by Year: Core (1 KPI)
Company - P&L Groupings by Year: Seg2 (1 KPI)
Company - P&L Groupings by Year: Seg2 and Seg3 (1 KPI)
Company - P&L Groupings by Year: Seg3 (1 KPI)
Company - P&L Groupings by Year: Seg3 and Seg2 (1 KPI)
Company - Posted by Month: Account (1 KPI)
Company - Posted by Month: Acct Group (1 KPI)
Company - Posted by Month: Acct Group and Account (1 KPI)
Company - Posted by Month: Acct Group and Seg1 (1 KPI)
Company - Posted by Month: Acct Group and Seg2 (1 KPI)
Company - Posted by Month: Acct Group and Seg3 (1 KPI)
Company - Posted by Month: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted by Month: Seg1 (1 KPI)
Company - Posted by Month: Seg1 and Seg2 (1 KPI)
Company - Posted by Month: Seg1 and Seg3 (1 KPI)
Company - Posted by Month: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted by Month: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted by Month and Seg2: Acct Group (1 KPI)
Company - Posted by Month and Seg2: Acct Group and Seg1 (1 KPI)
Company - Posted by Month and Seg2: Acct Group and Seg3 (1 KPI)
Company - Posted by Month and Seg2: Acct Group, Seg1, Seg3 (1 KPI)
Company - Posted by Month and Seg2: Seg1 (1 KPI)
Company - Posted by Month and Seg2: Seg1 and Seg3 (1 KPI)
Company - Posted by Month and Seg3: Acct Group (1 KPI)
Company - Posted by Month and Seg3: Acct Group and Seg1 (1 KPI)
Company - Posted by Month and Seg3: Acct Group and Seg2 (1 KPI)
Company - Posted by Month and Seg3: Acct Group, Seg1 and Seg2 (1 KPI)
Company - Posted by Month and Seg3: Seg1 (1 KPI)
Company - Posted by Month and Seg3: Seg1 and Seg2 (1 KPI)
Company - Posted by Year: Account (1 KPI)
Company - Posted by Year: Acct Group (1 KPI)
Company - Posted by Year: Acct Group and Account (1 KPI)
Company - Posted by Year: Acct Group and Seg1 (1 KPI)
Company - Posted by Year: Acct Group and Seg2 (1 KPI)
Company - Posted by Year: Acct Group and Seg3 (1 KPI)
Company - Posted by Year: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted by Year: Seg1 (1 KPI)
Company - Posted by Year: Seg1 and Seg2 (1 KPI)
Company - Posted by Year: Seg1 and Seg3 (1 KPI)
Company - Posted by Year: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted by Year: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted by Year and Seg2: Acct Group (1 KPI)
Company - Posted by Year and Seg2: Acct Group and Seg1 (1 KPI)
Company - Posted by Year and Seg2: Acct Group and Seg3 (1 KPI)
Company - Posted by Year and Seg2: Acct Group, Seg1 and Seg3 (1 KPI)
Company - Posted by Year and Seg2: Seg1 (1 KPI)
Company - Posted by Year and Seg2: Seg1 and Seg3 (1 KPI)
Company - Posted by Year and Seg3: Acct Group (1 KPI)
Company - Posted by Year and Seg3: Acct Group and Seg1 (1 KPI)
Company - Posted by Year and Seg3: Acct Group and Seg2 (1 KPI)
Company - Posted by Year and Seg3: Acct Group, Seg1 and Seg2 (1 KPI)
Company - Posted by Year and Seg3: Seg1 (1 KPI)
Company - Posted by Year and Seg3: Seg1 and Seg2 (1 KPI)
Company - Posted Details: Account (1 KPI)
Company - Posted Periods This and Prior Year: Account (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group and Account (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group and Seg1 (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group and Seg2 (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group and Seg3 (1 KPI)
