Tableau

You can use the robust data visualization features in Tableau to review and analyze your data.

Coupa provides a set of pre-defined Tableau templates, each of which is based on output data from one of the solver technologies. You can also include your own custom templates in the list of available templates.

You must have Tableau installed and licensed to be able to access the Coupa templates. Supply Chain Guru X is compatible with Tableau Version 9.3 and higher.

For general Tableau information, see:

http://www.tableausoftware.com/products/desktop

For the list of available Tableau downloads, refer to:

http://www.tableau.com/esdalt

  1. Select Model > Tableau Templates. You see the list of available Tableau templates. The templates are based on the technology that you are using with your model.
    WorkbookNotes
    Network Optimization Workbook 
    Transportation Optimization Workbook 
    Inventory Optimization WorkbookVisualizations in this template use custom SQL and a warning is issued the first time you connect to the template. Click Yes to dismiss the warning and continue connecting to the template.
    Simulation Workbook 
  2. Select the template you want to use and click Open. Tableau opens. You can use the pre-defined dashboards and worksheets to analyze the data in your model.
If the template gets stuck when trying to connect, it may be that you have an existing template file in the model folder. If the existing template is not the same as the current template you are trying to open, it may not be able to connect successfully. You can delete the existing template file(s) from the model folder, then try reopening the template from the user interface. The existing templates will have names in the format:
<ModelName>_Default_<Technology>.twb
For example, if you are opening the Network Optimization workbook with a model called “MyModel”, the template file is MyModel_Default_NO2.twb.

You can include your own custom Tableau templates in the list of Tableau Template Workbooks in Supply Chain Guru X

  1. Create your Tableau template workbook.
  2. Copy the template file to the TableauTemplates folder in the Supply Chain Guru X installation folder (typically C:\Program Files\Coupa\Supply Chain Guru X).
  3. In Supply Chain Guru X, select Model > Tableau Templates. Your template is available in the list of Tableau Template Workbooks.

Last modified: Friday February 28, 2025

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