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Ariba Spend Analysis™

User Guide
Release: 9r1 SP9
Document Version: 2
November 2010

Copyright © 1996–2010 Ariba, Inc. All rights reserved.
This documentation, as well as the Ariba software and/or services described in it, contain proprietary information. They are provided under a license or other
agreement containing restrictions on use and disclosure and are also protected by copyright, patent and/or other intellectual property laws. Except as permitted
by such agreement, no part of the document may be reproduced or transmitted in any form by any means, electronic, mechanical or otherwise, without the
prior written permission of Ariba, Inc.
Ariba, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in the documentation. The information contained in the
documentation is subject to change without notice.
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Ariba Sourcing solutions (On Demand and software) are protected by one or more of the following patents, including without limitation: U.S. Patent Nos.
6,199,050; 6,216,114; 6,223,167; 6,230,146; 6,230,147; 6,285,989; 6,408,283; 6,499,018; 6,564,192; 6,871,191; 6,952,682; 7,010,511; 7,072,061; 7,130,815;
7,146,331; 7,152,043;7,225,152; 7,277,878; 7,249,085; 7,283,979; 7,283,980; 7,296,001; 7,346,574; 7,383,206; 7,395,238; 7,401,035; 7,407,035; 7,444,299;
7,483,852; 7,499,876; 7,536,362; 7,558,746; 7,558,752; 7,571,137; 7,599,878; 7,634,439; 7,657,461; and 7,693,747. Patents pending.
Other Ariba product solutions are protected by one or more of the following patents:
U.S. Patent Nos. 6,199,050, 6,216,114, 6,223,167, 6,230,146, 6,230,147, 6,285,989, 6,408,283, 6,499,018, 6,564,192, 6,584,451, 6,606,603, 6,714,939,
6,871,191, 6,952,682, 7,010,511, 7,047,318, 7,072,061, 7,084,998; 7,117,165; 7,225,145; 7,324,936; and 7,536,362. Patents pending.
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9r1SP9.0115.en

Table of Contents

Chapter 1 Ariba Reporting Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Reporting Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What are facts, dimensions, and hierarchies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What are taxonomies?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
What are measures? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
What is a cube? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
The Ariba Spend Analysis Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Viewing and Manipulating Data in the Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Navigating Around the Pivot Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter 2 Running Prepackaged Reports . . . . . . . . . . . . . . . . . . . . . . . . 21
About Ariba Spend Analysis Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Example: Commodity Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Running the Commodity Analysis Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figuring Out How Much You Are Spending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Example: Supplier Diversity Certificates by Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
About Dates in Diversity Certificate Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Running the Diversity Certificates by Type Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Locating Suppliers with Multiple Diversity Certificates . . . . . . . . . . . . . . . . . . . . . . . . . 29
Where to Go From Here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chapter 3 Creating Analytical Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Creating an Analytical Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Selecting the Report’s Source Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Laying Out the Pivot Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Refining the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Creating a User-Defined Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Creating a Custom Formula Field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Creating a Grade Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Creating a Parameterized Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Chapter 4 Creating Multi-Fact and Compound Reports . . . . . . . . . . . . . . 43
Creating a Multi-Fact Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Creating a Compound Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Adding Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Configuring Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Mapping Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Refining Data and Running the Compound Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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. . . . . . 73 About Report Display Settings . . . . . . . . .Table of Contents Chapter 5 Using Opportunity Search . . . . . . . . . . . . . . . . . . . 78 Changing the Pivot Layout. . . . . 57 Setting Report Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Creating an Opportunity Search. . . . . . . . . . . . . . . . . . . 61 Using the Field Browser. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Chapter 6 Scheduling Background Reports . . . Row. . . . . . . . . . . . . . 73 Using Field Settings to Format Data . . . . . 68 Navigating with Applied Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Skipping Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 iv Ariba Spend Analysis User Guide . . 59 Chapter 7 Working with Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Filtering Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 About Scheduled Background Reports . . . . . . . . . . . . . . . . . . . . . . . . 53 Selecting Search Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Drilling Down . . . . . 65 Filtering Data with Page. . . . . . . . . . . . . . . . . . . . . . . . . 51 About Opportunity Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Using Scheduled Report Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Defining Search Data Ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Displaying Reports as Charts or Dashboards. . . . . . . . . . . . . 66 Navigating Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and Column Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Displaying Reports as Dashboards . . . . . . . . 75 Using Aggregate and Detail Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Analyzing Variance. . . . . . . . . . . . . . . . . . 77 Displaying Reports as Charts . . . . . . . . . 62 Using Hierarchies to Refine Report Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Chapter 8 Using Report Display Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Analyzing Report Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Modifying Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Running Prepackaged Opportunity Searches. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Setting Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Moving Folders and Reports. . . . . . . . . 97 Creating a Microsoft Excel Pivot Table . . . . . . . . . . . . . . . . . . . 88 Named Ranges . . . . . . . . . . . . . . . . . . . . 79 Accessing Your Folders and Reports . . . . . . . . . . 82 Performing a Search . . . . . Reports. . . 80 Managing Folders and Reports . . . . . . . . . . . . . 85 Exporting the Current Contents of a Pivot Table . . . . . . . . . . . . . . . . . . . . 98 Grouping Cells . . . . . . . 98 Working with Excel Reports . . . . . . . . . . . . . . 82 Searching for Reports and Excel Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Adding a Chart . . . . . . . 96 Creating Derived Fields . . . 82 Using Search Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Saving Searches . . 93 Adding a Formula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Exporting Multiple Facts with a Single Template . . . . . . .Table of Contents Chapter 9 Managing Reports and Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 About Exporting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . and Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Calculated Items and Calculated Fields . . . . . 101 About Enrichment Change Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Saving Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103 Ariba Spend Analysis User Guide v . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Accessing the Public Reports Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Chapter 10 Exporting Reports and Creating Excel Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Copying Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Creating an Enrichment Change Request . . . . . . . . . . . . . . . . . 83 Viewing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Creating a Template . . . . . . . . . . . . . . . . . . . . . . 84 Recommending a Report . . . . . . . . . . . . . . . . . . . . . . . . 89 Named Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Configuring Export Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Accessing Your Personal Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Viewing Reports from the Data Load Schema. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Chapter 11 Requesting Enrichment Changes. . . . . . . . . . . . . . . . 96 Uploading a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Exporting a Report . . . 86 About Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 About Folders. . . . . 97 Working with Excel Pivot Tables . . . . . . . . . 102 Reviewing an Enrichment Change Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . 131 vi Ariba Spend Analysis User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Using Pre-Aggregated Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112 Spend Overview Reports . . . . . . . 123 Appendix B Increasing Report Performance . . . . . 127 Filtering. . . 127 Common Performance-Related Issues . . . . . . . . . 109 Opportunity Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Running Query in Background . . . . . . . . . . . . . . . . . . . . . . . . 127 Other Ways to Increase Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Balancing Summary and Detail . . . . . . 106 QA Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Supplier Diversity Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Purchase Order . . . . . . . . . . . . . . . . . . . 126 Drilling and Expanding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Supplier Diversity Certificate Reports . . . 105 Prepackaged Reports and Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Supplier Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Invoice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Reporting Facts . . . . . . . . . . . . . 125 Enabling Slow Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Organization Analysis. . . . . . . . 128 Building and Running an Export-Only Report . . . . . . . . . . 105 Commodity Analysis . . . . . . . . . . 125 Avoiding Slow Fields in Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Table of Contents Appendix A Prepackaged Reports and Facts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

slice.Chapter 1 Ariba Reporting Concepts • “Reporting Concepts” on page 7 • “The Ariba Spend Analysis Pivot Table” on page 13 Reporting Concepts Ariba Spend Analysis gives you access to complex business information from multiple sources. cost departments or centers (business units). suppliers. which you can manipulate to see different scenarios for the data. The data you want to examine in the report—invoice and purchase order spend. Suppliers and commodities are just two examples of dimensions in purchase orders: Fact: Purchase Order Dimensions: Ordered Date (Time) Supplier UNSPSC (Commodity) Cost Center Account User (Requester) Ariba Spend Analysis User Guide 7 . summary information. and drill down into the information as needed to see broad patterns and relationships. dimensions. Reports display data from these sources on a pivot table. including purchase orders and invoices across multiple enterprise systems. and so on—are elements of those facts. Pivot tables allow you to filter. and others. and time. suppliers. Information about a business tends to fall naturally into dimensions such as commodities (or products). and hierarchies? Facts represent the basic transactions you are investigating when you run a report. Facts can be purchase orders. and detail at the same time. invoices. The following sections describe these concepts and terms as used in Ariba Spend Analysis: • facts • dimensions • hierarchies • measures • cubes • taxonomies • pivot tables • slice and dice What are facts.

Within the Region dimension. there might be levels for the USA. When you work with these hierarchy levels in reports. Belgium. the levels are referred to as L1. and Europe and the Middle East. For example. and so forth. France. Those levels are organized in a top-down structure called a hierarchy. For example. among others.Reporting Concepts Chapter 1 Ariba Reporting Concepts Dimensions can stretch across multiple facts. the lowest level in the UNSPSC hierarchy in the Commodity dimension might be the actual commodity item. then the product family. there might be levels for the UK. L3. First level (L1) of the hierarchy Second level (L2) of the hierarchy under USA Third level (L3) of the hierarchy under USA 8 Ariba Spend Analysis User Guide . The following illustration shows an example of hierarchy levels in a report. which progresses from general to specific information. with the highest level being product segment. you can display a high-level summary using the top level of the hierarchy. the next level might be the class of product. among others. Asia. or you can expand the report view to display detailed information from the lower levels of the hierarchy. L2. both purchase orders and invoices have supplier and commodity dimensions. and the Czech Republic. Dimension: Commodity Hierarchy: UNSPSC Segment: Family: Class: Commodity: Information Technology Broadcasting and Telecommunications Computers and Peripherals Peripheral Devices Trackball In a report. A dimension can contain different levels of data. Within Europe.

2005. jaguar) Species—Panthera tigris (tiger) Subspecies—Panthera tigris longipilis (Siberian tiger) This taxonomy classifies life forms by the broadest category (animal or vegetable) at its highest level and becomes progressively more specific until. leopard.) Level 2: Fiscal Quarter (FQ1. Your company’s reports might use one or more of the following taxonomies to describe commodities and services: • UNSPSC • Custom Category Ariba Spend Analysis User Guide 9 .. Each level in a Commodity hierarchy represents a level in the taxonomy. A taxonomy groups commodities and services in a hierarchical relationship..) Level 3: Month Level 4: Day What are taxonomies? In Ariba reports... FQ2. tiger. at its lowest level.) Level 3: Month Level 4: Day Hierarchy 1: Fiscal Level 1: Fiscal Year (2003. Just as the Time dimension has two different hierarchies (Calendar and Fiscal).. For example.. 2004..Chapter 1 Ariba Reporting Concepts Reporting Concepts A dimension can have more than one hierarchy.) Level 2: Calendar Quarter (CQ1. a Time dimension can be divided into two hierarchies: Calendar and Fiscal. 2004.. 2005.. starting with the broadest categories at the highest level and narrowing to more specific categories at the lower levels of the taxonomy.. For example. CQ2. scientists use a standard taxonomy to classify life forms: Kingdom—Animalia (animals) Phylum—Chordata (chordates) Subphylum—Vertebrata (vertebrates) Class—Mammalia (mammals) Order—Carnivora (carnivores) Family—Felidae (cats) Genus—Panthera (lion. it describes a life form’s subspecies (Siberian tiger). Time Dimension Hierarchies and Levels Hierarchy 1: Calendar Level 1: Calendar Year (2003. the Commodity dimension has different hierarchies for different taxonomies. a taxonomy is a way of describing commodities and services.

The number of levels in the Custom Category hierarchy in the Commodity dimension will vary depending on the custom taxonomy your company uses. Custom Category Your company’s data might be classified using a custom taxonomy. You can create user-defined fields (also called computed fields or derived measures). Measures are always values that can be calculated. Accessories and Supplies Family (L2)—Office Supplies Class (L3)—Class Commodity (L4)—Ballpoint Pens If the data in your report uses the UNSPSC code. see “Creating a User-Defined Field” on page 37.Reporting Concepts Chapter 1 Ariba Reporting Concepts UNSPSC The Universal Standard Products and Services Classification (UNSPSC) code is a standard taxonomy used to classify products and services for the global marketplace. calculations from computed fields. but since the name of a supplier is not a value that can be calculated. or aggregations of numerical data. For example: Segment (L1)—Office Equipment. What are measures? A measure is a numeric data value from a fact. For more information on adding computed fields to a report. The UNSPSC code has four levels ranging from broad categories at the top to specific commodities at the bottom. reports also show data such as suppliers. such as the number of lines in an invoice or an item’s unit price on a purchase order. such as invoice amounts. average. and max) to measures and display them in reports. it is not a measure. which are calculations based on measures. min. The measure can be numerical data. 10 Ariba Spend Analysis User Guide . You apply aggregation functions (such as sum. you can examine up to four levels of the UNSPSC hierarchy in the Commodity dimension.

column. region.Chapter 1 Ariba Reporting Concepts Reporting Concepts What is a cube? A traditional spreadsheet or relational database shows a two-dimensional view of business data with data cells arranged in rows and columns. Ariba reports can show several dimensions and data fields at once. and page Cube showing three dimensions (commodities. Spreadsheet showing a two-dimensional view of business information: purchases (measure) by geography over time (dimensions) Date dimension 2005 2006 2007 East $7500 $3450 $8000 West $5000 $6500 $4000 North $9000 $8700 $7600 South $7600 $4300 $2300 Region dimension Measure (purchases) A slice of a cube is a view of the data represented in a report with three axes: a row. and date) Trackballs $2000 Commodities Printers $3500 2007 2006 Laptops $2000 2005 Date East West North South Region Ariba Spend Analysis User Guide 11 . and those dimensions and data fields can be represented by a cube.

Commodities Chairs Desks 2007 2006 File cabinets Date 2005 E W N S Region Slicing focuses on one aspect of business information: for example.Reporting Concepts Chapter 1 Ariba Reporting Concepts Each dimension forms a side of the cube. Slicing through the cube focuses analysis on specifics. Chairs Desks File cabinets E W N Dicing focuses on one cell of the cube: for example. what was the purchase figure for desks in the northern region in 2006? 12 Ariba Spend Analysis User Guide S 2006 . such as data for the year 2006. the purchases of 3 commodities in all regions for the year 2006.

or column field. The data fields provide the data values and detailed information for the commodities by time and supplier. By shifting or rotating the dimensions. and supplier. Commodity Commodity Date Supplier Supplier Date Ariba Spend Analysis User Guide 13 . if you make Supplier a page field. cubes of data are represented by a pivot table. For example. Date a column field. Column fields correspond to the columns in a traditional spreadsheet. and data fields. column fields.Chapter 1 Ariba Reporting Concepts The Ariba Spend Analysis Pivot Table The Ariba Spend Analysis Pivot Table In Ariba reports. For example. the report can show the row and column data for all suppliers. you can manipulate the pivot table to reveal new views of the data. and Commodity a row field: purchases by commodity. month. you can make Supplier a page field. Any dimension in a cube can be represented by a page field. or for just one supplier. A pivot table is a spreadsheet-like structure of row fields. Commodity Date Supplier The page fields act as filters on the other fields. Row fields correspond to the rows in a traditional spreadsheet. row field. page fields.

column fields. Page fields Row fields Data fields Column fields • You use row and column fields on the pivot table as the basic controls for changing your view of data. the pivot table displays only data for the quarters of 2006. the data menu for the Accounting Date hierarchy. and choose Expand Next Level: Quarter. Clicking Accounting Date again and choosing Collapse This Level: Quarter returns you to the totals for both 2005 and 2006. or drag page fields to the pivot table to show other aspects of the data.The Ariba Spend Analysis Pivot Table Chapter 1 Ariba Reporting Concepts You can change the perspective from “commodities purchased over time by supplier” to “commodities purchased by supplier for a specific time period.” Supplier Date Date Commodity Supplier Commodity Viewing and Manipulating Data in the Pivot Table You use row fields. For example. 14 Ariba Spend Analysis User Guide . You can continue to display data for different time periods using the Accounting Date menu. if you click 2006 and choose Drill Down By: Quarter. detail fields. and data fields to examine different aspects of report data. • You use the Field Browser to filter current data on the pivot table. page fields. If you instead click Accounting Date. the pivot table displays quarters for both 2005 and 2006.

Show Field On: display page field data on the pivot table as rows or columns. there is a data menu for each data field used to create the report. Page Field Menus You use page field menus to manipulate the field’s data on the pivot table. Move Field: display the field’s data before or after the data of other fields on the pivot table. In detail view. data menus are simply labeled “Data”.Chapter 1 Ariba Reporting Concepts The Ariba Spend Analysis Pivot Table In aggregate view. Show: switch between detail and aggregate views for all of the data on the pivot table. which removes it from the pivot table. see “Changing the Pivot Layout” on page 78. Move Field: display the field’s data before or after the data of other fields on the pivot table Edit in Wizard: edit the hierarchies displayed in the report for the data field. You can use field menus and drill down into data fields in both layout modes. Ariba Spend Analysis User Guide 15 . or move it back to the Page tab of the Field Browser. Values: drill down into specific levels of the hierarchy. pivot table has two layout modes: pivot outline and pivot grid. For more information. Select Level. The following table summarizes how you can use different menus to view and manipulate data in the pivot table: Pivot Table Quick Reference Data Menus You use data menus to modify the display of the data for the data field or fields that define the report. you use row and detail fields (which are displayed on columns) to explore different levels of the report’s hierarchies. Expand Next Level: expand the currently displayed rows or columns to the next level of the hierarchy. In prepackaged reports. In custom reports.

and showing or hiding subtotal rows. Row Field Menus You use row field menus to manipulate the data in rows on the pivot table. Column Heading Menus You use column heading menus to modify the display of data in columns. Drill Down By: drill down into the column’s hierarchy (the choice displayed in bold). or drill down into a different dimension using the row as a starting point. such as the difference between subtotals for two accounting years. Drill Down By: drill down into the data value’s hierarchy. Drill Down By: drill down into the row’s hierarchy.The Ariba Spend Analysis Pivot Table Chapter 1 Ariba Reporting Concepts Pivot Table Quick Reference Column Field Menus You use column field menus to manipulate the data in columns on the pivot table. or show a previously hidden row. showing or hiding total columns. or modify display options such as Others bucketing. Show/Hide: hide the column to remove extraneous data from view. Edit Field Settings: set alerts on column fields. Show/Hide: hide the row to remove extraneous data from view. or show a previously hidden column. 16 Ariba Spend Analysis User Guide . Data Field Menus You use data field menus to examine specific data values on the pivot table. or drill down into a different dimension using the data value as a starting point. or drill down into a different dimension using data from the column as a starting point. Sort This Column: sort column data in ascending or descending order. Show Detail View: show the detail view for the data value to examine individual pieces of data. Show Total/Variance: display totals for the column field as totals or as variance.

