Tableau Desktop is a data visualization tool that helps get actionable insights about data. With Tableau Desktop Professional Edition, you can connect to a variety of data sources including ODBC & JDBC compliant data sources and start visualizing data.

In this blog we show you how to connect Tableau to your Concur-based data using Simba’s Concur ODBC Driver. The Simba Concur ODBC & JDBC Drivers enables Business Intelligence (BI), analytics, and reporting on data that is stored in Concur. The ODBC driver complies with the ODBC 3.80 data standard and adds important functionality such as Unicode, as well as 32- and 64-bit support for high-performance computing environments on all platforms.

Install the Simba Concur ODBC driver on windows using this installation guide. After the installation is complete, configure the Data source name using OAuth2.0. Key in the Client ID & Client Secret, the Get Access Token should pull & populate the Access & Refresh Token from your Concur instance (example: http://www.concursolutions.com/) .

  1. A sample DSN  screenshot:

    Connect Tableau to Concur data | DSN Screenshot

  2. You should now be able to connect to Concur using the Simba Concur ODBC driver.

    In Tableau Desktop start by clicking Data > New Data Source

    connect to Concur using the Simba Concur ODBC driver



  3. In the search box for Connect; type ODBC

    connect to Concur using the Simba Concur ODBC driver

  4. In the DSN drop down, select the appropriate Concur DSN, which was created & configured earlier. Alternatively you can use the Simba Concur ODBC Driver from the Driver drop down.

    connect to Concur using the Simba Concur ODBC driver

  5. Once Connect to the DSN is done, Sign In option will be enabled. You may choose to leave the below Connection Attributes empty, and Tableau will use the Auth credentials configured in the DSN.

    connect to Concur using the Simba Concur ODBC driver

  6. After you are signed in, select the Database & Schema as ‘Concur’. You can now search for known Table names using the search icon. Alternatively using an empty table for search will fetch & display all tables from Concur including Expenses, Allocations, Report Details, Trips & others that the user is authorized to access.

    connect to Concur using the Simba Concur ODBC driver

You are now all set to visualize & get actionable insights from your Concur data in Tableau.

tableau-concur-dashboard

Now it's your turn !