Expense management cube (TrvCube) for Microsoft Dynamics AX 2012 R2 and R3
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
The Expense management cube for Microsoft Dynamics AX is used to report on expense reports and policy violations. This article provides details about the cube.
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Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security |
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Analytics in Microsoft Dynamics AX Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3 Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack |
Deployment
The Expense management cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Expense management cube:
Travel and expense (Trv)
Per diems (TrvPerDiem)
Tables and views
The Expense management cube uses data from the following tables and views:
TrvCostType table
TrvCostTypeStatistics table
TrvDestinations table
TrvExpMerchant table
TrvPayMethod table
TrvTravelTxt table
TrvCategoryCube view
TrvDisputesCube view
TrvExpDistributionsCube view
TrvExpTableCube view
TrvExpTransCube view
TrvPolicyRuleCube view
TrvPolicyViolationsLogCube view
TrvRequisitionLineCube view
Measures
The Expense management cube includes the following measure groups.
Expense report
This measure group is based on the TrvExpTableCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Expense report count |
Not applicable |
Count |
The number of expense reports. |
Company Travel locations Worker Expense report Date (creation date time – date) Date (posted date) |
| Posted expense reports |
TrvExpTableCube.Posted |
Sum |
The number of expense reports that have been posted. |
Policy violations log
This measure group is based on the TrvPolicyViolationsLogCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Policy violations approved |
TrvPolicyViolationsLogCube.PolicyViolationApproved |
Sum |
The number of approved policy violations. |
Company Policy Payment method Expense category Worker Date (creation date time – date) Worker (worker – rejected by) Date (violation date) |
| Policy violations returned |
TrvPolicyViolationsLogCube.PolicyViolationReturned |
Sum |
The number of rejected policy violations. |
|
| Policy violations |
TrvPolicyViolationsLogCube.PolicyViolationTotal |
Sum |
The number of policy violations. |
Travel requisition lines
This measure group is based on the TrvRequisitionLineCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Travel requisition lines count |
Not applicable |
Count |
The number of travel requisition lines. |
Company Worker Travel requisition lines Date (estimated date) Date (exchange rate date) |
| Estimated amount |
TrvRequisitionLineCube.AccountingCurrencyAmount |
Sum |
The estimated value, in the accounting currency, of a set of travel requisition lines. |
Expense lines
This measure group is based on the TrvExpTransCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Expense lines count |
Not applicable |
Count |
The number of expense line records. |
Company Payment method Merchant Expense category Worker Expense lines Date (transaction date) Date (exchange rate date) |
| Expense report amount paid by company |
TrvExpTransCube.AmountMSTPaidByCompany |
Sum |
The amount paid by the company, in the accounting currency, for a set of expense lines. |
|
| Expense report amount paid by worker |
TrvExpTransCube.AmountMSTPaidByEmployee |
Sum |
The amount paid by the employee, in the accounting currency, for a set of expense lines. |
|
| Expense amount |
TrvExpTransCube.ExpenseAmountMST |
Sum |
The total amount, in the accounting currency, for a set of expense lines. |
|
| Cash advance amount |
TrvExpTransCube.CashAdvanceAmountMST |
Sum |
The amount of cash advances, in the accounting currency, for a set of expense lines. |
|
| Per diem amount |
TrvExpTransCube.PerDiemAmountMST |
Sum |
The amount of per diem, in the accounting currency, for a set of expense lines. |
|
| Mileage amount |
TrvExpTransCube.MileageAmountMST |
Sum |
The value of mileage, in the accounting currency, for a set of expense lines. |
|
| Miles traveled |
TrvExpTransCube.MilesTraveled |
Sum |
The number of miles traveled for a set of expense lines. |
|
| Expense report amount |
TrvExpTransCube.AmountMST |
Sum |
The value, in the accounting currency, for a set of expense lines. |
Disputes
This measure group is based on the TrvDisputesCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Disputes count |
Not applicable |
Count |
The number of credit card disputes. |
Company Worker Disputes Date (creation date time – date) Date (exchange rate date) |
| Amount |
TrvDisputesCube.AmountMST |
Sum |
The value, in the accounting currency, of a set of credit card disputes. |
|
| Days taken to reach resolution |
TrvDisputesCube.TimeToReachResolution |
Sum |
The number of days taken to resolve a set of credit card disputes. |
Expense distributions
This measure group is based on the TrvExpDistributionsCube view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Expense distributions count |
Not applicable |
Count |
The number of the distribution lines on the expense report. |
Company Shared category Worker Expense distributions Date (transaction date) Date (exchange rate date) Projects (projects) |
| Expense distribution amount |
TrvExpDistributionsCube.AccountingCurrencyAmount |
Sum |
The sum of the amounts of the distribution lines on the expense report. |
Exchange rates by day
This measure group is based on the BIExchangeRateView view and includes the following measures.
Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
Exchange rate |
BIExchangeRateView.CrossRate |
Max |
The exchange rate. |
Currency Date (exchange rate date) Analysis currency |
Calculated measures
The Expense management cube contains the following calculated measures.
Calculated measure |
Aggregation |
Associated measure group |
Description |
|---|---|---|---|
Average expense report total billed amount |
Average |
Expense lines |
The average amount, per expense report, for posted expense reports. |
Average expense report amount paid by company |
Average |
Expense lines |
The average amount paid by the company, per expense report, for posted expense reports. |
Average expense report amount paid by employee |
Average |
Expense lines |
The average amount paid by an employee, per expense report, for posted expense reports. |
Average policy violations per expense report |
Average |
Policy violations log |
The average number of policy violations, per expense report, for posted expense reports. |
Average approved policy violations per expense report |
Average |
Policy violations log |
The average number of approved policy violations, per expense report, for posted expense reports. |
Average returned policy violations per expense report |
Average |
Policy violations log |
The average number of returned policy violations, per expense report, for posted expense reports. |
Percent change in expense report totals |
Sum |
Expense lines |
The percentage change in total amount, in the accounting currency, of expense reports between the current and previous time period. |
Average days taken to reach resolution |
Average |
Disputes |
The average number of days between when a credit card dispute was filed and when the dispute was closed. |
Average expense line amount |
Average |
Expense lines |
The average amount of an expense line in a given time period. |
Key performance indicators
The following section describes the key performance indicators (KPIs) in the Expense management cube.
KPI calculations
The following table lists the KPIs that are associated with the Expense management cube. You can use the information in the following table to help verify the information in your KPIs.
KPI |
Associated measure group |
Calculation |
|---|---|---|
Expenses trend |
Expense lines |
The percentage change in total expense amount. |
Policy violations approved per expense report |
Policy violations log |
The policy violations log count where action taken = 1 (approved by all approvers), 5 (approved by some approvers). |
Role Centers
By default, the KPIs of the Expense management cube are not displayed on Role Center pages. For information about how to add them to Role Center pages, see Manage KPIs.
Security
The Expense management cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accounts payable clerk
Accounts payable manager
Chief executive officer
Chief financial officer
Financial controller
Project manager