Expand Next Level: expand the currently displayed detail field to the next level of the hierarchy. which removes it from the pivot table. Field Browser You use the Field Browser to filter and drill down on page fields.Chapter 1 Ariba Reporting Concepts The Ariba Spend Analysis Pivot Table Pivot Table Quick Reference Detail Field Menus You use detail field menus to manipulate detail field data. Ariba Spend Analysis User Guide 17 . or remove it from the report entirely. which is displayed on column rows on the pivot table in detail view. Show Field On: display detail field data on the pivot table as plain columns. the report shows page fields across the top of the report. move it back to the Page tab of the Field Browser. Select Level. Values: drill down into specific levels of the hierarchy. Move Field: display the field’s data to the left or right of the adjacent columns on the pivot table. If the Field Browser is hidden. Each page field in the Field Browser has its own page field menu. Sort Row Fields: Sort rows in the detail field column in ascending or descending order. You can also examine and select levels and values in the page field hierarchy in the Field Browser by clicking the arrow on the left side of the page field menu.

to year. It covers: • drilling down • rolling up • slicing • dicing • pivoting or rotating Drilling Down Drilling down lets you navigate from a summarized value down through different levels of data down to the most detailed data. drilling down one level might display regions or areas where you have branches or facilities. For example. to quarter. aggregating monthly values into quarterly totals and quarterly values into yearly totals. Rolling Up Rolling up summarizes (or aggregates) the data by climbing up the hierarchy.The Ariba Spend Analysis Pivot Table Chapter 1 Ariba Reporting Concepts Navigating Around the Pivot Table This section reviews the basic operations you perform to navigate through and manipulate the data in the pivot table. if you are viewing figures for the Americas. rolling up a time dimension hierarchy could roll up from month. Drilling down further would display cost centers at that branch. For example. showing you the big picture. 18 Ariba Spend Analysis User Guide .

or rotating. Pivoting Pivoting. you can find answers to different questions. the pivot table. You can quickly switch from a report showing spend on copier paper for North America by month. you can show years. and months on a report at the same time. quarters. allows you to swap rows. columns. such as from months to a year. For example. and page fields and drilling down or rolling up. Collapsing rolls up to a higher level in a hierarchy. through a series of drilling down and rotating operations. so that you can focus on a specific perspective. Expanding and Collapsing Expanding a field shows several levels in a hierarchy at once.Chapter 1 Ariba Reporting Concepts The Ariba Spend Analysis Pivot Table Slicing Slicing cuts through a data cube. Ariba Spend Analysis User Guide 19 . columns. you might want to analyze commodity data for only one quarter or supplier. Dicing Dicing narrows the data down to one data field. and page fields. By rotating rows. to showing spend in North America for all office supplies for 2006 and 2007. For example. For example. you can find out how much was spent in October 2005 on business and corporate management consultation services from a single supplier.

The Ariba Spend Analysis Pivot Table 20 Chapter 1 Ariba Reporting Concepts Ariba Spend Analysis User Guide .

you can investigate further by asking: where can you consolidate? How much is non-compliance costing us? • Who is performing? You can analyze performance related to your spend. by commodity. you can apply the same techniques to any other report. When you work with Ariba Spend Analysis reports. After learning the steps for how to manipulate the example report. and by organization. You can see credit rating information. you can see company-specific information that might prove useful in making decisions about who you want to do business with. and whether or not the company is minority or disadvantaged-owned. where you can find prepackaged opportunity searches. review the section on pivot tables. you can ask yourself the questions above to help you decide how to manipulate the report fields to get the answers you need. See “Using Opportunity Search” on page 51 for more information about how to use the opportunity searches in the Opportunity Analysis folder. Who are your suppliers and how much do you spend on the commodities they provide? Once you view your spend data. you might typically ask the following questions: • How much are you spending? You might want to analyze your spend by supplier. Default prepackaged Ariba Spend Analysis reports are divided into the following groups: • Commodity Analysis • Organization Analysis • Spend Overview Reports • Supplier Analysis • Supplier Diversity Certificate Reports The Spend Visibility folder also contains an Opportunity Analysis folder. If you are dealing with two companies owned by the same parent company. Ariba Spend Analysis User Guide 21 . Which suppliers or buyers are performing? Using these results.Chapter 2 • • • • Running Prepackaged Reports “About Ariba Spend Analysis Reports” on page 21 “Example: Commodity Analysis” on page 22 “Example: Supplier Diversity Certificates by Type” on page 28 “Where to Go From Here” on page 32 About Ariba Spend Analysis Reports When analyzing your procurement activities. you can determine who should be eliminated and who should receive more volume. • Who am I dealing with? If the data you are analyzing has been enriched through Ariba Data Enrichment. Before proceeding to the example. you can leverage your spend in negotiations. The prepackaged reports that are available to you depend on your company’s Ariba Spend Management configuration. parent company information. “The Ariba Spend Analysis Pivot Table” on page 13.

2 Click the Spend Visibility folder and choose Open. commodities. number of items. or the same parts from the same supplier. W To run the Commodity Analysis report: 1 On the command bar. or as a step-by-step tutorial. click the expand arrow by a folder or click the folder and choose Open. In this example. The report gives you the big picture. 22 Ariba Spend Analysis User Guide . and so on. number of suppliers. the Commodity Analysis report can help you investigate the following: • Which commodities are we spending the most money on? • Where can we save money? • Are we buying the same product from several suppliers? • Can we consolidate and purchase from the supplier who charges the least? Running the Commodity Analysis Report In order to run a Commodity Analysis report. 2 Click the Spend Visibility folder and choose Open. 3 Click the Commodity Analysis folder and choose Open. 3 To see the variety of reports available. click Manage > Prepackaged Reports. suppose you want to examine if you are buying the same part from different suppliers.Example: Commodity Analysis W Chapter 2 Running Prepackaged Reports To explore prepackaged reports: 1 On the command bar. You can use this report to identify areas for savings opportunities down to item level detail. 4 Mouse over a report icon to see a brief description of the report. but for different amounts. Depending on the data that is available to you. and you can view the data in several ways to identify spend amounts. This report provides a comprehensive look at spend by commodity. you can follow the steps in this section in one of two ways: as a general guideline. click Manage > Prepackaged Reports. Scenario For the Commodity Analysis example. commodity data must be loaded in your company’s Ariba Spend Management solution. Example: Commodity Analysis This report shows the amount of money spent on different commodities.

Ariba Spend Analysis User Guide 23 .Chapter 2 Running Prepackaged Reports Example: Commodity Analysis 4 Click Commodity Analysis and choose Open. The next section explores how to view the data in the pivot table. If you don’t see all of your commodity categories on the report. Figuring Out How Much You Are Spending The high-level (or summary) view in the Commodity Analysis report shows the total amount spent on certain commodities (Total Invoice Spend) and the total number of invoices (Total Invoice Count). suppose you want to find how much was spent on a specific item. You can drill down to the lowest level of commodities. such as computers or gaskets or vehicles. supplier. You can also analyze your commodity spending by region. By changing the display of the data in a pivot table. you can sort columns and change the time periods shown. you can analyze different aspects of the data. Scenario In the Commodity Analysis report. or organization. click the UNSPSC field menu and choose Select Level. For example. The Commodity Analysis report gives you a high-level view of your commodity spend by listing all your commodities and the total spend. Values: UNSPSC (L1). and then view the suppliers you purchase these items from.

Example: Commodity Analysis W Chapter 2 Running Prepackaged Reports To find out how much is spent on specific low-level commodity categories: 1 Click a row on the pivot table and choose Drill Down By: UNSPSC (L2). Drilling down into the UNSPSC hierarchy narrows your view of the data to the row or column you drilled down into and shows increasingly more detailed and specific commodity data. 24 Ariba Spend Analysis User Guide . 2 Continue to drill down through the levels of the UNSPSC hierarchy: click another row and choose Drill Down By: UNSPSC (L3).

you can see which of your suppliers are providing the commodity. 4 On the Field Browser’s Page tab. so you need to make Active Suppliers a row.Chapter 2 Running Prepackaged Reports Example: Commodity Analysis 3 Drill down into the lowest level of the UNSPSC commodity hierarchy by clicking a row and choosing UNSPSC (L4). Ariba Spend Analysis User Guide 25 . and it shows the invoice amount and invoice count for each supplier. This shows you which suppliers provide the commodity. click the right side of the Active Suppliers page field menu and choose Show Field On: Rows. Next.

Notice that when you drill down into a supplier row by Part Name. you can step back a little and see what other commodities in the same low-level commodity category you are buying from that supplier. click a supplier and choose Drill Down By: Part Name. When you drill down into a different hierarchy. the Active Supplier field moves off the pivot table and onto the Field Browser. drilling down into Part Name might be slow. Under one of the UNSPSC (L4) rows. where the Active Supplier page field menu displays the filter for the supplier row you drilled into. You now see the individual part names for parts in the L4 commodity category supplied by that particular supplier. Depending on the size of your database. you are applying a filter by constraining the data based on the value you drill into. Next.Example: Commodity Analysis Chapter 2 Running Prepackaged Reports 5 Drill down further to see the parts in the lowest-level commodity categories that are being supplied by a particular supplier. 26 Ariba Spend Analysis User Guide .

Chapter 2 Running Prepackaged Reports Example: Commodity Analysis 6 On the pivot table. click the Part Name field menu and drag it to the Field Browser to remove Part Name from the report. Ariba Spend Analysis User Guide 27 . Values. filter on other fields. 7 Click the UNSPSC field menu and choose Select Level. The report now shows the invoice spend you have with the one supplier for the UNSPSC (L4) commodity category. then choose the lowest level of the UNSPSC hierarchy to move back up from Part Name to UNSPSC commodity categories. you can add other fields to the report as rows or columns. From here. or drill down by other hierarchies into rows on the pivot table. not just the commodity you originally drilled down by supplier for.

Scenario For the Diversity Certificates by Type example. you can click the Associated Reports button at the bottom of the pivot table and choose Diversity by Type. all of the invoice spend for ABC company between 6/1/2007 and 12/31/2009 is reported as diverse. Ariba Spend Analysis reports show invoice spend for a supplier as diverse if the supplier is certified diverse for any set of dates that include the invoice date. So. If ABC Company did not then get re-certified Minority Owned after 6/1/2008. 28 Ariba Spend Analysis User Guide . the invoice spend dated 6/3/2008 for ABC Company is not reported as diverse.Example: Supplier Diversity Certificates by Type Chapter 2 Running Prepackaged Reports 8 Click Home to return to your Home dashboard tab. Otherwise. In this example. You can save the report or discard it. the invoice spend dated 5/31/2008 for ABC Company is reported as diverse. supplier diversity data must be loaded in your company’s Ariba Spend Management solution. you can follow the steps in this section in one of two ways: as a general guideline. Depending on the data that is available to you. for example. suppose you want to examine your diverse suppliers to identify suppliers that are certified for multiple types through 2009 and 2010. Example: Supplier Diversity Certificates by Type This report shows the diversity certificates you have on record for suppliers by diversity type. Ariba Spend Analysis diversity reports do not account for gaps in certification. you will need to run the report from its folder. or as a step-by-step tutorial. If an administrator has associated the Diversity by Type report with the report you are currently using. You can use this report to identify details of supplier diversity certification. Running the Diversity Certificates by Type Report In order to run a Diversity Certificates by Type report. renewal. the Certificates by Type report can help you investigate the following: • What kinds of diversity certificates do our suppliers have? • How many of our diverse suppliers have one type of certificate. and how many have multiple certificates? • When are these certificates set to expire? • What agencies or organizations have issued these certificates? About Dates in Diversity Certificate Reporting Diversity certificate data in your system includes certificate issued. and Supplier (enriched) is on the pivot table as a row. and expiration dates. So if ABC Company receives a new Minority Owned certificate on 1/1/2009 that expires on 12/31/2009. This report provides a comprehensive look at supplier diversity by type. However. if ABC Company had a Minority Owned certificate that was issued on 6/1/2007 and expired on 6/1/2008.

Locating Suppliers with Multiple Diversity Certificates The high-level (or summary) view in the Certificates by Type report shows the total number of diversity certificates for all of your diverse suppliers by type. Ariba Spend Analysis User Guide 29 . 3 Click the Supplier Diversity Certificates Report folder and choose Open. You can also analyze which of your suppliers have multiple diversity certificates and what agencies issued those certificates. Scenario In the Certificates by Type report. By changing the display of the data in a pivot table.Chapter 2 Running Prepackaged Reports W Example: Supplier Diversity Certificates by Type To run the Diversity Certificates by Type report: 1 On the command bar. you can show diversity certificate counts for certain time periods. You can display diversity types by supplier and year of expiration and drill down into certifiers. suppose you want to find out which of your suppliers has the most different types of diversity certification over a specific time period. The next section explores how to view different aspects of this data in the pivot table. The Certificates by Type report gives you a high-level view of your supplier diversity by listing the total number of certificates for each diversity type. click Manage > Prepackaged Reports. 2 Click the Spend Visibility folder and choose Open. 4 Click Certificates by Type and choose Open. For example. you can analyze different aspects of the data.

click the right side of the Expiration Date page field menu and choose Select Level Values: Select Others. Next. 30 Ariba Spend Analysis User Guide . Choosing Select Others allows you to select multiple hierarchy values for report filtering. 2 Select the expiration date year values you want to filter the report data on and click OK. A breadcrumb in the Applied Filters area of the pivot table shows you the expiration date filter you just applied. The Diversity by Type report now displays data only on the diversity certificates with expiration dates in the years you selected.Example: Supplier Diversity Certificates by Type W Chapter 2 Running Prepackaged Reports To find out which suppliers are certified for multiple diversity types over a time period: 1 On the Field Browser’s Page tab. you can add expiration date to the report as a column to see how many certificates are set to expire in each year in the time period you filtered for.

the report displays diversity types for each supplier row.Chapter 2 Running Prepackaged Reports Example: Supplier Diversity Certificates by Type 3 In the Field Browser. drag it onto the pivot table. Since you added Supplier (enriched) to the left of Diversity Type. you can add suppliers as a row to see which suppliers have certificates for each diversity type. Ariba Spend Analysis User Guide 31 . Next. 4 In the Field Browser. click the right side of the Expiration Date page field menu and choose Show Field On: Column. click the Supplier (enriched) page field menu. you can drill down into suppliers with certificates for multiple diversity types to see which certifiers have issued the certificates. You now see diversity certificate count for each year in your filter in columns on the pivot table. and drop it to the left of the Diversity Type menu. Next. The farthest left row field on the pivot table is the first row field.

where it shows the supplier filter. 6 Click Home to return to your Home dashboard tab.Where to Go From Here Chapter 2 Running Prepackaged Reports 5 Click a supplier row and choose Drill Down By: Certifier. • Read “Creating Analytical Reports” on page 33 to learn how to create a report from scratch. You can save the report or discard it. • You can return to any previous view of the data in a report you are working on by clicking breadcrumbs in the Applied Filters area on the pivot table. • Read “Working with Report Data” on page 61 to learn more about using filters and analyzing report data. and the Supplier (enriched) field has moved off the pivot table and back to the Field Browser. The report now shows each type of diversity certificate and each certifier for a specific supplier. • Continue to explore other prepackaged reports using the techniques you learned in this section. Where to Go From Here • At any time when working with a pivot table. 32 Ariba Spend Analysis User Guide . You can see that the Certifier page field has moved onto the pivot table as a row. you can click the Chart tab to view the data in the current pivot table as a chart. Drilling down on a supplier by certifier filters the report on that supplier. for diversity certificates that are set to expire over a specific time period.

and publish it so that it is available to other users. 2 Lay out the pivot table by placing data in different areas of the pivot table (row. you can decide whether or not you want to make it a parameterized report. For example. you can report on data fields such as Invoice Spend. Invoice Quantity. Selecting the Report’s Source Data W To select source data for an analytical report: 1 On the toolbar. Note: You can specify whether to display report data in the default currency you specified in your user preferences. The decisions you make in this step determine how you create the report and what data you can include in it.Chapter 3 Creating Analytical Reports • “Creating an Analytical Report” on page 33 • “Creating a User-Defined Field” on page 37 • “Creating a Parameterized Report” on page 40 Creating an Analytical Report There are three steps to creating an analytical report: 1 Select the report’s source data by choosing the fact or facts you want to investigate and the data fields that provide the information you want to build your report around. the default setting. 3 Refine the report data to limit amount of data displayed in the report. User Preference. and Invoice Unit Price. Ariba Spend Analysis User Guide 33 . click Create > Analytical Report. If you enter a description. See “Reporting Facts” on page 121 for a list of Ariba reporting facts and the data they contain. or page fields) and deciding whether you want the report to open in detail or aggregate view. See the Ariba Spend Management Dashboard Quick Reference for information about setting preferences such as default currency. or in any of the other currencies that your organization has made available for Ariba Spend Analysis. 3 Choose the fact you want to investigate from the Fact pull-down menu. 2 Enter a title and optional description. The fact you choose determines the data fields you can add to the report. After you create the report. specifies your default currency. column. 4Choose the currency you want to use for report data from the Report Currency pull-down menu. it will appear below the report title in the folder where the report is saved. if you select the Invoice fact.

Each fact has a default set of detail fields. You don’t need to know all of the data fields or detail fields you want to add at this time. you can always go back and edit the report to add more data fields later. Page fields act as filters for report data and add more data elements to the pivot table. row fields. so you don’t need to add additional rows or columns. the field is not allowed in that area. 34 Ariba Spend Analysis User Guide .Creating an Analytical Report Chapter 3 Creating Analytical Reports 5 Drag pre-defined data fields from the list of available measures into the Data area of the pivot table on the right. or create a user-defined field as described in “Creating a User-Defined Field” on page 37. You must add at least one data field to a report. not aggregate view. When you lay out the pivot table. In the report. and column fields. by default). To change the order of the fields. If you are creating a detail report (which displays data in detail view. and page fields makes the report more flexible as an analytical tool: you can investigate patterns in your data by slicing and dicing the data using different dimensions and hierarchies. column. If you do not see a dashed blue line when you try to drag a field into an area. A dashed blue line shows you where you are placing the data field on the pivot table. the row fields appear in a row down the left of the report table and the column fields become the column headings. the detail fields display as rows and columns in detail view. Laying Out the Pivot Table You determine the layout of the pivot table by adding dimensions and hierarchies as page fields. you can add or remove detail fields. Keeping data in row. 6 Click Next. drag them to move them up and down in the Data area.

3 To add detail fields. click the Show detail fields in report check box. Ariba Spend Analysis User Guide 35 . W To lay out the pivot table: 1 To add row or column fields to the report. drag fields from the list of available hierarchies to the Page Fields area of the pivot table. It’s a good idea to start with a few row and column fields and add more later. column. after the report has been created. click the expand arrow to display the current list of detail fields. the report will open in detail view. Making a detail report parameterized can improve its performance by asking users to filter the data set before they run the report. the longer it takes the report to retrieve data from the database. then drag a field from the list of available hierarchies and drop it in the Detail Fields area. 4 Click Next. See “Creating a Parameterized Report” on page 40. or click the field names and choose Add As: Row Field or Add As: Column Field. 2 To add page fields to the report. detail reports run on large data sets can be slow. and detail fields you add. drag fields from the list of available hierarchies to the Row Fields and Column Fields area of the pivot table.Chapter 3 Creating Analytical Reports Creating an Analytical Report You should keep the following performance considerations in mind when creating reports: • The more row. To display detail fields in the report by default. • Because they contain line-level data. or click the field names and choose Add As: Page Field.

you can limit data to a particular level of the UNSPSC hierarchy. and select the number of most recent and future time periods to use in the filter. (All) is selected and all hierarchy data is used. Click the Automatically adjust the range to include complete months check box to optimize performance of the report.Creating an Analytical Report Chapter 3 Creating Analytical Reports Refining the Data You filter the amount of data you want to work with in the report by limiting the hierarchies you added to specific values. 36 Ariba Spend Analysis User Guide . fixed date range. you can limit data to a specific time period. or years) from the Time Period pull-down menu. If you use a relative date range. To limit data to a specific period of time. for UNSPSC. you can limit data to a supplier or set of suppliers. quarters. click Fixed date range from and enter dates or use the calendar icon. or click the Exclude the following items tab to exclude them. 2 For other report hierarchies. W To refine data by date and other hierarchies: 1 Specify the date range you want to use to refine report data: • To set a range of dates that is automatically updated with new data whenever you view your analytical report. click to clear the Include current partial year/quarter/month check box. on a hierarchy’s pull-down menu. you can select a fixed or relative date range. the report automatically updates with data for dates relative to the current date every time you open the report. For example. • To choose a specific.) 3 Click the Include the following items tab to include selected levels in your report. for Supplier. (By default. choose Select Others. click Relative date range. for Accounting Date. Choose the time period you want to use (months. If you do not want to include the current partial time period.