Company - Posted Periods This and Prior Year: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted Periods This and Prior Year: Seg1 (1 KPI)
Company - Posted Periods This and Prior Year: Seg1 and Seg2 (1 KPI)
Company - Posted Periods This and Prior Year: Seg1 and Seg3 (1 KPI)
Company - Posted Periods This and Prior Year: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted Periods This and Prior Year: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted Same Period across Years: Account (1 KPI)
Company - Posted Same Period across Years: Acct Group (1 KPI)
Company - Posted Same Period across Years: Acct Group and Account (1 KPI)
Company - Posted Same Period across Years: Acct Group and Seg1 (1 KPI)
Company - Posted Same Period across Years: Acct Group and Seg2 (1 KPI)
Company - Posted Same Period across Years: Acct Group and Seg3 (1 KPI)
Company - Posted Same Period across Years: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted Same Period across Years: Seg1 (1 KPI)
Company - Posted Same Period across Years: Seg1 and Seg2 (1 KPI)
Company - Posted Same Period across Years: Seg1 and Seg3 (1 KPI)
Company - Posted Same Period across Years: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted Same Period across Years: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted Same Period across Years and Seg2: Acct Group (1 KPI)
Company - Posted Same Period across Years and Seg2: Acct Group and Seg1 (1 KPI)
Company - Posted Same Period across Years and Seg2: Acct Group and Seg3 (1 KPI)
Company - Posted Same Period across Years and Seg2: Acct Group, Seg1 and Seg3 (1 KPI)
Company - Posted Same Period across Years and Seg2: Seg1 (1 KPI)
Company - Posted Same Period across Years and Seg2: Seg1 and Seg3 (1 KPI)
Company - Posted Same Period across Years and Seg3: Acct Group (1 KPI)
Company - Posted Same Period across Years and Seg3: Acct Group and Seg1 (1 KPI)
Company - Posted Same Period across Years and Seg3: Acct Group and Seg2 (1 KPI)
Company - Posted Same Period across Years and Seg3: Acct Group, Seg1 and Seg2 (1 KPI)
Company - Posted Same Period across Years and Seg3: Seg1 (1 KPI)
Company - Posted Same Period across Years and Seg3: Seg1 and Seg2 (1 KPI)
Company - Posted This and Prior YTD: Account (1 KPI)
Company - Posted This and Prior YTD: Acct Group (1 KPI)
Company - Posted This and Prior YTD: Acct Group and Account (1 KPI)
Company - Posted This and Prior YTD: Acct Group and Seg1 (1 KPI)
Company - Posted This and Prior YTD: Acct Group and Seg2 (1 KPI)
Company - Posted This and Prior YTD: Acct Group and Seg3 (1 KPI)
Company - Posted This and Prior YTD: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted This and Prior YTD: Seg1 (1 KPI)
Company - Posted This and Prior YTD: Seg1 and Seg2 (1 KPI)
Company - Posted This and Prior YTD: Seg1 and Seg3 (1 KPI)
Company - Posted This and Prior YTD: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted This and Prior YTD: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted This and Prior YTD and Seg2: Acct Group (1 KPI)
Company - Posted This and Prior YTD and Seg2: Acct Group and Seg1 (1 KPI)
Company - Posted This and Prior YTD and Seg2: Acct Group and Seg3 (1 KPI)
Company - Posted This and Prior YTD and Seg2: Acct Group, Seg1 and Seg3 (1 KPI)
