Build a new dashboard Tableau or page Power BI called Financial that includes the following: 

 

Create a new workbook, connect to PP Data.xlsx and import all eight tables. Doublecheck the data model to ensure relationships are correctly defined.

Add a table to your page called Purchases that shows the invoice quarter in each row and the invoice amount, payment amount, adjustment amount, balance, and writeoff percentage in the columns. Tableau Hint: Use Measure Names in the columns and Measure Values in the marks to create your table. Then once your table is complete, use Analytics Summarize Totals to calculate column totals.

You will need to create a new measure showing the account AP Balance, or the total invoice amount minus the total payment amount minus adjustments. Tableau Hint: To minimize errors in Tableau, use the IFNULL function to replace blank values with for example, IFNULLReceipt Amount

Filter this visual to show only values from Q to Q

Now create a clustered bar chart called Forfeited Discounts to analyze discounts by supplier account name, sorted by discounts available. Stack discounts available with discounts taken, then add some tooltips to show the discounts forfeited and forfeited ratio. You will need the following measurescalculated fields:

Discounts Available is the total Invoice Amount multiplied by Terms Discount Percentage.

Discounts Taken is the total of Invoice Amount minus the total of Payment Amount. Tableau Hint: Use IIFISNULLPayment AmountInvoice AmountPayment Amount to substitute the payment amount for null values of unpaid invoices.

Discounts Forfeited is the difference between Discounts Available and Discounts Taken.

Forfeited Ratio is Discounts Forfeited divided by Discounts Available.

Clean up the formatting and titles of your visuals and combine them into a single dashboard or page.

Take a screenshot of your dashboard showing the account balances label it A

Save your workbook as PP Analysis, answer the lab questions, then continue to Part