Please feel free to contact me if you could use some help with Microsoft Dynamics AX and/or Tableau Software.

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Please note that all numbers in this example are fictitious and any resemblance to real persons, living or dead, is purely coincidental.

1. I found the General Ledger account where the travel expenses are posted in Dynamics AX.
2. I selected all the rows and copied them with <CTRL><C>
3. I saved the rows as an Excel file.
4. I connected live to that Excel file in Tableau.
5. Now I was ready to analyze.

First I selected Purpose and Amount:

Then I added Name and Date and dropped Purpose on the color button on the Marks card:

Now I have an overview:

Color mark

If I want, I can analyze on my data only:

Keep Only

I can see the underlying data:

View data

And I can sleep peacefully because my travel costs have already dropped dramatically by 2014.

Dashboard

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