Company - Posted This and Prior YTD and Seg2: Seg1 (1 KPI)
Company - Posted This and Prior YTD and Seg2: Seg1 and Seg3 (1 KPI)
Company - Posted This and Prior YTD and Seg3: Acct Group (1 KPI)
Company - Posted This and Prior YTD and Seg3: Acct Group and Seg1 (1 KPI)
Company - Posted This and Prior YTD and Seg3: Acct Group and Seg2 (1 KPI)
Company - Posted This and Prior YTD and Seg3: Acct Group, Seg1 and Seg2 (1 KPI)
Company - Posted This and Prior YTD and Seg3: Seg1 (1 KPI)
Company - Posted This and Prior YTD and Seg3: Seg1 and Seg2 (1 KPI)
Company - Posted YTD across Years: Account (1 KPI)
Company - Posted YTD across Years: Acct Group (1 KPI)
Company - Posted YTD across Years: Acct Group and Account (1 KPI)
Company - Posted YTD across Years: Acct Group and Seg1 (1 KPI)
Company - Posted YTD across Years: Acct Group and Seg2 (1 KPI)
Company - Posted YTD across Years: Acct Group and Seg3 (1 KPI)
Company - Posted YTD across Years: Acct Group, Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted YTD across Years: Seg1 (1 KPI)
Company - Posted YTD across Years: Seg1 and Seg2 (1 KPI)
Company - Posted YTD across Years: Seg1 and Seg3 (1 KPI)
Company - Posted YTD across Years: Seg1, Seg2 and Seg3 (1 KPI)
Company - Posted YTD across Years: Seg1, Seg3 and Seg2 (1 KPI)
Company - Posted YTD across Years and Seg2: Acct Group (1 KPI)
Company - Posted YTD across Years and Seg2: Acct Group and Seg1 (1 KPI)
Company - Posted YTD across Years and Seg2: Acct Group and Seg3 (1 KPI)
Company - Posted YTD across Years and Seg2: Acct Group, Seg1 and Seg3 (1 KPI)
Company - Posted YTD across Years and Seg2: Seg1 (1 KPI)
Company - Posted YTD across Years and Seg2: Seg1 and Seg3 (1 KPI)
Company - Posted YTD across Years and Seg3: Acct Group (1 KPI)
Company - Posted YTD across Years and Seg3: Acct Group and Seg1 (1 KPI)
Company - Posted YTD across Years and Seg3: Acct Group and Seg2 (1 KPI)
Company - Posted YTD across Years and Seg3: Acct Group, Seg1 and Seg2 (1 KPI)
Company - Posted YTD across Years and Seg3: Seg1 (1 KPI)
Company - Posted YTD across Years and Seg3: Seg1 and Seg2 (1 KPI)
QA - QA GL Transaction: BS1/PL1 Key (1 KPI)
QA - QA GL Transaction: Cash Flow Groups (1 KPI)
QA - QA GL Transaction: EBITDA Groups (1 KPI)
QA - QA GL Transaction: Fin Ratio Groups (1 KPI)
QA - QA GL Transaction: P&L (1 KPI)
QA - QA GL Transaction: P&L Budgets (1 KPI)
QA - QA GL Transaction: P&L by Segments (1 KPI)
QA - QA GL Transaction: Transaction Details (1 KPI)
QA - QA GL Transaction: Trial Balance (1 KPI)
Seg1 - Posted by Month: Account (1 KPI)
Seg1 - Posted by Month: Acct Group (1 KPI)
Seg1 - Posted by Month: Acct Group and Account (1 KPI)
Seg1 - Posted by Month: Acct Group and Seg2 (1 KPI)
Seg1 - Posted by Month: Acct Group and Seg3 (1 KPI)
Seg1 - Posted by Month: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted by Month: Core (1 KPI)
Seg1 - Posted by Month: Seg2 (1 KPI)
Seg1 - Posted by Month: Seg2 and Seg3 (1 KPI)
Seg1 - Posted by Month: Seg3 (1 KPI)
Seg1 - Posted by Month: Seg3 and Seg2 (1 KPI)
Seg1 - Posted by Month and Seg2: Acct Group (1 KPI)
Seg1 - Posted by Month and Seg2: Acct Group and Seg3 (1 KPI)
Seg1 - Posted by Month and Seg2: Core (1 KPI)
Seg1 - Posted by Month and Seg2: Seg3 (1 KPI)
Seg1 - Posted by Month and Seg3: Acct Group (1 KPI)
Seg1 - Posted by Month and Seg3: Acct Group and Seg2 (1 KPI)
