DavidW
Routine Member - Level 1

Yes! We followed the Tableau integration guide and it is awesome - took us less than 1 hour to complete/validate/confirm the results.

We use these reports with our Tableau users and leadership. Everyone else gets the Cognos reports. Since Tableau is a Concur customer (at least that is what I was told), it was a perfect match!

Our process:

1) Concur Cognos report(s) run with an attachment which is an excel file (we use the standard Concur reports). These are run daily.

2) The excel from #1 is e-mailed to a generic user that has a process/Job which extracts the excel to a shared drive. Based on the Subject line of the e-mail, the process/job knows its Concur and puts it into a Concur-Tableau folder.

3) Tableau uses the shared drive folder as a data source for Concur reporting.

4) The standard Concur Tableau process/set up then reads it, etc.