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Data & Analytics

Remizen + Tableau Integration

Explore expense information alongside business measures in interactive reports and dashboards.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Tableau

Tableau is used for reporting and analysis. Explore visual analysis of spend data and business measures. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Tableau

For organizations that use Tableau, a potential workflow could focus on making reviewed spending easier to analyze alongside other business data. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Tableau use case with the people who review spending: Consider expense data in analytical views.
  • Plan how to compare spend measures across departments using the relevant metric definitions, access controls, refresh schedules, and data quality, and decide who would own each handoff.
  • Before implementation, validate the proposed process to review trends alongside other business indicators against your approval policies.

Workflows

  • Consider expense data in analytical views
  • Compare spend measures across departments
  • Review trends alongside other business indicators

Data and workflow considerations

  • Review metric definitions, access controls, refresh schedules, and data quality before defining a Tableau workflow.
  • Determine whether Tableau data needed for making reviewed spending easier to analyze alongside other business data may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.