Seg1 - Posted by Month and Seg3: Core (1 KPI)
Seg1 - Posted by Month and Seg3: Seg2 (1 KPI)
Seg1 - Posted by Year: Account (1 KPI)
Seg1 - Posted by Year: Acct Group (1 KPI)
Seg1 - Posted by Year: Acct Group and Account (1 KPI)
Seg1 - Posted by Year: Acct Group and Seg2 (1 KPI)
Seg1 - Posted by Year: Acct Group and Seg3 (1 KPI)
Seg1 - Posted by Year: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted by Year: Core (1 KPI)
Seg1 - Posted by Year: Seg2 (1 KPI)
Seg1 - Posted by Year: Seg2 and Seg3 (1 KPI)
Seg1 - Posted by Year: Seg3 (1 KPI)
Seg1 - Posted by Year: Seg3 and Seg2 (1 KPI)
Seg1 - Posted by Year and Seg2: Acct Group (1 KPI)
Seg1 - Posted by Year and Seg2: Acct Group and Seg3 (1 KPI)
Seg1 - Posted by Year and Seg2: Core (1 KPI)
Seg1 - Posted by Year and Seg2: Seg3 (1 KPI)
Seg1 - Posted by Year and Seg3: Acct Group (1 KPI)
Seg1 - Posted by Year and Seg3: Acct Group and Seg2 (1 KPI)
Seg1 - Posted by Year and Seg3: Core (1 KPI)
Seg1 - Posted by Year and Seg3: Seg2 (1 KPI)
Seg1 - Posted Details: Account (1 KPI)
Seg1 - Posted Periods This and Prior Year: Account (1 KPI)
Seg1 - Posted Periods This and Prior Year: Acct Group (1 KPI)
Seg1 - Posted Periods This and Prior Year: Acct Group and Account (1 KPI)
Seg1 - Posted Periods This and Prior Year: Acct Group and Seg2 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Acct Group and Seg3 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Core (1 KPI)
Seg1 - Posted Periods This and Prior Year: Seg2 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Seg2 and Seg3 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Seg3 (1 KPI)
Seg1 - Posted Periods This and Prior Year: Seg3 and Seg2 (1 KPI)
Seg1 - Posted Same Period across Years: Account (1 KPI)
Seg1 - Posted Same Period across Years: Acct Group (1 KPI)
Seg1 - Posted Same Period across Years: Acct Group and Account (1 KPI)
Seg1 - Posted Same Period across Years: Acct Group and Seg2 (1 KPI)
Seg1 - Posted Same Period across Years: Acct Group and Seg3 (1 KPI)
Seg1 - Posted Same Period across Years: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted Same Period across Years: Core (1 KPI)
Seg1 - Posted Same Period across Years: Seg2 (1 KPI)
Seg1 - Posted Same Period across Years: Seg2 and Seg3 (1 KPI)
Seg1 - Posted Same Period across Years: Seg3 (1 KPI)
Seg1 - Posted Same Period across Years: Seg3 and Seg2 (1 KPI)
Seg1 - Posted Same Period across Years and Seg2: Acct Group (1 KPI)
Seg1 - Posted Same Period across Years and Seg2: Acct Group and Seg3 (1 KPI)
Seg1 - Posted Same Period across Years and Seg2: Core (1 KPI)
Seg1 - Posted Same Period across Years and Seg2: Seg3 (1 KPI)
Seg1 - Posted Same Period across Years and Seg3: Acct Group (1 KPI)
Seg1 - Posted Same Period across Years and Seg3: Acct Group and Seg2 (1 KPI)
Seg1 - Posted Same Period across Years and Seg3: Core (1 KPI)
Seg1 - Posted Same Period across Years and Seg3: Seg2 (1 KPI)
Seg1 - Posted This and Prior YTD: Account (1 KPI)
Seg1 - Posted This and Prior YTD: Acct Group (1 KPI)
Seg1 - Posted This and Prior YTD: Acct Group and Account (1 KPI)
Seg1 - Posted This and Prior YTD: Acct Group and Seg2 (1 KPI)
Seg1 - Posted This and Prior YTD: Acct Group and Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD: Core (1 KPI)
Seg1 - Posted This and Prior YTD: Seg2 (1 KPI)
