Data Self Analytics OOTB

DataSelf Analytics, Enterprise and Pro Editions
The actual solution for each ERP/CRM may be slightly different. Subject to change without notice.
This document has 4 tabs:

DataSelf Analytics, Enterprise and Pro Editions v2106
The actual solution for each ERP/CRM may be slightly different. Subject to change without notice.
his document has 4 tabs:

Intro: this tab
Enterprise: List of Tableau report and dashboard templates for DataSelf Analytics, Enterprise Edition
Pro: List of Tableau report and dashboard templates for DataSelf Analytics, Pro Edition
Data Sources: List of Tableau data sources available for the Enterprise and Pro editions
6
DataSelf Analytics, Enterprise Edition v2106 Template Set Type Dimensio WorkbookView KPI
The actual solution for each ERP/CRM may be slightly different. Subject to change without notice. _AP_Aging_Today DashboardAll AP Aging Overview 1
_AP_Aging_Today Das hboar d All APAging Vendor 1
Tableau Report and Dashboard Templates _AP_Aging_Today DashboardAll AP Balan Aging 1
Summary _AP_Aging_Today DashboardAll AP Balan Aging 1

_AP_Aging_Today Das hboar d All APBalanceby M ont hDue Over view 1
_AP_Aging_Today provides information about open payables, combining information from tables such as outstanding bill header, company and vendor. Historical trends and averages reporting
depends on the retention of payment history in the ERP. _AP_Aging_Today DashboardAll AP Balan Vendor 1
_AR_Aging_Today provides information about open receivables, combining information from tables such as outstanding invoice header, company, Customer and salesperson. Historical trends
and averag es reporting depends on the retention of payment history in the ERP. _AP_Aging_Today Report Vendor AP Aging Core 1
_GL_Transaction provides reporting on the General Ledger journal entries, to the level of detail posted to the General Ledger. It can be filtered by date, source journals, and various groupings of
the Chart of Accounts, including by Account Segments. _AP_Aging_Today Report Vendor AP Aging Document 1
_IN_On_Hand_Today provides information about status of products on hand, combining information from tables such as product, warehouse/location and quantity/cost on hand by product by
warehouse/location. _AP_Aging_Today Report Vendor AP Aging Terms 1
_PO_Purchase_Order provides information about pending purchase orders, combining information from tables such as pending purchase order header, pending purchase order details, product,
vendor and warehouse/location. Historical trends and averages reporting depends on the retention of PO history in the ERP. _AP_Aging_Today Report Vendor AP BalancCore 1
_SI_Sales_Invoice provides analysis from invoice information. It combines information f rom tables such as invoice header, invoice details, company, customer, product, salesperson, and ship-to. _AP_Aging_Today Report Vendor AP BalancDocument 1
For most ERPs, it also
_SO_Sales_Order inclues
provides credit memo
information header
about salesand details.
orders, combining information from tables such as sales order header, sales order details, company, customer, product, salesperson, ship-to
and warehouse/location. Certain ERP systems provide open and historical SO records, others only provide open SO records.
_AP_Aging_Today Report Vendor AP BalancTerms 1
List of Report and Dashboard Templates _AP_Aging_Today Report Vendor AP Balan Core 1
Click + and - to expand and collapse the list. _AP_Aging_Today Report Vendor AP Balan Document 1
Template Set Type Dimension Workbook View KPIs Template Set Type Dimension Workbook View KPIs
_AP_Aging_Today Dashboard 34 _AP_Aging_Today Report Aging AP Accrued Balance by Due Date Core 1
Report 192 _AP_Aging_Today Report Aging AP Accrued Balance by Due Date Document 1
_AP_Aging_Today Total 226 _AP_Aging_Today Report Aging AP Accrued Balance by Due Date Terms 1
_AR_Aging_Today Dashboard 74 _AP_Aging_Today Report Aging AP Accrued Balance by Due Date Vendor 1
Report 531 _AP_Aging_Today Report Aging AP Aging Core 1
_AR_Aging_Today Total 605 _AP_Aging_Today Report Aging AP Aging Document 1
_CRM_Activity Dashboard 12 _AP_Aging_Today Report Aging AP Aging Terms 1
_CRM_Activity Total 12 _AP_Aging_Today Report Aging AP Aging Vendor 1
_CRM_Opportunity Dashboard 52 _AP_Aging_Today Report Aging AP Balance by Due Date Core 1
_CRM_Opportunity Total 52 _AP_Aging_Today Report Aging AP Balance by Due Date Document 1
_GL_Transaction Dashboard 108 _AP_Aging_Today Report Aging AP Balance by Due Date Terms 1
Report 513 _AP_Aging_Today Report Aging AP Balance by Due Date Vendor 1
_GL_Transaction Total 621 _AP_Aging_Today Report Aging AP Balance by Month Due Core 1
_IN_Inventory_Planning Dashboard 10 _AP_Aging_Today Report Aging AP Balance by Month Due Document 1
Report 32 _AP_Aging_Today Report Aging AP Balance by Month Due Terms 1
_IN_Inventory_Planning Total 42 _AP_Aging_Today Report Aging AP Balance by Month Due Vendor 1
_IN_On_Hand_Today Dashboard 48 _AP_Aging_Today Report Aging AP Balance by Payment Terms Core 1
Report 226 _AP_Aging_Today Report Aging AP Balance by Payment Terms Document 1
_IN_On_Hand_Today Total 274 _AP_Aging_Today Report Aging AP Balance by Payment Terms Vendor 1
_Marketing_Email Dashboard 40 _AP_Aging_Today Report Aging AP Balance by Projected Payment Date Core 1
_Marketing_Email Total 40 _AP_Aging_Today Report Aging AP Balance by Projected Payment Date Document 1
_PO_Purchase_Order Dashboard 128 _AP_Aging_Today Report Aging AP Balance by Projected Payment Date Terms 1
Report 627 _AP_Aging_Today Report Aging AP Balance by Projected Payment Date Vendor 1
_PO_Purchase_Order Total 755 _AP_Aging_Today Report Aging AP Balance by Projected Payment Month Core 1
_Sales_Invoice Dashboard 223 _AP_Aging_Today Report Aging AP Balance by Projected Payment Month Document 1
Report 1,210 _AP_Aging_Today Report Aging AP Balance by Projected Payment Month Terms 1
_Sales_Invoice Total 1,433 _AP_Aging_Today Report Aging AP Balance by Projected Payment Month Vendor 1
_SO_Sales_Order Dashboard 321 _AP_Aging_Today Report Aging AP Balance in Upcoming Week Core 1
Report 1,266 _AP_Aging_Today Report Aging AP Balance in Upcoming Week Terms 1
_SO_Sales_Order Total 1,587 _AP_Aging_Today Report Aging AP Balance in Upcoming Week Vendor 1
Grand Total 5,647 _AP_Aging_Today Report Aging AP Discounted Core 1
_AP_Aging_Today Report Aging AP Discounted Terms 1
_AP_Aging_Today Report Aging AP Open Payables Details Core 1
_AP_Aging_Today Report Aging AP Open Payables Details Terms 1
_AP_Aging_Today Report Aging AP Open Payables Details Vendor 1
_AP_Aging_Today Report Aging AP Open Payables Core 1
_AP_Aging_Today Report Aging AP Open Payables Terms 1
_AP_Aging_Today Report Aging AP Open Payables Vendor 1
_AP_Aging_Today Report Aging AP Partially Paid Core 1
_AP_Aging_Today Report Aging AP Partially Paid Terms 1
_AP_Aging_Today Report Aging AP Partially Paid Vendor 1
_AP_Aging_Today Report Aging AP Stats Core 1
_AP_Aging_Today Report Aging AP Stats Terms 1
_AP_Aging_Today Report Aging AP Stats Vendor 1
_AP_Aging_Today Report Aging Past Due AP Stats Core 1
_AP_Aging_Today Report Aging Past Due AP Stats Terms 1
_AP_Aging_Today Report Aging Past Due AP Stats Vendor 1
_AP_Aging_Today Report Aging Past Due AP Core 1
_AP_Aging_Today Report Aging Past Due AP Document 1
_AP_Aging_Today Report Aging Past Due AP Terms 1
_AP_Aging_Today Report Aging Past Due AP Vendor 1
_AP_Aging_Today Report Company AP Accrued Balance by Due Date Core 1
_AP_Aging_Today Report Company AP Accrued Balance by Due Date Document 1
_AP_Aging_Today Report Company AP Accrued Balance by Due Date Terms 1
_AP_Aging_Today Report Company AP Accrued Balance by Due Date Vendor 1
_AP_Aging_Today Report Company AP Aging Core 1
_AP_Aging_Today Report Company AP Aging Document 1
_AP_Aging_Today Report Company AP Aging Terms 1
_AP_Aging_Today Report Company AP Aging Vendor 1
_AP_Aging_Today Report Company AP Balance by Due Date Core 1
_AP_Aging_Today Report Company AP Balance by Due Date Document 1
_AP_Aging_Today Report Company AP Balance by Due Date Terms 1
_AP_Aging_Today Report Company AP Balance by Due Date Vendor 1
_AP_Aging_Today Report Company AP Balance by Month Due Core 1
_AP_Aging_Today Report Company AP Balance by Month Due Document 1
_AP_Aging_Today Report Company AP Balance by Month Due Terms 1
_AP_Aging_Today Report Company AP Balance by Month Due Vendor 1
_AP_Aging_Today Report Company AP Balance by Payment Terms Core 1
_AP_Aging_Today Report Company AP Balance by Payment Terms Document 1
_AP_Aging_Today Report Company AP Balance by Payment Terms Vendor 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Date Core 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Date Document 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Date Terms 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Date Vendor 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Month Core 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Month Document 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Month Terms 1
_AP_Aging_Today Report Company AP Balance by Projected Payment Month Vendor 1
_AP_Aging_Today Report Company AP Balance in Upcoming Week Core 1
_AP_Aging_Today Report Company AP Balance in Upcoming Week Terms 1
_AP_Aging_Today Report Company AP Balance in Upcoming Week Vendor 1
_AP_Aging_Today Report Company AP Balance in Upcoming Weeks Core 1
_AP_Aging_Today Report Company AP Balance in Upcoming Weeks Terms 1
_AP_Aging_Today Report Company AP Balance in Upcoming Weeks Vendor 1
_AP_Aging_Today Report Company AP Discounted Core 1
_AP_Aging_Today Report Company AP Discounted Terms 1
_AP_Aging_Today Report Company AP Open Payables Details Core 1
_AP_Aging_Today Report Company AP Open Payables Details Terms 1
_AP_Aging_Today Report Company AP Open Payables Details Vendor 1
_AP_Aging_Today Report Company AP Open Payables Aging 1
_AP_Aging_Today Report Company AP Open Payables Core 1
_AP_Aging_Today Report Company AP Open Payables Terms 1
_AP_Aging_Today Report Company AP Open Payables Vendor 1
_AP_Aging_Today Report Company AP Partially Paid Core 1
_AP_Aging_Today Report Company AP Partially Paid Terms 1
_AP_Aging_Today Report Company AP Partially Paid Vendor 1
_AP_Aging_Today Report Company AP Stats Aging 1
_AP_Aging_Today Report Company AP Stats Core 1
_AP_Aging_Today Report Company AP Stats Terms 1
_AP_Aging_Today Report Company AP Stats Vendor 1
_AP_Aging_Today Report Company Past Due AP Stats Aging 1
_AP_Aging_Today Report Company Past Due AP Stats Core 1
_AP_Aging_Today Report Company Past Due AP Stats Terms 1
_AP_Aging_Today Report Company Past Due AP Stats Vendor 1
_AP_Aging_Today Report Company Past Due AP Core 1
_AP_Aging_Today Report Company Past Due AP Document 1
_AP_Aging_Today Report Company Past Due AP Terms 1
_AP_Aging_Today Report Company Past Due AP Vendor 1
_AP_Aging_Today Report QA QA AP Aging Today Aging 1
_AP_Aging_Today Report QA QA AP Aging Today Company 1
_AP_Aging_Today Report QA QA AP Aging Today Terms 1
_AP_Aging_Today Report QA QA AP Aging Today Vendor 1
_AP_Aging_Today Report Terms AP Accrued Balance by Due Date Core 1
_AP_Aging_Today Report Terms AP Accrued Balance by Due Date Document 1
_AP_Aging_Today Report Terms AP Accrued Balance by Due Date Vendor 1
_AP_Aging_Today Report Terms AP Aging Core 1
_AP_Aging_Today Report Terms AP Aging Document 1
_AP_Aging_Today Report Terms AP Aging Vendor 1
_AP_Aging_Today Report Terms AP Balance by Due Date Core 1
_AP_Aging_Today Report Terms AP Balance by Due Date Document 1
_AP_Aging_Today Report Terms AP Balance by Due Date Vendor 1
_AP_Aging_Today Report Terms AP Balance by Month Due Core 1
_AP_Aging_Today Report Terms AP Balance by Month Due Document 1
_AP_Aging_Today Report Terms AP Balance by Month Due Vendor 1
_AP_Aging_Today Report Terms AP Balance by Payment Terms Core 1
_AP_Aging_Today Report Terms AP Balance by Payment Terms Document 1
_AP_Aging_Today Report Terms AP Balance by Payment Terms Vendor 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Date Core 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Date Document 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Date Vendor 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Month Core 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Month Document 1
_AP_Aging_Today Report Terms AP Balance by Projected Payment Month Vendor 1
_AP_Aging_Today Report Terms AP Balance in Upcoming Week Core 1
_AP_Aging_Today Report Terms AP Balance in Upcoming Week Vendor 1
_AP_Aging_Today Report Terms AP Discounted Core 1
_AP_Aging_Today Report Terms AP Open Payables Details Core 1
_AP_Aging_Today Report Terms AP Open Payables Details Vendor 1
_AP_Aging_Today Report Terms AP Open Payables Aging 1
_AP_Aging_Today Report Terms AP Open Payables Core 1
_AP_Aging_Today Report Terms AP Open Payables Vendor 1
_AP_Aging_Today Report Terms AP Partially Paid Core 1
_AP_Aging_Today Report Terms AP Partially Paid Vendor 1
_AP_Aging_Today Report Terms AP Stats Aging 1
_AP_Aging_Today Report Terms AP Stats Core 1
_AP_Aging_Today Report Terms AP Stats Vendor 1
_AP_Aging_Today Report Terms Past Due AP Stats Aging 1
_AP_Aging_Today Report Terms Past Due AP Stats Core 1
_AP_Aging_Today Report Terms Past Due AP Stats Vendor 1
_AP_Aging_Today Report Terms Past Due AP Core 1
_AP_Aging_Today Report Terms Past Due AP Document 1
_AP_Aging_Today Report Terms Past Due AP Vendor 1
_AP_Aging_Today Report Vendor AP Accrued Balance by Due Date Core 1
_AP_Aging_Today Report Vendor AP Accrued Balance by Due Date Document 1
_AP_Aging_Today Report Vendor AP Accrued Balance by Due Date Terms 1
_AP_Aging_Today Report Vendor AP Aging Core 1
_AP_Aging_Today Report Vendor AP Aging Document 1
_AP_Aging_Today Report Vendor AP Aging Terms 1
_AP_Aging_Today Report Vendor AP Balance by Due Date Core 1
