Payables Dashboard
In this section, you’ll learn how to turn raw data into an interactive Payables Dashboard.
The Payables Dashboard shows a clear picture of a company’s unpaid bills, payment patterns, and how well vendors are performing. It helps the finance team easily track payments, understand payment schedules, and manage money better. Give it a try! Build the dashboard, and if you need help, watch the course video.
1. Connect Power BI with Payables Dashboard dataset, download data file Payables Dataset.
2. Understand the Tables of your data set, we have five tables in the data set:
• PO Header: The PO Header (Purchase Order Header) shows basic details about a purchase order. It includes the total value of the order, vendor information, and the date the order was placed.
Key Columns: PO Number, AP Invoice ID, Invoice Status and PO Amount LC
• PO Line: The PO Line table shows details about each item or service in a purchase order. It lists what is being bought as part of the main order from the PO Header.
Key Columns: PO Number Line, AP Invoice ID, PO Quantity, PO Amount FC and PO Amount LC
• AP Invoice Header: The Invoice Header contains basic details about an invoice from a vendor. It connects to purchase orders and shows an overview of the invoice.
Key Columns: AP Invoice ID, AP Pay Vendor ID, AP Invoice No, AP Invoice Amount and Invoice Amount(LC)
• AP Invoice Line: The Invoice Line table contains line-item details for each invoice. It represents individual items or services billed under the invoice header.
Key Columns: AP Invoice ID, Amount and Unit Price
• Supplier: Contains information about supplier name and etc.
Key Columns: AP Pay Vender ID, Supplier Name and Supplier Type
3. Build relationships between different tables to show data connections.
1. PO Line to PO Header
• Join Type: Many-to-One
• Key: AP Invoice ID
• Description: Each PO Header can have multiple PO Lines representing the individual items/services being ordered.
2. AP Invoice Line to AP Invoice Header
• Join Type: Many-to-One
• Key: AP Invoice ID
• Description: Each Invoice Header can have multiple Invoice Lines for detailed billing of items/services.
3. PO Header to AP Invoice Header
• Join Type: Many-to-One
• Key: AP Invoice ID
• Description: One Invoice Header can generate multiple PO Header (partial billing).
4. Supplier to AP Invoice Header
• Join Type: Many-to-One
• Key: AP Pay Vander ID
• Description: One Supplier can have multiple Invoice Header.
4. Create Visualisations to display important information in charts, tables, and maps. Your dashboard should match the below layout.
Payables Dashboard