Seg1 - Posted This and Prior YTD: Seg2 and Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD: Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD: Seg3 and Seg2 (1 KPI)
Seg1 - Posted This and Prior YTD and Seg2: Acct Group (1 KPI)
Seg1 - Posted This and Prior YTD and Seg2: Acct Group and Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD and Seg2: Core (1 KPI)
Seg1 - Posted This and Prior YTD and Seg2: Seg3 (1 KPI)
Seg1 - Posted This and Prior YTD and Seg3: Acct Group (1 KPI)
Seg1 - Posted This and Prior YTD and Seg3: Acct Group and Seg2 (1 KPI)
Seg1 - Posted This and Prior YTD and Seg3: Core (1 KPI)
Seg1 - Posted This and Prior YTD and Seg3: Seg2 (1 KPI)
Seg1 - Posted YTD across Years: Account (1 KPI)
Seg1 - Posted YTD across Years: Acct Group (1 KPI)
Seg1 - Posted YTD across Years: Acct Group and Account (1 KPI)
Seg1 - Posted YTD across Years: Acct Group and Seg2 (1 KPI)
Seg1 - Posted YTD across Years: Acct Group and Seg3 (1 KPI)
Seg1 - Posted YTD across Years: Acct Group, Seg2 and Seg3 (1 KPI)
Seg1 - Posted YTD across Years: Core (1 KPI)
Seg1 - Posted YTD across Years: Seg2 (1 KPI)
Seg1 - Posted YTD across Years: Seg2 and Seg3 (1 KPI)
Seg1 - Posted YTD across Years: Seg3 (1 KPI)
Seg1 - Posted YTD across Years: Seg3 and Seg2 (1 KPI)
Seg1 - Posted YTD across Years and Seg2: Acct Group (1 KPI)
Seg1 - Posted YTD across Years and Seg2: Acct Group and Seg3 (1 KPI)
Seg1 - Posted YTD across Years and Seg2: Core (1 KPI)
Seg1 - Posted YTD across Years and Seg2: Seg3 (1 KPI)
Seg1 - Posted YTD across Years and Seg3: Acct Group (1 KPI)
Seg1 - Posted YTD across Years and Seg3: Acct Group and Seg2 (1 KPI)
Seg1 - Posted YTD across Years and Seg3: Core (1 KPI)
Seg1 - Posted YTD across Years and Seg3: Seg2 (1 KPI)
Seg2 - KPIs by Month: Core (1 KPI)
Seg2 - KPIs by Month: Seg3 (1 KPI)
Seg2 - KPIs by Year: Core (1 KPI)
Seg2 - KPIs by Year: Seg3 (1 KPI)
Seg2 - P&L Groupings by Month: Core (1 KPI)
Seg2 - P&L Groupings by Month: Seg3 (1 KPI)
Seg2 - P&L Groupings by Year: Core (1 KPI)
Seg2 - P&L Groupings by Year: Seg3 (1 KPI)
Seg2 - Posted by Month: Account (1 KPI)
Seg2 - Posted by Month: Acct Group (1 KPI)
Seg2 - Posted by Month: Acct Group and Account (1 KPI)
Seg2 - Posted by Month: Acct Group and Seg1 (1 KPI)
Seg2 - Posted by Month: Acct Group and Seg3 (1 KPI)
Seg2 - Posted by Month: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted by Month: Seg1 (1 KPI)
Seg2 - Posted by Month: Seg1 and Seg3 (1 KPI)
Seg2 - Posted by Month and Seg3: Acct Group (1 KPI)
Seg2 - Posted by Month and Seg3: Acct Group and Seg1 (1 KPI)
Seg2 - Posted by Month and Seg3: Seg1 (1 KPI)
Seg2 - Posted by Year: Account (1 KPI)
Seg2 - Posted by Year: Acct Group (1 KPI)
Seg2 - Posted by Year: Acct Group and Account (1 KPI)
Seg2 - Posted by Year: Acct Group and Seg1 (1 KPI)
Seg2 - Posted by Year: Acct Group and Seg3 (1 KPI)
Seg2 - Posted by Year: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted by Year: Seg1 (1 KPI)
Seg2 - Posted by Year: Seg1 and Seg3 (1 KPI)
Seg2 - Posted by Year and Seg3: Account (1 KPI)
Seg2 - Posted by Year and Seg3: Acct Group (1 KPI)
Seg2 - Posted by Year and Seg3: Acct Group and Seg1 (1 KPI)
Seg2 - Posted by Year and Seg3: Seg1 (1 KPI)
Seg2 - Posted Details: Account (1 KPI)
Seg2 - Posted Periods This and Prior Year: Account (1 KPI)