There are two kinds of user-defined fields: custom formula fields and grade fields. leave the hierarchy text box empty and click Search. 6 Click Run Report. click the expand arrow next to a level. Not Approved).Chapter 3 Creating Analytical Reports Creating a User-Defined Field 4 Select the hierarchy levels you want to include in or exclude from the report: • To bring up a list of all levels in the hierarchy. you can format user-defined fields. You cannot create a user-defined field based on fields with Boolean values (yes/no). although you can use counts of the data in those dimensions (number of suppliers. • To drill down into the hierarchy and display lower levels. for example). enter keywords in the hierarchy text box and click Search. Creating a User-Defined Field User-defined fields are derived from calculations based on other fields. Ariba Spend Analysis User Guide 37 . Since the data in user-defined fields is calculated from other fields. • To search for a specific level. As with pre-defined fields. you can only create user-defined fields based on measure fields that contain numerical values. You add them to reports to display data that isn’t covered by pre-defined fields. or other data that cannot be calculated mathematically. names of suppliers. see “Using Field Settings to Format Data” on page 73. values for status (Approved. The Applied Filters area of the pivot table displays breadcrumbs for the hierarchy filters you just applied to the report. 5 Click OK.

Creating a User-Defined Field Chapter 3 Creating Analytical Reports Creating a Custom Formula Field A custom formula field contains the results of a mathematical formula built using standard operators such as addition (+). choose the dimension you want to count data in from the Dimension pull-down menu. *. and operators until you have created the formula you want for the user-defined field. )) below the Formula list. and if you add the field as a column field. 3 Choose Custom Formula from the Function Name pull-down menu to display the formula editor. 4 Add a pre-defined data field or count function to the formula: • To add a pre-defined data field. functions. Since average purchase order spend is not a pre-defined field. 38 Ariba Spend Analysis User Guide . 2 On the Definitions tab. multiplication (*). rather than of the whole dimension. You create a formula out of pre-defined data fields or count functions. -. enter a name and optional description for the formula field. they appear in the Formula list. click Add to Formula in the fields’s row. for example. and division (/). As you add building blocks to your formula. subtraction (-). you might want to create a purchase order report that includes the average spend per purchase order. For example. click Create User-defined Field. You create the formula using the pre-defined measure fields associated with the report’s fact. If you want a count of data in a hierarchy or hierarchy level of the dimension. it will appear as a column heading. 6 Continue adding fields. You can create count functions for an entire dimension. or count functions that supply a count of the number of items in non-measure fields. the number of items in the bottom level of the UNSPSC hierarchy. For example. /. such as PO Spend. 5 Add a mathematical operator to the formula by clicking the operator buttons (+. (. W To create a user-defined custom formula field: 1 On the Source Data page. or for specific levels of a hierarchy in the dimension. which you cannot use in a mathematical formula. you can create a user-defined field for Average PO Spend with a custom formula that divides PO Spend by PO Count. Click Add to Formula. A count function for the UNSPSC dimension counts the number of commodity categories in the dimension. The name you enter here appears on the field’s menu on the report pivot table. • To add a count function. the UNSPSC dimension contains the names of commodity categories. which is a number you can use in a formula. choose values from the Hierarchy and Level pull-down menus.

the value 50 is automatically assigned a grade of 50. click Clear and add the corrected version of the formula. click Create User-defined field. because the linear function determines the interim grades for you. 4 Choose the data field to which you want to assign a grade from the Use data field pull-down menu. locate the source of the error. you can assign a grade of 1 to values less than or equal to (<=) 5 and a grade of 100 to values greater than or equal to (>=) 1000.Chapter 3 Creating Analytical Reports Creating a User-Defined Field 7 Click Validate to verify that the formula you have created is valid. Data values that fall between the minimum value and the maximum value are automatically assigned grades between the minimum grade and maximum grade. Ariba Spend Analysis User Guide 39 . If your formula is not valid. you can then filter the report on grades to group purchase orders. A grade field defined by a linear function has a minimum and maximum. For example. For example. you might want to create a purchase order report that assigns grades to certain ranges of purchase order amounts. You can base the grade on specific values (linear function) or a range of values (data range). 8 Click OK to add the custom formula field to the report. For example. 2 On the Definitions tab. You do not need to define a grade for every value between the minimum and maximum. Creating a Grade Field A grade field contains a grade value based on the values in another data field. 3 Choose Grade [0-100] from the Function Name pull-down menu to display the Grade Function area of the Definitions tab. A grade field defined by data ranges associates grades to ranges of values. W To create a user-defined grade field: 1 On the Source Data page. if you assign a grade of 0 to the value 0 and a grade of 100 to the value 100. enter a name and optional description for the grade field. The grade field assigns the specified default grade to all values that fall outside the assigned ranges.

or users to whom you only want to present certain parts of the available data. Creating a Parameterized Report A parameterized report is an analytical report that you pre-configure using parameters for specific values or levels or data. You create parameterized reports for novice or infrequent users. click Edit. 2 On the report pivot table. Enter grades between 0 and 100 and data values for the minimum and maximum grade. or to ask the user to choose values and settings on the Refine Data page before running the report. click the Customize link. 4 If you want to force users to refine data whenever they open the report. 3 On the Refine Data page. 6 Click OK to add the grade field to the report. and specify the grade. or a report another user has published in the Public Reports folder. click the Always show this customized form check box. enter a value for the data range. you must save a personal copy of the report before you can edit it. To define another grade. You can parameterize a prepackaged report or a report you have created. or if your report contains data fields that would make it slow if it were running on the entire data set. You can set up parameterized reports to run based on default settings. Note: If you want to create a parameterized version of a prepackaged report. <=.Creating a Parameterized Report Chapter 3 Creating Analytical Reports 5 Specify whether you want to define the grade field using a linear function or data ranges: • Choose Linear Function from the Define Using pull-down menu to create a linear set of grades. >=) from the For data values pull-down menu. >. 40 Ariba Spend Analysis User Guide . and choose Open. click Add new grade. click it. • Choose Data Ranges from the Define Using pull-down menu to create a set of grades based on ranges of data. Continue adding grades until you have defined grades for all of the data ranges you need. Choose an operator (<. W To create a parameterized report: 1 Navigate to the report you want to parameterize.

Chapter 3 Creating Analytical Reports Creating a Parameterized Report 5 For each data field. • If the report contains more than one data field. moving it to the Hidden Fields area of the page. • Click X (Hide) next to a data field if you want to hide it. They will only be allowed to work with the hierarchy levels or values you specify. refine the data in the report be selecting values on the Refine Data page. use the up and down arrows to control their positions on the Refine Data page. • From the Selection Type pull-down menu. You will see this page only if the report is set up to require user input. 8 Click Save to save the parameterized report. choose whether you want the user to look for items across all levels of a hierarchy. the user cannot alter its settings. Ariba Spend Analysis User Guide 41 . 7 If prompted. Click Show to show a hidden data field. When a field is hidden. 6 Click Done to save your changes. or restrict the initial choice to the top level of the hierarchy. decide how the user of the report must interact with it: • Click the Required check box to require the user to select one or more levels or values from this field.

Creating a Parameterized Report 42 Chapter 3 Creating Analytical Reports Ariba Spend Analysis User Guide .

invoices. all of the data fields from those facts are available for use in the report. The following diagram shows the intersection of two facts and their dimensions.Creating Multi-Fact and Compound Reports Chapter 4 • “Creating a Multi-Fact Report” on page 43 • “Creating a Compound Report” on page 44 Creating a Multi-Fact Report Basic Ariba reports allow you to examine data from a single fact. PO Invoice Time Commodity Supplier Part Cost Center Creating a multi-fact report is similar to creating an analytical report. The facts that are available to you for reporting depend on the Ariba Spend Management solution your company has purchased. Multi-fact reports allow you to compare relationships between data in different facts in a single report. such as purchase orders. When you compare two or more facts. You can also create new user-defined fields based on data fields from different facts. Ariba Spend Analysis User Guide 43 . However. you can only compare data for those dimensions that the combined facts have in common. See “Reporting Facts” on page 121 for a list of facts and the data they contain. and so on.

3 Choose Create multi-fact report from the Facts pull-down menu. which are table-view combinations of values extracted from reports. the field mappings on the lower half of the page change to match your choices. For example. 6 When you have finished choosing and mapping facts. inflation costs. 4 Select the facts you want to compare. where your choices are displayed. click Done to return to the previous page. you can see the pie chart of one report. click Create > Analytical Report. you can choose from the pull-down menus the fields you want to use for both in the Time dimension: Accounting Date. In a compound report. Invoice Date. Creating a Compound Report A compound report allows you to view many different charts and tables at a single glance. 2 Enter a title and optional description. 44 Ariba Spend Analysis User Guide . you can filter the report by active account. Filters on compound reports allow you to examine specific data across different reports. 5 Review each fact’s field mappings to see if you want to map certain fields to each other. if you are creating a report on the Invoice and Purchase order facts. the line chart of another. If you enter a description. In addition.Creating a Compound Report W Chapter 4 Creating Multi-Fact and Compound Reports To compare multiple facts in a report: 1 On the command bar. See “Creating Analytical Reports” on page 33. Suppose you want to see an overview of your spend by commodity and supplier: off-contract spend. using data fields for both facts. For example. 7 Finish creating the report as you would a single-fact analytical report. and so on. and the table view of still another. giving yourself a single view of spend activity for one or more accounts in your organization. and so on. You can add the analytical reports that provide that information to a compound report. spend variance. it will appear below the report title in the folder where the report is saved. compound reports can include summarized views. As you add or remove facts.

2 Add page fields as filters on the data. 2 Enter a title and optional description. You can combine the following in a compound report: • The pivot table or chart views of analytical or parameterized reports. Each of these steps is discussed in more detail in the following sections. • Summarized views.Chapter 4 Creating Multi-Fact and Compound Reports Creating a Compound Report You create a compound report by performing the following general steps: 1 Create the components of the compound reports—the basic reports and summarized views—and add the content to your compound report. Right Column. 4 Click Add Content and choose the type of content you want to add from the pull-down menu. Ariba Spend Analysis User Guide 45 . click Create > Compound Report. Adding Content Before you begin creating a compound report. it will appear below the report title in the folder where the report is saved. or Bottom. Navigate in your folders to find the specific analytical report you want to add. make sure that you have the underlying analytical reports you need. 4 Refine report data and run the compound report. • Choose Chart/Table to add a previously created analytical report or a prepackaged report. click it. If you enter a description. You must have already set up the reports or determined which prepackaged reports you want to add to the compound report. see “Creating a Summarized View” on page 46. 3 Map compound report page fields to individual report fields. W To add content to a compound report: 1 On the command bar. 5 Repeat the previous step until you have added all the basic content you want. and choose how you want it to appear: as a table or one of several different kinds of charts. See “Creating a Summarized View” on page 46. • Choose Summarized View to use any combination of unique values from any analytical reports. 3 Click the area where you want to add content: Left Column.

7 When you are satisfied with the layout of the content. Right Column. to summarize information about commodities. • Click the up and down arrow buttons to move selected content up or down in a column and rearrange report order. Creating a Summarized View A summarized view in an Ariba compound report is an extraction of single values or totals of values from previously created analytical reports. You can combine values from any of your analytical reports into a single summarized view.Creating a Compound Report Chapter 4 Creating Multi-Fact and Compound Reports 6 Use the controls to change the order in which content appears or to move it between areas. The layout of a summarized view is a two-column table. or Bottom. click Next. you must select it by clicking the radio button associated with it: Left Column. In order to work with the content in an area. you might want to design a view that shows the following values: • Amount spent on the commodity • Total number of POs • Total number of invoices • Total number of departments buying the commodity 46 Ariba Spend Analysis User Guide . • Click the side arrow buttons to move selected content from one column to another. For example. • Move content to the left column and click X to delete it.

5 In the Other Fields area. Ariba Spend Analysis User Guide 47 . • Use the up and down arrows to move fields up or down. 4 In the Data Fields area.Chapter 4 Creating Multi-Fact and Compound Reports W Creating a Compound Report To create a summarized view: 1 On the Configure Content page. click a field and choose a level from the pull-down menu. click Add Content and choose Summarized View. 6 When you have added all the fields you want from this analytical report. 3 Navigate the folders to locate the analytical reports that contain the fields you want to include in your summarized view and click the report. click a data field to add it to the summarized view. Otherwise. click Next. adjust their positions and descriptive labels: • Click X next to the field to delete it. 8 If you are ready to move to the next step of compound report creation. click OK to add it to the compound report. continue adding content to the report and editing its layout as described in “Adding Content” on page 45. • Edit the field’s descriptive label. 7 When you are satisfied with the design of your summarized view. configuring filters. 2 Enter a title for the summarized view.

To remove a filter field. W To add filters to a compound report: 1 On the Configure Filters page. 48 Ariba Spend Analysis User Guide .Creating a Compound Report Chapter 4 Creating Multi-Fact and Compound Reports Configuring Filters Filters in a compound report behave like page fields in an analytical report. 3 Click Next. For example. Mapping Fields You map the compound report’s filter fields to fields in the individual reports that make it up. When you click a field name to add it as a filter. Note: You should only filter on fields that are in all of the underlying analytical reports that make up the compound report. click the names of the fields you want to use as filters in your compound report. it appears in the Filter Fields area. W To map fields in individual reports to compound report filter fields: 1 Click the Apply Filter check box next to each individual report field you want to map to the compound report filter field. constraining all data in the individual analytical reports. you might want to map the dates to Invoice Date for invoice reports and Ordered Date for purchase order reports. it has no effect. If you select a filter field for the compound report that is not included in an underlying analytical report. click it. For example. 2 If you want to specify whether to use calendar or fiscal dates to constrain data in the compound report’s Time dimension hierarchies. in a compound report that contains reports on invoices and purchase orders. click the Specify time range constraint check box and choose Calendar or Fiscal. if you add a filter field for Supplier you can filter the compound report so that it only displays data for certain suppliers.

W To refine compound report data and create the report: 1 To refine the date range of data displayed in the compound report. you can limit the data to a specific supplier or groups of suppliers. Ariba Spend Analysis User Guide 49 . You can recommend the compound report to other users who are running reports using the same dimensions by clicking Set as recommended on the report. 4 Click Run Report to create the compound report. For example. 3 Click Next.Chapter 4 Creating Multi-Fact and Compound Reports Creating a Compound Report 2 If the data field in the individual report has more than one hierarchy. choose Select Others from the field’s hierarchy pull-down menu and specify hierarchy levels as described in “Refining Report Data by Hierarchy Levels” on page 64. In your compound report. Refining Data and Running the Compound Report You might want to constrain the data in the compound report using different ranges than the underlying reports were designed to use. click the Customize link and specify how other users can interact with the report as described in “Creating a Parameterized Report” on page 40. choose the hierarchy you want to map the compound report filter field to from the pull-down menu. 3 (Optional) to parameterize the compound report. 5 Click Save and save the report to your Personal Workspace or a Public Reports folder. specify new date values as described in “Refining Report Data by Date Range” on page 62. suppose an analytical report includes data on all suppliers. 2 To constrain any of the compound report’s other filter fields.

Creating a Compound Report 50 Chapter 4 Creating Multi-Fact and Compound Reports Ariba Spend Analysis User Guide .

supplier diversity. • Non-compliant sourcing—Are there a large number of suppliers for a commodity? Do many different parts of the organization purchase the commodity. • Order fragmentation—Is the organization receiving a high volume of invoices for the same commodity? Is the spend for each invoice relatively small? An opportunity search based on these questions can help you identify inefficient purchasing in your organization. About Opportunity Searches Ariba Spend Analysis opportunity searches are targeted searches for savings and other opportunities in your spend data. improved efficiency. Some of the opportunities you can search for include: • Price variation—Is there a large amount of variability in the price paid for the same commodities? Which suppliers are charging the most variable prices? An opportunity search based on these questions can help you identify areas for savings through more effective choice of suppliers. and other organizational goals. Unlike an analytical report. Ariba Spend Analysis User Guide 51 . You examine different aspects of data associated with a commodity or commodity category in order to identify opportunities. • Opportunities for sourcing—Do certain commodities comprise a significant portion of your organization’s spend. an opportunity search looks at only the data that falls within specific ranges that are designed to highlight opportunities for savings. indicating that a few part numbers account for significant spend? An opportunity search based on these questions can help you identify commodities for which a large sourcing event might achieve savings. • Supplier fragmentation—Are there a large number of suppliers for a commodity? Is the average spend for each supplier relatively small? Do many different parts of the organization purchase the commodity? An opportunity search based on these questions can help you identify areas for savings through supplier consolidation. • Supplier monopoly—Are there very few suppliers for a commodity with a large amount of spend? An opportunity search based on this question can help you identify areas for savings through seeking out new suppliers and encouraging more competition among existing suppliers. and are the number of purchasing business units and the number of suppliers related? An opportunity search based on these questions can help you identify business units that are not sourcing from preferred suppliers.Chapter 5 Using Opportunity Search • “About Opportunity Searches” on page 51 • “Running Prepackaged Opportunity Searches” on page 52 • “Creating an Opportunity Search” on page 53 Users in the Opportunity Analyst group can run opportunity searches. Opportunity searches are based on commodities. and are the prices on those commodities changing? Are the number of parts for the commodity small. which starts with a wide set of data and allows you to drill down into sections.

You can also schedule an opportunity search to run in the background as you would an analytical report. or specify the commodities you want to include in the search. 2 Click the Spend Visibility folder and choose Open. the date range in which you can search for data is pre-set for all searches. click Manage > Prepackaged Reports. You can also search on all UNSPSC commodity categories. see “Scheduling Background Reports” on page 57. • To search for a specific level. click the expand arrow next to a level. You can search all data. Running Prepackaged Opportunity Searches Ariba prepackaged opportunity searches are designed to locate some of the most common opportunities. • To drill down into the UNSPSC hierarchy and display lower levels. leave the UNSPSC field empty and click Search. choose Select Others. You can run prepackaged opportunity searches. Once you have run the search. or define custom data ranges. enter keywords in the UNSPSC field and click Search. For information on configuring date ranges for all opportunity searches.Running Prepackaged Opportunity Searches Chapter 5 Using Opportunity Search Like analytical reports. You can edit search criteria after you have run the search. Before you run a prepackaged opportunity search. you can filter on dates within the date range. you must select the data ranges for your search criteria. 4 Click a prepackaged opportunity search and choose Open to display the Refine Data page. see the Ariba On-Demand Administration Guide. 3 Click the Opportunity Analysis folder and choose Open. such as supplier fragmentation. Note: Because opportunity searches include pre-calculated data. and price differences. and filter data. use pre-defined search ranges. or create your own opportunity search. 52 Ariba Spend Analysis User Guide . 8 Click OK to apply the search range for the UNSPSC hierarchy. dice. or click the Exclude the following items tab to exclude them. order fragmentation. W To run a prepackaged opportunity search: 1 On the command bar. 7 Select the UNSPSC levels you want to include in or exclude from the search: • To bring up a list of all levels in the UNSPSC hierarchy. 6 Click the Include the following items tab to include selected UNSPSC levels in your search. 5 On the UNSPSC pull-down menu. but you cannot refine search data using date ranges. opportunity searches are displayed on pivot tables where you can slice.

11 To see a detailed analytical analysis of your applied opportunity search data ranges in report form. >=. the link allows you to navigate easily between them. You can also link your opportunity search to an analytical report to place a link to the report on the opportunity search pivot table. Search results display in detail view. To create an opportunity search. You will be prompted to save your current search before the detailed analysis displays. or =) and a value. Ariba Spend Analysis User Guide 53 . then choose an expression (>.Chapter 5 Using Opportunity Search Creating an Opportunity Search 9 Select one of the following values for the other search ranges: • Choose All to search among all values for the search range. <=. click Go to detailed opportunity analysis. or click Edit to modify search ranges and run the search again. • Choose Custom value. <. The search parameters you choose in this step determine the boundaries of your search. • Choose a pre-defined data range. You can use the page field menus in the Field Browser to continue refining data ranges in the existing search. between. The search displays only data that fits in these ranges. 2 Define ranges for the search parameters by selecting from pre-set data ranges or specifying custom ranges. Creating an Opportunity Search The process for creating an opportunity search is very similar to the process for creating an analytical report. you perform the following general steps: 1 Select the search criteria by choosing measure fields as search parameters. Each of these steps is described in detail in the following sections. The Field Browser displays your search criteria. 10 Click Search. If you have an analytical report that relates directly to the subject of your search.

