dashboard template for tableau on ERP & CRM SAP SAP Concur cockpit
6 required attributes
  • dateDate
  • stringEmployee
  • stringDepartment
  • stringExpense Type
  • stringExpense Subtype
  • numericExpense Amount

Required Attributes

To get your SAP Concur dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date Expense Date (Date used for time-series analysis)
  • 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

KPIs

Your SAP CONCUR dashboard will contain 3 KPIs

Dashboard Pages & Data Visualizations

Your SAP Concur dashboard will contain 5 pages

Home

SAP Concur Home

SAP Concur Home
SAP Concur HomeSAP Concur Home
Get a Home Page for your SAP Concur dashboard

Cockpit

Expenses Cockpit

Expenses Cockpit
Expenses CockpitExpenses Cockpit
Clear picture on your employee expenses: What is the total volume of Expenses? What is the volume of expenses by employee? Which employees generate the most expenses? Which Expenses Types generate the most expenses? Which Departments generate the most expenses?

Human Resources Analytics

Employee Expenses

Employee Expenses
Employee ExpensesEmployee Expenses
Visualize the details of expenses by employee

Behavioral Analytics

SAP Concur Adhoc Analysis

SAP Concur Adhoc Analysis
SAP Concur Adhoc AnalysisSAP Concur Adhoc Analysis
Perform simple ad-hoc analysis on your SAP Concur data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

SAP Concur KPI Performance

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

Creating your SAP CONCUR dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your SAP Concur 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 (Date used for time-series analysis)
  • 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

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: SAP Concur' 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 SAP Concur dashboard is already downloading :-)

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

Your SAP Concur dashboard is now ready to be used or customized!


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