![]() The content includes a set of report pages. Metrics that are included in the Power BI content The Expense management Power BI content requires the TrvBiExpenseMeasurement measure and the BudgetActivityMeasure to be refreshed from the Entity Store. Any expense owner can access personal expenses for themselves, while only Accounts Payable clerks and managers have access to the Admin content to view all user's expense data. The content is available from the Expense Management workspace as embedded Power Bi content. For more information about how to download the content and implement it in your organization, see Power BI content in LCS from Microsoft and your partners. You can find the Expense Admin Dashboard.pbix and Expense Personal Dashboard.pbix Power BI content in the Shared assets library in Microsoft Dynamics Lifecycle Services (LCS). ![]() Data for all companies are shown, but if needed you can add a company filter. An employee comparison page to compare multiple employees over time.Īll the amounts are shown in the company currency.An employee statistics page to review individual details about an employee by time, cost type, and statistics group.An overview page with key metrics about expense amounts and insights into draft, in process, and completed expense reports.The Admin expense analytics content contains: It also provides a breakdown per employee, with the option to add financial dimension data. ![]() It uses transactional data and provides aggregate views of expense management across all companies. It provides key expense metrics, such as unsubmitted expenses, mileage, and average expense report amounts. The dashboard is tailored toward tracking and reporting on overall employee expenses. There is an admin dashboard designed for accounts payable clerks and managers. The personal dashboard is a single page containing the most important information for the user. The dashboard is tailored to provide key information to individuals about unsubmitted and submitted amounts, as well as history and insights into expense transaction history. There is a personal dashboard designed for employees who submit expense reports. Two Power BI content packs are available for use with Expense management in version 8.1 and later. This article describes what is included in the Expense management Power BI content.
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