For opportunity searches. enter keywords in the UNSPSC field and click Search. then choose an expression (>. 54 Ariba Spend Analysis User Guide . 3 Select the UNSPSC levels you want to include in or exclude from the search: • To bring up a list of all levels in the UNSPSC hierarchy. • Choose Custom value. you can only create custom formula user-defined fields. Defining Search Data Ranges The second step of creating an opportunity search is selecting data ranges for the search parameters. leave the UNSPSC field empty and click Search. <=. it will appear below the search title in the folder where the search is saved. • To search for a specific level. W To select criteria for the opportunity search: 1 On the command bar. 4 Click Next to define search data ranges. click the expand arrow next to a level. 2 Enter a title and optional description for the search. or create a user-defined field as described in “Creating a User-Defined Field” on page 37. 3 Drag pre-defined parameter fields from the list of available parameters into the Data area of the pivot table on the right. drag them to move them up and down in the Data area. For example. • To drill down into the UNSPSC hierarchy and display lower levels. 4 Select one of the following values for the other search ranges: • Choose All to search among all values for the search range. between. • Choose a pre-defined data range. (All) is selected and all UNSPSC data is used. (By default. you can run the search only on certain parts of the UNSPSC hierarchy. >=. <. If you enter a description. The search parameters form the basis of the opportunity search. W To define search data ranges: 1 On the UNSPSC pull-down menu. Adding search parameters automatically adds the page fields associated with those parameters to the search. If you do not see a dashed blue line when you try to drag a field into an area.) 2 Click the Include the following items tab to include selected UNSPSC levels in your search. or =) and a value. or click the Exclude the following items tab to exclude them. To change the order of the fields. A dashed blue line shows you where you are placing the data field on the pivot table. choose Select Others. click Create > Opportunity Search. and are displayed on columns in the final search. the field is not allowed in that area.Creating an Opportunity Search Chapter 5 Using Opportunity Search Selecting Search Criteria The first step to creating an opportunity search is selecting parameters (measure data fields) on which you want to perform the search. or only for invoice spend over a specific dollar amount.

you can open that report by clicking the link to the report’s name at the bottom of the search pivot table. then click OK to return to the search. You can remove the link on a search after it has already been run by clicking Edit on the opportunity search pivot table. Ariba Spend Analysis User Guide 55 . and clicking the Clear button next to the report. and click it. 6 Click Search to run the search. navigate to the analytical report. If you linked the search to an analytical report. click the Link this search to an analytical report link.Chapter 5 Using Opportunity Search Creating an Opportunity Search 5 To link the opportunity search to an existing analytical report. clicking Link this search to an analytical report on the Define Ranges page.

Creating an Opportunity Search 56 Chapter 5 Using Opportunity Search Ariba Spend Analysis User Guide .

If you choose to have scheduled report results sent to you in an email notification. When a scheduled report has finished running. it displays current data. You can schedule any report to run in the background. Ariba Spend Analysis User Guide 57 . Reports that are scheduled to run during a database schema switch do not run until that switch is completed. depending on the number of reports all of the users in the system have scheduled to run at a given time. You schedule a report to run in the background for one of two reasons: • Hands-off reporting—once you schedule a background report. The report runs whether or not you are logged into Ariba Spend Management. or by logging into Ariba Spend Management and opening or downloading the report results. You can also schedule a report to run in the background at regular intervals so that it is ready when you need it. row. Because scheduled reports take a snapshot of the report data at the time they are run. a background report might run at the scheduled time or some amount of time after the scheduled time. If you experience large delays in scheduled report runs. Be sure to allow enough time for the report to run if the system is crowded. and each newly scheduled report is added to a queue. You can filter and drill down on existing page. the results are sent to the email address you specify in your email notification preferences. and column fields in a stored scheduled report. and you can schedule it to run in the background once or at regular intervals. • Taking data snapshots—when you run a report in real time. you do not have to be logged into Ariba Spend Management while it runs. including prepackaged reports and reports you and other users in your organization have created and saved. they are not as flexible as live reports. Scheduled times are approximate. Note: There is a limit to the number of scheduled background reports that can run at the same time.Chapter 6 Scheduling Background Reports • “About Scheduled Background Reports” on page 57 • “Setting Report Schedules” on page 58 • “Using Scheduled Report Results” on page 59 About Scheduled Background Reports You schedule a background report to run at an approximate set time. See the Ariba Spend Management Dashboard Quick Reference Guide for more information about preferences. so you can use them to compare periodic snapshots of your data. contact the person in your organization who manages all of your organization’s scheduled reports. you can schedule the report to run in the background as soon as possible and perform other tasks while it runs. which have continuous access to the database. If you are running a large report that contains a lot of data. You can view report results as a ZIP file attachment to the email notification. but you cannot move fields from page to column to row or add new fields to the report. Scheduled background reports capture a view of your data at the moment they’re run and can be stored for some time. you will receive an email notification.

Setting Report Schedules

Chapter 6 Scheduling Background Reports

Setting Report Schedules
You set a schedule for a background report to run it once, to run it at regular intervals, or to stop running
previously scheduled reports.
Note: Since your ability to manipulate data in scheduled report results is limited, you should make sure that

you are working with a version of the report that displays the data you want to see in the scheduled results.
W

To create or edit a background report schedule:
1 In the folder view, click the report you want to schedule and choose Run in Background.
2 (Optional) On the Refine Data page, filter the data you want to see in the report using hierarchies and date

ranges. For more information, see “Using Hierarchies to Refine Report Data” on page 62.
3 Click Background.
4 If prompted, save any changes to the report.
5 Select the schedule for the report:

• To deactivate a current report schedule, click None.
• To run the report once immediately, click Run once as soon as possible.
• To run the report once at a specific time, click Run once on and select a date and time.
• To run the report multiple times on a regular schedule, click Run once for each period of and select the
date, time, and frequency with which you want to run the report.
6 Choose how long to store the results:

• If you are scheduling the report to run once, choose a number of days from the Number of days to keep
the stored results pull-down menu.
• If you are creating a regular schedule to run the report multiple times, choose a number of report runs
from the Number of runs to keep pull-down menu.
7 To receive report results as a ZIP attachment to the email that notifies you when the report has finished
running, click the Attach report results check box.
8 Click Save to save your schedule settings.

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Chapter 6 Scheduling Background Reports

Using Scheduled Report Results

Using Scheduled Report Results
After a scheduled report has run in the background, you can receive the results in an email notification or log
into Ariba Spend Management to view or download the stored results. Scheduled report results are stored
with the associated report in your Personal Workspace or a Public Reports folder.
Because a scheduled report takes a snapshot of the current data at the time it runs in the background, if you
have scheduled the report to run at regular intervals and specified in the schedule that you want to save
multiple report runs, you might have multiple sets of results for the same report. Each set of results is
identified by the time and date when it ran.
W

To view, download, or delete stored scheduled report results:
1 Click the report whose stored results you want to view, download, or delete and choose View Stored
Results.
2 Click the stored result and perform one of the following steps:

• To open the scheduled report results, choose Open.
• To download the report results as a CSV file, choose Download.
• To delete stored scheduled report results that are no longer useful, select the results you want to delete
and click Delete.
Note: If you make changes to the stored report results pivot table, such as filtering or drilling down, you are

prompted to save those changes when you exit the report results. Saving the changes saves them in the
original report, and any future scheduled runs of that report will include those changes. To save your changes
to the report results without changing the original report, save them using a different report name. To exit the
report results without saving your changes, click Cancel.

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Using Scheduled Report Results

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Chapter 6 Scheduling Background Reports

Ariba Spend Analysis User Guide

Ariba Spend Analysis User Guide 61 . Page and Others tabs Page field The Field Browser has two tabs: Page and Others. From this list. you drill down into data using page. Your ability to see and use the Others tab depends on the Ariba Spend Management solution your company has purchased. drill down. row. but you can use them to filter or drill down on report data. filter data. If you want to filter or drill down on data using a field on the Others tab. You can drag fields between the Page tab and the report pivot table to add or remove them as rows and columns.Chapter 7 • • • • Working with Report Data “Using the Field Browser” on page 61 “Filtering Report Data” on page 62 “Navigating Reports” on page 68 “Analyzing Report Data” on page 69 Using the Field Browser You use the Field Browser to add fields to or remove them from the report pivot table. drag it from the Others tab and to the Page tab or the pivot table. Page fields are not displayed as rows or columns on the pivot table. and more. and column fields. • The Others tab lists the entire set of dimension and hierarchy fields associated with the report’s source data. you can add fields to the row or column areas of the pivot table or to the Page tab. Note: On the report pivot table. • The Page tab lists the page fields currently included in the analytical report.

you can limit the time period to a range of dates. columns. You can: • Refine the amount of data in a report by specifying a date range or including or excluding specific hierarchy levels. years. the report automatically updates with new data in the most recent date ranges whenever you view it. A relative date range covers the most recent specified number of months. and Column Fields” on page 66. or data values to focus on specific areas of data and filter out the rest. If it includes a UNSPSC hierarchy. • Use row. column. see “Filtering Data with Page. or page fields to filter the data on the pivot table. Filtering Report Data There are several ways to filter report data. 62 Ariba Spend Analysis User Guide . you can select either a relative date range or a fixed date range. depending on whether you want to constrain data for the entire report view or focus in on specific areas. click its field menu on the pivot table and choose Show Field On: Page. or quarters. For example. Using Hierarchies to Refine Report Data You can refine the amount of data you want to work with in a report by including or excluding levels of selected hierarchies. Row. if your report includes an Accounting Date hierarchy.Filtering Report Data Chapter 7 Working with Report Data In addition to adding or removing data fields from a report. a fixed date range covers the time in between specific dates. You can also add or remove page fields by dragging them between the Field Browser and the pivot table. you can include or exclude specific UNSPSC levels. If you select the most recent date range. W To move fields between the Field Browser and the pivot table: 1 To add a page field to the report. click it in the Field Browser and choose Show Field On: Row or Show Field On: Columns. Refining data puts constraints on the data the report draws from. Refining Report Data by Date Range To limit the time period for report data. • Drill down on rows. you can filter report data using the Field Browser. 2 To remove a field from a report and place it on the Field Browser.

• To filter data using one date hierarchy. fixed date range. you may be able to choose between Accounting Date. 2 On the Refine Data page. Choose the time periods you want to use (months. • Choose whether to filter data using a Calendar or Fiscal date type from the Date type pull-down menu. or years) from the Time Period pull-down menu.Chapter 7 Working with Report Data W Filtering Report Data To filter by date range: 1 On the report pivot table. • To filter data using two date hierarchies. 3 To limit your date selection even more precisely. and select the number of most recent and future time periods to use in the filter. click the Refine selection further check box. • To set ranges of dates for which reports are automatically updated with new data whenever you view them. click Fixed date range from and enter dates or use the calendar icon. The advanced options available to you depend on the reporting facts you are using. and click OK. quarters. and so on. Click the Automatically adjust the range to include complete months check box to optimize performance of the report. click the Include data with dates not set (unclassified) check box. 4 Click Done to apply the date filter to the report. • To refine the date range further. specify a range of dates. click Edit. choose either Two date fields spanning the above range or Two date fields within the above range from the Refine data using pull-down menu and choose the two date hierarchies you want to use. click Relative date range. Ariba Spend Analysis User Guide 63 . This option is only available for some date hierarchies. click to clear the Include current partial year/quarter/month check box. If you do not want to include the current partial time period. choose Select Others from the pull-down menu. select date levels to include or exclude. click the Advanced Options check box. Invoice Date. For example. • To include all data in the report. whether or not it is associated with a date. choose the hierarchy from the Refine data using pull-down menu. particularly if you have more than a single date hierarchy in your report. • To choose a specific.

The Refine Data page displays the values you have selected for the hierarchy. click the expand arrow next to a level. click Edit. (By default. you can select specific levels for report hierarchies to either include in or exclude from the report. 64 Ariba Spend Analysis User Guide . • To drill down into the hierarchy and display lower levels.Filtering Report Data Chapter 7 Working with Report Data Refining Report Data by Hierarchy Levels To constrain report data by hierarchies other than time. 3 Select the hierarchy levels you want to include in or exclude from the search: • To bring up a list of all levels in the hierarchy. or click the Exclude the following items tab to exclude them. leave the hierarchy field empty and click Search. 4 Click OK. choose Select Others. enter keywords in the hierarchy field and click Search. 1 From the hierarchy pull-down menu. 5 Click Done to apply the hierarchy filter to the report.) 2 Click the Include the following items tab to include selected hierarchy levels in your search. (All) is selected and all data in the hierarchy is used. • To search for a specific level. W To filter by hierarchy levels: 1 On the report pivot table.

and the page field menu on the pivot table and the breadcrumbs in the Applied Filters area both show that filter. click the row. or data value. filtering out the data that does not fit into your area of focus along the way. the UNSPSC field menu displays the value you drilled down into and the report displays all of the Level 2 UNSPSC categories for it. for example. columns. or row field hierarchies. When you drill down further into the same hierarchy on a row. For example. A breadcrumb in the Applied Filters area of the report and the page field menu on the Field Browser show where you filtered for the row. or into other page. column. or data value you drilled down from. or data field you want to drill down into and choose a field to Drill Down By. The next level of the current hierarchy is displayed in bold on the Drill Down By pull-down menu. For example. You can also drill down in any other hierarchy that’s in the report as a row. The page field hierarchy you have drilled down by moves to the pivot table and field for the value you drilled down from moves to the Field Browser as a page field. while UNSPSC becomes a page field. when you are viewing invoice figures. the Active Suppliers page field becomes a row field and the report displays all suppliers for Information Technology Broadcasting and Telecommunications. and data values in a report. or data value. W To drill down in a report: On the report pivot table. column. if you start at UNSPSC (L1) for all commodities and drill down into the Information Technology Broadcasting and Telecommunications row by UNSPSC (L2). For example.Chapter 7 Working with Report Data Filtering Report Data Drilling Down Drilling down lets you go from a high-level aggregate value down to the most detailed data for specific rows. you might drill down on a row in the UNSPSC hierarchy from general to specific commodity categories. You can drill down into lower levels of the same hierarchy. column. you can display suppliers for a UNSPSC category. if you start at UNSPSC (L2) for all commodities and drill down into the Computer Equipment and Accessories row by Active Suppliers. column. or page field. Ariba Spend Analysis User Guide 65 . you filter the report on that value. column. you filter the report on that value. When you drill down into a different page field hierarchy from a row. column.

You can filter using fields that are on the report as rows or columns. or page fields that are in the Field Browser. If you are using detail view. and Column Fields Filtering with field menus—menus for either row. which applies filters to the row. 2 To return to a view of the data for the entire page field hierarchy. column. Row. you can also filter using detail fields. W To filter data using fields on the pivot table: 1 Click the field menu and choose a hierarchy value under Select Level. or page fields—lets you apply specific constraints to the data on the pivot table. Values. Unlike drilling down. 66 Ariba Spend Analysis User Guide . click the field menu and choose Select Level. column. the filters you apply using field menus constrain all of the data in the current report. or data value you’re drilling down into.Filtering Report Data Chapter 7 Working with Report Data Filtering Data with Page. The field menu lists only the first few values in the hierarchy. choose Select Others and then select the hierarchy value or values you want to use to filter data. to expand the full list of hierarchy values. See “Refining Report Data by Hierarchy Levels” on page 64 for more information on selecting hierarchy values. Values: (All).

3 To return to a view of the data for the entire page field hierarchy. If the page field hierarchy has more than one level. and displays a breadcrumb for the filter in the Applied Filters area. 2 Click the value you want to use to filter data. you can continue filtering by clicking values in the page field menu in the Field Browser.Chapter 7 Working with Report Data W Filtering Report Data To filter data using page fields in the Field Browser: 1 In the Field Browser. Ariba Spend Analysis User Guide 67 . Values: (All) from the pull-down menu. click the right side of the page field menu in the Field Browser and choose Select Level. The report shows pivot table data filtered for the hierarchy value you selected. click the arrow to the left of the field name to expand the full list of values in the next level of the page field hierarchy.

Skipping levels differs from drilling down. For example. the report shows all of the data for the years. For example. and so forth. W To skip levels in a hierarchy: 1 On the report pivot table or in the Field Browser.Navigating Reports Chapter 7 Working with Report Data Navigating Reports You can navigate through different views of report data using breadcrumbs for filters you have previously applied or by skipping levels of hierarchies. For example. you can skip directly from the most general level of the UNSPSC hierarchy (L1) to the most detailed level (UNSPSC) without having to go through the intervening two levels. The report displays all hierarchy data for the level you specify as the starting level. Both the constraints you put on reports by refining data and the filters you apply by drilling down or collapsing data are displayed in the Applied Filters. where you move through the levels of the hierarchy on specific rows or columns of data and filter out all of the data outside of that focus. The field menu displays the starting hierarchy level for the report view. click the hierarchy data field menu and choose a starting level under Select Starting Level. the report shows data for all UNSPSC categories in the higher levels If you start at the Year level and skip to Months. You can click any level displayed in the breadcrumbs to return the data to that pivot table view. you can skip directly from the year level to the month level in a date hierarchy without first viewing quarters. Note: You can only skip levels in hierarchies with fields that roll up. As you drill down or collapse the data. 2 To return to a view of the data for the entire hierarchy. broken down into months. This information (called “breadcrumbs”) is displayed above the pivot table. Values: (All) from the pull-down menu. Breadcrumbs Skipping Levels Many hierarchies have multiple levels. Skipping levels changes your view of report data. You can skip directly to the level you need without having to go through intervening levels to quickly focus on only the data you need and remove extraneous detail from view. Navigating with Applied Filters Report pivot tables include information about the Applied Filters (constraints) in effect on the pivot table. you can skip levels in a UNSPSC hierarchy. and your movements do not appear as breadcrumbs in the Applied Filters area of the pivot table. 68 Ariba Spend Analysis User Guide . where data values associated with a hierarchy level can be rolled up into the total for the level above it. but it does not apply filters. click the hierarchy data field menu and choose Select Level. The breadcrumbs include hyperlinks that take you back up to the levels of the Applied Filters in the previous view of the report. the breadcrumbs show the location of data in the hierarchies on the pivot table. if you start at UNSPSC (L1) and skip to the UNSPSC level.

For example. click the menu for the time field on the Page tab of the Field Browser and choose Show Field On: Columns. Any measure that is displayed as a numerical total can be calculated and displayed as a variance. For example. you can compare counts and amounts from one month to the next. 4 Filter by levels in the time hierarchy until the report displays data for the two time periods you want to compare in side-by-side columns using one of the following methods: • Click the time hierarchy’s data field menu and choose Select Level. While exploring the report. W To create a time variance analysis from an existing report: 1 If the time hierarchy is not already a column field in the report. All total columns in the report display the variance totals over the time span you specified. quarters. make it one: • If the time hierarchy is a row in the report. choose Select Starting Level: Year and the report will display data for each of the two years in the date range in side-by-side columns. 3 Refine the data for the time hierarchy you are using so that it spans the time you want to use for your variance analysis and click Done. When you apply the date filter. if your report is displaying data for two years and you want to compare two months. • If the time hierarchy is a page field in the report. In addition to comparison over time. For example. such as exceeding specified values. • Click the time hierarchy’s data field menu and choose Select Starting Level. such as the difference in invoice count from one year to the next. click the field menu on the report pivot table and choose Show Field On: Columns. or from one month in one year to the same month in the following year. you might want to analyze variance between two years or two quarters. the report displays data for that time span. the buyer notices a large increase in spending in the category in July of the current year. then select two values. other types of variance analysis might compare measures across different suppliers. Analyzing Variance Variance analysis provides at-a-glance comparison of data in two different dimensions as shown by a variance measure. Values: Select Others. • Alerts visually highlight data that has met the conditions you set. and so forth. Ariba Spend Analysis User Guide 69 . see “Refining Report Data by Date Range” on page 62. The buyer wants to compare the spending in this category for the last three years and then wants to view the comparison by month.Chapter 7 Working with Report Data Analyzing Report Data Analyzing Report Data This section describes some of the Ariba Spend Analysis features you can use to analyze report data: • Analyzing variance lets you quickly compare differences in data over dimensions. regions. you can select the values for those months. company departments. 2 Click Edit. For more information on refining report data by date range. then choose a starting level: months. you can compute and display the difference in currency amount from one fiscal quarter to another. For example. if your report is displaying data for two years and you want to compare data between those years. Or. For example. 5 Click the Total column heading menu and choose Show Variance. or years. suppose a buyer creates an analytical report displaying the company's spend in a certain category over the last three years.