_AP_Aging_Today Report Vendor AP Balance by Due Date Document 1
_AP_Aging_Today Report Vendor AP Balance by Due Date Terms 1
_AP_Aging_Today Report Vendor AP Balance by Month Due Core 1
_AP_Aging_Today Report Vendor AP Balance by Month Due Document 1
_AP_Aging_Today Report Vendor AP Balance by Month Due Terms 1
_AP_Aging_Today Report Vendor AP Balance by Payment Terms Core 1
_AP_Aging_Today Report Vendor AP Balance by Payment Terms Document 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Date Core 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Date Document 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Date Terms 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Month Core 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Month Document 1
_AP_Aging_Today Report Vendor AP Balance by Projected Payment Month Terms 1
_AP_Aging_Today Report Vendor AP Balance in Upcoming Weeks Core 1
_AP_Aging_Today Report Vendor AP Balance in Upcoming Weeks Terms 1
_AP_Aging_Today Report Vendor AP Discounted Core 1
_AP_Aging_Today Report Vendor AP Discounted Terms 1
_AP_Aging_Today Report Vendor AP Open Payables Details Core 1
_AP_Aging_Today Report Vendor AP Open Payables Details Terms 1
_AP_Aging_Today Report Vendor AP Open Payables Aging 1
_AP_Aging_Today Report Vendor AP Open Payables Core 1
_AP_Aging_Today Report Vendor AP Open Payables Terms 1
_AP_Aging_Today Report Vendor AP Partially Paid Core 1
_AP_Aging_Today Report Vendor AP Partially Paid Terms 1
_AP_Aging_Today Report Vendor AP Stats Aging 1
_AP_Aging_Today Report Vendor AP Stats Core 1
_AP_Aging_Today Report Vendor AP Stats Terms 1
_AP_Aging_Today Report Vendor Past Due AP Stats Aging 1
_AP_Aging_Today Report Vendor Past Due AP Stats Core 1
_AP_Aging_Today Report Vendor Past Due AP Stats Terms 1
_AP_Aging_Today Report Vendor Past Due AP Core 1
_AP_Aging_Today Report Vendor Past Due AP Document 1
_AP_Aging_Today Report Vendor Past Due AP Terms 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Projected Payment Date Aging 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Projected Payment Date Overview 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Projected Payment Date Terms 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Projected Payment Date Vendor 1
_AP_Aging_Today Dashboard All - AP Balance by Month Due Aging 1
_AP_Aging_Today Dashboard All - AP Balance by Month Due Overview 1
_AP_Aging_Today Dashboard All - AP Balance by Month Due Terms 1
_AP_Aging_Today Dashboard All - AP Balance by Month Due Vendor 1
_AP_Aging_Today Dashboard All - AP Balance by Due Date Aging 1
_AP_Aging_Today Dashboard All - AP Balance by Due Date Overview 1
_AP_Aging_Today Dashboard All - AP Balance by Due Date Terms 1
_AP_Aging_Today Dashboard All - AP Balance by Due Date Vendor 1
_AP_Aging_Today Dashboard All - AP Aging Overview 1
_AP_Aging_Today Dashboard All - AP Aging Terms 1
_AP_Aging_Today Dashboard All - AP Aging Vendor 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Period Aging 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Period Overview 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Period Terms 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Period Vendor 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Due Date Aging 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Due Date Overview 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Due Date Terms 1
_AP_Aging_Today Dashboard All - AP Cumulative Balance by Due Date Vendor 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Date Aging 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Date Overview 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Date Terms 1
_AP_Aging_Today Dashboard All - AP Balance by Projected Payment Date Vendor 1
_AP_Aging_Today Dashboard All - AP Balance Aging 1
_AP_Aging_Today Dashboard All - AP Balance Terms 1
_AP_Aging_Today Dashboard All - AP Balance Vendor 1
_AP_Aging_Today Dashboard All - AP Discounts Terms 1
_AP_Aging_Today Dashboard All - AP Discounts Vendor 1
_AP_Aging_Today Dashboard All - AP Top Balances Vendor 1
_AP_Aging_Today Dashboard All - AP Top Discounts Vendor 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Core 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Cust Address 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Cust Cat 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Customer 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Salesperson 1
_AR_Aging_Today Report Company AR Accrued Balance by Due Date Terms 1
_AR_Aging_Today Report Company AR Aging Core 1
_AR_Aging_Today Report Company AR Aging Cust Address 1
_AR_Aging_Today Report Company AR Aging Cust Cat 1
_AR_Aging_Today Report Company AR Aging Customer 1
_AR_Aging_Today Report Company AR Aging Not Paid Yesterday 1
_AR_Aging_Today Report Company AR Aging Salesperson 1
_AR_Aging_Today Report Company AR Aging Terms 1
_AR_Aging_Today Report Company AR Aging Top Docs by Balance 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Core 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Cust Address 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Customer 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Not Paid Yesterday 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Salesperson 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Terms 1
_AR_Aging_Today Report Company AR Balance by Credit Limit Top Docs by Balance 1
_AR_Aging_Today Report Company AR Balance by Due Date Core 1
_AR_Aging_Today Report Company AR Balance by Due Date Cust Address 1
_AR_Aging_Today Report Company AR Balance by Due Date Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Due Date Customer 1
_AR_Aging_Today Report Company AR Balance by Due Date Salesperson 1
_AR_Aging_Today Report Company AR Balance by Due Date Terms 1
_AR_Aging_Today Report Company AR Balance by Month Due Core 1
_AR_Aging_Today Report Company AR Balance by Month Due Cust Address 1
_AR_Aging_Today Report Company AR Balance by Month Due Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Month Due Customer 1
_AR_Aging_Today Report Company AR Balance by Month Due Not Paid Yesterday 1
_AR_Aging_Today Report Company AR Balance by Month Due Salesperson 1
_AR_Aging_Today Report Company AR Balance by Month Due Terms 1
_AR_Aging_Today Report Company AR Balance by Month Due Top Docs by Balance 1
_AR_Aging_Today Report Company AR Balance by Payment Terms Core 1
_AR_Aging_Today Report Company AR Balance by Payment Terms Cust Address 1
_AR_Aging_Today Report Company AR Balance by Payment Terms Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Payment Terms Customer 1
_AR_Aging_Today Report Company AR Balance by Payment Terms Salesperson 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Date Core 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Date Cust Address 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Date Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Date Customer 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Date Salesperson 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Core 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Cust Address 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Customer 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Salesperson 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Terms 1
_AR_Aging_Today Report Company AR Balance by Projected Payment Month Top Docs by Balance 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Core 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Cust Address 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Cust Cat 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Customer 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Salesperson 1
_AR_Aging_Today Report Company AR Balance by Upcoming Weeks Terms 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Core 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Cust Address 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Cust Cat 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Customer 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Salesperson 1
_AR_Aging_Today Report Company AR Balance in Upcoming Weeks Terms 1
_AR_Aging_Today Report Company AR Discounted Core 1
_AR_Aging_Today Report Company AR Discounted Cust Address 1
_AR_Aging_Today Report Company AR Discounted Cust Cat 1
_AR_Aging_Today Report Company AR Discounted Customer 1
_AR_Aging_Today Report Company AR Discounted Salesperson 1
_AR_Aging_Today Report Company AR Discounted Terms 1
_AR_Aging_Today Report Company AR Open Receivables Aging 1
_AR_Aging_Today Report Company AR Open Receivables Core 1
_AR_Aging_Today Report Company AR Open Receivables Cust Address 1
_AR_Aging_Today Report Company AR Open Receivables Cust Cat 1
_AR_Aging_Today Report Company AR Open Receivables Customer 1
_AR_Aging_Today Report Company AR Open Receivables Salesperson 1
_AR_Aging_Today Report Company AR Open Receivables Terms 1
_AR_Aging_Today Report Company AR Open Receivables Details Core 1
_AR_Aging_Today Report Company AR Open Receivables Details Cust Address 1
_AR_Aging_Today Report Company AR Open Receivables Details Cust Cat 1
_AR_Aging_Today Report Company AR Open Receivables Details Customer 1
_AR_Aging_Today Report Company AR Open Receivables Details Salesperson 1
_AR_Aging_Today Report Company AR Open Receivables Details Terms 1
_AR_Aging_Today Report Company AR Partially Paid Core 1
_AR_Aging_Today Report Company AR Partially Paid Cust Address 1
_AR_Aging_Today Report Company AR Partially Paid Cust Cat 1
_AR_Aging_Today Report Company AR Partially Paid Customer 1
_AR_Aging_Today Report Company AR Partially Paid Salesperson 1
_AR_Aging_Today Report Company AR Stats Core 1
_AR_Aging_Today Report Company AR Stats Cust Address 1
_AR_Aging_Today Report Company AR Stats Cust Cat 1
_AR_Aging_Today Report Company AR Stats Customer 1
_AR_Aging_Today Report Company AR Stats Salesperson 1
_AR_Aging_Today Report Company AR Stats Terms 1
_AR_Aging_Today Report Company Past Due AR Core 1
_AR_Aging_Today Report Company Past Due AR Cust Address 1
_AR_Aging_Today Report Company Past Due AR Cust Cat 1
_AR_Aging_Today Report Company Past Due AR Customer 1
_AR_Aging_Today Report Company Past Due AR Not Paid Yesterday 1
_AR_Aging_Today Report Company Past Due AR Salesperson 1
_AR_Aging_Today Report Company Past Due AR Terms 1
_AR_Aging_Today Report Company Past Due AR Top Docs by Balance 1
_AR_Aging_Today Report Company Past Due AR Stats Core 1
_AR_Aging_Today Report Company Past Due AR Stats Cust Address 1
_AR_Aging_Today Report Company Past Due AR Stats Cust Cat 1
_AR_Aging_Today Report Company Past Due AR Stats Salesperson 1
_AR_Aging_Today Report Company Past Due AR Stats Terms 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Core 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Cust Cat 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Customer 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Not Paid Yesterday 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Salesperson 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Terms 1
_AR_Aging_Today Report Cust Address AR Accrued Balance by Due Date Top Docs by Balance 1
_AR_Aging_Today Report Cust Address AR Aging Core 1
_AR_Aging_Today Report Cust Address AR Aging Cust Cat 1
_AR_Aging_Today Report Cust Address AR Aging Customer 1
_AR_Aging_Today Report Cust Address AR Aging Not Paid Yesterday 1
_AR_Aging_Today Report Cust Address AR Aging Salesperson 1
_AR_Aging_Today Report Cust Address AR Aging Terms 1
_AR_Aging_Today Report Cust Address AR Aging Top Docs by Balance 1
_AR_Aging_Today Report Cust Address AR Balance by Credit Limit Core 1
_AR_Aging_Today Report Cust Address AR Balance by Credit Limit Cust Cat 1
_AR_Aging_Today Report Cust Address AR Balance by Credit Limit Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Credit Limit Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance by Credit Limit Terms 1
_AR_Aging_Today Report Cust Address AR Balance by Due Date Core 1
_AR_Aging_Today Report Cust Address AR Balance by Due Date Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Due Date Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance by Due Date Terms 1
_AR_Aging_Today Report Cust Address AR Balance by Month Due Core 1
_AR_Aging_Today Report Cust Address AR Balance by Month Due Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Month Due Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance by Month Due Terms 1
_AR_Aging_Today Report Cust Address AR Balance by Payment Terms Core 1
_AR_Aging_Today Report Cust Address AR Balance by Payment Terms Cust Cat 1
_AR_Aging_Today Report Cust Address AR Balance by Payment Terms Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Payment Terms Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Date Core 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Date Cust Cat 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Date Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Date Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Date Terms 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Month Core 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Month Cust Cat 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Month Customer 1
_AR_Aging_Today Report Cust Address AR Balance by Projected Payment Month Salesperson 1
_AR_Aging_Today Report Cust Address AR Balance in Upcoming Weeks Core 1
_AR_Aging_Today Report Cust Address AR Balance in Upcoming Weeks Cust Cat 1
_AR_Aging_Today Report Cust Address AR Balance in Upcoming Weeks Customer 1
_AR_Aging_Today Report Cust Address AR Balance in Upcoming Weeks Salesperson 1
DataSelf Analytics, Pro Editio
The actual solution for each ERP/CRM may be slightly different. Subject to change
Tableau Report and Dashboard Tem

