Employee.Item_Value_Expense

by

Purpose

This view is part of the Common Data Standard, following an item and values style table structure, ensuring consistency in data modelling across financial and operational datasets.
The Employee Item Value Expense view provides detailed information about individual expense items attributed to employees. It captures various expense attributes, including expense type, gross pay amount, and additional financial metadata, ensuring precise tracking and reporting of employee expenses. Designed to align with employee and company structures, this view supports financial reporting, auditing, and expense analysis.

Use Case

Owner: Taariq Fry
Typical Use Case: Suitable for applications requiring insights into employee expenses, supporting financial analysis, reimbursement validation, and policy enforcement.
Style: Each row represents a unique employee expense record, enriched with metadata for financial tracking.

You could create a dashboard that summarises key expense insights:

  • Total expenses incurred by employees in a given time frame.
  • Breakdown of expenses by type (mileage, travel, accommodation, etc.).
  • Average expense amount per employee.
  • Total VAT amount claimed.
  • Expense distribution by department or cost centre.

Source

IFS.QFACT_DETAIL_MILAGE_CFV_OL$

Integration with Dimension Tables:

Joins:

  • ifs.QDIM_EXPENSE_HEADER_CFV_OL$: Provides employee and company-related details for each expense item.
  • ifs.DIM_CURRENCY_OL$: Adds currency exchange rates and codes where applicable.
  • ifs.FACT_PAYROLL_EXPENSES_OL$: Links expense data with payroll processing.

Although not explicitly joined in the provided query, this table typically integrates with:

  • Employee Details: To ensure expenses are linked correctly to individual employees.
  • Finance & Accounting Tables: To align expenses with budgeting and forecasting processes.

Sample Exec

For sample data execution, use the code:

EXEC get.myView @dataMart = 'Employee', @viewName = 'Item_Value_Expense', @token = '<myToken>', @version = '<202404>'

Response

Identifiers

  • COMPANY: Company associated with the expense.
  • EMP_NO (EMPLOYEE_ID): Identifier for the employee incurring the expense.

Expense Sequence (JSON Format)

  • EXPENSE_ID: Unique identifier for the expense entry.
  • SEQ_NO: Sequence number for the expense item.
  • ITEM_TYPE: Defines the item category (e.g., “Expense”).

Expense Details

  • ATTRIBUTE: Describes the expense type (e.g., travel, meals, accommodation).
  • ITEM_AMOUNT: Gross pay amount attributed to the expense.

Financial Metadata (JSON Format)

  • CURRENCY: Currency code (e.g., GBP, EUR, USD).
  • QUANTITY: Number of units associated with the expense.
  • PRICE: Price per unit of the expense.
  • VAT: VAT amount included in the expense.
  • ACCOUNT_DATE: Date of the financial transaction.

Status (JSON Format)

  • ACTIVE_FLAG: Indicates whether the expense entry is active (1 = Active).

Audit & Tracking

  • CREATE_DATE: Timestamp of the record creation.
  • SOURCE_SYSTEM: Table name from which the data originates.

SQL Code

To access the full SQL structure, refer to…

BMT-DWH-DEV/Employee_Item_Value_Expense.sql

Leave a Comment