W To set alerts: 1 On the report pivot table. 6 Choose the color of the alert highlight from the Color pull-down menu. as it approaches 1%.Analyzing Report Data Chapter 7 Working with Report Data Setting Alerts To achieve savings and process goals. or to highlight measure fields. 3 Click the Enable Alerts check box. >. 5 Define the alert: • To define an alert based on a numerical value. >=) from the For values pull-down menu. companies need to measure and monitor critical changes in values across business units. 4 Select the alert condition by choosing an operator (<. <=. then choose the measure field from the pull-down menu. and you can then focus on those areas where the values are moving outside of your target range. • To define an alert based on another measure field. As the value approaches within 3% of the savings target. as it approaches 2%. 70 Ariba Spend Analysis User Guide . click a data menu (to set alerts for all of the data in the field) or a column heading menu (to set alerts for only the data in that column) and choose Field Settings. You define savings as a percentage of spend and based on the percentage. You can set alerts on any data field in a report that contains totals. The alerts are only triggered by changes to the data in the pivot view where you set the alerts. click the Numerical Value link and choose Define Alert Using: Measure. 7 Enter a notification message to associate with the alert. enter the numerical value that triggers the alert. you could define alerts to track savings targets. The panel expands so that you can specify the conditions that trigger the alert. 2 On the Define Data Field page. you can set three levels of alerts: red. a red alert displays. Changes in those values cue a visual alert that makes them instantly apparent. suppliers. You can set alerts to highlight specific values in data fields. yellow. a green alert displays. commodities. including any Applied Filters. For example. a yellow alert displays. and so on. click the Alerts tab. and green.

• To highlight detail fields. The values in the report that meet the alert conditions you specified are highlighted for easy visual identification. • To highlight all row values except for grand totals.Chapter 7 Working with Report Data Analyzing Report Data 8 Specify additional conditions by clicking Add new condition and repeating the previous steps. click the X to its left. 10 Click OK to save the alerts and return to the report pivot table. 9 Select how the alerts are applied to the report's pivot table: • To highlight grand totals on the report. click the Enable highlighting for all other rows in pivot table check box. Ariba Spend Analysis User Guide 71 . click the Enable highlighting for detail view check box. To delete an already set condition. click the Enable highlighting for grand total row in pivot table check box.

Analyzing Report Data 72 Chapter 7 Working with Report Data Ariba Spend Analysis User Guide .

click the field’s data field or column heading and choose Edit > Field Settings. you can also view data in pivot mode or table mode. For example.Chapter 8 • • • • • • Using Report Display Settings “About Report Display Settings” on page 73 “Using Field Settings to Format Data” on page 73 “Modifying Display Options” on page 75 “Using Aggregate and Detail Views” on page 76 “Displaying Reports as Charts or Dashboards” on page 77 “Changing the Pivot Layout” on page 78 About Report Display Settings Ariba reports have a number of display settings that allow you to control how data appears on the pivot table: • Field settings allow you to display the data in specific fields as values. • Pivot layout options allow you to view reports as a pivot table or a pivot grid. if you are working with count totals such as commodity counts or invoice counts. W To change the format of a data field using field settings: 1 On the report pivot table. Using Field Settings to Format Data You use field settings to format the data in a data field. when you format the field settings for a data field. a chart. you can tailor both the amount of detail in the report and the format of the report data to your needs. The type of data you are formatting determines formatting options. • Display modes allow you to display report data as a pivot table. The field settings options available to you depend on the type of data in the field. you have options for formatting currency. and by showing or hiding total and variance columns and subtotal rows. percentages. and to format those values. • Display options allow you to control the amount of data on the pivot table by grouping unneeded data into a row called Others. click the Format tab. By changing what a report displays. if you are working with currency values such as invoice spend. that formatting applies to every place that field appears in the report. and so forth. Data fields such as invoice spend or invoice count are often displayed as columns in a report. Ariba Spend Analysis User Guide 73 . 2 On the Define Data Field page. you have options for formatting numbers. or a report dashboard. • Aggregate and detail views allow you to view reports as collections of data that show overall trends or to examine individual pieces of data. or running totals.

numbers for supplier counts. This formatting option is only available if you are using the field’s normal formatting. if your report data is in US dollars.10) to display negative numbers in brackets. Click the radio button next to the default currency symbol for the report data to display the data with a currency symbol. • To show data in a running total along the column.10 to display negative numbers with a negative sign. percentages for percentages. and so forth). • To show data as a percentage of the total in the row. You can further refine number formatting. click the display with original value check box.Using Field Settings to Format Data Chapter 8 Using Report Display Settings 3 Select the way you want to display the field’s data from the Show data as pull-down menu: • To show data as numbers. or (1234. choose Percentage. choose running total of column. choose Number.10 to display negative currency data with a negative sign. choose % of column. you can display the currency data with a $ symbol or with no symbol. • To show data in currency format. 74 Ariba Spend Analysis User Guide . Click -1234. • To show data as a percentage of the total in the column. 5 Choose a number format for the data from the Show data in pull-down menu. choose Currency. 4 To display the original data value with the percentage or running total in parentheses next to it in the same column. or click the radio button next to None to display the data without a currency symbol.Click -1234. or (1234. choose normal. • To show data in number format. for example. choose % of row. Choose the maximum number of decimal places to display for currency data from the Decimal places pull-down menu. choose Default. • To show data in percentage format. Choose the maximum number of decimal places to display for numbers from the Decimal places pull-down menu.10) to display negative currency data in brackets. choose running total of row.000) or deselect the check box to display numbers without a separator (displaying one thousand as 1000). • To show data in a running total along rows. 6 Click OK to apply your format settings to the data field. You can further refine percentage formatting by choosing the maximum number of decimal places to display for percentages from the Decimal places pull-down menu. Click the Use 1000 separator check box to use a separator between thousands (displaying one thousand as 1. • To show data in its default format (as currency for amounts. You can further refine currency formatting.

you can: • Set the minimum and maximum number of rows displayed and group any rows over the maximum into Others • Apply an 80/20 rule to show the spend items that compose most of the total spend and group the remaining items into Others • Hide rows that do not make up a certain threshold percentage of the data and place them in Others You can group data using any combination of Others bucketing settings. 2 On the Others Bucketing tab. If you are working with a data field that cannot be totaled in a meaningful way. modify your display options for others bucketing and column and row display: • To specify the minimum and maximum number of rows the report will display. By modifying the Others bucketing settings for a report. Ariba Spend Analysis User Guide 75 . Keep in mind that the pivot table updates faster when it has fewer rows. the most restrictive setting governs the way data is grouped in the Others row. By default. All report rows that exceed the maximum number are grouped into a row called Others.Chapter 8 Using Report Display Settings Modifying Display Options Modifying Display Options Ariba reports use an Others bucket to group non-essential data and display it on a row called Others. click Actions and choose Display Options. You can only set an 80/20 rule or minimum subtotal percentage if your report contains subtotals or if you are working with a data field that can be totaled in a meaningful way. or click the Edit link in the Display Options area of the pivot table. use minimum and maximum rows to set Others bucketing. such as Invoice Count or Total Spend. choose values from the Show Minimum of and Show Maximum of pull-down menus. You can also show or hide individual rows and columns on the pivot table. the pivot table shows a minimum of 3 and a maximum of 8 rows. such as Status. W To change a report’s display options: 1 On the report pivot table.

Using Aggregate and Detail Views Chapter 8 Using Report Display Settings • To apply an 80/20 rule to the number of rows the report displays. items with subtotals above the minimum percentage of the total appear on the report. Using Aggregate and Detail Views An Ariba report might use detail or aggregate as the default view. 76 Ariba Spend Analysis User Guide . click the Show subtotal rows on the pivot table at all times check box. The aggregate view allows you to view overall trends in data and drill down into the different levels of the hierarchies to examine trends in specific areas. The detail view shows all of the individual pieces of data that form the aggregate groups in a pivot outline or grid. The Display Options area of pivot table shows the report’s current settings. Every item with a subtotal below the minimum percentage of the total is grouped into a row called Others. For example. Click to clear the check box to hide these columns. click View up to 20000 untruncated lines of your report in streaming mode at the top of the detail view. For example. choose a ratio from the Ratio pull-down menu. click the Data menu and choose Show: Detail View. A ratio allows you to display a top percentage of the items that make up the total and group the remainder into a row called Others. the report groups every item that makes up less than 3% of the total in Others. • To display subtotal rows on the pivot table. 4 To display up to twenty thousand lines of detail in a table of streaming data. you can view all of the individual invoices for a UNSPSC category or for a supplier. Click to clear the check box to hide these rows. In the aggregate view. W To switch between aggregate and detail views: 1 Open the report you want to examine. the individual pieces of data that make up a report are aggregated together into hierarchy levels to show meaningful trends. click the Show total or variance columns on the pivot table at all times check box. the report display the items that make up the top 60% of the total and groups the remaining 40% of items in Others. By default. 3 To view all of the details associated with an individual piece of data in detail view. For example. Depending on the report you’re working with. Setting any other Others bucketing options overrides this setting. report based on invoices contains data from many different individual invoices. you also have the option of displaying the report in table mode. if you set the minimum subtotal percentage to 3%. grouping individual parts into a UNSPSC hierarchy with multiple levels. 2 Switch to the detail view: • To display a detail view for all of the data in the report. quarter and year levels. For example. click a data value in the row and choose Show detail view. but the report aggregates that data by grouping invoice dates into a date hierarchy with month. choose a percentage from the Percentage pull-down menu. • To display total and variance columns on the pivot table. Setting any other Others bucketing options overrides this setting. • To display a detail view for the data associated with a row in the report. • To set a minimum subtotal percentage that items must meet to appear on the report. In the detail view. click its ID and choose Action: View More Details. and so forth. such as an invoice or a purchase order. 3 Click OK to apply the display options. this option may only be available if you are using the pivot grid layout. depending on the purpose of the report and the kind of data it displays. if you apply a 60/40 ratio. the pivot table shows 100% of the items that make up the total. as a flat data table.

Chapter 8 Using Report Display Settings

Displaying Reports as Charts or Dashboards

5 To return to the detail view of the pivot table from streaming view, click Return to Pivot Table.
6 To return to the aggregate view, click the Data menu and choose Show: Aggregate View.

Displaying Reports as Charts or Dashboards
Most Ariba reports have three display modes, represented by tabs along the upper edge of the report:

• The Pivot Table tab is the default tab and displays report data in a spreadsheet-like structure of row fields,
column fields, data fields, and page fields which you can use to manipulate report data.
• The Chart tab displays the current pivot table view of data visually as a chart, and includes relevant data
field menus so that you can modify the field settings for chart values.
• The Dashboard tab displays the current pivot table view of data as a combination of a static chart and a
data table.

Displaying Reports as Charts
You use chart display to create a visual representation of report data.
W

To display a report as a chart:
1 On the report pivot table, click the Chart tab.
2 Choose the chart type from the Type pull-down menu:

• Choose Standard Types to display data for one measure: Pie, Bar, Column, Line, Area, or Radar.
• Choose 2-Measure Custom Types to display data for two measures: Columns (a column for each
measure), Column-Line (a column for the first measure and a line for the second), Lines (a line for
each measure), or Line-Column (a line for the first measure and a column for the second).
3 To use advanced options to modify chart display, click More Chart Options:

• Use Visual options to modify the chart’s appearance by selecting a two-dimensional or
three-dimensional chart display.
• Use Data Label options to modify the way the chart labels data: percentages of the total, actual data
values, or no data labels.
• Use Color options to modify the appearance of colors in the chart: transparent or opaque. You can only
use these settings with three-dimensional charts.
• Use Data Level options to modify the directional flow of the chart’s data display. The Top data level
charts the report’s row data from left to right and the column data from top to bottom. The Bottom data
level charts the report’s row data from right to left and the column data from bottom to top.
4 To change the number of items listed in the legend under the chart, enter a value in the Legend Length field
and click Refresh.
5 To add the chart to the current tab on your Ariba Spend Management dashboard, click Add to Dashboard.

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Changing the Pivot Layout

Chapter 8 Using Report Display Settings

The report displays data in chart form based on your specifications. For example, the chart can display data
values or percentages of a total. You can change the way the chart displays data by clicking the field menu
and choosing a different level of the currently charted hierarchy, or by choosing a different field to chart. For
example, you can change the chart view of data from UNSPSC to Active Supplier.

Displaying Reports as Dashboards
In addition to your main Ariba Spend Management dashboard, you can use individual report dashboards to
display report data in both chart and table form.
The Current Chart area of the report dashboard displays the current chart for the report. If you have not set
up a chart for the report on the Chart tab, the dashboard uses default chart settings to display the report chart.
The Pivot Table area of the report dashboard displays a static table view of report data.
W

To display a report as a dashboard:
1 On the report pivot table, click the Dashboard tab.
2 To add the report to the current tab of your Ariba Spend Management dashboard either as a chart or as a
table, click Add to Dashboard in the appropriate area.

Changing the Pivot Layout
An Ariba report might use the pivot grid or the pivot outline as the default layout option for displaying
reports on the pivot table, depending on the purpose of the report and the kind of data it displays. The pivot
grid layout displays report data with grid lines to provide a clearer connection between individual rows and
their subtotals and totals by displaying each hierarchy and level as a separate column and dividing different
sections of the table with lines. It is useful for reports that have numerous row fields or display multiple
hierarchy levels on rows or columns. The pivot outline displays indented rows without dividing lines and is
useful for showing the hierarchical relationship between different rows of the report and looking at
high-level or aggregate values.
You can use page field and detail field menus and menus on rows, columns, and data values to filter, drill
down on, and slice data on the pivot grid or pivot outline in either aggregate or detail view.
W

To change pivot layout:
1 In the Display Options area of the report pivot table, click Pivot Outline and choose Pivot Grid.

2 To return to the pivot table, click Pivot Grid and choose Pivot Outline.

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Ariba Spend Analysis User Guide

Chapter 9






Managing Reports and Folders

“About Folders, Reports, and Documents” on page 79
“Saving Reports” on page 79
“Accessing Your Folders and Reports” on page 80
“Moving Folders and Reports” on page 81
“Searching for Reports and Excel Templates” on page 82
“Recommending a Report” on page 84

About Folders, Reports, and Documents
Folders and Personal Workspaces provide a way to organize the reports, tasks, and other documents you use
frequently. Your ability to use folders and documents depends on the Ariba Spend Management solution
your company has purchased.
Each Ariba Spend Management user who can save reports has a Personal Workspace. Personal Workspaces
are only visible to the user. Your ability to save reports depends on the Ariba Spend Management solution
your company has purchased.
The Public Reports folder provide a way of sharing reports with other users. All folders in the Public Reports
folder are visible to other users. High-level users can save reports to public folders, where other users can see
and copy them. Users can also place reports in public folders but restrict access to them. The reports you
place in public folders cannot be edited by other users.

Saving Reports
You can save a report to your workspace for your own use, or, if you are authorized, publish it to the Public
Reports folder so that others can use it. When you save a report, all of the folders you have access to appear
in a list of current projects.
You must save any changes you make to prepackaged reports under a different report name.
W

To save a report:
1 On the report’s pivot table, click Save.
2 If prompted, click Save to save any edits to the report under the current name, or click Save As to save the

edited report under a different name.
3 If you are saving a new version of the report, enter a name in the Report Name text box.
4 If you are saving changes to a report that is on your dashboard, click the Update dashboard to use this
version check box.

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use the expand arrows to display the folder contents and click the radio button next to the folder where you want to save the report. The Public Reports folder can contain any number of user-created subfolders. and click Select. 7 Click Save. Accessing the Public Reports Folder The Public Reports folder is a place to store reports outside your Personal Workspace so that other users can see them. Accessing Your Folders and Reports You access your folders. The Public Reports folder is only available in Ariba Spend Management solutions that include the ability to save reports. and other documents in either your Personal Workspace or the Public Reports folder. or other document in the Public Reports folder and choose Open to display its contents. choose Personal Workspace. 6 If there are subfolders in your destination folder. navigate to the folder where you want to save the report. • If you are saving a report to your Personal Workspace. W To access your Personal Workspace: On the command bar. folder. • If you do not see your destination folder on the Current Project pull-down menu. If you have viewed your Personal Workspace recently. 80 Ariba Spend Analysis User Guide .Accessing Your Folders and Reports Chapter 9 Managing Reports and Folders 5 Choose a folder location from the Current Project pull-down menu. click Manage > Public Reports. choose Other. choose Public Reports. you can save them to a Personal Workspace. you will also see a link to it in the Recently Viewed area of the dashboard. reports. 2 Click any report. click Manage > Personal Workspace. • If you are publishing a report to a public folder. Accessing Your Personal Workspace If your Ariba Spend Management solution includes the ability to save reports. If you have viewed the Public Reports folder recently. you will also see a link to it in the Recently Viewed area of the dashboard. W To access the Public Reports folder: 1 On the command bar.

you can also designate a user group as the folder owner. click the expand arrow to its left. in public folders. 3 To designate a user other than yourself as the folder owner. report.Chapter 9 Managing Reports and Folders Managing Folders and Reports Managing Folders and Reports You create folders to organize reports and other documents in your Personal Workspace or. 2 Click the radio button next to the destination folder. Moving Folders and Reports You can only move a folder. or other document within its parent public or Personal Workspace folder. For example. choose the group you want to be able to see the folder from the Access Control pull-down menu. 4 To restrict access to the folder’s contents. To display the contents of a folder in the list of destination folders. However. One simple way of limiting access to a folder to one group of users is to make the group the folder’s owner and then restrict access to owners only. Creating Folders By default. 2 Enter a name and optional description for the folder. You can also move and copy folders and documents. Folder owners can restrict access to the folder. or other document: 1 Click the folder or document you want to move and choose Move from the pull-down menu. or choose Search for more and click Select next to the user or user group. choose a name from the Owner pull-down menu. 3 Click OK to move the folder or document to the selected destination. click the folder and choose Create > Folder from the pull-down menu. W To move a folder. or choose Search for more and click Select next to the user or user group. • To create a subfolder in another folder. W To create a folder: 1 Navigate to the location where you want to create the folder: • In the public folder or your Personal Workspace. Ariba Spend Analysis User Guide 81 . click Actions and choose Create > Folder. if you have permission to publish reports. report. but you cannot move it to a public folder. you can move a folder or report from one place to another in your Personal Workspace. 5 Click Create. the user who creates a folder is its owner.

Ariba Spend Management supports these boolean operators: • • • • and or not near When you enter these operators in the Keyword field when searching. you can copy a public report to your Personal Workspace. • commodity NEAR supplier returns results that contain the word comodity with the word supplier located within 100 words of it. search terms such as boolean operators and wildcards can help you refine your search. W To copy a report or other document: 1 Click the report or document you want to copy and choose Copy from the pull-down menu. and save those searches for use at any time. Using Boolean Operators For keyword searches only. For example. 6 Click Done. they do not become search terms Instead. To display the contents of a folder in the list of destination folders. Using Search Terms If you are searching through a large number of documents. Search results only display the documents you have permission to view. Enclose multi-word phrases in quotation marks to search for the phrase in exactly the specified order. • commodity OR supplier returns results that contain one of the words. 2 Enter the title for the copy in the Title text box. 3 Choose a destination from the Current Project pull-down menu. click the expand arrow to its left. or publish a report by copying it from your Personal Workspace to a public folder. For example: “commodities by supplier” 82 Ariba Spend Analysis User Guide . 4 Select the destination folder. they are recognized as special operators that you can use to create complex search queries. • commodity NOT supplier returns results that contain the word commodity but not the word supplier. For example: • commodity AND supplier returns only results that contain both of the words. Searching for Reports and Excel Templates You can perform searches for report documents and Microsoft Excel templates.Searching for Reports and Excel Templates Chapter 9 Managing Reports and Folders Copying Reports You can copy a report or other document to any other folder. 5 Click OK.

