Balance Sheet | Tableau Exchange

Balance Sheet

by Tableau


The Tableau Accelerator for Balance Sheet gives you a jumpstart to getting data-driven insights into your organization’s finances and liabilities.

CFOs and CEOs can use this Accelerator to get a better overview of your organization’s assets and liabilities at a specific point in time.

A current asset is any asset that will provide an economic value for or within one year. Total assets accounts for all current assets, but also for long-term fixed assets, intangible assets, and other non-current assets.

Current liabilities are short-term financial obligations that are due either in one year or within the company’s operating cycle. Current liabilities are different from long-term liabilities, which refer to debts or obligations that are due in more than a year. “Total Liabilities” are “Current Liabilities” + “Long-term Liabilities”.

Answer key business questions

  • What is our organization’s financial situation?
  • How are our liabilities financed?
  • What is your working capital?
  • What are our total equity and debt to equity ratio?

Monitor and improve KPIs

  • Current Assets
  • Current Liabilities
  • Total Assets
  • Total Liabilities
  • Working Capital
  • Working Capital ratio
  • Liquidity ratio
  • Total Equity
  • Debt to equity ratio

Required attributes

  • Month (date)
  • Company (string)
  • Current Assets (numeric)
  • Current Liabilities (numeric)
  • Total Assets (numeric)
  • Total Liabilities (numeric)

Tech Specifications

Supported Layouts

Security and Legal