Summary
_AP_Aging_Today provides information about open payables, combining information from tables such as outstanding bill he
depends on the retention of payment history in the ERP.
_AR_Aging_Today provides information about open receivables, combining information from tables such as outstanding inv
and averages reporting depends on the retention of payment history in the ERP.
_GL_Transaction provides reporting on the General Ledger journal entries, to the level of detail posted to the General Ledge
the Chart of Accounts, including by Account Segments.
_IN_On_Hand_Today provides information about status of products on hand, combining information from tables such as pr
warehouse/location.
_PO_Purchase_Order provides information about pending purchase orders, combining information from tables such as pen
vendor and warehouse/location. Historical trends and averages reporting depends on the retention of PO history in the ERP
_SI_Sales_Invoice provides analysis from invoice information. It combines information from tables such as invoice header, i
For most ERPs, it also
_SO_Sales_Order inclues
provides credit memo
information header
about salesand details.
orders, combining information from tables such as sales order header, sa
and warehouse/location. Certain ERP systems provide open and historical SO records, others only provide open SO records.
Pre-Configured Tableau Report and Dashboard

Click + and - to expand and collapse the list.
Template Set Type Dimension
_AP_Aging_Today Dashboard
Report
_AP_Aging_Today Total
_AR_Aging_Today Dashboard
Report
_AR_Aging_Today Total
_GL_Transaction Dashboard
Report
_GL_Transaction Total
_IN_On_Hand_Today Dashboard
Report
_IN_On_Hand_Today Total
_Purchase_Order Dashboard
Report
_Purchase_Order Total
_Sales_Invoice Dashboard
Report
_Sales_Invoice Total
_Sales_Order Dashboard
Report
_Sales_Order Total
Grand Total
Analytics, Pro Edition v2106
ERP/CRM may be slightly different. Subject to change without notice.
port and Dashboard Templates

Summary
mation from tables such as outstanding bill header, company and vendor. Historical trends and averages reporting
rmation from tables such as outstanding invoice header, company, Customer and salesperson. Historical trends
e level of detail posted to the General Ledger. It can be filtered by date, source journals, and various groupings of
ombining information from tables such as product, warehouse/location and quantity/cost on hand by product by
mbining information from tables such as pending purchase order header, pending purchase order details, product,
ds on the retention of PO history in the ERP.
mation from tables such as invoice header, invoice details, company, customer, product, salesperson, and ship-to.
on from tables such as sales order header, sales order details, company, customer, product, salesperson, ship-to
cords, others only provide open SO records.
ableau Report and Dashboard Templates

Workbook View KPIs
5
11
16
9
32
41
54
70
124
13
14
27
23
56
79
83
130
213
99
127
226
726
Template SType Dimension
_AP_Aging Dashboard All
_AP_Aging_Today Dashboard All

