At the top of the tab, there are 5 slices to help the user dig into different segments of the data at hand. Right below it, there are 18 columns in a table that covers a variety of items that are often needed in the Invoice and Invoice Data Visualization.

1. Slicers: 5 Slicers tied to the table underneath to easily assist the user to filter the data. It covers [Company], [Customer Name], [Service/Product Line], [Invoice Status] and [Invoice PDFER] column.

2. Invoice #: Unique invoice identifier to help keep control of invoices that are created and sent to clients.

3. Customer ID: Unique customer identifier used to connect to other data sources such as the ‘Billing Address’ tab and potentially other external datasets. It can be considered key to maintaining client data privacy (E.g. GDPR) and cybersecurity within the firm. This information is then transferred into the ‘Invoice’ tab if the right conditions apply [Right conditions is defined by a ‘Yes’ on the Invoice PDFER column].

4. Customer Name: Client Point of Contact (PoC) for the invoice. This information is automatically populated by searching for the Customer ID in the ‘Billing Address’, and then transferred into the ‘Invoice’ tab if the right conditions apply.

5. Company: The Company tied to the invoice. This information is automatically populated by searching for the Customer ID in the ‘Billing Address’, it is then transferred into the ‘Invoice’ tab if the right conditions apply.

6. Service/Product Line: An internal identifier of goods/services to help keep track of amounts sold.

7. Item: Description of a good or service to be paid for by the client. It shows as ‘Description’ within the ‘Invoice’ tab if the right conditions apply.