/uploads/galerie/000164/Expenses Cockpit W.PNG /uploads/galerie/000164/Expenses Cockpit D.PNG
7 required attributes
  • dateDate
  • stringEmployee
  • stringDepartment
  • stringExpense Type
  • stringExpense Subtype
  • numericExpense Amount
  • stringBillable Flag
6 KPIs
  • Total Expenses
  • Number of Employees
  • Billable Expenses
  • Non-Billable Expenses
  • Expenses per Employee
  • Share of Billable Expenses

Detailed presentation of the EXPENSES dashboard

Your EXPENSES dashboard will contain 6 KPIs

  • Total ExpensesTotal expenses
  • Number of EmployeesNumber of employees who submitted expenses
  • Billable ExpensesTotal billable expenses
  • Non-Billable ExpensesTotal non-billable expenses
  • Expenses per EmployeeAverage expense amount per employee
  • Share of Billable ExpensesShare of billable expenses

and 8 dashboard pages

Home

Expenses Home

Expenses Home
Expenses HomeExpenses Home
Get a Home Page for your Expenses dashboard

Cockpit

Expenses Cockpit

Expenses Cockpit
Expenses CockpitExpenses Cockpit
Get instant overview on your Expenses KPIs: Total Expenses, Billable Expenses...

Expenses Top KPIs Evolution

Expenses Top KPIs Evolution
Expenses Top KPIs EvolutionExpenses Top KPIs Evolution
Visualize how your Expenses KPIs are evolving (Month-to-Date, Year-to-Date)

Expenses Top KPIs Overview

Expenses Top KPIs Overview
Expenses Top KPIs OverviewExpenses Top KPIs Overview
Get a transversal view on your top 6 Expenses KPIs, split by the dimension of your choice

Trends Analysis

Expenses Trends Analysis

Expenses Trends Analysis
Expenses Trends AnalysisExpenses Trends Analysis
Visualize the evolution of any of your Expenses KPIs: Trends, Performance & Year over Year

Distribution Analysis

Expenses Segmentation Analysis

Expenses Segmentation Analysis
Expenses Segmentation AnalysisExpenses Segmentation Analysis
Visualize the value of any of your Expenses KPIs, split by the dimension you selected (market share analysis)

Expenses Pareto Analysis

Expenses Pareto Analysis
Expenses Pareto AnalysisExpenses Pareto Analysis
Perform a Pareto Analysis on any of your Expenses KPIs: the 80/20 rule.

Expenses KPI Performance

Expenses KPI Performance
Expenses KPI PerformanceExpenses KPI Performance
Visualize the overall performance of any of your Expenses KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Creating your EXPENSES dashboard Step-by-Step

You want to get a clear understanding on your Expenses results? You want to build a Tableau dashboard to better understand your Expenses data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Expenses data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Expenses data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Date Expense Date
  • string
    Employee Employee name or identifier
  • string
    Department Department where the employee works
  • string
    Expense Type Type of expense
  • string
    Expense Subtype Subtype of expense
  • numeric
    Expense Amount Amount of the expense
  • string
    Billable Flag Indicates whether the expense is billable or not: "Y", "N"

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Expenses' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Expenses dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Expenses dashboard is now ready to be used or customized!


Just give it a try here :-)

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