_AP_Aging_Today Dashboard All
_AP_Aging Report Vendor


_AR_Aging Dashboard All
_AR_Aging Report Customer
_GL_TransaDashboard All
_GL_TransaReport Seg1
_IN_On_HaDashboard All
_IN_On_HaReport Item
_IN_On_HaReport Whse
_Purchase Dashboard All
_Purchase Report Item
_Purchase Report Vendor
_Sales_Inv Dashboard All
_Sales_Inv Report Customer
_Sales_Inv Report Item
_Sales_Inv Report Salesperso
_Sales_OrdDashboard All
_Sales_OrdReport Customer
_Sales_OrdReport Item
_Sales_OrdReport Salesperso
Workbook View KPI
AP Aging Overview 1
AP Aging Vendor 1
AP Balanc Aging 1
AP Balanc Aging 1
AP Balance by Month Due Overview 1
AP Balanc Vendor 1
AP Aging Core 1
AP Aging Document 1
AP Aging Terms 1
AP Balanc Core 1
AP Balanc Document 1
AP Balanc Terms 1
AP Balanc Core 1
AP Balanc Document 1
AP Balanc Terms 1
AP Open PaCore 1
AP Open PaTerms 1
AR Aging Cust Addre 1
AR Aging Cust Sales 1
AR Aging Customer 1
AR Aging Overview 1
AR Balanc Aging 1
AR Balanc Cust Addre 1
AR Balanc Cust Sales 1
AR Balanc Customer 1
AR Balanc Overview 1
AR Aging Company 1
AR Aging Core 1
AR Aging Cust Cat 1
AR Aging Not Paid Y 1
AR Aging Salesperso 1
AR Aging Terms 1
AR Aging Top Docs b 1
AR Balanc Company 1
AR Balanc Core 1
AR Balanc Cust Cat 1
AR Balanc Salesperso 1
AR Balanc Terms 1
AR Balanc Company 1
AR Balanc Core 1
AR Balanc Terms 1
AR Balanc Company 1
AR Balanc Core 1
AR Balanc Terms 1
AR Open ReCompany 1
AR Open ReCore 1
AR Open ReCust Cat 1
AR Open ReSalesperso 1
AR Open ReTerms 1
AR Stats Company 1
AR Stats Core 1
AR Stats Cust Cat 1
AR Stats Salesperso 1
AR Stats Terms 1
Gross ProfiGP % Slice 1
Gross ProfiMonthly 1
Gross ProfiNet Profit 1
Gross ProfiOpEx 1
Gross ProfiOps KPIs 1
Gross ProfiProfitabilit 1
Gross ProfiQuarterly 1
Gross ProfiRevenues 1
Gross ProfiSliced Area 1
Gross ProfiSliced Line 1
Gross ProfiSliced Tre 1
Gross ProfiTrendlines 1
Gross ProfiWages 1
Gross ProfiYearly 1
Net Profit GP 1
Net Profit Monthly 1
Net Profit Net Profit 1
Net Profit OpEx 1
Net Profit Ops KPIs 1
Net Profit Profitabilit 1
Net Profit Quarterly 1
Net Profit Revenues 1
Net Profit Sliced Area 1
Net Profit Sliced Line 1
Net Profit Sliced Tre 1
Net Profit Trendlines 1
Net Profit Wages 1
Net Profit Yearly 1
OpEx GP 1
OpEx Monthly 1
OpEx Net Profit 1
OpEx Ops KPIs 1
OpEx Profitabilit 1
OpEx Quarterly 1
OpEx Revenue 1
OpEx Sliced Area 1
OpEx Sliced Line 1
OpEx Sliced Tre 1
OpEx Trendlines 1
OpEx Wages 1
OpEx Yearly 1
Revenues GP 1
Revenues Monthly 1
Revenues Net Profit 1
Revenues OpEx 1
Revenues Ops KPIs 1
Revenues Profitabilit 1
Revenues Quarterly 1
Revenues Sliced Area 1
Revenues Sliced Line 1
Revenues Sliced Tre 1
Revenues Trendlines 1
Revenues Wages 1
Revenues Yearly 1
Posted by Account 1
Posted by Acct Group 1
Posted by Core 1
Posted by Seg2 1
Posted by Seg2 and S 1
Posted by Seg3 1
Posted by Account 1
Posted by Core 1
Posted by Seg2 1
Posted by Seg3 1
Posted by Core 1
Posted by Seg3 1
Posted DetAccount 1
Posted Sa Acct Group 1
Posted Sa Acct Group 1
Posted Sa Core 1
Posted Sa Seg3 1
Posted Thi Account 1
Posted Thi Acct Group 1
Posted Thi Core 1
Posted Thi Seg2 1
Posted Thi Seg2 and S 1
Posted Thi Seg3 1
Posted Thi Seg3 and S 1
Posted YTDAccount 1
Posted YTDAcct Group 1
Posted YTDCore 1
Posted YTDSeg2 1
Posted YTDSeg2 and S 1
Posted YTDSeg3 1
Posted YTDSeg3 and S 1
KPIs by M Core 1
Posted by Account 1
Posted by Seg1 1
Posted by Account 1
Posted by Seg1 1
Posted DetAccount 1
Posted YTDAccount 1
Posted YTDSeg1 1
Cost On H Company 1
Cost On H Item 1
Cost On H Whse 1
Cost On H Whse and 1
Qty On Ha Company 1
Qty On Ha Item 1
Qty On Ha Whse 1
Qty On Ha Whse and 1
Qty On Ha Company 1
Qty On Ha Item 1
Qty On Ha Whse 1
Top Qty O Item 1
Top Qty O Whse 1
Cost and Core 1
Cost and Whse 1
Maximum Core 1
Maximum Whse 1
Qty On Ha Core 1
Qty On Ha Whse 1
Qty On Ha Core 1
Qty On Ha Whse 1
Cost and Core 1
Cost and Item 1
Qty On Ha Core 1
Qty On Ha Item 1
Qty On Ha Core 1
Qty On Ha Item 1
Avg Unit Company 1
Avg Unit Item 1
Avg Unit Vendor 1
Avg Unit Whse 1
Open PO DCompany 1
Open PO DDays Late 1
Open PO DItem 1
Open PO DVendor 1
Open PO DWhse 1
Open Qty Company 1
Open Qty Vendor 1
Open Qty Whse 1
Top Open Overview 1
Top ProducCompany 1
Top ProducDays Late 1
Top ProducItem 1
Top ProducVendor 1
Top ProducWhse 1
Top Produ Company 1
Top Produ Days Late 1
Top Produ Item 1
Top Produ Vendor 1
Top Produ Whse 1
Avg, Min Core 1
Avg, Min Days Late 1
Avg, Min On Time 1
Avg, Min Receipt Sta 1
Avg, Min Vendor 1
Avg, Min Whse 1
Open PO DCore 1
Open PO DDays Late 1
Open PO DOn Time 1
Open PO DReceipt Sta 1
Open PO DVendor 1
Open PO DWhse 1
Open Qty Core 1
Open Qty Details 1
Open Qty PO Number 1
Open Qty Vendor 1
Open Qty Whse 1
Open Qty Core 1
Open Qty Details 1
Open Qty Vendor 1
Open Qty Whse 1
Open Qty Core 1
Open Qty Days Late 1
Open Qty Details 1
Open Qty Receipt Sta 1
Open Qty Vendor 1
Open Qty Whse 1
Open, ReceCore 1
Open, RecePO Number 1
Open, ReceVendor 1
Open, ReceWhse 1
Avg Unit Core 1
Avg, Min Core 1
Avg, Min Days Late 1
Avg, Min Item Cat 1
Avg, Min On Time 1
Avg, Min Receipt Sta 1
Avg, Min Whse 1
Open Qty Core 1
Open Qty Details 1
Open Qty Item Cat 1
Open Qty Whse 1
Open Qty Core 1
Open Qty Days Late 1
Open Qty Details 1
Open Qty Item Cat 1
Open Qty Receipt Sta 1
Open Qty Whse 1
Open, ReceCore 1
Open, ReceItem Cat 1
Open, RecePO Number 1
Open, ReceWhse 1
Customer Cust Sales 1
Customer Customer b 1
Customer Customer F 1
Customer Customer 1
Customer ShipTo 1
Customer Top Custom 1
Customer YoY Trends 1
FMonth AnAll 1
Item Tren Item by Re 1
Item Tren Item Foreca 1
Item Tren Item Overv 1
Item Tren Item Sales 1
Item Tren ShipTo 1
Item Tren Top Items 1
Item Tren YoY Trends 1
PerformancPerformance 1
Qty Sold Company 1
Qty Sold Cust Addres 1
Qty Sold Customer 1
Qty Sold Invoice No 1
Qty Sold Item 1
Qty Sold Salesperso 1
Qty Sold Ship To 1
Sales by Company 1
Sales by Cust Addres 1
Sales by Customer 1
Sales by Invoice No 1
Sales by Item 1
Sales by Salesperso 1
Sales by Ship To 1
Sales by Y Company 1
Sales by Y Cust Addres 1
Sales by Y Customer 1
Sales by Y Invoice No 1
Sales by Y Item 1
Sales by Y Salesperso 1
Sales by Y Ship To 1
Sales Mea Company 1
Sales Mea Cust Addres 1
Sales Mea Customer 1
Sales Mea Item 1
Sales Mea Salesperso 1
Sales Mea ShipTo 1
Sales Tre 12-month M 1
Sales Tre 3-month M 1
Sales Tre 6-month Mo 1
Sales Tre Accumulat 1
Sales Tre Monthly an 1
Sales Tre Monthly Sa 1
Sales Tre Sales and 1
Sales Tre Trends 1
Sales YTD Company 1
Sales YTD Cust Addres 1
Sales YTD Customer 1
Sales YTD Item 1
Sales YTD Salesperso 1
Sales YTD Ship To 1
Sales, Cou Avg Sale p 1
Sales, Cou Avg Sale pe 1
Sales, Cou Customer 1
Sales, Cou Customer a 1
Sales, Cou Customer C 1
Sales, Cou Item 1
Sales, Cou Item Count 1
Salespers Salesperso 1
Salespers Salesperson 1
Salespers ShipTo 1
Salespers Top Salesp 1
Salespers YoY Trends 1
Top Sales Company 1
Top Sales Cust Addres 1
Top Sales Customer 1
Top Sales Item 1
Top Sales Salesperso 1
Top Sales ShipTo 1
Top Sales Month 1
Top Sales Quarter 1
Top Sales Week 1
Top Sales Year 1
Yesterday' All 1
YoY Trend YoY Trends 1
Avg Days Customer 1
Avg Days Item 1
Avg Days ShipTo 1
First-Time Customer 1
First-Time Item 1
First-Time ShipTo 1
Invoice Li All 1
Invoice Li Customer 1
Invoice Li Item 1
Invoice Li Salesperso 1
Invoice Li Ship To 1
Sales and Customer 1
Sales and Item 1
Sales and Salesperso 1
Sales and ShipTo 1
Sales and Year 1
Sales by Customer 1
Sales by Item 1
Sales by ShipTo 1
Sales by Y Item 1
Sales by Y ShipTo 1
Sales FYTDCustomer 1
Sales FYTDItem 1
Sales FYTDSalesperso 1
Sales FYTDShipTo 1
Sales Gro Customer 1
Sales Gro Item 1
Sales Gro Salesperso 1
Sales Gro Ship To 1
Sales Mea Item 1
Sales Mea Ship To 1
Sales SameCustomer 1
Sales SameItem 1
Sales SameSalesperso 1
Sales SameShip To 1
Sales YoY Customer 1
Sales YoY Item 1
Sales YoY Month 1
Sales YoY Salesperso 1
Sales YoY Ship To 1
Invoice Li All 1
Invoice Li Core 1
Invoice Li Cst Addres 1
Invoice Li Customer 1
Invoice Li Salesperso 1
Invoice Li Ship To 1
Sales and Core 1
Sales and Cust Addre 1
Sales and Salesperso 1
Sales and ShipTo 1
Sales and Year 1
Sales by Core 1
Sales by Cust Addre 1
Sales by Customer 1
Sales by ShipTo 1
Sales by Y Core 1
Sales by Y Cst Addres 1
Sales by Y ShipTo 1
Sales FYTDCore 1
Sales FYTDCust Addre 1
Sales FYTDSalesperso 1
Sales FYTDShipTo 1
Sales Gro Core 1
Sales Gro Cst Addres 1
Sales Gro Customer 1
Sales Gro Salesperso 1
Sales Gro Ship To 1
Sales Mea Core 1
Sales Mea Cst Addres 1
Sales Mea Ship To 1
Sales SameCore 1
Sales SameCst Addres 1
Sales SameSalesperso 1
Sales SameShip To 1
Sales YoY Core 1
Sales YoY Cst Addres 1
Sales YoY Month 1
Sales YoY Salesperso 1
Sales YoY Ship To 1
FMonth AnMonth and 1
FMonth AnYoY and Va 1
FMonth AnYTD and Va 1
Sales and Core 1
Sales and Cust Addre 1
Sales and Item 1
Sales and ShipTo 1
Sales and Year 1
Sales by Core 1
Sales by Cust Addre 1
Sales by Customer 1
Sales by Item 1
Sales by ShipTo 1
Sales FYTDCore 1
Sales FYTDCust Addre 1
Sales FYTDItem 1
Sales FYTDShipTo 1
Sales SameCore 1
Sales SameCust Addre 1
Sales SameItem 1
Sales SameShip To 1
Sales YoY Core 1
Sales YoY Cust Addre 1
Sales YoY Item 1
Sales YoY Month 1
Sales YoY Ship To 1
Yesterday' Cust Addre 1
Yesterday' Customer 1
Yesterday' Invoice Ty 1
Yesterday' Item 1
Yesterday' Item Cat 1
Yesterday' Salesperso 1
Yesterday' ShipTo 1
Booked by Company 1
Booked by Cust Addres 1
Booked by Customer 1
Booked by Item 1
Booked by Order No 1
Booked by Salesperso 1
Booked by Ship To 1
Fulfillmen Fill Rate 1
Fulfillmen Fill Rate b 1
