Tableau 10 and quickbooks
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Connecting Tableau to Quickbooks, along with some simple Sales and Expenses examples
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Tableau 10 and quickbooks
- 1. Quickbooks & Tableau Godfrey Nolan – RIIS LLC
- 2. Agenda ▪ What’s new in Tableau 10 ▪ Quickbooks ▪ Quickbooks Integration ▪ Viewing Tables ▪ Creating your own charts
- 3. What’s new in Tableau 10 ▪ Cluster Analysis ▪ Cross database join ▪ More data connectors ▪ Mobile ▪ Custom territories
- 21. Summary ▪ Export Quickbooks company file to Quickbooks online ▪ Connect Tableau 10 to Quickbooks online ▪ Use sample company file when you’re learning ▪ Why would you want to do this?
Hinweis der Redaktion
- Quickly spot patterns and group data with cluster analysis Join data potentially from SQL Server and Oracle New data connectors – what we’re going to talk about Publish to mobile Custom territories
- We’re going to talk about Quickbooks Here’s the desktop version of Quickbooks, We’re using Larry's Landscaping & Garden Supply which is one of the sample QB file
- Tableau connects to Quickbooks online, not the desktop version of Quickbooks so you’re going to have to export the file to QB online.
- To get started you’re going to probably need a Desktop version and an Online account. Although the Desktop is optional if you’re only using QB online. Sign in with your username and password and QB online will tell you when the data has been uploaded.
- Quickbooks online is a world class User interface designed for ease of use. But there are limitations which is why you want to connect it to Tableau.
- After the data has been exported to quickbooks online – which will take 5 mins or so Click on the ‘quickbooks online’ to connect from Tableau
- Sign in again
- Choose the sample file
- Then authorise Tableau to see the Quickbooks data
- Once connected, we can see 4 tables, Accounts, Payments, Sales and Expenses and finally Sales and Expenses with line items. Let’s look at the data in the tables.
- Find out who your best Customers are using a treemap Chose Payments table and then add ‘total amount’ measure and ’customer name’ dimension Click on show me and choose treemap Could also filter on ’transaction date’ – drag to filter and choose 2018 Drill down and show transactions SHOW!!!
- Find out where you’re spending your money Choose Sales and Expenses table Choose Total Amount Measure Choose Assosciated Entity Name for Customer name Filter on Transaction Type = Purchase SHOW!!!
- Then add a filter for Associated Entity Type = Vendor to exclude employees Change using Show Me SHOW!!
- So what can the Tableau experts create? Took this from the public.tableau.com
- Hard to see the data on Quickbooks online Cross join with other databases Flexibility of queries