Tableau Pro: IN Inventory Planning

IN_Inventory_Planning: Tableau Pro Templates

This page describes DataSelf Pro’s customizable Tableau Templates for IN Inventory Planning.

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., “DataSelf for Inventory Planning: Item Raw Data” dashboard can be found in the “Item Raw Data” worksheet on the “DataSelf for Inventory Planning.twb” workbook. In Tableau Server, search for “DataSelf for Inventory Planning”, then click the “Item Raw Data” view.

Dashboard List

DataSelf for Inventory Planning: Item Raw Data (5 KPIs)

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)”
E.g.: “DataSelf for Inventory Planning: Days of Stock” report can be found in the “Days of Stock” worksheet on the “DataSelf for Inventory Planning.twb” workbook. In Tableau Server, search for “DataSelf for Inventory Planning”, then click the “Days of Stock” view.

Report List

DataSelf for Inventory Planning: Days of Stock (1 KPI)
DataSelf for Inventory Planning: IN On Hand Today (1 KPI)
DataSelf for Inventory Planning: Inventory Planning (1 KPI)
DataSelf for Inventory Planning: Open PO (1 KPI)
DataSelf for Inventory Planning: Qty on Hand Projection (1 KPI)
DataSelf for Inventory Planning: Qty on Hand Detailed Projection (1 KPI)
DataSelf for Inventory Planning: Sales (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.