Late Orde Company 1
Late Orde Cust Addre 1
Late Orde Customer 1
Late Orde Item 1
Late Orde Location 1
Late Orde Order Field 1
Late Orde Salesperso 1
Late Orde ShipTo 1
Late Orde Company 1
Late Orde Cust Addres 1
Late Orde Customer 1
Late Orde Item 1
Late Orde Location 1
Late Orde Salesperso 1
Late Orde ShipTo 1
Open Orde12-months 1
Open Orde3-months M 1
Open Orde6-months M 1
Open OrdeAccumulat 1
Open OrdeMonthly an 1
Open OrdeMonthly O 1
Open OrdeTrends 1
Open OrdeCompany 1
Open OrdeCust Addre 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeLocation 1
Open OrdeOrder Field 1
Open OrdeSalesperso 1
Open OrdeShipTo 1
Open OrdeCompany 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeLocation 1
Open OrdeShipTo 1
Open OrdeCompany 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeLocation 1
Open OrdeShipTo 1
Open OrdeCompany 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeLocation 1
Open OrdeShipTo 1
Open OrdeCompany 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeLocation 1
Open OrdeShipTo 1
Orders NotOrders Not 1
Stuck Ope Company 1
Stuck Ope Cust Addre 1
Stuck Ope Customer 1
Stuck Ope Item 1
Stuck Ope Location 1
Stuck Ope Salesperso 1
Stuck Ope ShipTo 1
Top BookeCompany 1
Top BookeCust Addres 1
Top BookeCustomer 1
Top BookeItem 1
Top BookeSalesperso 1
Top BookeShipTo 1
Top BookedMonth 1
Top BookedQuarter 1
Top BookedWeek 1
Top BookedYear 1
Top Open Company 1
Top Open Cust Addre 1
Top Open Customer 1
Top Open Item 1
Top Open Location 1
Top Open Salesperso 1
Top Open ShipTo 1
Booked DetCore 1
Booked DetItem 1
Booked DetSalesperso 1
Booked DetShipTo 1
Booked peCompany 1
Booked peCore 1
Booked peItem 1
Booked peSalesperso 1
Booked peShipTo 1
Booked Sa Company 1
Booked Sa Core 1
Booked Sa Item 1
Booked Sa Salesperso 1
Booked Sa ShipTo 1
Booked YT Core 1
Booked YT Item 1
Booked YT Salesperso 1
Booked YT ShipTo 1
Late Open Core 1
Late Open Item 1
Late Open Salesperso 1
Late Open ShipTo 1
Late Open Core 1
Late Open Item 1
Late Open ShipTo 1
Lost Sales Core 1
Lost Sales Item 1
Lost Sales Salesperso 1
Lost Sales ShipTo 1
Open OrdeCore 1
Open OrdeDays Late 1
Open OrdeItem 1
Open OrdeShipTo 1
Open OrderCore 1
Open OrderDays Late 1
Open OrderItem 1
Open OrderSalesperso 1
Open OrderShipTo 1
Open OrdeCore 1
Open OrdeItem 1
Open OrdeShipTo 1
Orders wi Core 1
Orders wi Item 1
Orders wi Salesperso 1
Orders wi ShipTo 1
Late Open Core 1
Late Open Cust Addre 1
Late Open Customer 1
Late Open ShipTo 1
Late Open Core 1
Late Open ShipTo 1
Lost Sales Core 1
Lost Sales Cust Addre 1
Lost Sales Customer 1
Lost Sales Salesperso 1
Lost Sales ShipTo 1
Open OrdeCore 1
Open OrdeCustomer 1
Open OrdeDays Late 1
Open OrdeShipTo 1
Open OrderCore 1
Open OrderCust Addre 1
Open OrderCustomer 1
Open OrderSalesperso 1
Open OrderShipTo 1
Open OrdeCore 1
Open OrdeCustomer 1
Open OrdeShipTo 1
Orders wi Core 1
Orders wi Cust Addre 1
Orders wi Customer 1
Orders wi Salesperso 1
Orders wi ShipTo 1
Booked peCore 1
Booked peCust Addre 1
Booked peCustomer 1
Booked peItem 1
Booked peShipTo 1
Booked Sa Core 1
Booked Sa Cust Addre 1
Booked Sa Customer 1
Booked Sa Item 1
Booked Sa ShipTo 1
Booked YT Company 1
Booked YT Core 1
Booked YT Cust Addre 1
Booked YT Customer 1
Booked YT Item 1
Booked YT ShipTo 1
Late Open Core 1
Late Open Item 1
Late Open ShipTo 1
Lost Sales Core 1
Lost Sales Cust Addre 1
Lost Sales Customer 1
Lost Sales Item 1
Lost Sales ShipTo 1
Open OrderCore 1
Open OrderCust Addre 1
Open OrderCustomer 1
Open OrderItem 1
Open OrderShipTo 1
Open OrdeCore 1
Open OrdeCustomer 1
Open OrdeItem 1
Open OrdeShipTo 1
Orders wi Core 1
Orders wi Cust Addre 1
Orders wi Customer 1
Orders wi Item 1
Orders wi ShipTo 1
DataSelf Analytics, Enterprise and Pro Edi
The actual solution for each ERP/CRM may be slightly different. Subject to change without no
Tableau Data Sources
_AP_Aging_Today _AR_Aging_Today
cs, Enterprise and Pro Editions v2106
ach ERP/CRM may be slightly different. Subject to change without notice.
Tableau Data Sources
_GL_Transaction _IN_On_Hand_Today
^^^ Measures are at the top in Folders ^^^
_Inventory_Planning _Purchase_Order
_Sales_Invoice _Sales_Order
_CRM_Opportunity _CRM_Activity
_Marketing_Email
DPCache_Reports & Dashboards Pro
Template Set Type Dimension Workbook View
_AP_Aging_ToDashboard All AP Aging Overview
_AP_Aging_ToDashboard All AP Aging Vendor
_AP_Aging_ToDashboard All AP Balance b Aging
_AP_Aging_ToDashboard All AP Balance b Overview
_AP_Aging_ToDashboard All AP Balance b Vendor
_AP_Aging_ToReport Vendor AP Aging Core
_AP_Aging_ToReport Vendor AP Aging Document
_AP_Aging_ToReport Vendor AP Aging Terms
_AP_Aging_ToReport Vendor AP Balance b Core
_AP_Aging_ToReport Vendor AP Balance b Document
_AP_Aging_ToReport Vendor AP Balance b Terms
_AP_Aging_ToReport Vendor AP Balance b Core
_AP_Aging_ToReport Vendor AP Balance b Document
_AP_Aging_ToReport Vendor AP Balance b Terms
_AP_Aging_ToReport Vendor AP Open PayaCore
_AP_Aging_ToReport Vendor AP Open PayaTerms
_AR_Aging_ToDashboard All AR Aging Cust Address
_AR_Aging_ToDashboard All AR Aging Cust Salesperson
_AR_Aging_ToDashboard All AR Aging Customer
_AR_Aging_ToDashboard All AR Aging Overview
_AR_Aging_ToDashboard All AR Balance b Aging
_AR_Aging_ToDashboard All AR Balance b Cust Address
_AR_Aging_ToDashboard All AR Balance b Cust Salesperson
_AR_Aging_ToDashboard All AR Balance b Customer
_AR_Aging_ToDashboard All AR Balance b Overview
_AR_Aging_ToReport Customer AR Aging Company
_AR_Aging_ToReport Customer AR Aging Core
_AR_Aging_ToReport Customer AR Aging Cust Cat
_AR_Aging_ToReport Customer AR Aging Not Paid Yesterday
_AR_Aging_ToReport Customer AR Aging Salesperson
_AR_Aging_ToReport Customer AR Aging Terms
_AR_Aging_ToReport Customer AR Aging Top Docs by Balance
_AR_Aging_ToReport Customer AR Balance b Company
_AR_Aging_ToReport Customer AR Balance b Core
_AR_Aging_ToReport Customer AR Balance b Cust Cat
_AR_Aging_ToReport Customer AR Balance b Salesperson
_AR_Aging_ToReport Customer AR Balance b Terms
_AR_Aging_ToReport Customer AR Open ReceCompany
Page 67
_AR_Aging_ToReport Customer AR Open ReceCore
_AR_Aging_ToReport Customer AR Open ReceCust Cat
_AR_Aging_ToReport Customer AR Open ReceSalesperson
_AR_Aging_ToReport Customer AR Open ReceTerms
_AR_Aging_ToReport Customer AR Stats Company
_AR_Aging_ToReport Customer AR Stats Core
_AR_Aging_ToReport Customer AR Stats Cust Cat
_AR_Aging_ToReport Customer AR Stats Salesperson
_AR_Aging_ToReport Customer AR Stats Terms
_GL_TransactiDashboard All Gross Profit GP % Sliced
_GL_TransactiDashboard All Gross Profit Monthly
_GL_TransactiDashboard All Gross Profit Net Profit
_GL_TransactiDashboard All Gross Profit OpEx
_GL_TransactiDashboard All Gross Profit Ops KPIs
_GL_TransactiDashboard All Gross Profit Profitability KPIs
_GL_TransactiDashboard All Gross Profit Quarterly
_GL_TransactiDashboard All Gross Profit Revenues
_GL_TransactiDashboard All Gross Profit Sliced Areas
_GL_TransactiDashboard All Gross Profit Sliced Lines
_GL_TransactiDashboard All Gross Profit Sliced Treemap
_GL_TransactiDashboard All Gross Profit Trendlines
_GL_TransactiDashboard All Gross Profit Wages
_GL_TransactiDashboard All Gross Profit Yearly
_GL_TransactiDashboard All Net Profit GP
_GL_TransactiDashboard All Net Profit Monthly
_GL_TransactiDashboard All Net Profit Net Profit % Sliced
_GL_TransactiDashboard All Net Profit OpEx
_GL_TransactiDashboard All Net Profit Ops KPIs
_GL_TransactiDashboard All Net Profit Profitability KPIs
_GL_TransactiDashboard All Net Profit Quarterly
_GL_TransactiDashboard All Net Profit Revenues
_GL_TransactiDashboard All Net Profit Sliced Areas
_GL_TransactiDashboard All Net Profit Sliced Lines
_GL_TransactiDashboard All Net Profit Sliced Treemap
_GL_TransactiDashboard All Net Profit Trendlines
_GL_TransactiDashboard All Net Profit Wages
_GL_TransactiDashboard All Net Profit Yearly
_GL_TransactiDashboard All OpEx GP
_GL_TransactiDashboard All OpEx Monthly
_GL_TransactiDashboard All OpEx Net Profit
_GL_TransactiDashboard All OpEx Ops KPIs
_GL_TransactiDashboard All OpEx Profitability KPIs
_GL_TransactiDashboard All OpEx Quarterly
_GL_TransactiDashboard All OpEx Revenue
_GL_TransactiDashboard All OpEx Sliced Areas
_GL_TransactiDashboard All OpEx Sliced Lines
_GL_TransactiDashboard All OpEx Sliced Treemap
_GL_TransactiDashboard All OpEx Trendlines
_GL_TransactiDashboard All OpEx Wages
Page 68
_GL_TransactiDashboard All OpEx Yearly
_GL_TransactiDashboard All Revenues GP
_GL_TransactiDashboard All Revenues Monthly
_GL_TransactiDashboard All Revenues Net Profit
_GL_TransactiDashboard All Revenues OpEx
_GL_TransactiDashboard All Revenues Ops KPIs
_GL_TransactiDashboard All Revenues Profitability KPIs
_GL_TransactiDashboard All Revenues Quarterly
_GL_TransactiDashboard All Revenues Sliced Areas
_GL_TransactiDashboard All Revenues Sliced Lines
_GL_TransactiDashboard All Revenues Sliced Treemap
_GL_TransactiDashboard All Revenues Trendlines
_GL_TransactiDashboard All Revenues Wages
_GL_TransactiDashboard All Revenues Yearly
_GL_TransactiReport Seg1 Posted by MoAccount
_GL_TransactiReport Seg1 Posted by MoAcct Group
_GL_TransactiReport Seg1 Posted by MoAcct Group and Account
_GL_TransactiReport Seg1 Posted by MoAcct Group and Seg2
_GL_TransactiReport Seg1 Posted by MoAcct Group, Seg2 and Seg3
_GL_TransactiReport Seg1 Posted by MoCore
_GL_TransactiReport Seg1 Posted by MoSeg2
_GL_TransactiReport Seg1 Posted by MoSeg2 and Seg3
_GL_TransactiReport Seg1 Posted by MoSeg3 and Seg2