Ariba Spend Analysis User Guide 83 . 2 Enter title or keyword search terms. 3 Click Search Options to further refine your search by document or other attributes. You can also export the search results to Microsoft Excel. click the Table Options menu and choose Group by Column options. click the column headings. For example. click Search > Analytical Report or Search > Excel Template. Viewing Search Results You can display a maximum of 50 search results. • To show or hide columns on the list.Chapter 9 Managing Reports and Folders Searching for Reports and Excel Templates You can use parentheses for grouping to build up more complex searching queries. If your search terms return more than 50 results. or by document owner. • To group the list. Performing a Search W To perform a search for a report or Excel template: 1 On the command bar. you can also perform simple title and keyword searches from there. you are prompted to refine your search further. 4 Click Search. You can modify the display of search results in the following ways: • To sort the list by columns. you can search by keywords in a report or template description. for example: commodity NOT (commodities OR “commodity analysis”) Using Wildcards You can use the following search wildcards when searching for titles: • Use the character % as the multi-character wildcard. click the Table Options menu and choose Show/Hide Columns options. If your dashboard includes a Search area. • Use the character _ as the single-character wildcard.

W To save a search: 1 Perform your search. 84 Ariba Spend Analysis User Guide . click Actions > Display Options. column. • To create a new search based on the current search. be sure that it is saved in the Public Reports folder. When you save modified search criteria as a new search. edit the search criteria. When you save a search. and click Save Current Search. then saving the report again. and you can also see them by clicking the View All Saved Searches link on the Search page. 3 Enter a name for the saved search. or page field. 4 Click OK. Note: If you are recommending a report for others to use. Your saved searches are stored in your Personal Workspace.Recommending a Report Chapter 9 Managing Reports and Folders Saving Searches You can save the searches you use frequently as saved searches. 2 Click Save Search. and click Save As New Search. or page field. 5 Save the report with the recommendation setting. 3 Select the dimensions for which you want to recommend the report. The dimension you recommend the report for must be in the report as a row. column. giving it a name that reflects the search criteria will help you locate it easily the next time you want to use it. Recommending a Report You set a report as recommended for one or more dimensions to bring it to the attention of other users who are looking for information on that dimension. The report now appears on the list of recommended reports for the dimensions you selected. For example. 2 Click the Set as Recommended tab. Enter a name for the new search and click OK. a report you recommend for the Supplier dimension must contain an Active Suppliers field as a row. W To modify a saved search: 1 Navigate to the saved search and open it. edit any search criteria you want to change. You can remove it from the list by editing the report’s display options and clicking to clear the dimension check boxes. W To recommend a report: 1 On the pivot table. You can also delete a saved search by opening it and clicking Delete. 4 Click OK. the original saved search remains unchanged. 2 Modify the search by performing one of the following steps: • To modify an existing search. click Refine. click Refine.

See “Exporting the Current Contents of a Pivot Table” on page 86. you can manipulate the data in Microsoft Excel or other spreadsheet application for further investigation and presentation of the data. export the fields on which you have based the computations and then recreate the formulas in Excel. Ariba Spend Analysis User Guide 85 .000. There are some limitations that can possibly affect the data you export to Microsoft Excel: • Ariba reports can export only 64. See “Configuring Export Settings” on page 86. such as selecting CSV format and choosing which data to export. see “Adding a Formula” on page 94. use a localized version of Excel that matches your browser locale setting or change your regional setting (in the Microsoft Windows Control Panel) to the appropriate locale. For more information about formulas in Excel. To avoid this problem. you start the data export of the current contents of the pivot table with a click of a button. the report exports the data into Excel without them. For the one-step process. Excel silently loses any rows exceeding these limits. Cells longer than 250 characters cause Excel to fail. Excel treats numbers as strings. For example. • You cannot export computed (user-defined) fields to Excel because computed fields cannot be properly recalculated. Exporting a Report Exporting data is either a one-step process or a two-step process. For the two-step process. which can enhance the way you present the data. you configure the export to meet your specific criteria. you can export the current contents to a Microsoft Excel or CSV (comma-separated values) format. If your analytical report contains computed fields.Exporting Reports and Creating Excel Templates Chapter 10 • • • • • • • • “About Exporting Reports” on page 85 “Exporting a Report” on page 85 “About Templates” on page 88 “Creating a Template” on page 93 “Uploading a Template” on page 96 “Exporting Multiple Facts with a Single Template” on page 97 “Working with Excel Pivot Tables” on page 98 “Working with Excel Reports” on page 99 About Exporting Reports After you display data in the report pivot table. Microsoft Excel provides a wide range of charting options. • Ariba reports impose a limit of 250 characters per cell on data exported to Excel. and 1. Then. To recreate the computed fields.000 rows to Excel 2007 by default. • If the region setting in Excel does not match the locale setting in your browser.000 rows to Excel 2003.

Ariba reports export to Microsoft excel using a prepackaged. 4 If you have exported to Microsoft Excel. standard template. and specify the exact data you want to export. The report exports the data to the file format configured specified in your configuration settings and the export file opens. • Chart tabs that show graphical representations of the data. The one-step process uses the default configuration settings or the configuration settings most recently used with this report if those settings were saved. Note: If you are using Internet Explorer 7 on Microsoft Vista. and to trust the Ariba Spend Management Certificate Authority. click Yes. 3 If you are prompted to enable ActiveX. 5 Save the exported file to the location of your choice for future use. then the active fields on the chart. in Excel 2007. Configuring Export Settings You can configure the export settings before beginning the export. but they typically include: • A Data worksheet that contains the raw data exported from the report. 2 On the report pivot table. The Ariba Spend Management window displays the export status and the number of rows of data exported. Exporting the Current Contents of a Pivot Table Begin by displaying the report you want to export. choose a specific template. 86 Ariba Spend Analysis User Guide . you must set the browser to recognize Ariba Spend Management as a trusted site. The default export format is Excel using a standard Excel template. in addition to enabling Active X. See “Working with Excel Pivot Tables” on page 98.Exporting a Report Chapter 10 Exporting Reports and Creating Excel Templates By default. The tabs you see will vary depending on which template you used when you exported the data. • A Chart-Table worksheet that stores the data used to generate charts. In Excel 2003 and earlier. See Microsoft Internet Explorer documentation for more information. you filter on chart fields using menus in the labels for the chart data fields. click Export. You can change the format. You can also export the report without opening it first. click the workbook tabs to view different displays of the data. Click Done to return to the Ariba report pivot table. the exported data is put into a Microsoft Excel workbook divided into different worksheets indicated by tabs. If you export a report to Excel. click the report and choose Export. W To export the current contents of the pivot table: 1 Open and run the report you want to export the data in the pivot table using the current configuration settings. you filter on chart fields by clicking the Pivot Chart Tools ribbon and choosing Analyze > Pivot Chart Filter. in the folder view. • A Pivot worksheet that shows the data in an Excel pivot table.

Hierarchies in your pivot tables consist of data at many different levels. Choosing Data Fields to Export You can export only aggregate data fields. Quarter. and the rows have cells delimited by commas. (See “Choosing Data Fields to Export” on page 87. 7 View and manipulate the report in a spreadsheet application. Ariba Spend Analysis User Guide 87 . W To select the data fields to include in the export: 1 In the Data Set area of the Export Data page. 2 Select the data you want to include: • Click Export aggregate data to include rolled-up. In addition. or with a version of Excel older than Excel 97. Exported data is defined by fixed columns and cannot be altered during export. you can select the specific fields in the level of the hierarchy you want to export.) 5 Select the data to include in the export: • Click Current pivot table contents to export all of the data in the pivot table. Month. aggregated measures you picked as the basis for your analytical report. you can use either the Region or Region ID fields. 6 Click Export Data to export the data in the pivot table. (To create a customized template. or create your own template.) This option is not available if the template you previously selected contains fixed columns.Chapter 10 Exporting Reports and Creating Excel Templates Exporting a Report Choosing the Export Format You can export an Ariba report in two formats: • Microsoft Excel (requires Excel 2000. Use the CSV option if you want to read the file with an application other than Excel. aggregated invoice spend figures. or you can choose to include detail fields with individual line items. • Comma Separated Values (CSV). click the Custom radio button. see “Creating a Template” on page 93. 2003. or a template created by someone in your company. if your data includes an Accounting Date hierarchy. 2 Click Actions and choose Configure Export. 4 If you selected Excel 2000 Template. 3 Click the radio button next to the format you want to export: Excel 2000 Template or CSV. • Click Custom to choose the specific data fields to export. or format the report for presentation. you can export only Invoice Spend to export rolled-up. W To configure the export settings before exporting a report: 1 Open the report you want to export. or 2007) using an XLS template that determines how the data is displayed in Excel. select the template you want to use. Choose one of the basic Ariba Spend Analysis templates. if you are exporting the Region hierarchy. you must select both the hierarchies and the levels in those hierarchies whose data you want to export. For example. You can also specify the hierarchies and hierarchy levels you want to include in your export. For example. if you do not want to export the entire contents of the pivot table. which can be opened by any spreadsheet application. or you can include Invoice ID to export data for individual invoices. Therefore. For example. The CSV file includes one header row that defines the columns in the file. you can choose which Year. You can choose which template you want to use. or Date you want to export.

or format the report for presentation. such as Microsoft Excel pivot tables. About Templates Ariba Spend Analysis Excel templates are Microsoft Excel XLS or XLSX files that follow certain conventions for exporting data from Ariba reports. 4 Choose the hierarchy levels you want to include in the export. The main parts of a template are: • One or more data worksheets that contain the raw data exported from the Ariba report and other named ranges. User display sheets are sometimes identified by tabs labeled as Pie Chart or Bar Chart. Month. For example. Before you create a template. Named fields 88 Named ranges Ariba Spend Analysis User Guide . • User display sheets.About Templates Chapter 10 Exporting Reports and Creating Excel Templates • Click Export detail data to include individual lines that make up the rolled-up aggregated measures. in the Active Accounts hierarchy. or bar charts. you need to understand how the data worksheet stores data exported from an Ariba report. you can choose Year. An Excel template is a workbook consisting of multiple worksheets identified by tabs. or Date. Any worksheet that contains Ariba report named ranges is considered a data worksheet. Quarter. 7 View and manipulate the exported report. the account ID. 3 Select items from the lists displayed under each heading. For example. 6 Click Export Data to export the data in the selected fields. in the Accounting Date hierarchy. Only those fields and hierarchies that are the basis for the pivot table are available to choose from. A data worksheet is sometimes identified by a tab labeled as Data. you can export Active Accounts (the account name). pie charts. which are displayed in the Ariba report as detail fields. 5 Click Choose Fields to select which field in each hierarchy you want to include in the export. The data worksheet contains named ranges and fields that are specific to Ariba reports. or the account company code.

make sure that all Excel pivot tables and charts refer to the proper names for these named ranges so that your worksheet is refreshed each time you export report data. Named ranges highlighted in purple can be modified. • If you create your own template. Do not alter the contents of the Ariba_Data range except when exporting selected data from a report. the following syntax indicates the Ariba_Data range on the data worksheet with the name Data: ‘Data’!Ariba_Data Ariba Spend Analysis User Guide 89 . Named ranges contain named fields such as Source_Data and Field_Mappings. see “Named Fields” on page 90. Ariba_Filter_Description Specifies the read-only yellow fields on the right side of the worksheet. each of which can contain these named ranges. (reserved) This range is reserved for use by Ariba Spend Analysis. where you can put formulas you want to apply to the Ariba_Data range. you must also specify the name of the data worksheet that contains the range.Chapter 10 Exporting Reports and Creating Excel Templates About Templates Named ranges are areas of the worksheet that have specific labels. This range allows you to easily identify the data in formulas or when you build pivot tables or charts in Excel based on the exported data. For example. see “Read-Only Named Fields” on page 93. The following sections describe named ranges and named fields in detail. Ariba_Data_Extra Applies formulas to exported data. named ranges highlighted in yellow cannot be modified. Named Ranges A named range is a group of cells that can be referred by a defined name instead of a range notation. when you refer to named ranges in the other worksheets. • Excel templates can contain multiple data worksheets. plus additional adjacent columns to the right of that range. Ariba_Data_Params Specifies the customizable purple named fields on the left side of the worksheet. The data worksheet for data exported from Ariba reports can contain these four named ranges: Named Range Description Ariba_Data Specifies where to store the raw data exported from a report. Therefore. For more information on these fields. such as Ariba_Data_Params. The contents of this range refresh to document the exact filters (constraints) used the last time the template was used to export data. For more information on these fields. This range includes the Ariba_Data range.

from which to extract data. and the Source_Data field specifies a fact table that is different from the one specified in the pivot table. if you have selected only Year:2001 in your pivot table. data export uses the fact table specified in the Source_Data field and assumes that Fixed_Columns is TRUE. The following table describes the named fields that can be customized: Named Field Description Source_Data Specifies the name of an Ariba fact table. When Fixed_Columns is set to TRUE. you must specify a spend object in the Source_Data field. For example. ignoring any export options you specified in the Export Data page. only data from that year is part of the export. The purple fields can be modified. Setting Fixed_Columns to TRUE causes the template to query for exactly those columns defined as the column headers of the Ariba_Data range. such as Invoice or Purchase Order. see “Exporting Multiple Facts with a Single Template” on page 97. Therefore. Setting Fixed_Columns to FALSE specifies that the data to be exported to this template can change during the export. What you specify in the Export Data page defines the exact data exported. the yellow ones cannot be modified. The report exports only the column names in the Excel template. For example. if Fixed_Columns is FALSE. The Fixed_Columns field is also identified as the Ariba_Data_Param range. you might have formulas dependent on that location. the constraints you applied in the report pivot table are honored in the export.About Templates Chapter 10 Exporting Reports and Creating Excel Templates Named Fields In addition to named ranges. Setting Fixed Columns to TRUE is useful if you need to consistently export the same data to an exact column location in the Excel worksheet. 90 Ariba Spend Analysis User Guide . To use this field when exporting data from multiple facts. This field overrides the fact table specified in your Ariba report pivot table. the Source_Data field can be empty. If Fixed_Columns is FALSE. Fixed_Columns Specifies the columns of data to export. If Fixed_Columns is TRUE. which include details about the data in your Excel reports. the data worksheet for data exported from Ariba reports can contain seven named fields.

Sort_Fields Specifies names of measures. { constraintGroup } For details and examples.Chapter 10 Exporting Reports and Creating Excel Templates About Templates Named Field Description Query_Filters Specifies an additional selection constraint you want to apply to the exported data the next time this template is used to export data. to sort by ascending amount. delimited by semi-colons. see “Query Filter Syntactical Elements” on page 92. assume the report pivot table is dealing with the Purchase Order fact. To determine the sort order. If there are conflicts between the filters you specify here and the current constraints in the report pivot table. use the following Field_Mappings: InvoiceDate=PurchaseOrder. but the Excel template is exporting from the Invoice fact. To put the value of the purchase order date into the invoice date column in your spreadsheet. For example. the UNSPSC (L1) field’s raw name is UNSPSC. The constraints defined in the Query_Filters field are appended to the constraints defined in the report pivot table or data export definition. Express a Query_Filters constraint clause using the following syntax: fieldConstraint . Field_Mappings Specifies a mapping of exported columns from one fact to another. Region+ Ariba Spend Analysis User Guide 91 .OrderedDate Raw_Field_Names Specifies a comma-separated list of database names in dot notation for the fields included in the export. Use the Field_Mappings field only when your template specifies a Source_Data field that is different from the fact used in the report pivot table.Descending sort + Ascending sort For example. specify: Amount+ To sort first by category and then by region. specify: Category+ . Express a Field_Mappings clause using the following syntax: targetFieldname=sourceFieldname In the following example. You can have a maximum of three sort specifications.CategoryL1. you must append one of the following operators to the column name: . the filters in the pivot table take precedence. indicating how you want Excel to sort the measures exported from an Ariba report.

to pinpoint a specific value in a hierarchy).Month1970 *between* 372 -. with the individual clauses separated by the operators *AND* or *OR*.RegionID. (‘value’) A quoted string literal when using the *in* or *not in* operators. use the following query: InvoiceDate. The following example query extracts data from the second level of a hierarchy. • A constraint group is useful for recursive path traversal (for example. 92 Ariba Spend Analysis User Guide .RegionNameL1 *in* ('USA') *and* Region. using only specific years. constraintGroup A field constraint. • To extract data where the organization is only 'Corporate'.Year *between* 2006 -. such as Region. use the following query: Organization. a month is specified as an integer offset from January.About Templates Chapter 10 Exporting Reports and Creating Excel Templates Query Filter Syntactical Elements The following table defines each query filter syntactical element:.RegionName *in* ('Mid West')}.407. • To extract data from 1/2002 and 12/2003.2007. The top level of the hierarchy is ‘USA’ and the second level is ‘Mid West’: {Region. Dates have two forms: A year is specified as YYYY With the *between* operator. Here are some examples. *operator* Valid operators are: *in* indicates inclusion *not in* indicates an exclusion *between* indicates a range Asterisks are required.OrganizationNameL1 *in* ('Corporate'). • To extract data from 1/2006 and 12/2007. Element fieldConstraint Description AnalysisField A Ariba Spend Analysis database column name in dot notation. or dates when using the *between* operator. 1970: ### -. Multiple clauses must be separated by semi-colons. use the following query: OrderedDate. or another constraintGroup separated by the operators *AND* or *OR*.### The results of your date constraint is always displayed in this month notation. Constraint groups are clauses are surrounded by brackets ({}).