Seg2 - Posted Periods This and Prior Year: Acct Group (1 KPI)
Seg2 - Posted Periods This and Prior Year: Acct Group and Account (1 KPI)
Seg2 - Posted Periods This and Prior Year: Acct Group and Seg1 (1 KPI)
Seg2 - Posted Periods This and Prior Year: Acct Group and Seg3 (1 KPI)
Seg2 - Posted Periods This and Prior Year: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted Periods This and Prior Year: Seg1 (1 KPI)
Seg2 - Posted Periods This and Prior Year: Seg1 and Seg3 (1 KPI)
Seg2 - Posted Same Period across Years: Account (1 KPI)
Seg2 - Posted Same Period across Years: Acct Group (1 KPI)
Seg2 - Posted Same Period across Years: Acct Group and Account (1 KPI)
Seg2 - Posted Same Period across Years: Acct Group and Seg1 (1 KPI)
Seg2 - Posted Same Period across Years: Acct Group and Seg3 (1 KPI)
Seg2 - Posted Same Period across Years: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted Same Period across Years: Seg1 (1 KPI)
Seg2 - Posted Same Period across Years: Seg1 and Seg3 (1 KPI)
Seg2 - Posted Same Period across Years and Seg3: Acct Group (1 KPI)
Seg2 - Posted Same Period across Years and Seg3: Acct Group and Seg1 (1 KPI)
Seg2 - Posted Same Period across Years and Seg3: Seg1 (1 KPI)
Seg2 - Posted This and Prior YTD: Account (1 KPI)
Seg2 - Posted This and Prior YTD: Acct Group (1 KPI)
Seg2 - Posted This and Prior YTD: Acct Group and Account (1 KPI)
Seg2 - Posted This and Prior YTD: Acct Group and Seg1 (1 KPI)
Seg2 - Posted This and Prior YTD: Acct Group and Seg3 (1 KPI)
Seg2 - Posted This and Prior YTD: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted This and Prior YTD: Seg1 (1 KPI)
Seg2 - Posted This and Prior YTD: Seg1 and Seg3 (1 KPI)
Seg2 - Posted This and Prior YTD and Seg3: Acct Group (1 KPI)
Seg2 - Posted This and Prior YTD and Seg3: Acct Group and Seg1 (1 KPI)
Seg2 - Posted This and Prior YTD and Seg3: Seg1 (1 KPI)
Seg2 - Posted YTD across Years: Account (1 KPI)
Seg2 - Posted YTD across Years: Acct Group (1 KPI)
Seg2 - Posted YTD across Years: Acct Group and Account (1 KPI)
Seg2 - Posted YTD across Years: Acct Group and Seg1 (1 KPI)
Seg2 - Posted YTD across Years: Acct Group and Seg3 (1 KPI)
Seg2 - Posted YTD across Years: Acct Group, Seg1 and Seg3 (1 KPI)
Seg2 - Posted YTD across Years: Seg1 (1 KPI)
Seg2 - Posted YTD across Years: Seg1 and Seg3 (1 KPI)
Seg2 - Posted YTD across Years and Seg3: Acct Group (1 KPI)
Seg2 - Posted YTD across Years and Seg3: Acct Group and Seg1 (1 KPI)
Seg2 - Posted YTD across Years and Seg3: Seg1 (1 KPI)
Seg3 - KPIs by Month: Core (1 KPI)
Seg3 - KPIs by Month: Seg2 (1 KPI)
Seg3 - KPIs by Year: Core (1 KPI)
Seg3 - KPIs by Year: Seg2 (1 KPI)
Seg3 - P&L Groupings by Month: Core (1 KPI)
Seg3 - P&L Groupings by Month: Seg2 (1 KPI)
Seg3 - P&L Groupings by Year: Core (1 KPI)
Seg3 - P&L Groupings by Year: Seg2 (1 KPI)
Seg3 - Posted by Month: Account (1 KPI)
Seg3 - Posted by Month: Acct Group (1 KPI)
Seg3 - Posted by Month: Acct Group and Account (1 KPI)
Seg3 - Posted by Month: Acct Group and Seg1 (1 KPI)
Seg3 - Posted by Month: Acct Group and Seg2 (1 KPI)
Seg3 - Posted by Month: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted by Month: Seg1 (1 KPI)
Seg3 - Posted by Month: Seg1 and Seg2 (1 KPI)
Seg3 - Posted by Month and Seg2: Acct Group (1 KPI)
Seg3 - Posted by Month and Seg2: Acct Group and Seg1 (1 KPI)
