Travel and Expense

TC16 Resources

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Leverage your Concur and Egencia Data

It is vital for financial professionals to provide accurate and timely reporting on financial results, company expenses, and business travel. This involves being tasked with leading strategic initiatives that impact the long-term profitability of the business. Leverage Tableau's flexibility and ad-hoc analysis to gain insight into your travel and expense data.

Dive into your Egencia or Concur data with our workbooks, learn how to locate and connect your data, and watch your insights soar.

Egencia Tutorial - Part I

Flights and hotels are booked, time to get the data

Learn how to download your data and prepare it for Tableau. Log in to your Egencia platform and export your business data.

This tutorial is also available as a PDF, here.

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Concur Tutorial - Part I

Get the data and keep track of business expenses

Learn how to download your data and prepare it for Tableau. Log in to your Concur platform and export your expense data.

This tutorial is also available as a PDF, here.

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Egencia Tutorial - Part II

Connecting to your data is easy, let Tableau do the heavy lifting

Learn how to connect and begin analyzing your Egencia data in Tableau. Gain insight in seconds and start making data-driven financial decisions in your business. Answer your Egencia questions faster than you can think of them.

This tutorial is also available as a PDF, here.

Watch Now

Concur Tutorial - Part II

Connecting to your data is easy, let Tableau do the heavy lifting

Learn how to connect and begin analyzing your Concur data in Tableau. Gain insight in seconds and start making data-driven financial decisions in your business. Answer your Concur questions faster than you can think of them.

This tutorial is also available as a PDF, here.

Watch Now

Egencia Tutorial - Part III

Begin exploring and gaining new insights from your data

Learn some tips and best practices on exploring your Egencia data, and how to best navigate/interact with your dashboard for easy analysis.

This tutorial is also available as a PDF, here.

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Concur Tutorial - Part III

Start analyzing your business expenses, gain insight like never before

Learn some tips and best practices on exploring your Concur data, and how to best navigate/interact with your dashboard for easy analysis.

This tutorial is also available as a PDF, here.

Watch Now

Overall, Tableau has helped us capture efficiencies and process improvements that we estimate to be valued at tens of millions of dollars.

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