Chapter 10 Exporting Reports and Creating Excel Templates Creating a Template Read-Only Named Fields These yellow named fields are read-only and ensure that your Ariba Spend Management data is refreshed each time you export data: Named Field Description Applied_Filters The Applied_Filters field refreshes with a machine-readable rendition of the filters that were applied to the data set used with the most recent export. Use this field on your display sheets to let your viewers know exactly what constraints were applied to the exported data. see “Adding a Chart” on page 96. Creating a Template To create a customized template. see “Adding a Formula” on page 94. you can customize the template in these ways: • Change the selection criteria (constraints) to apply to the data that is imported from an Ariba report. This field is also part one of the four named ranges in a template: the Ariba_Filter_Description range. This field is also part one of the four named ranges in a template: the Ariba_Filter_Description range. • Change the format of Excel charts and pivot tables. or change chart appearance or type. you can start with one of the pre-defined Excel templates. After exporting your data to a pre-defined template. see “About Templates” on page 88. Do not enter anything into this field. The Applied_Filter_Description field is reserved. For example. • Add additional formulas in data worksheets that compute derived values from the imported data. Applied_Filter_ Description The Applied_Filter_Description field refreshes with a description of the filters that were applied to the data set used with the most recent export. you can add charts. For more information. Do not enter anything into this field. Ariba Spend Analysis User Guide 93 . The Applied_Filters field is reserved.

which contains the text “add formula here. 5 From the toolbar. 2 Click Actions and choose Configure Export. W To add a formula: 1 Open the customized template file and click the Data tab. choose File > Save As and save the template file to the location of your choice. 8 From the toolbar. After you have customized the template file. 94 Ariba Spend Analysis User Guide . Make sure you select one of the Microsoft Excel templates (Microsoft Excel templates begin with the word (Pivot_. 4 Click in the first formula cell and drag down the column until you reach the last row to copy the formula to all of the cells in the column. 6 Use Microsoft Excel’s Format Cells dialog box to format the data in the formula cells and click OK to apply the formatting. choose File > Save As and save the template file to the location of your choice. which contains the text “Sample. 2 Click in the first formula cell in the Ariba_Data_Extra range. and use the Ariba_Data_Extra range to apply formulas to data exported from Ariba Spend Management to the Ariba_Data range. right-click and choose Format Cells. you add formulas to the Ariba_Data_Extra range by entering formulas in cells in the area labeled Extra (Derived) Columns: Range “Ariba_Data_Extra”.Creating a Template W Chapter 10 Exporting Reports and Creating Excel Templates To create a customized template: 1 Open a report you want to export. In the template file. Adding a Formula You create formulas in a template as you would any Microsoft Excel formula. upload it as described in “Uploading a Template” on page 96.” 3 Enter the formula in the cell and press Enter. You can add any number of formulas in the Ariba_Data_Extra range area of your template file.” and enter a descriptive title for your formula column. which contains a sample formula column. 7 Click in the cell with the heading for the column of formula cells.) 4 Click Export Data to export the data in the pivot table. 3 Click the Excel 2000 Template radio button and select a template. 5 With all of the cells in the column still highlighted.

right-click and choose Format Cells. and enter a formula to calculate the percentage of total spend. click the cell to the right of the Total Spend cell and enter a title for the new formula column: Percentage of Total Spend 2 Click the first formula cell in this column. click Edit. if the first row of Invoice Spend exported from your pivot table is located in cell D14. the Commodity Analysis report includes the Invoice Spend data field The first formula in this example calculates total spend. W To create a formula for total spend: 1 Open the report. 10 Click the cell immediately above the first formula cell. The pivot table now displays data for both years in the report’s date range. The total spend is the sum of cells in the Amount column (in the Ariba_Data range). and data that spans a period of two years. Ariba Spend Analysis User Guide 95 . Select Currency and click OK to format the cells with a currency symbol and two decimal places. which contains the text “add formula here. You can use any report that includes data field that aggregates spend. directly under the title. For example. click in the first formula cell in the Ariba_Data_Extra range.Chapter 10 Exporting Reports and Creating Excel Templates Creating a Template Example: Creating Formulas for Total Spend This example describes the high-level steps for using the Ariba_Data_Extra range to apply a formula to calculate a percentage based on the data exported from Ariba Spend Management. you would enter the following formula: =(D14/F14) 3 Press Enter. 2 On the pivot table. and the Total Spend figure for that row is located in cell F14. 4 Click Export. 9 With the cells still highlighted. and then enter a range of dates that includes two years’ worth of data. and drag down the column until you reach the last row to copy the formula to all of the cells in the column. For example. which contains the text “Sample.” 6 Enter the formula to calculate the total spend: =SUM(Ariba_Data) 7 Press Enter. 8 Click the first formula cell and drag down the column until you reach the last row to copy the formula to all of the cells in the column. 5 In Microsoft Excel. This formula divides the amount in the Invoice Spend cell by the amount in the Total Spend cell for the row. such as Invoice Spend or PO Spend. where you just entered the formula. 3 In the Field Browser.” and enter a title for the column: Total Spend W To create a formula to calculate a percentage: 1 After creating the Total Spend formula. click the Accounting Date field menu and choose Show Field On: Column. 4 Click the first formula cell in the Percentage of Total Spend column. and the second formula shows what percentage of total spend for two fiscal years a single row in the report represents.

2 From the Microsoft Excel toolbar. click the Has Associated Source Data check box to preserve your fixed column settings. you must also select the fact associated with the new template from the pull-down menu. you can see it in the list of selectable templates in your Personal Workspace. you can also set up calculations using the Microsoft Excel pivot wizard. When you save the spreadsheet with your changes. right-click and choose Format Cells. You can also modify the existing chart displays on worksheets in the template. 2 Click Upload a New Template. 3 Click Browse and navigate to the file you want to use as a template. choose File > Save As and save the template file to the location of your choice. 5 If your template has fixed columns or a Source_Data field that specifies a fact. 96 Ariba Spend Analysis User Guide .Uploading a Template Chapter 10 Exporting Reports and Creating Excel Templates 5 With the cells still highlighted. 6 Click Upload to upload the new template. make any further adjustments. 3 Give the worksheet tab a descriptive name. you can upload it to Ariba Spend Analysis for later use. 4 Enter an optional description. see “Working with Excel Pivot Tables” on page 98. W To upload a new template: 1 With the report displayed. If you click the Has Associated Source Data check box. you can upload it to Ariba Spend Analysis. 7 From the toolbar. choose Insert > Worksheet. data range. Select Percentage and click OK to format the cells with a percent symbol and two decimal places. choose Insert > Chart. 5 Follow the steps in the Chart Wizard to select the chart type. Uploading a Template After saving the changes you made to the Excel file. 6 When you see the chart on the worksheet. After the template upload is complete. W To add a chart: 1 Open the customized template file. click Actions and choose Configure Export. 4 From the toolbar. 6 From the toolbar. Adding a Chart You can add a new chart to the template. and other options. Instead of using a formula to calculate a percentage. choose File > Save As and save the template file to the location of your choice.

Then. specify different constraints for each export. replace the hard-coded column numbers with the name of the Ariba_Data_Extra range. your pivot table will include them. For multi-fact export. To export data from multiple facts with a single template. 1 Select the Ariba_Data and Ariba_Data_Extra ranges. specify the name of a fact. Exporting Multiple Facts with a Single Template Using just a single template. the Fixed_Columns field for every worksheet in the template must be set to TRUE. Using this named range for your pivot table ensures that the next time you export more rows from an Ariba report. You have created AvgPerLine and DiscountedAmt in the Extra (Derived) Columns range. This example shows how to include non-Ariba Spend Management data in your formulas in the Extra (derived) Columns range.Chapter 10 Exporting Reports and Creating Excel Templates Exporting Multiple Facts with a Single Template Creating Derived Fields You can include non-Ariba Spend Management data in your formulas in the Ariba_Data_Extra range. 3 When prompted by the Excel pivot table wizard for the data source. you can export data from many different facts or from the same fact multiple times. create as many data worksheets as you have facts from which you wish to export and ensure that each data worksheet contains the required named fields and ranges. 2 From the toolbar. To export data from a single fact multiple times. The field DiscountedAmt does a lookup for a discount percentage from an associated table (from the rightmost set of cells): Creating a Microsoft Excel Pivot Table The Ariba_Data_Extra range can be the basis for a new Excel pivot table. Ariba Spend Analysis User Guide 97 . in the Source_Data field of each data worksheet. choose Data > Pivot Table and Pivot Chart Report.

such as average invoice spend per line based on Invoice Spend and Invoice Line Items. To create a calculated item in Microsoft Excel 2003 and earlier. In Excel. For example. You can use Excel features such as calculated items. which are similar in purpose to Ariba Spend Analysis pivot tables. The strength of Ariba Spend Analysis pivot tables is to allow you to manipulate large sets of data to isolate the specific data you are interested in. and groupings to further manipulate Ariba data in the Excel pivot table. The Excel pivot table wizard is an easy way to work with the data exported from Ariba Spend Management. To create a calculated field in Microsoft Excel 2003 and earlier. filter the data by displaying different pages. Grouping Cells To group values together on the pivot table. a pivot table report is an interactive table that you can use to summarize data. Excel displays calculated fields in new columns. hierarchy level values) in the same field and applying a formula to them. select the values you want to group. Calculated Items and Calculated Fields Excel pivot tables have two kinds of derived fields: calculated items and calculated fields. calculated fields. For example. Calculated Items You create a calculated item by selecting multiple values (for example. 98 Ariba Spend Analysis User Guide . you might want to create a calculated field that computes an average based on separate fields exported from an Ariba report. choose Options > Tools > Formulas > Calculated Field on the PivotTable Tools ribbon. and then right-click to display the formatting pull-down menu and choose a formatting option to group the cells. Excel displays calculated items in new rows. Calculated Fields Calculated fields in Excel are essentially the same as user-defined fields in Ariba Spend Analysis (also referred to as derived measures). choose Formula > Calculated Item on the PivotTable toolbar. or display the details for areas of interest. Once you have that data.Working with Excel Pivot Tables Chapter 10 Exporting Reports and Creating Excel Templates Working with Excel Pivot Tables You can perform some of the most powerful investigations of data with Excel pivot tables. Select the fields you want to use and enter the formula you want to apply to those fields. in Microsoft Excel 2007. choose Options > Tools > Formulas > Calculated Item on the PivotTable Tools ribbon. Select the field and items you want to use and enter the formula you want to apply to those items. You can rotate its rows and columns to see different summaries of the source data. you can work with it in an Excel pivot table for speedy analysis and operations independent of Ariba Spend Analysis. choose Formula > Calculated Field on the PivotTable toolbar. in Microsoft Excel 2007. you might want to compute the sum of data for two individual rows on the Excel pivot table.

. Ariba Spend Analysis User Guide 99 .xls The title of any report that has an associated Excel template ends with the characters (XLS). the default preselected template is indicated by parentheses.xls Microsoft Excel 2000 or 2003 Pivot_Area_PieExcel97.xls Microsoft Excel 2000 or 2003 Pivot_Bar_PieExcel97.Chapter 10 Exporting Reports and Creating Excel Templates Working with Excel Reports Working with Excel Reports This section describes the Microsoft Excel templates that come with Ariba Spend Management.xlsx Microsoft Excel 2007 Pivot_Bar_Pie. The following table lists the default templates for different versions of Microsoft Excel: Use this template. With this version..xls Microsoft Excel 97 Pivot_Area_PieExcel2007. Pivot_Area_Pie. The default pie and bar chart templates used during data export to Microsoft Excel are in the Ariba Prepackaged Reports > General Templates folder...xlsx Microsoft Excel 2007 In the scrolling list of templates displayed when a user configures the data export to Excel.xls Microsoft Excel 97 Pivot_Bar_PieExcel2007. The associated template is located in a folder named Excel Templates in the same folder as the report that uses it. For example: (Pivot_Bar_Pie).

Working with Excel Reports 100 Chapter 10 Exporting Reports and Creating Excel Templates Ariba Spend Analysis User Guide .

where it is available to all users running reports. For example. You must switch to the data load schema before you can submit enrichment change requests. It may also provide more detailed classification of commodities and services using the UNSPSC or another taxonomy. you can submit requests from the report pivot table to change how Ariba Data Enrichment enriches data. 2 Click the Use data load schema check box. Viewing Reports from the Data Load Schema There are two database schemas for Ariba Spend Analysis report data: the data load schema and the presentation schema. such as credit rating information. 4 Click Done. click Preferences > Change reporting preferences. W To view reporting data from the data load schema: 1 On the command bar. Data in the data load schema has been loaded but not yet verified and pushed to the presentation schema. or that a widget is grouped in with the wrong category of commodities. parent company information. If your company has enabled enrichment feedback and you are authorized to provide it. 3 Click OK to apply the preference. Log out of Ariba Spend Management and log back in to begin viewing data from the data load schema. it is evaluated and changes are made to enrichment results where appropriate. Enriched data includes more information on suppliers. and whether or not the company is minority or disadvantaged-owned. These corrections appear in reports when the corrected enrichment response data is loaded for reporting. you might notice that a supplier is associated with the wrong parent company.Chapter 11 • • • • Requesting Enrichment Changes “About Enrichment Change Requests” on page 101 “Viewing Reports from the Data Load Schema” on page 101 “Creating an Enrichment Change Request” on page 102 “Reviewing an Enrichment Change Request” on page 103 About Enrichment Change Requests With the Ariba Ariba Spend Analysis solution package. After the request has been approved and sent to Ariba Data Enrichment. your data is enriched by Ariba Data Enrichment to improve commodity and supplier classification. Ariba Spend Analysis User Guide 101 . You can only submit enrichment change requests when you are viewing reporting data from the data load schema.

W To create an enrichment change request: 1 In your report. 5 Review the filters captured from the report where you made the request and click Edit Filters to make any necessary changes. filter the data so that the report explicitly includes the hierarchy value for which you want to request the enrichment change. The enrichment change request captures information about where you are making the request. click Actions and choose Request Enrichment Change. 4 Describe your request in the Change Request text box. For example. 7 Click OK to submit the request for approval. 6 After editing the report’s filters. click Return to Enrichment Change Request to complete the request and submit it for approval. use the UNSPSC or Part Name field menus to select UNSPSC or part values.Creating an Enrichment Change Request Chapter 11 Requesting Enrichment Changes Creating an Enrichment Change Request You create an enrichment change request from the report pivot table. Open enrichment change requests are stored in the Ariba Spend Analysis Enrichment Change Requests folder. which you can view by clicking Search > Knowledge Project on the command bar and clicking the Vault link. including the report you are viewing and the filters you have applied to the report. 2 On the report pivot table. to request a change in the enrichment of a commodity classification. 102 Ariba Spend Analysis User Guide . 3 Enter a name for the enrichment change request in the Title text box.

or reject those requests. 2 In the task list. If your enrichment change request has been denied by a reviewer. The enrichment change requests you submitted or are assigned to approve appear on your To Do list. If you are assigned to approve the request. W To review an enrichment change request: 1 Click Manage > My Tasks on the command bar. 6 Enter an optional comment in the Message text box and click OK. click the task name and choose Edit to edit or review the details of the enrichment change request. 5 Click Approve to approve the request or Deny to deny it.Chapter 11 Requesting Enrichment Changes Reviewing an Enrichment Change Request Reviewing an Enrichment Change Request You review an enrichment change request after it has been submitted. you can approve or deny a task from the task list without viewing its details by clicking it and choosing Approve or Deny. If you are designated as an approver for requests made by others. you can submit it for a new approval round by clicking New Round on the Approval Task page. click the task and choose View Task Details to display the approval details. 4 After reviewing the enrichment change request details and making any necessary edits to filters. approve. you can edit. click OK to return to the Approval Task page. Ariba Spend Analysis User Guide 103 . 3 On the Approval Task page.

Reviewing an Enrichment Change Request 104 Chapter 11 Requesting Enrichment Changes Ariba Spend Analysis User Guide .

as well as prepackaged opportunity searches. These default analytical. For example. In addition to the standard data fields associated with each of the supplied facts. many of the reports contain user-defined fields based on these data fields.Appendix A Prepackaged Reports and Facts • “Prepackaged Reports and Searches” on page 105 • “Reporting Facts” on page 121 Prepackaged Reports and Searches The description of each prepackaged report or opportunity search includes a list of the data elements used in the report. and compound reports and opportunity searches are delivered with Ariba Spend Analysis as a basis for your own customization or adaptation for your particular organization’s needs. sometimes unclassified data has been excluded from the pivot table view for easier recognition of other trends. Within the Spend Visibility Reports folder are reports relating to invoice and purchase order spend. This section describes reports in the default configuration. Spend Visibility Reports. the data has been constrained to illustrate a type of analytical report. parameterized. Ariba Spend Analysis User Guide 105 . The best way to become familiar with the reports is to work with them. In some reports. The reports are grouped into folders by area. for example. The following reports and searches are located in the Spend Visibility Reports folder. The reports that are available to you depend your organization’s Ariba Spend Management solution configuration.

active suppliers. Annual Inflation Cost Per Supplier By Analyze your part spend by supplier and commodity to determine if prices are rising by Commodity supplier or commodity. active suppliers. suppliers. Drill down or filter by UNSPSC. Drill into the details to review detailed item-level information aid in your savings opportunity identification and strategic sourcing decisions. company.. This report displays invoice spend. Identify opportunities for savings in part price inflation by commodities and parts. company. and quantity for UNSPSC (L1) top-level commodity categories by accounting year in aggregate view. part name. and unit of measure. This report displays invoice spend and count for UNSPSC (L1) top-level commodity categories in aggregate view. calendar accounting date. To. This report displays invoice spend. Identify opportunities for savings in part price inflation by supplier items. cost center. Slice and dice deeper into commodities that have part unit price inflation to the actual parts/items to determine what commodities.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Commodity Analysis Use this report. fiscal accounting date. active suppliers. Identify areas of savings opportunities. region. active accounts.. Drill down or filter by calendar accounting date. part name. or buyers are involved in increased pricing. calendar accounting date. active accounts. etc. region. cost center. Commodity Trend Analysis Analyze changes in spend by commodity over a time period. unit price. minimum and maximum unit price. and unit of measure. Commodity Analysis Analyze spend by commodity. cost center. unit price. part name. region. part name. and unit of measure. fiscal accounting date. Identify areas of savings opportunities and drill into the details to review detailed item-level information to aid in your savings opportunity identification and strategic sourcing decisions. number of invoices per commodity. Drill down or filter by UNSPSC. and quantity for UNSPSC (L1) top-level commodity categories by accounting year in aggregate view. calendar accounting date. region. active accounts. 106 Ariba Spend Analysis User Guide . This report displays invoice spend for calendar accounting months by UNSPSC (L1) top-level commodity category in aggregate view. Annual Inflation Cost Per Part By Commodity Analyze your part spend to determine if prices are rising per item.. company. Slice and dice deeper into commodities that have part unit price inflation to the actual parts/items to determine what suppliers are involved in increased pricing. company. Begin with the big picture and identify a range of spend amounts for commodities. supplier parent. and unit of measure. UNSPSC. cost center. Begin with the big picture and identifies spend amounts.. supplier parent. Drill down or filter by UNSPSC.

off PO spend percentage. calendar accounting date.. and unit of measure. or unit of measure. Drill down or filter by UNSPSC. This report displays invoice spend. Premium Costs By Commodity Analyze your purchase order price against invoiced unit price to determine if you are paying a premium over your negotiated price by commodity and part. and invoice unit price for UNSPSC (L1) top-level commodity categories in aggregate view.. Spend Concentration Analysis By Commodity Analyze commodity spend at the part level to determine potential sourcing opportunities by identifying commodities with large amounts of spend on a small number of parts. active suppliers. Off-Contract Spend by Commodity Analyze off-contract spend by commodity to determine if your company is failing to realize savings through maverick spend and identifies opportunities to further negotiate contracts in specific commodities to improve savings. cost center. price alignment cost. and quantity for UNSPSC (L1) top-level commodity categories in aggregate view. Determine if your purchasing controls are effectively enforcing your negotiated prices with suppliers. part name. maximum. and unit prices and quantities per part to identify savings opportunities.Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches Use this report. off PO spend. invoice unit price. Drill deeper into commodity categories that have a large number of parts as one of the inputs in your sourcing opportunity analysis. active suppliers. Drill down or filter by UNSPSC. cost center. Purchase price alignment cost is the cost or lost savings of different business units purchasing the same items from the same supplier at varying. cost center. To. and minimum unit price. part name. region. company. and commodity count for UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. calendar accounting date.. cost center. premium spend. active suppliers. company. Drill down or filter by UNSPSC. This report displays invoice spend. company. and unit of measure. active accounts. calendar accounting date. and enriched supplier parent. active suppliers. This report displays invoice spend. active suppliers. part name. part name. region. Purchase Price Alignment Cost By Commodity Analyze whether your organization is losing savings on each commodity by not aligning purchase prices with individual suppliers. Drill down or filter by UNSPSC. fiscal accounting date. cost center. region. your organization’s custom commodity categories. region. Drill down or filter by UNSPSC. active accounts. This report displays part counts and average invoice spend per part for UNSPSC (L1) top level commodity categories in aggregate view. and invoice quantity for UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. Purchase Price Variance By Commodity Analyze differences in prices for commodities by supplier over time to identify savings opportunities. This report displays invoice spend.. Ariba Spend Analysis User Guide 107 . and unit of measure. active accounts. higher prices. price variance cost. calendar accounting date. unit price. invoice count. active accounts. company. This report focuses on commodity price variances and allows you to drill deeper by commodity and part into your supply base to analyze minimum. variance cost percentage. part name.