_GL_TransactiReport Seg1 Posted by YeaAccount
_GL_TransactiReport Seg1 Posted by YeaAcct Group
_GL_TransactiReport Seg1 Posted by YeaAcct Group and Account
_GL_TransactiReport Seg1 Posted by YeaAcct Group and Seg2
_GL_TransactiReport Seg1 Posted by YeaAcct Group, Seg2 and Seg3
_GL_TransactiReport Seg1 Posted by YeaCore
_GL_TransactiReport Seg1 Posted by YeaSeg2
_GL_TransactiReport Seg1 Posted by YeaSeg2 and Seg3
_GL_TransactiReport Seg1 Posted by YeaSeg3 and Seg2
_GL_TransactiReport Seg1 Posted by Ye Acct Group
_GL_TransactiReport Seg1 Posted by Ye Acct Group and Seg3
_GL_TransactiReport Seg1 Posted by Ye Core
_GL_TransactiReport Seg1 Posted by Ye Seg3
_GL_TransactiReport Seg1 Posted Detail Account
_GL_TransactiReport Seg1 Posted Same Acct Group
_GL_TransactiReport Seg1 Posted Same Acct Group and Seg3
_GL_TransactiReport Seg1 Posted Same Core
_GL_TransactiReport Seg1 Posted Same Seg3
_GL_TransactiReport Seg1 Posted This a Account
_GL_TransactiReport Seg1 Posted This a Acct Group
_GL_TransactiReport Seg1 Posted This a Acct Group and Account
_GL_TransactiReport Seg1 Posted This a Acct Group and Seg2
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_GL_TransactiReport Seg1 Posted This a Acct Group and Seg3
_GL_TransactiReport Seg1 Posted This a Acct Group, Seg2 and Seg3
_GL_TransactiReport Seg1 Posted This a Core
_GL_TransactiReport Seg1 Posted This a Seg2
_GL_TransactiReport Seg1 Posted This a Seg2 and Seg3
_GL_TransactiReport Seg1 Posted This a Seg3
_GL_TransactiReport Seg1 Posted This a Seg3 and Seg2
_GL_TransactiReport Seg1 Posted YTD a Account
_GL_TransactiReport Seg1 Posted YTD a Acct Group
_GL_TransactiReport Seg1 Posted YTD a Acct Group and Account
_GL_TransactiReport Seg1 Posted YTD a Acct Group and Seg2
_GL_TransactiReport Seg1 Posted YTD a Acct Group, Seg2 and Seg3
_GL_TransactiReport Seg1 Posted YTD a Core
_GL_TransactiReport Seg1 Posted YTD a Seg2
_GL_TransactiReport Seg1 Posted YTD a Seg2 and Seg3
_GL_TransactiReport Seg1 Posted YTD a Seg3 and Seg2
_GL_TransactiReport Seg2 KPIs by Mont Core
_GL_TransactiReport Seg2 Posted by MoAccount
_GL_TransactiReport Seg2 Posted by MoAcct Group
_GL_TransactiReport Seg2 Posted by MoAcct Group and Account
_GL_TransactiReport Seg2 Posted by YeaAccount
_GL_TransactiReport Seg2 Posted by YeaAcct Group
_GL_TransactiReport Seg2 Posted by YeaAcct Group and Account
_GL_TransactiReport Seg2 Posted Detail Account
_GL_TransactiReport Seg2 Posted YTD a Account
_GL_TransactiReport Seg2 Posted YTD a Acct Group
_GL_TransactiReport Seg2 Posted YTD a Acct Group and Account
_IN_On_HandDashboard All Cost On HandCompany
_IN_On_HandDashboard All Cost On HandItem
_IN_On_HandDashboard All Cost On HandWhse
_IN_On_HandDashboard All Cost On HandWhse and Item
_IN_On_HandDashboard All Qty On Hand Company
_IN_On_HandDashboard All Qty On Hand Item
_IN_On_HandDashboard All Qty On Hand Whse
_IN_On_HandDashboard All Qty On Hand Whse and Item
_IN_On_HandDashboard All Qty On Hand Company
_IN_On_HandDashboard All Qty On Hand Item
_IN_On_HandDashboard All Qty On Hand Whse
_IN_On_HandDashboard All Top Qty On HItem
_IN_On_HandDashboard All Top Qty On HWhse
_IN_On_HandReport Item Cost and Qty Core
Page 70
_IN_On_HandReport Item Cost and Qty Whse
_IN_On_HandReport Item Maximum QtyCore
_IN_On_HandReport Item Maximum QtyWhse
_IN_On_HandReport Item Qty On Hand Core
_IN_On_HandReport Item Qty On Hand Whse
_IN_On_HandReport Item Qty On Hand,Core
_IN_On_HandReport Item Qty On Hand,Whse
_IN_On_HandReport Whse Cost and Qty Core
_IN_On_HandReport Whse Cost and Qty Item
_IN_On_HandReport Whse Qty On Hand Core
_IN_On_HandReport Whse Qty On Hand Item
_IN_On_HandReport Whse Qty On Hand,Core
_IN_On_HandReport Whse Qty On Hand,Item
_Purchase_OrDashboard All Avg Unit Cos Company
_Purchase_OrDashboard All Avg Unit Cos Item
_Purchase_OrDashboard All Avg Unit Cos Vendor
_Purchase_OrDashboard All Avg Unit Cos Whse
_Purchase_OrDashboard All Open PO DetaCompany
_Purchase_OrDashboard All Open PO DetaDays Late
_Purchase_OrDashboard All Open PO DetaItem
_Purchase_OrDashboard All Open PO DetaVendor
_Purchase_OrDashboard All Open PO DetaWhse
_Purchase_OrDashboard All Open Qty by Company
_Purchase_OrDashboard All Open Qty by Vendor
_Purchase_OrDashboard All Open Qty by Whse
_Purchase_OrDashboard All Top Open CosOverview
_Purchase_OrDashboard All Top Products Company
_Purchase_OrDashboard All Top Products Days Late
_Purchase_OrDashboard All Top Products Item
_Purchase_OrDashboard All Top Products Vendor
_Purchase_OrDashboard All Top Products Whse
_Purchase_OrDashboard All Top Products Company
_Purchase_OrDashboard All Top Products Days Late
_Purchase_OrDashboard All Top Products Item
_Purchase_OrDashboard All Top Products Vendor
_Purchase_OrDashboard All Top Products Whse
_Purchase_OrReport Item Avg, Min and Core
_Purchase_OrReport Item Avg, Min and Days Late
_Purchase_OrReport Item Avg, Min and On Time
_Purchase_OrReport Item Avg, Min and Receipt Status
_Purchase_OrReport Item Avg, Min and Vendor
_Purchase_OrReport Item Avg, Min and Whse
_Purchase_OrReport Item Open PO DetaCore
_Purchase_OrReport Item Open PO DetaDays Late
_Purchase_OrReport Item Open PO DetaOn Time
_Purchase_OrReport Item Open PO DetaReceipt Status
_Purchase_OrReport Item Open PO DetaVendor
_Purchase_OrReport Item Open PO DetaWhse
_Purchase_OrReport Item Open Qty by Core
Page 71
_Purchase_OrReport Item Open Qty by Details
_Purchase_OrReport Item Open Qty by PO Number
_Purchase_OrReport Item Open Qty by Vendor
_Purchase_OrReport Item Open Qty by Whse
_Purchase_OrReport Item Open Qty by Days Late
_Purchase_OrReport Item Open Qty by Receipt Status
_Purchase_OrReport Item Open, ReceiveCore
_Purchase_OrReport Item Open, ReceivePO Number
_Purchase_OrReport Item Open, ReceiveVendor
_Purchase_OrReport Item Open, ReceiveWhse
_Purchase_OrReport Vendor Avg Unit Cos Core
_Purchase_OrReport Vendor Avg, Min and Core
_Purchase_OrReport Vendor Avg, Min and Days Late
_Purchase_OrReport Vendor Avg, Min and Item Cat
_Purchase_OrReport Vendor Avg, Min and On Time
_Purchase_OrReport Vendor Avg, Min and Receipt Status
_Purchase_OrReport Vendor Avg, Min and Whse
_Purchase_OrReport Vendor Open Qty by Core
_Purchase_OrReport Vendor Open Qty by Details
_Purchase_OrReport Vendor Open Qty by Item Cat
_Purchase_OrReport Vendor Open Qty by PO Number
_Purchase_OrReport Vendor Open Qty by Whse
_Purchase_OrReport Vendor Open Qty by Core
_Purchase_OrReport Vendor Open Qty by Days Late
_Purchase_OrReport Vendor Open Qty by Details
_Purchase_OrReport Vendor Open Qty by Item Cat
_Purchase_OrReport Vendor Open Qty by PO Number
_Purchase_OrReport Vendor Open Qty by Receipt Status
_Purchase_OrReport Vendor Open Qty by Whse
_Purchase_OrReport Vendor Open, ReceiveCore
_Purchase_OrReport Vendor Open, ReceiveItem Cat
_Purchase_OrReport Vendor Open, ReceivePO Number
_Purchase_OrReport Vendor Open, ReceiveWhse
_Sales_Invoic Dashboard All Customer TreCust Sales Treemap
_Sales_Invoic Dashboard All Customer TreCustomer by Region
_Sales_Invoic Dashboard All Customer TreCustomer Forecast
_Sales_Invoic Dashboard All Customer TreCustomer Overview
_Sales_Invoic Dashboard All Customer TreShipTo
_Sales_Invoic Dashboard All Customer TreTop Customers
Page 72
_Sales_Invoic Dashboard All Customer TreYoY Trends
_Sales_Invoic Dashboard All FMonth AnalyAll
_Sales_Invoic Dashboard All Item Trends Item by Region
_Sales_Invoic Dashboard All Item Trends Item Forecast
_Sales_Invoic Dashboard All Item Trends Item Overview
_Sales_Invoic Dashboard All Item Trends Item Sales Treemap
_Sales_Invoic Dashboard All Item Trends ShipTo
_Sales_Invoic Dashboard All Item Trends Top Items
_Sales_Invoic Dashboard All Item Trends YoY Trends
_Sales_Invoic Dashboard All Performance iPerformance in Several Periods
_Sales_Invoic Dashboard All Qty Sold by Company
_Sales_Invoic Dashboard All Qty Sold by Cust Address
_Sales_Invoic Dashboard All Qty Sold by Customer
_Sales_Invoic Dashboard All Qty Sold by Invoice No
_Sales_Invoic Dashboard All Qty Sold by Item
_Sales_Invoic Dashboard All Qty Sold by Salesperson
_Sales_Invoic Dashboard All Qty Sold by Ship To
_Sales_Invoic Dashboard All Sales by Mon Company
_Sales_Invoic Dashboard All Sales by Mon Cust Address
_Sales_Invoic Dashboard All Sales by Mon Customer
_Sales_Invoic Dashboard All Sales by Mon Invoice No
_Sales_Invoic Dashboard All Sales by Mon Item
_Sales_Invoic Dashboard All Sales by Mon Salesperson
_Sales_Invoic Dashboard All Sales by Mon Ship To
_Sales_Invoic Dashboard All Sales by Year Company
_Sales_Invoic Dashboard All Sales by Year Cust Address
_Sales_Invoic Dashboard All Sales by Year Customer
_Sales_Invoic Dashboard All Sales by Year Invoice No
_Sales_Invoic Dashboard All Sales by Year Item
_Sales_Invoic Dashboard All Sales by Year Salesperson
_Sales_Invoic Dashboard All Sales by Year Ship To
_Sales_Invoic Dashboard All Sales Measur Company
_Sales_Invoic Dashboard All Sales Measur Cust Address
_Sales_Invoic Dashboard All Sales Measur Customer
_Sales_Invoic Dashboard All Sales Measur Item
_Sales_Invoic Dashboard All Sales Measur Salesperson
_Sales_Invoic Dashboard All Sales Measur ShipTo
_Sales_Invoic Dashboard All Sales Trends 12-month Moving Avg
_Sales_Invoic Dashboard All Sales Trends Accumulated
_Sales_Invoic Dashboard All Sales Trends Monthly and Accumulated
_Sales_Invoic Dashboard All Sales Trends Monthly Sales
_Sales_Invoic Dashboard All Sales Trends Sales and Returns
_Sales_Invoic Dashboard All Sales Trends Trends