Seg3 - Posted by Month and Seg2: Seg1 (1 KPI)
Seg3 - Posted by Year: Account (1 KPI)
Seg3 - Posted by Year: Acct Group (1 KPI)
Seg3 - Posted by Year: Acct Group and Account (1 KPI)
Seg3 - Posted by Year: Acct Group and Seg1 (1 KPI)
Seg3 - Posted by Year: Acct Group and Seg2 (1 KPI)
Seg3 - Posted by Year: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted by Year: Seg1 (1 KPI)
Seg3 - Posted by Year: Seg1 and Seg2 (1 KPI)
Seg3 - Posted by Year and Seg2: Account (1 KPI)
Seg3 - Posted by Year and Seg2: Acct Group (1 KPI)
Seg3 - Posted by Year and Seg2: Acct Group and Seg1 (1 KPI)
Seg3 - Posted by Year and Seg2: Seg1 (1 KPI)
Seg3 - Posted Details: Account (1 KPI)
Seg3 - Posted Periods This and Prior Year: Account (1 KPI)
Seg3 - Posted Periods This and Prior Year: Acct Group (1 KPI)
Seg3 - Posted Periods This and Prior Year: Acct Group and Account (1 KPI)
Seg3 - Posted Periods This and Prior Year: Acct Group and Seg1 (1 KPI)
Seg3 - Posted Periods This and Prior Year: Acct Group and Seg2 (1 KPI)
Seg3 - Posted Periods This and Prior Year: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted Periods This and Prior Year: Seg1 (1 KPI)
Seg3 - Posted Periods This and Prior Year: Seg1 and Seg2 (1 KPI)
Seg3 - Posted Same Period across Years: Account (1 KPI)
Seg3 - Posted Same Period across Years: Acct Group (1 KPI)
Seg3 - Posted Same Period across Years: Acct Group and Account (1 KPI)
Seg3 - Posted Same Period across Years: Acct Group and Seg1 (1 KPI)
Seg3 - Posted Same Period across Years: Acct Group and Seg2 (1 KPI)
Seg3 - Posted Same Period across Years: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted Same Period across Years: Seg1 (1 KPI)
Seg3 - Posted Same Period across Years: Seg1 and Seg2 (1 KPI)
Seg3 - Posted Same Period across Years and Seg2: Acct Group (1 KPI)
Seg3 - Posted Same Period across Years and Seg2: Acct Group and Seg1 (1 KPI)
Seg3 - Posted Same Period across Years and Seg2: Seg1 (1 KPI)
Seg3 - Posted This and Prior YTD: Account (1 KPI)
Seg3 - Posted This and Prior YTD: Acct Group (1 KPI)
Seg3 - Posted This and Prior YTD: Acct Group and Account (1 KPI)
Seg3 - Posted This and Prior YTD: Acct Group and Seg1 (1 KPI)
Seg3 - Posted This and Prior YTD: Acct Group and Seg2 (1 KPI)
Seg3 - Posted This and Prior YTD: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted This and Prior YTD: Seg1 (1 KPI)
Seg3 - Posted This and Prior YTD: Seg1 and Seg2 (1 KPI)
Seg3 - Posted This and Prior YTD and Seg2: Acct Group (1 KPI)
Seg3 - Posted This and Prior YTD and Seg2: Acct Group and Seg1 (1 KPI)
Seg3 - Posted This and Prior YTD and Seg2: Seg1 (1 KPI)
Seg3 - Posted YTD across Years: Account (1 KPI)
Seg3 - Posted YTD across Years: Acct Group (1 KPI)
Seg3 - Posted YTD across Years: Acct Group and Account (1 KPI)
Seg3 - Posted YTD across Years: Acct Group and Seg1 (1 KPI)
Seg3 - Posted YTD across Years: Acct Group and Seg2 (1 KPI)
Seg3 - Posted YTD across Years: Acct Group, Seg1 and Seg2 (1 KPI)
Seg3 - Posted YTD across Years: Seg1 (1 KPI)
Seg3 - Posted YTD across Years: Seg1 and Seg2 (1 KPI)
Seg3 - Posted YTD across Years and Seg2: Acct Group (1 KPI)
Seg3 - Posted YTD across Years and Seg2: Acct Group and Seg1 (1 KPI)
Seg3 - Posted YTD across Years and Seg2: Seg1 (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.