Tableau Enterprise: IN Inventory Transaction
_IN_Transaction: Tableau Enterprise Templates
This page describes DataSelf Enterprise’s customizable Tableau Templates for IN Inventory 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).
Reports
A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Tableau Workbook name (twb file)”
Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”
E.g.:
“Company - Adjustments by Month: Core” report can be found in the “Core” worksheet on the “Company - Adjustments by Month.twb” workbook. In Tableau Server, search for “Company - Adjustments by Month”, then click the “Core” view.
“Company - Adjustments by Month: Item” report can be found in the “Item” worksheet on the “Company - Adjustments by Month.twb” workbook. In Tableau Server, search for “Company - Adjustments by Month”, then click the “Item” view.
Report List
Company - Adjustments by Month: Core (1 KPI)
Company - Adjustments by Month: Item (1 KPI)
Company - Adjustments by Month: Item Cat (1 KPI)
Company - Adjustments by Month: Tran Details (1 KPI)
Company - Adjustments by Month: Whse (1 KPI)
Company - All Tran Groups by Month: Core (1 KPI)
Company - All Tran Groups by Month: Item (1 KPI)
Company - All Tran Groups by Month: Item Cat (1 KPI)
Company - All Tran Groups by Month: Tran Details (1 KPI)
Company - All Tran Groups by Month: Whse (1 KPI)
Company - Avg, Min & Max Tran Cost by Month: Core (1 KPI)
Company - Avg, Min & Max Tran Cost by Month: Item (1 KPI)
Company - Avg, Min & Max Tran Cost by Month: Item Cat (1 KPI)
Company - Avg, Min & Max Tran Cost by Month: Whse (1 KPI)
Company - Avg, Min & Max Tran Cost by Year: Core (1 KPI)
Company - Avg, Min & Max Tran Cost by Year: Item (1 KPI)
Company - Avg, Min & Max Tran Cost by Year: Item Cat (1 KPI)
Company - Avg, Min & Max Tran Cost by Year: Whse (1 KPI)
Company - Avg, Min & Max Tran Qty by Month: Core (1 KPI)
Company - Avg, Min & Max Tran Qty by Month: Item (1 KPI)
Company - Avg, Min & Max Tran Qty by Month: Item Cat (1 KPI)
Company - Avg, Min & Max Tran Qty by Month: Whse (1 KPI)
Company - Avg, Min & Max Tran Qty by Year: Core (1 KPI)
Company - Avg, Min & Max Tran Qty by Year: Item (1 KPI)
Company - Avg, Min & Max Tran Qty by Year: Item Cat (1 KPI)
Company - Avg, Min & Max Tran Qty by Year: Whse (1 KPI)
Company - Mfg by Month: Core (1 KPI)
Company - Mfg by Month: Item (1 KPI)
Company - Mfg by Month: Item Cat (1 KPI)
Company - Mfg by Month: Tran Details (1 KPI)
Company - Mfg by Month: Whse (1 KPI)
Company - No Recent Sales: Item (1 KPI)
Company - No Recent Sales: Item Cat (1 KPI)
Company - No Recent Sales: Whse (1 KPI)
Company - No Recent Transactions: Item (1 KPI)
Company - No Recent Transactions: Item Cat (1 KPI)
Company - No Recent Transactions: Whse (1 KPI)
Company - Purchases by Month: Core (1 KPI)
Company - Purchases by Month: Item (1 KPI)
Company - Purchases by Month: Item Cat (1 KPI)
Company - Purchases by Month: Tran Details (1 KPI)
Company - Purchases by Month: Whse (1 KPI)
Company - Sales by Month: Core (1 KPI)
Company - Sales by Month: Item (1 KPI)
Company - Sales by Month: Item Cat (1 KPI)
Company - Sales by Month: Tran Details (1 KPI)
Company - Sales by Month: Whse (1 KPI)
Company - Top Cost Of Sales in a Period: Item (1 KPI)
Company - Top Cost Of Sales in a Period: Item Cat (1 KPI)
Company - Top Tran Cost in a Period: Item (1 KPI)
Company - Top Tran Cost in a Period: Item Cat (1 KPI)
Company - Top Tran Qty in a Period: Item (1 KPI)
Company - Top Tran Qty in a Period: Item Cat (1 KPI)
Company - Tran Count by Month: Core (1 KPI)
Company - Tran Count by Month: Item (1 KPI)
Company - Tran Count by Month: Item Cat (1 KPI)
Company - Tran Count by Month: Tran Details (1 KPI)
