Finance Analytics Solutions

Travel and Expense Analysis in Tableau

Leverage your Egencia and Concur 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.

Resources

Tutorial, Part I

Learn how to download your data and prepare it for Tableau.

Download as a PDF here.

Resources

Tutorial, Part II

Learn how to connect and begin analyzing your Egencia data in Tableau.

Download as a PDF here.

Resources

Tutorial, Part III

Learn some tips and best practices on exploring your Egencia data.

Download as a PDF here.

Resources

Tutorial, Part I

Learn how to download your data and prepare it for Tableau.

Download as a PDF here.

Resources

Tutorial, Part II

Learn how to connect and begin analyzing your Concur data in Tableau.

Download as a PDF here.

Tutorial, Part III

Learn some tips and best practices on exploring your Concur data.

This tutorial is also available as a PDF, here.

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



Analytics for finance operations

Challenges with managing vendors, sourcing, procurement or wrangling your T&E?



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Dive into interactive dashboards, customer stories, and Tableau demos on our Finance Analytics solutions page.

About Tableau

Tableau helps people transform data into actionable insights. Explore with limitless visual analytics. Build dashboards and perform ad hoc analyses in just a few clicks. Share your work with anyone and make an impact on your business. From global enterprises to early-stage startups and small businesses, people everywhere use Tableau to see and understand their data.



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