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Manage Your Billing Processes with Salesforce Billing
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            Configure the All Billings Dashboard

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            Configure the All Billings Dashboard

            Connect the Tableau All Billings Dashboard to your Salesforce org. The dashboard helps you review your overall billings and evaluate how much has been invoiced, debited, and credited, as well as your pending billings. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer '20 and later

            To use the All Billings dashboard, download the 4_Rows.csv file and have your Salesforce credentials ready so you can replace the demo data with your own order data. The 4_Rows.csv spreadsheet contains one column labeled Copy, with rows for the numbers 1 through 4. When you configure the Pending Billing dashboard, Tableau performs a full outer join between 4_Rows.csv and your order data. This join creates a table that includes your order product details by invoice amount, debit amount, credit amount, and pending amount.

            1. From the Tableau Downloads page, download the Salesforce Dashboard Starters package.
            2. From the Salesforce Dashboard Starters package, open the All_Billings.twbx file in Tableau Desktop.
              The table is populated with demo data. Replace the demo data with the data from your org in the next steps.
            3. From your Tableau home page, go to the Data menu and select Invoice, Credits, Debits, and Pending (Join X 4), and then select Edit Data Source....
            4. Enter the credentials of the Salesforce org that you want your All Billings dashboard to evaluate. If you're asked to allow access, click Allow.
            5. After Tableau has finished authenticating your org, it will display a window for selecting your data source. Select 4 Rows.csv from the directory where you saved it.
              Tableau performs a full outer join between your 4_Rows.csv file and the order products in your Salesforce org. The Data Source tab in Tableau shows connections for your Salesforce instance and your 4_Rows.csv file.

            The All Billings Dashboard provides an All Billings Overview tab and a Details tab. By default, the Billing Revenue by Month tab shows bar graphs for your total invoice, debit, credit, and pending amounts. It also includes your total amounts ordered by legal entity, product, and account. The Details page shows the same information as a spreadsheet. You can customize the filter fields and values in each tab as needed.

            To reconnect to your Salesforce org data source or refresh your data, go to Data and click Refresh all Extracts.

             
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