Company - Tran Count by Month: Whse (1 KPI)
Company - Transfers by Month: Core (1 KPI)
Company - Transfers by Month: Item (1 KPI)
Company - Transfers by Month: Item Cat (1 KPI)
Company - Transfers by Month: Tran Details (1 KPI)
Company - Transfers by Month: Whse (1 KPI)
Item - Adjustments by Month: Company (1 KPI)
Item - Adjustments by Month: Core (1 KPI)
Item - Adjustments by Month: Item Cat (1 KPI)
Item - Adjustments by Month: Tran Details (1 KPI)
Item - Adjustments by Month: Whse (1 KPI)
Item - All Tran Groups by Month: Company (1 KPI)
Item - All Tran Groups by Month: Core (1 KPI)
Item - All Tran Groups by Month: Item Cat (1 KPI)
Item - All Tran Groups by Month: Tran Details (1 KPI)
Item - All Tran Groups by Month: Whse (1 KPI)
Item - Avg, Min & Max Tran Cost by Month: Company (1 KPI)
Item - Avg, Min & Max Tran Cost by Month: Core (1 KPI)
Item - Avg, Min & Max Tran Cost by Month: Item Cat (1 KPI)
Item - Avg, Min & Max Tran Cost by Month: Whse (1 KPI)
Item - Avg, Min & Max Tran Cost by Year: Company (1 KPI)
Item - Avg, Min & Max Tran Cost by Year: Core (1 KPI)
Item - Avg, Min & Max Tran Cost by Year: Item Cat (1 KPI)
Item - Avg, Min & Max Tran Cost by Year: Whse (1 KPI)
Item - Avg, Min & Max Tran Qty by Month: Company (1 KPI)
Item - Avg, Min & Max Tran Qty by Month: Core (1 KPI)
Item - Avg, Min & Max Tran Qty by Month: Item Cat (1 KPI)
Item - Avg, Min & Max Tran Qty by Month: Whse (1 KPI)
Item - Avg, Min & Max Tran Qty by Year: Company (1 KPI)
Item - Avg, Min & Max Tran Qty by Year: Core (1 KPI)
Item - Avg, Min & Max Tran Qty by Year: Item Cat (1 KPI)
Item - Avg, Min & Max Tran Qty by Year: Whse (1 KPI)
Item - Mfg by Month: Company (1 KPI)
Item - Mfg by Month: Core (1 KPI)
Item - Mfg by Month: Item Cat (1 KPI)
Item - Mfg by Month: Tran Details (1 KPI)
Item - Mfg by Month: Whse (1 KPI)
Item - No Recent Sales: Core (1 KPI)
Item - No Recent Sales: Item Cat (1 KPI)
Item - No Recent Sales: Whse (1 KPI)
Item - No Recent Transactions: Core (1 KPI)
Item - No Recent Transactions: Item Cat (1 KPI)
Item - No Recent Transactions: Whse (1 KPI)
Item - Purchases by Month: Company (1 KPI)
Item - Purchases by Month: Core (1 KPI)
Item - Purchases by Month: Item Cat (1 KPI)
Item - Purchases by Month: Tran Details (1 KPI)
Item - Purchases by Month: Whse (1 KPI)
Item - Sales by Month: Company (1 KPI)
Item - Sales by Month: Core (1 KPI)
Item - Sales by Month: Item Cat (1 KPI)
Item - Sales by Month: Tran Details (1 KPI)
Item - Sales by Month: Whse (1 KPI)
Item - Top Cost Of Sales in a Period: Item (1 KPI)
Item - Top Cost Of Sales in a Period: Item Cat (1 KPI)
Item - Top Tran Cost in a Period: Item (1 KPI)
Item - Top Tran Cost in a Period: Item Cat (1 KPI)
Item - Top Tran Qty in a Period: Item (1 KPI)
Item - Top Tran Qty in a Period: Item Cat (1 KPI)
Item - Tran Count by Month: Company (1 KPI)
Item - Tran Count by Month: Core (1 KPI)
Item - Tran Count by Month: Item Cat (1 KPI)
Item - Tran Count by Month: Tran Details (1 KPI)
Item - Tran Count by Month: Whse (1 KPI)
Item - Transfers by Month: Company (1 KPI)
Item - Transfers by Month: Core (1 KPI)
Item - Transfers by Month: Item Cat (1 KPI)
Item - Transfers by Month: Tran Details (1 KPI)
Item - Transfers by Month: Whse (1 KPI)
Item Cat - Adjustments by Month: Company (1 KPI)
Item Cat - Adjustments by Month: Core (1 KPI)
Item Cat - Adjustments by Month: Item (1 KPI)
Item Cat - Adjustments by Month: Tran Details (1 KPI)
Item Cat - Adjustments by Month: Whse (1 KPI)
Item Cat - All Tran Groups by Month: Company (1 KPI)
Item Cat - All Tran Groups by Month: Core (1 KPI)
Item Cat - All Tran Groups by Month: Item (1 KPI)
Item Cat - All Tran Groups by Month: Tran Details (1 KPI)