_Sales_Invoic Dashboard All Sales YTD vs Company
_Sales_Invoic Dashboard All Sales YTD vs Cust Address
_Sales_Invoic Dashboard All Sales YTD vs Customer
_Sales_Invoic Dashboard All Sales YTD vs Item
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_Sales_Invoic Dashboard All Sales YTD vs Salesperson
_Sales_Invoic Dashboard All Sales YTD vs Ship To
_Sales_Invoic Dashboard All Sales, Counts Avg Sale per Customer
_Sales_Invoic Dashboard All Sales, Counts Avg Sale per Item
_Sales_Invoic Dashboard All Sales, Counts Customer
_Sales_Invoic Dashboard All Sales, Counts Customer and Item Counts
_Sales_Invoic Dashboard All Sales, Counts Customer Counts
_Sales_Invoic Dashboard All Sales, Counts Item
_Sales_Invoic Dashboard All Sales, Counts Item Counts
_Sales_Invoic Dashboard All Salesperson Salesperson by Region
_Sales_Invoic Dashboard All Salesperson Salesperson Forecast
_Sales_Invoic Dashboard All Salesperson Salesperson Overview
_Sales_Invoic Dashboard All Salesperson Salesperson Sales Treemap
_Sales_Invoic Dashboard All Salesperson ShipTo
_Sales_Invoic Dashboard All Salesperson Top Salesperson
_Sales_Invoic Dashboard All Salesperson YoY Trends
_Sales_Invoic Dashboard All Top Sales Ch Company
_Sales_Invoic Dashboard All Top Sales Ch Cust Address
_Sales_Invoic Dashboard All Top Sales Ch Customer
_Sales_Invoic Dashboard All Top Sales Ch Item
_Sales_Invoic Dashboard All Top Sales Ch Salesperson
_Sales_Invoic Dashboard All Top Sales Ch ShipTo
_Sales_Invoic Dashboard All Top Sales thi Month
_Sales_Invoic Dashboard All Top Sales thi Quarter
_Sales_Invoic Dashboard All Top Sales thi Week
_Sales_Invoic Dashboard All Top Sales thi Year
_Sales_Invoic Dashboard All Yesterday's MAll
_Sales_Invoic Dashboard All YoY Trends YoY Trends
_Sales_Invoic Report Customer Avg Days Bet Customer
_Sales_Invoic Report Customer Avg Days Bet Item
_Sales_Invoic Report Customer Avg Days Bet ShipTo
_Sales_Invoic Report Customer First-Time Sal Customer
_Sales_Invoic Report Customer First-Time Sal Item
_Sales_Invoic Report Customer First-Time Sal ShipTo
_Sales_Invoic Report Customer Invoice Lines All
_Sales_Invoic Report Customer Invoice Lines Customer
_Sales_Invoic Report Customer Invoice Lines Item
_Sales_Invoic Report Customer Invoice Lines Salesperson
_Sales_Invoic Report Customer Invoice Lines Ship To
_Sales_Invoic Report Customer Sales and CouCustomer
_Sales_Invoic Report Customer Sales and CouItem
_Sales_Invoic Report Customer Sales and CouSalesperson
_Sales_Invoic Report Customer Sales and CouShipTo
_Sales_Invoic Report Customer Sales and CouYear
_Sales_Invoic Report Customer Sales by FMo Customer
_Sales_Invoic Report Customer Sales by FMo Item
_Sales_Invoic Report Customer Sales by FMo Salesperson
_Sales_Invoic Report Customer Sales by FMo ShipTo
_Sales_Invoic Report Customer Sales by Year Customer
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_Sales_Invoic Report Customer Sales by Year Item
_Sales_Invoic Report Customer Sales by Year Salesperson
_Sales_Invoic Report Customer Sales by Year ShipTo
_Sales_Invoic Report Customer Sales FYTD Customer
_Sales_Invoic Report Customer Sales FYTD Item
_Sales_Invoic Report Customer Sales FYTD Salesperson
_Sales_Invoic Report Customer Sales FYTD ShipTo
_Sales_Invoic Report Customer Sales Growth Customer
_Sales_Invoic Report Customer Sales Growth Item
_Sales_Invoic Report Customer Sales Growth Salesperson
_Sales_Invoic Report Customer Sales Growth Ship To
_Sales_Invoic Report Customer Sales Measur Customer
_Sales_Invoic Report Customer Sales Measur Item
_Sales_Invoic Report Customer Sales Measur Salesperson
_Sales_Invoic Report Customer Sales Measur Ship To
_Sales_Invoic Report Customer Sales Same PeCustomer
_Sales_Invoic Report Customer Sales Same PeItem
_Sales_Invoic Report Customer Sales Same PeSalesperson
_Sales_Invoic Report Customer Sales Same PeShip To
_Sales_Invoic Report Customer Sales YoY Customer
_Sales_Invoic Report Customer Sales YoY Item
_Sales_Invoic Report Customer Sales YoY Month
_Sales_Invoic Report Customer Sales YoY Salesperson
_Sales_Invoic Report Customer Sales YoY Ship To
_Sales_Invoic Report Item Invoice Lines All
_Sales_Invoic Report Item Invoice Lines Core
_Sales_Invoic Report Item Invoice Lines Cst Address
_Sales_Invoic Report Item Invoice Lines Customer
_Sales_Invoic Report Item Invoice Lines Salesperson
_Sales_Invoic Report Item Invoice Lines Ship To
_Sales_Invoic Report Item Sales and CouCore
_Sales_Invoic Report Item Sales and CouCust Address
_Sales_Invoic Report Item Sales and CouCustomer
_Sales_Invoic Report Item Sales and CouSalesperson
_Sales_Invoic Report Item Sales and CouShipTo
_Sales_Invoic Report Item Sales and CouYear
_Sales_Invoic Report Item Sales by FMo Core
_Sales_Invoic Report Item Sales by FMo Cust Address
_Sales_Invoic Report Item Sales by FMo Customer
_Sales_Invoic Report Item Sales by FMo Salesperson
_Sales_Invoic Report Item Sales by FMo ShipTo
_Sales_Invoic Report Item Sales by Year Core
_Sales_Invoic Report Item Sales by Year Cst Address
_Sales_Invoic Report Item Sales by Year Customer
_Sales_Invoic Report Item Sales by Year Salesperson
_Sales_Invoic Report Item Sales by Year ShipTo
_Sales_Invoic Report Item Sales FYTD Core
_Sales_Invoic Report Item Sales FYTD Cust Address
_Sales_Invoic Report Item Sales FYTD Customer
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_Sales_Invoic Report Item Sales FYTD Salesperson
_Sales_Invoic Report Item Sales FYTD ShipTo
_Sales_Invoic Report Item Sales Growth Core
_Sales_Invoic Report Item Sales Growth Cst Address
_Sales_Invoic Report Item Sales Growth Customer
_Sales_Invoic Report Item Sales Growth Salesperson
_Sales_Invoic Report Item Sales Growth Ship To
_Sales_Invoic Report Item Sales Measur Core
_Sales_Invoic Report Item Sales Measur Cst Address
_Sales_Invoic Report Item Sales Measur Customer
_Sales_Invoic Report Item Sales Measur Salesperson
_Sales_Invoic Report Item Sales Measur Ship To
_Sales_Invoic Report Item Sales Same PeCore
_Sales_Invoic Report Item Sales Same PeCst Address
_Sales_Invoic Report Item Sales Same PeCustomer
_Sales_Invoic Report Item Sales Same PeSalesperson
_Sales_Invoic Report Item Sales Same PeShip To
_Sales_Invoic Report Item Sales YoY Core
_Sales_Invoic Report Item Sales YoY Cst Address
_Sales_Invoic Report Item Sales YoY Customer
_Sales_Invoic Report Item Sales YoY Month
_Sales_Invoic Report Item Sales YoY Salesperson
_Sales_Invoic Report Item Sales YoY Ship To
_Sales_Invoic Report Salesperson FMonth AnalyMonth and Var
_Sales_Invoic Report Salesperson FMonth AnalyYoY and Var
_Sales_Invoic Report Salesperson FMonth AnalyYTD and Var
_Sales_Invoic Report Salesperson Sales and CouCore
_Sales_Invoic Report Salesperson Sales and CouCust Address
_Sales_Invoic Report Salesperson Sales and CouCustomer
_Sales_Invoic Report Salesperson Sales and CouItem
_Sales_Invoic Report Salesperson Sales and CouShipTo
_Sales_Invoic Report Salesperson Sales and CouYear
_Sales_Invoic Report Salesperson Sales by FMo Core
_Sales_Invoic Report Salesperson Sales by FMo Cust Address
_Sales_Invoic Report Salesperson Sales by FMo Customer
_Sales_Invoic Report Salesperson Sales by FMo Item
_Sales_Invoic Report Salesperson Sales by FMo ShipTo
_Sales_Invoic Report Salesperson Sales FYTD Core
_Sales_Invoic Report Salesperson Sales FYTD Cust Address
_Sales_Invoic Report Salesperson Sales FYTD Customer
_Sales_Invoic Report Salesperson Sales FYTD Item
_Sales_Invoic Report Salesperson Sales FYTD ShipTo
_Sales_Invoic Report Salesperson Sales Same PeCore
_Sales_Invoic Report Salesperson Sales Same PeCust Address
_Sales_Invoic Report Salesperson Sales Same PeCustomer
_Sales_Invoic Report Salesperson Sales Same PeItem
_Sales_Invoic Report Salesperson Sales Same PeShip To
_Sales_Invoic Report Salesperson Sales YoY Core
_Sales_Invoic Report Salesperson Sales YoY Cust Address
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_Sales_Invoic Report Salesperson Sales YoY Customer
_Sales_Invoic Report Salesperson Sales YoY Item
_Sales_Invoic Report Salesperson Sales YoY Month
_Sales_Invoic Report Salesperson Sales YoY Ship To
_Sales_Invoic Report Salesperson Yesterday's MCust Address
_Sales_Invoic Report Salesperson Yesterday's MCustomer
_Sales_Invoic Report Salesperson Yesterday's MInvoice Type
_Sales_Invoic Report Salesperson Yesterday's MItem
_Sales_Invoic Report Salesperson Yesterday's MItem Cat
_Sales_Invoic Report Salesperson Yesterday's MSalesperson
_Sales_Invoic Report Salesperson Yesterday's MShipTo
_Sales_Order Dashboard All Booked by M Company
_Sales_Order Dashboard All Booked by M Cust Address
_Sales_Order Dashboard All Booked by M Customer
_Sales_Order Dashboard All Booked by M Item
_Sales_Order Dashboard All Booked by M Order No
_Sales_Order Dashboard All Booked by M Salesperson
_Sales_Order Dashboard All Booked by M Ship To
_Sales_Order Dashboard All Fulfillment R Fill Rate
_Sales_Order Dashboard All Fulfillment R Fill Rate by Customer
_Sales_Order Dashboard All Fulfillment R Fill Rate by Product
_Sales_Order Dashboard All Fulfillment R Fill Rate by Salesperson
_Sales_Order Dashboard All Fulfillment R Fill Rate by ShipTo
_Sales_Order Dashboard All Late Orders Company
_Sales_Order Dashboard All Late Orders Cust Address
_Sales_Order Dashboard All Late Orders Customer
_Sales_Order Dashboard All Late Orders Item
_Sales_Order Dashboard All Late Orders Location
_Sales_Order Dashboard All Late Orders Order Fields
_Sales_Order Dashboard All Late Orders Salesperson
_Sales_Order Dashboard All Late Orders ShipTo
_Sales_Order Dashboard All Late Orders Company
_Sales_Order Dashboard All Late Orders Cust Address
_Sales_Order Dashboard All Late Orders Customer
_Sales_Order Dashboard All Late Orders Item
_Sales_Order Dashboard All Late Orders Location
_Sales_Order Dashboard All Late Orders Salesperson
_Sales_Order Dashboard All Late Orders ShipTo
_Sales_Order Dashboard All Open Order T12-months Moving Avg
_Sales_Order Dashboard All Open Order TAccumulated
_Sales_Order Dashboard All Open Order TMonthly and Accrued
_Sales_Order Dashboard All Open Order TMonthly Open Amt
_Sales_Order Dashboard All Open Order TTrends
_Sales_Order Dashboard All Open Orders Company
_Sales_Order Dashboard All Open Orders Cust Address
_Sales_Order Dashboard All Open Orders Customer
_Sales_Order Dashboard All Open Orders Item
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_Sales_Order Dashboard All Open Orders Location
_Sales_Order Dashboard All Open Orders Order Fields
_Sales_Order Dashboard All Open Orders Salesperson
_Sales_Order Dashboard All Open Orders ShipTo
_Sales_Order Dashboard All Orders Not S Orders Not Shipped Prior Day
_Sales_Order Dashboard All Stuck Open OCompany
_Sales_Order Dashboard All Stuck Open OCust Address
_Sales_Order Dashboard All Stuck Open OCustomer
_Sales_Order Dashboard All Stuck Open OItem
_Sales_Order Dashboard All Stuck Open OLocation
_Sales_Order Dashboard All Stuck Open OSalesperson
_Sales_Order Dashboard All Stuck Open OShipTo
_Sales_Order Dashboard All Top Booked CCompany
_Sales_Order Dashboard All Top Booked CCust Address
_Sales_Order Dashboard All Top Booked CCustomer
_Sales_Order Dashboard All Top Booked CItem
_Sales_Order Dashboard All Top Booked CSalesperson
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_Sales_Order Dashboard All Top Booked CShipTo
_Sales_Order Dashboard All Top Booked t Month
_Sales_Order Dashboard All Top Booked t Quarter
_Sales_Order Dashboard All Top Booked t Week
_Sales_Order Dashboard All Top Booked t Year
_Sales_Order Dashboard All Top Open OrdCompany
_Sales_Order Dashboard All Top Open OrdCust Address
_Sales_Order Dashboard All Top Open OrdCustomer
_Sales_Order Dashboard All Top Open OrdItem
_Sales_Order Dashboard All Top Open OrdLocation
_Sales_Order Dashboard All Top Open OrdSalesperson
_Sales_Order Dashboard All Top Open OrdShipTo
_Sales_Order Report Customer Booked Detai Core
_Sales_Order Report Customer Booked Detai Item
_Sales_Order Report Customer Booked Detai Salesperson
_Sales_Order Report Customer Booked Detai ShipTo
_Sales_Order Report Customer Booked per Company
_Sales_Order Report Customer Booked per Core
_Sales_Order Report Customer Booked per Item
_Sales_Order Report Customer Booked per Salesperson
_Sales_Order Report Customer Booked per ShipTo
_Sales_Order Report Customer Booked Same Company
_Sales_Order Report Customer Booked Same Core
_Sales_Order Report Customer Booked Same Item
_Sales_Order Report Customer Booked Same Salesperson
_Sales_Order Report Customer Booked Same ShipTo
_Sales_Order Report Customer Booked YTD vCore
_Sales_Order Report Customer Booked YTD vItem
_Sales_Order Report Customer Booked YTD vSalesperson
_Sales_Order Report Customer Booked YTD vShipTo
_Sales_Order Report Customer Late Open Or Core
_Sales_Order Report Customer Late Open Or Item
_Sales_Order Report Customer Late Open Or Salesperson
_Sales_Order Report Customer Late Open Or ShipTo
_Sales_Order Report Customer Late Open OrdCore
_Sales_Order Report Customer Late Open OrdItem
_Sales_Order Report Customer Late Open OrdSalesperson
_Sales_Order Report Customer Late Open OrdShipTo
_Sales_Order Report Customer Lost Sales b Core
_Sales_Order Report Customer Lost Sales b Item
_Sales_Order Report Customer Lost Sales b Salesperson
_Sales_Order Report Customer Lost Sales b ShipTo
_Sales_Order Report Customer Open Order DCore
_Sales_Order Report Customer Open Order DDays Late
_Sales_Order Report Customer Open Order DItem
_Sales_Order Report Customer Open Order DSalesperson
_Sales_Order Report Customer Open Order DShipTo
_Sales_Order Report Customer Open Orders ACore
_Sales_Order Report Customer Open Orders ADays Late
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_Sales_Order Report Customer Open Orders AItem
_Sales_Order Report Customer Open Orders ASalesperson
_Sales_Order Report Customer Open Orders AShipTo
_Sales_Order Report Customer Open Orders Core
_Sales_Order Report Customer Open Orders Item
_Sales_Order Report Customer Open Orders Salesperson
_Sales_Order Report Customer Open Orders ShipTo
_Sales_Order Report Customer Orders with Core
_Sales_Order Report Customer Orders with Item
_Sales_Order Report Customer Orders with Salesperson
_Sales_Order Report Customer Orders with ShipTo
_Sales_Order Report Item Late Open Or Core
_Sales_Order Report Item Late Open Or Cust Address
_Sales_Order Report Item Late Open Or Customer
_Sales_Order Report Item Late Open Or Salesperson
_Sales_Order Report Item Late Open Or ShipTo
_Sales_Order Report Item Late Open OrdCore
_Sales_Order Report Item Late Open OrdCust Address
_Sales_Order Report Item Late Open OrdCustomer
_Sales_Order Report Item Late Open OrdSalesperson
_Sales_Order Report Item Late Open OrdShipTo
_Sales_Order Report Item Lost Sales b Core
_Sales_Order Report Item Lost Sales b Cust Address
_Sales_Order Report Item Lost Sales b Customer
_Sales_Order Report Item Lost Sales b Salesperson
_Sales_Order Report Item Lost Sales b ShipTo
_Sales_Order Report Item Open Order DCore
_Sales_Order Report Item Open Order DCust Address
_Sales_Order Report Item Open Order DCustomer
_Sales_Order Report Item Open Order DDays Late
_Sales_Order Report Item Open Order DSalesperson
_Sales_Order Report Item Open Order DShipTo
_Sales_Order Report Item Open Orders ACore
_Sales_Order Report Item Open Orders ACust Address
_Sales_Order Report Item Open Orders ACustomer
_Sales_Order Report Item Open Orders ADays Late
_Sales_Order Report Item Open Orders ASalesperson
_Sales_Order Report Item Open Orders AShipTo
_Sales_Order Report Item Open Orders Core
_Sales_Order Report Item Open Orders Cust Address
_Sales_Order Report Item Open Orders Customer
_Sales_Order Report Item Open Orders Salesperson
_Sales_Order Report Item Open Orders ShipTo
_Sales_Order Report Item Orders with Core
_Sales_Order Report Item Orders with Cust Address
_Sales_Order Report Item Orders with Customer
_Sales_Order Report Item Orders with Salesperson
_Sales_Order Report Item Orders with ShipTo
_Sales_Order Report Salesperson Booked per Core
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_Sales_Order Report Salesperson Booked per Cust Address
_Sales_Order Report Salesperson Booked per Customer
_Sales_Order Report Salesperson Booked per Item
_Sales_Order Report Salesperson Booked per ShipTo
_Sales_Order Report Salesperson Booked Same Core
_Sales_Order Report Salesperson Booked Same Cust Address
_Sales_Order Report Salesperson Booked Same Customer
_Sales_Order Report Salesperson Booked Same Item
_Sales_Order Report Salesperson Booked Same ShipTo
_Sales_Order Report Salesperson Booked YTD vCompany
_Sales_Order Report Salesperson Booked YTD vCore
_Sales_Order Report Salesperson Booked YTD vCust Address
_Sales_Order Report Salesperson Booked YTD vCustomer
_Sales_Order Report Salesperson Booked YTD vItem
_Sales_Order Report Salesperson Booked YTD vShipTo
_Sales_Order Report Salesperson Late Open Or Core
_Sales_Order Report Salesperson Late Open Or Cust Address
_Sales_Order Report Salesperson Late Open Or Customer
_Sales_Order Report Salesperson Late Open Or Item
_Sales_Order Report Salesperson Late Open Or ShipTo
_Sales_Order Report Salesperson Lost Sales b Core
_Sales_Order Report Salesperson Lost Sales b Cust Address
_Sales_Order Report Salesperson Lost Sales b Customer
_Sales_Order Report Salesperson Lost Sales b Item
_Sales_Order Report Salesperson Lost Sales b ShipTo
_Sales_Order Report Salesperson Open Orders ACore
_Sales_Order Report Salesperson Open Orders ACust Address
_Sales_Order Report Salesperson Open Orders ACustomer
_Sales_Order Report Salesperson Open Orders ADays Late
_Sales_Order Report Salesperson Open Orders AItem
_Sales_Order Report Salesperson Open Orders AShipTo
_Sales_Order Report Salesperson Open Orders Core
_Sales_Order Report Salesperson Open Orders Cust Address
_Sales_Order Report Salesperson Open Orders Customer
_Sales_Order Report Salesperson Open Orders Item
_Sales_Order Report Salesperson Open Orders ShipTo
_Sales_Order Report Salesperson Orders with Core
_Sales_Order Report Salesperson Orders with Cust Address
_Sales_Order Report Salesperson Orders with Customer
_Sales_Order Report Salesperson Orders with Item
_Sales_Order Report Salesperson Orders with ShipTo
Page 81

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Tableau Report and Dashboard Templates _AP_Aging_Today DashboardAll AP Balan Aging 1

Summary _AP_Aging_Today DashboardAll AP Balan Aging 1

Tableau Report and Dashboard Tem

Pre-Configured Tableau Report and Dashboard

port and Dashboard Templates

ableau Report and Dashboard Templates

_AP_Aging Dashboard All

_AP_Aging Dashboard All

_AP_Aging Dashboard All

_AP_Aging Report Vendor

_AP_Aging Report Vendor

_AP_Aging Report Vendor

_AP_Aging Report Vendor

_AP_Aging Report Vendor

Tableau Data Sources

Tableau Data Sources

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