Item Cat - All Tran Groups by Month: Whse (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Month: Company (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Month: Core (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Month: Item (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Month: Whse (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Year: Company (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Year: Core (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Year: Item (1 KPI)
Item Cat - Avg, Min & Max Tran Cost by Year: Whse (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Month: Company (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Month: Core (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Month: Item (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Month: Whse (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Year: Company (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Year: Core (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Year: Item (1 KPI)
Item Cat - Avg, Min & Max Tran Qty by Year: Whse (1 KPI)
Item Cat - Mfg by Month: Company (1 KPI)
Item Cat - Mfg by Month: Core (1 KPI)
Item Cat - Mfg by Month: Item (1 KPI)
Item Cat - Mfg by Month: Tran Details (1 KPI)
Item Cat - Mfg by Month: Whse (1 KPI)
Item Cat - No Recent Sales: Company (1 KPI)
Item Cat - No Recent Sales: Item (1 KPI)
Item Cat - No Recent Sales: Whse (1 KPI)
Item Cat - No Recent Transactions: Company (1 KPI)
Item Cat - No Recent Transactions: Item (1 KPI)
Item Cat - No Recent Transactions: Whse (1 KPI)
Item Cat - Purchases by Month: Company (1 KPI)
Item Cat - Purchases by Month: Core (1 KPI)
Item Cat - Purchases by Month: Item (1 KPI)
Item Cat - Purchases by Month: Tran Details (1 KPI)
Item Cat - Purchases by Month: Whse (1 KPI)
Item Cat - Sales by Month: Company (1 KPI)
Item Cat - Sales by Month: Core (1 KPI)
Item Cat - Sales by Month: Item (1 KPI)
Item Cat - Sales by Month: Tran Details (1 KPI)
Item Cat - Sales by Month: Whse (1 KPI)
Item Cat - Top Cost Of Sales in a Period: Item (1 KPI)
Item Cat - Top Cost Of Sales in a Period: Item Cat (1 KPI)
Item Cat - Top Tran Cost in a Period: Item (1 KPI)
Item Cat - Top Tran Cost in a Period: Item Cat (1 KPI)
Item Cat - Top Tran Qty in a Period: Item (1 KPI)
Item Cat - Top Tran Qty in a Period: Item Cat (1 KPI)
Item Cat - Tran Count by Month: Company (1 KPI)
Item Cat - Tran Count by Month: Core (1 KPI)
Item Cat - Tran Count by Month: Item (1 KPI)
Item Cat - Tran Count by Month: Tran Details (1 KPI)
Item Cat - Tran Count by Month: Whse (1 KPI)
Item Cat - Transfers by Month: Company (1 KPI)
Item Cat - Transfers by Month: Core (1 KPI)
Item Cat - Transfers by Month: Item (1 KPI)
Item Cat - Transfers by Month: Tran Details (1 KPI)
Item Cat - Transfers by Month: Whse (1 KPI)
QA IN Transaction: Company (1 KPI)
QA IN Transaction: Item (1 KPI)
QA IN Transaction: Item Cat (1 KPI)
QA IN Transaction: Tran Group (1 KPI)
QA IN Transaction: Whse (1 KPI)
Whse - Adjustments by Month: Company (1 KPI)
Whse - Adjustments by Month: Core (1 KPI)
Whse - Adjustments by Month: Item (1 KPI)
Whse - Adjustments by Month: Item Cat (1 KPI)
Whse - Adjustments by Month: Tran Details (1 KPI)
Whse - All Tran Groups by Month: Company (1 KPI)
Whse - All Tran Groups by Month: Core (1 KPI)
Whse - All Tran Groups by Month: Item (1 KPI)
Whse - All Tran Groups by Month: Item Cat (1 KPI)
Whse - All Tran Groups by Month: Tran Details (1 KPI)
Whse - Avg, Min & Max Tran Cost by Month: Company (1 KPI)
Whse - Avg, Min & Max Tran Cost by Month: Core (1 KPI)
Whse - Avg, Min & Max Tran Cost by Month: Item (1 KPI)
Whse - Avg, Min & Max Tran Cost by Month: Item Cat (1 KPI)
Whse - Avg, Min & Max Tran Cost by Year: Company (1 KPI)
Whse - Avg, Min & Max Tran Cost by Year: Core (1 KPI)
Whse - Avg, Min & Max Tran Cost by Year: Item (1 KPI)
Whse - Avg, Min & Max Tran Cost by Year: Item Cat (1 KPI)
Whse - Avg, Min & Max Tran Qty by Month: Company (1 KPI)
Whse - Avg, Min & Max Tran Qty by Month: Core (1 KPI)
Whse - Avg, Min & Max Tran Qty by Month: Item (1 KPI)
Whse - Avg, Min & Max Tran Qty by Month: Item Cat (1 KPI)
Whse - Avg, Min & Max Tran Qty by Year: Company (1 KPI)
Whse - Avg, Min & Max Tran Qty by Year: Core (1 KPI)
Whse - Avg, Min & Max Tran Qty by Year: Item (1 KPI)
Whse - Avg, Min & Max Tran Qty by Year: Item Cat (1 KPI)
Whse - Historical On Hand: Cost by Company (1 KPI)
Whse - Historical On Hand: Cost by Item (1 KPI)
Whse - Historical On Hand: Cost by Item Cat (1 KPI)
Whse - Historical On Hand: Cost by Whse (1 KPI)
Whse - Historical On Hand: Qty by Company (1 KPI)
Whse - Historical On Hand: Qty by Item (1 KPI)
Whse - Historical On Hand: Qty by Item Cat (1 KPI)
Whse - Historical On Hand: Qty by Whse (1 KPI)
Whse - Historical On Hand Top Cost: Avg Cost OH (1 KPI)
Whse - Historical On Hand Top Cost: Cost Of Sales (1 KPI)
Whse - Historical On Hand Top Cost: Cost OH (1 KPI)
Whse - Historical On Hand Top Cost: Cost Tran (1 KPI)
Whse - Historical On Hand Top Qty: Avg Qty OH (1 KPI)
Whse - Historical On Hand Top Qty: Qty OH (1 KPI)
Whse - Historical On Hand Top Qty: Qty Sold (1 KPI)
Whse - Historical On Hand Top Qty: Qty Tran (1 KPI)
Whse - Inventory Turnover: Company (1 KPI)
Whse - Inventory Turnover: Core (1 KPI)
Whse - Inventory Turnover: Highest Avg Cost OH (1 KPI)
Whse - Inventory Turnover: Highest Cost of Sales (1 KPI)
Whse - Inventory Turnover: Item (1 KPI)
Whse - Inventory Turnover: Item Cat (1 KPI)
Whse - Inventory Turnover: Items Not Moving (1 KPI)
Whse - Inventory Turnover: Slow Moving Items (1 KPI)
Whse - Inventory Turnover: Top in a Period (1 KPI)
Whse - Inventory Turnover: Top in a Year (1 KPI)
Whse - Inventory Turnover: Top This Year (1 KPI)
Whse - Mfg by Month: Company (1 KPI)
Whse - Mfg by Month: Core (1 KPI)
Whse - Mfg by Month: Item (1 KPI)
Whse - Mfg by Month: Item Cat (1 KPI)
Whse - Mfg by Month: Tran Details (1 KPI)
Whse - No Recent Sales: Company (1 KPI)
Whse - No Recent Sales: Item (1 KPI)
Whse - No Recent Sales: Item Cat (1 KPI)
Whse - No Recent Transactions: Company (1 KPI)
Whse - No Recent Transactions: Item (1 KPI)
Whse - No Recent Transactions: Item Cat (1 KPI)
Whse - Purchases by Month: Company (1 KPI)
Whse - Purchases by Month: Core (1 KPI)
Whse - Purchases by Month: Item (1 KPI)
Whse - Purchases by Month: Item Cat (1 KPI)
Whse - Purchases by Month: Tran Details (1 KPI)
Whse - Sales by Month: Company (1 KPI)
Whse - Sales by Month: Core (1 KPI)
Whse - Sales by Month: Item (1 KPI)
Whse - Sales by Month: Item Cat (1 KPI)
Whse - Sales by Month: Tran Details (1 KPI)
Whse - Top Cost Of Sales in a Period: Item (1 KPI)
Whse - Top Cost Of Sales in a Period: Item Cat (1 KPI)
Whse - Top Tran Cost in a Period: Item (1 KPI)
Whse - Top Tran Cost in a Period: Item Cat (1 KPI)
Whse - Top Tran Qty in a Period: Item (1 KPI)
Whse - Top Tran Qty in a Period: Item Cat (1 KPI)
Whse - Tran Count by Month: Company (1 KPI)
Whse - Tran Count by Month: Core (1 KPI)
Whse - Tran Count by Month: Item (1 KPI)
Whse - Tran Count by Month: Item Cat (1 KPI)
Whse - Tran Count by Month: Tran Details (1 KPI)
Whse - Transfers by Month: Company (1 KPI)
Whse - Transfers by Month: Core (1 KPI)
Whse - Transfers by Month: Item (1 KPI)
Whse - Transfers by Month: Item Cat (1 KPI)
Whse - Transfers by Month: Tran Details (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 inventory management 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.