Spend Variance Analysis By Commodity Analyze trends or variances in prices over time (year. Price effects are changes in spend as a result of changes in average prices (holding volume constant). and unit of measure. supplier optimization cost and percentage. and ERP supplier count for UNSPSC (L1) top-level commodity categories. demand management policies are likely to yield the greatest savings. and part. or because you are buying from the same supplier under different ERP Supplier names. Added together. and enriched supplier parent. Analyze variance in spend over time and examine how much of that variance is Price Effects explained by volume changes versus price changes. Drill into commodities and filter by part name to analyze where price and volume effects have been most significant in your spend. cost center. part name. active suppliers. This report displays invoice spend. Drill down by part and supplier to analyze unit prices and quantities by item and supplier to aid in the rationalization of your supplier base. Appendix A Prepackaged Reports and Facts To. price effects and volume effects equal the total spend variance. Spend Variance Analysis .. This report focuses on commodity spend variances and allows you to drill deeper by commodity and part into the supply base to recognize trends and variances and identify savings opportunities. active suppliers. total quantity effect (difference between current and previous invoice spend * unit price). Analyze the effects of supplier enrichment and identify commodities where you might have previously unknown leverage with suppliers because you are buying from a number of children of a parent supplier. active suppliers. fiscal accounting date. region. Drill down or filter by UNSPSC. Significant positive price effects indicate that contract negotiation might yield significant savings. parent-child ratio (enriched supplier parent count / enriched supplier count). active suppliers. enriched supplier count. Supplier Leverage Analysis By Commodity Compares count of ERP suppliers. your organization’s custom commodity categories. calendar accounting date. enriched suppliers and supplier parents by commodity and calculates the ratio of supplier parents to enriched suppliers (Parent-Child Ratio) and ratio of enriched supplier to ERP suppliers (Enriched-ERP Supplier Ratio). active accounts. calendar accounting date. purchasing company. and invoice quantity for UNSPSC (L1) top-level commodity categories. part name. Drill down or filter by UNSPSC.. active accounts. region.Prepackaged Reports and Searches Use this report. and enriched supplier parent.Volume vs. Drill down or filter by UNSPSC. quarter month) by commodity. enriched supplier parent count. Drill down or filter by UNSPSC.. company. minimum and maximum invoice unit price. your organization’s custom commodity categories. and unit of measure. supplier. enriched-ERP supplier ratio (enriched supplier count / ERP supplier count). This report displays invoice spend. This report displays invoice spend for UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. Volume effects are changes in spend as a result of changes in volumes purchased (holding unit prices constant). This report displays invoice spend. 108 Ariba Spend Analysis User Guide . Supplier Optimization By Commodity Analyze spend by commodity across suppliers to determine if your organization is paying different prices for the same items across multiple suppliers. if much of your positive spend variance is explained by volume effects.. cost center. and total price effect (difference between current and previous invoice spend * quantity effect) for part names by calendar accounting year in aggregate view.

Counts for Item. region. and supplier parent. active supplier. with data on total invoice spend for each company site. region. This report displays invoice spend for regions in aggregate view. cost center. Site. Total Invoice Spend and Lines by Source system.. and accounting date. calendar accounting date. line count. Drill down or filter by region. active supplier. commodity count. and company site count in aggregate view. and region. Spend by Company Site. with data on total invoice supplier count. Drill down or filter by calendar accounting date. Total Supplier Invoice Spend and Invoice Lines. Spend by Company Site Analyze spend volume by company site. and UNSPSC (L1) top-level commodity category. source system. etc. active supplier. Spend by Company Geography Analyze spend volume by company geography. supplier parent. Filter further by active supplier.. Spend by Accounting Date Analyze spend volume by date. source system. active supplier. Commodity. This report is a compound report that includes the following components: QA Data Validation Summary. with data on the total invoice spend and line item count for each source system. source system.. and supplier parent. Spend by Company Geography.. Counts for Item. company. This report displays invoice spend for company sites in aggregate view. calendar accounting date. source system.. line count. Supplier. Ariba Spend Analysis User Guide 109 . This report displays invoice supplier count. To. Commodity. with data in invoice spend and line item count for each supplier. Spend by Accounting Date. Analyze overall transaction volume. Drill down or filter by accounting date. and source system count.Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches QA Reports Use this report. with data on total invoice spend for accounting dates. Supplier. This report displays invoice spend for calendar accounting dates in aggregate view. Drill down or filter by company site. with data on total invoice spend. with data on total invoice spend for each region. source system. QA Data Quality Overall Report An overall view of invoice transaction volume. Site. commodity count. and company site count. line count. etc.

This opportunity search displays invoice spend percentile. To. average split line items per invoice. and UNSPSC. cost center count. cost center. supplier optimization percentage. This opportunity search displays invoice count. and supplier optimization percentage for commodities. region. single. and average split line items per invoice.. calendar accounting date.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Use this report. region. average invoice spend per part. Find Small Items Purchased Frequently On Single Item POs Identify which commodities account for frequent. company.or small-item invoices to the same cost center to determine if your organization can realize savings by improving purchasing efficiency. average invoice spend per part. and UNSPSC commodity category. This opportunity search displays invoice count.. Total Spend and Invoice Lines by Source System Analyze invoice spend and transaction volume by source system. and UNSPSC commodity category. Big Impact Sourcing Projects Identify which commodities in your supply base account for a relatively large percentage of invoice spend with varying prices across multiple suppliers. This report displays invoice spend and line item counts for source systems in aggregate view. and UNSPSC. part count. average invoice spend per invoice.. Drill down or filter further by invoice count. Make an impact on spend by creating competitive sourcing projects for a relatively small number of parts. Drill down or filter by source system. average spend per invoice.... Drill down or filter further by invoice count. and UNSPSC. Total Supplier Invoice Spend and Invoice Lines Analyze invoice spend and transaction volume by supplier.. company site. and average split line items per invoice. source system. part count. Find Categories Needing Order Consolidation Identify which commodities your organization is purchasing frequently and in small quantities to determine if your organization can realize savings by consolidating orders. To. Drill down or filter further by invoice spend percentile.. cost center count. average split line items per invoice. Opportunity Analysis Use this opportunity search. calendar accounting date. 110 Ariba Spend Analysis User Guide . This report displays invoice spend and line item counts for suppliers. Drill down or filter by supplier.

Price Reduction From Too Few Suppliers Identify which commodities your organization is purchasing from a relatively small number of suppliers per cost center to determine if your organization can realize savings by introducing more competition into its supplier selection. enriched supplier count.. Supplier Fragmentation Identify which commodities your organization is purchasing from a relatively large number of suppliers per cost center and which suppliers account for a large or small percentage of the spend on the commodity to determine whether your organization can realize savings and improve efficiency by eliminating a number of suppliers that only account for a tiny fraction of spend. enriched supplier count. To. This opportunity search displays invoice spend. Ariba Spend Analysis User Guide 111 . invoice spend percentile. and average invoice spend per enriched supplier. part count. cost center count..Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches Use this opportunity search. Drill down or filter data further by price variance percentage. and UNSPSC. and enriched supplier count. enriched supplier count. and UNSPSC. enriched supplier count. and cost center count. Drill down or filter data further by invoice spend. and UNSPSC. enriched supplier count. Determine whether your organization can realize savings by consolidating purchasing with fewer suppliers at more advantageous prices. invoice spend percentile. This opportunity search displays price variance percentage.. Drill down or filter data further by invoice spend. Price Reduction From Price Differences Identify which commodities in your supply base account for a relatively large percentage of invoice spend with price variances across large numbers of suppliers. This opportunity search displays invoice spend.. cost center count. cost center count. part count.

cost center. purchasing company. region. Drill down or filter by user. UNSPSC. part name. cost center. active account. unit of measure. purchasing company. active suppliers. Identify opportunities for savings in part price inflation by supplier and item. 112 Ariba Spend Analysis User Guide . This report displays invoice spend. active supplier. fiscal accounting year. active suppliers. UNSPSC. supplier parent. Buyer Analysis (Invoice) Show spend for the buyers in your organization based on invoice data. region. Annual Inflation Cost Per Supplier By Perform detailed cost analysis on your supplier spend by organization to determine if Organization prices are rising by supplier or commodity. active account. part name. and unit of measure. Buyer Analysis (PO) Show spend for the buyers in your organization based on purchase order data.. Drill down or filter by region. Drill down or filter by user. Geographic Location Analysis Analyze spend by geographic location or operating unit.. cost center. quantity. This report displays invoice spend. Determine whether buyers are purchasing the same commodities from different suppliers and losing the savings potential of demand aggregation. and part name. and unit of measure. active accounts. This report displays invoice spend for regions in aggregate view. and minimum and maximum unit price for requesting users in aggregate view. calendar ordered date. active suppliers. calendar accounting date. active accounts.. Annual Inflation Cost Per Part By Organization Perform detailed cost analysis on your part spend by organization to determine if prices are rising by supplier or commodity. and unit price for purchasing companies and UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. minimum and maximum unit price. unit price. active accounts. purchasing company.. UNSPSC. minimum and maximum unit price. part name. Drill down or filter by UNSPSC. This report displays invoice spend. active suppliers. and unit of measure. region. Slice and dice deeper into suppliers and commodity categories that have part unit price inflation to the actual parts/items to determine what suppliers are involved in increased pricing. and unit of measure. Slice and dice deeper into commodity categories that have part unit price inflation to the actual parts/items to determine what suppliers are involved in increased pricing. Drill down or filter by purchasing company. quantity.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Organization Analysis Use this report. To. calendar accounting date. Identify opportunities for savings in part price inflation by supplier items. cost center. part name. cost center. This report displays purchase order spend and unit price for requesting users in aggregate view. and unit price for purchasing companies and active suppliers by calendar accounting year in aggregate view. calendar accounting date. region.

. Ariba Spend Analysis User Guide 113 . off-PO spend percentage. cost center. number of suppliers. active account. off-PO spend. active supplier. To. fiscal accounting date.. and unit of measure. part name. active account. This report displays invoice spend. price alignment cost. Drill down or filter by purchasing company. Organizational Spend Trend Analysis Show spend patterns across buying organizations and time to visually identify trends and savings opportunities. active supplier. This report displays invoice spend for calendar accounting months by low-level purchasing companies in aggregate view. Drill down or filter by purchasing company. Drill down or filter by purchasing company. This report displays invoice spend and unit price and premium spend for purchasing companies in aggregate view. active account. Premium Costs By Organization Analyze your organization’s spend by contract or purchase order price against your invoiced unit price to determine if you are paying a premium over your negotiated price by commodity and purchasing company. active accounts. This report displays invoice spend. cost center. purchasing company. region. calendar accounting date. active suppliers. UNSPSC. Determine if your purchasing controls or contracts are effectively enforcing your negotiated rates with suppliers. active accounts. and identify opportunities to further negotiate contracts in specific commodities to drive savings deeper. region. calendar accounting date. cost center.Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches Use this report. invoice unit price and minimum unit price. and so forth. higher prices. Drill down or filter by purchasing company. part name. cost center.. Drill down or filter by calendar accounting date. part name. Off-Contract Spend By Organization Identify which parts of your organization are purchasing off-contract to determine if maverick spend is leading to unrealized savings. calendar accounting date. part name. This report displays invoice spend and count for low-level purchasing companies in aggregate view. Purchase price alignment cost is the cost or lost savings of different business units purchasing the same items from the same supplier at varying. UNSPSC. part name. region. number of commodities. Purchase Price Alignment Cost By Organization Analyze if you are losing savings because different parts of your organization aren’t aligning purchase prices with individual suppliers. region. UNSPSC. and unit of measure.. and invoice unit price and quantity for low-level purchasing companies by calendar accounting date in aggregate view. region. Begin with the big picture and identify organizational spend amounts. active supplier. cost center. and invoice quantity for purchasing companies and UNSPSC (L1) top-level commodity categories in aggregate view. calendar accounting date. UNSPSC. Organization Analysis Analyze spend by organization. and unit of measure. and unit of measure. active supplier. UNSPSC. and unit of measure.

and unit of measure. This report focuses on commodity price variances. and part into your supply base to view spending trends and variances and identify savings opportunities. Purchase Price Variance By Organization Analyze price differences for commodities purchased from different suppliers across time (year. and parts/items. This report focuses on organizational spend variances. part name. and unit of measure. variance cost percentage. This report displays invoice spend. commodity. or month) by commodity. calendar accounting date. UNSPSC. Spend Variance Analysis By Organization Analyze trends or variances in prices over time (year. and part into your supply base to identify savings opportunities. invoice unit price. drill deeper by organization.. Supplier Optimization By Organization Analyze spend by organization across your suppliers to determine if your business units are paying different prices for the same commodities across multiple suppliers. supplier optimization cost and percentage. quarter.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Use this report. active supplier. part name. This report displays invoice spend for low-level purchasing companies by fiscal accounting year in aggregate view. invoice unit price. 114 Ariba Spend Analysis User Guide . active account. cost center. cost center. supplier. active account. UNSPSC.. UNSPSC. commodity. region. or month). active account. and invoice quantity for low-level purchasing companies in aggregate view. price variance cost. active supplier. part name. active supplier.. Drill down by part and supplier to analyze unit prices and quantities by item and supplier to aid in the rationalization of your supply base. region. This report displays invoice spend. cost center.. drill deeper by organization. quarter. Drill down or filter by calendar accounting date. and unit of measure. Drill down or filter by purchasing company. and minimum and maximum unit price for low-level purchasing companies in aggregate view. region. Drill down or filter by calendar accounting date. To.

HUB Zone MWOB Suppliers .. including minority-owned. number of suppliers..8A MWOB Suppliers .Veterans MWOB Suppliers . Commodity Overview Report See an overall picture of your organization’s purchasing activities for specific commodity categories. This report is a compound report that includes the following components: MWOB Analysis . calendar accounting date. MWOB Suppliers Overview See an overall picture of your organization’s spend with suppliers that meet diversity criteria.Small Disadvantaged Businesses MWOB Suppliers . total spend by commodity. and number of purchasing company sites Commodity Trend Analysis Spend Variance By Supplier and Commodity Analysis Supplier Optimization By Commodity Annual Inflation Cost Per Part By Commodity Organization Analysis Commodity Analysis Premium Costs By Commodity Purchase Price Variance By Commodity The report is parameterized on UNSPSC.Women Owned MWOB Supplier Analysis MWOB Suppliers . supplier optimization cost. and purchasing company site. women-owned. supplier. To. Filter further by UNSPSC. This report is a compound report that includes the following components: Commodity Summarized View with data on UNSPSC (L1) top-level commodity categories.. price variance cost. so you must choose the commodities you want to run it for.. and veteran-owned businesses.Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches Spend Overview Reports Use this report.Minority Owned Ariba Spend Analysis User Guide 115 .

price variant cost. and invoice count Organizational Spend Trend Analysis Supplier Spend Analysis Commodity Analysis Off-Contract Spend By Organization Premium Costs By Organization The report is parameterized on purchasing company site. purchasing company site.. This report is a compound report that includes the following components: Organization Summary Spend View with data on purchasing companies. off PO spend. price variance cost. To. Supplier Overview Report See an overall picture of your organization’s spend with specific suppliers. credit rating. Organization Overview Report See an overall picture of spend by organization.. Off-Contract Spend By Supplier Purchase Price Alignment Cost by Supplier This report is parameterized on supplier. This report is a compound report that includes the following components: Supplier Summarized Spend View with data on off PO spend. price alignment cost. premium cost. off PO spend percentage. invoice count. number of ERP suppliers. and revenue rating ERP Supplier Analysis Supplier Spend Trend Analysis by Buying Org. diversity status. Geographic Source Analysis Commodity Analysis Purchase Price Variance By Supplier Supplier Spend Analysis Supplier Profile Overview. commodity count. UNSPSC. MWOB Supplier Detail Reports 116 Ariba Spend Analysis User Guide . Filter further by calendar accounting date.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Use this report. Filter further by calendar accounting date. off PO spend percentage. purchasing company site count... so you must choose the suppliers you want to run it for. supplier count. with data on enriched supplier parent. commodity count. total spend by organization. so you must choose the purchasing company sites you want to run it for. diversity suppliers. and UNSPSC. and active supplier. and total spend by supplier.

Small Disadvantaged Businesses Analyze your organization’s spend with suppliers that have Small Business Administration Small Disadvantaged Business certification. and enriched supplier count for enriched HUBZone suppliers in aggregate view. This report displays invoice spend.. and enriched supplier count for enriched small disadvantaged business suppliers in aggregate view. Analyze your organization’s spend with veteran-owned suppliers.. and enriched supplier count for enriched SBA8A suppliers in aggregate view.8A Analyze your organization’s spend with suppliers that have Small Business Administration 8(a) certification. This report displays invoice spend. MWOB Suppliers . invoice count.Veterans Prepackaged Reports and Searches To. MWOB Suppliers .Appendix A Prepackaged Reports and Facts Use this report. This report displays invoice spend. Drill down or filter by small disadvantaged business supplier. MWOB Suppliers .Women Owned Analyze your organization’s spend with women-owned suppliers. invoice count. and enriched supplier count for enriched woman-owned businesses.. Drill down or filter by woman-owned supplier. and enriched supplier count for enriched veteran-owned suppliers and enriched disabled veteran-owned suppliers in aggregate view. MWOB Suppliers . invoice count. invoiced count. This report displays invoice spend. invoice count. Ariba Spend Analysis User Guide 117 . This report displays invoice spend. MWOB Analysis ..HUB Zone Analyze your organization’s spend with suppliers that have Small Business Administration Historically Underutilized Zone certification. Drill down or filter by SBA8A supplier. Drill down or filter by veteran-owned supplier and disabled veteran-owned supplier. Drill down or filter by HUBZone supplier.

Geographic Source Analysis Analyze your organization’s spend with suppliers by geographic location. line count. and enriched supplier count for enriched diversity indicator and diversity ethnicity suppliers in aggregate view. woman-owned supplier. and company site count for ERP suppliers in aggregate view. active account. quantity. Drill down or filter by active supplier. unit price. UNSPSC. and purchasing company site count for supplier countries in aggregate view. Drill down or filter by active supplier. disabled veteran-owned supplier. and unit of measure. Annual Inflation Cost By Supplier Per Perform detailed cost analysis on your supplier spend by part. Determine whether your organization is purchasing the same commodities from suppliers that are identified as separate units in your ERP systems to identify opportunities to negotiate advantageous pricing. fiscal accounting date. part name.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Supplier Analysis Use this report. parent-child relationships between suppliers. Slice and dice deeper into suppliers and commodities that have part unit price inflation and into the actual parts/items to determine what suppliers and commodities are involved in increased pricing and identify savings opportunities. calendar accounting date. Drill down or filter by diversity indicator supplier. SBA8A supplier.. cost center. small disadvantaged business supplier. part name. active account. and veteran-owned supplier. commodity count. region. count. cost center.. To. This report displays invoice spend. and unit of measure. minority-owned supplier. active supplier. UNSPSC.. UNSPSC. active account. active account. UNSPSC. purchasing company. and quantity for active suppliers and UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. commodity count. Minority Owned Ethnicity Details Analyze your organization’s spend with supplier that meet ethnicity diversity criteria. calendar accounting date. purchasing company. and so forth. Drill down or filter by supplier country. This report displays invoice spend. Slice and dice deeper into Part suppliers and items/parts that have part unit price inflation to determine what suppliers and parts are involved in increased pricing and identify savings opportunities. ERP Supplier Analysis Analyze spend by supplier. cost center. line count. Drill down or filter by ERP supplier. supplier country. and minimum and maximum unit price for active suppliers by calendar accounting year in aggregate view. This report displays invoice spend. purchasing company. part name.. company. cost center. calendar accounting date. supplier country. diversity ethnicity supplier. region. region. This report displays invoice spend. part name. calendar accounting date. and unit of measure. Determine which countries and locations account for your spend. Annual Inflation Costs Per Supplier Perform detailed cost analysis on your supplier spend to determine if prices are rising by supplier or commodity category. invoice unit price. region. active supplier. HUBZone supplier. Begin with the big picture and identify supplier spend. 118 Ariba Spend Analysis User Guide . the number of commodities you’re buying from them. and unit of measure. source system. This report displays invoice spend.

Purchase price alignment cost is the cost or lost savings of different business units purchasing the same items from the same supplier at varying. region. UNSPSC. and unit of measure. enriched supplier count.. Premium Costs By Supplier Analyze your spend by supplier to determine if contract or purchase order prices are lower than invoiced prices and determine if you are paying a premium over your negotiated price by commodity and part/item.Appendix A Prepackaged Reports and Facts Prepackaged Reports and Searches Use this report. purchasing company. invoice unit price. and unit of measure. and invoice unit price and quantity for active suppliers by calendar accounting year in aggregate view. cost center. Purchase Price Alignment Cost By Supplier Identify which suppliers are charging your business units different prices for the same item. off PO spend percentage. part name. This report displays invoice spend. Drill down or filter by active supplier. This report displays invoice spend.. supplier parent.. active supplier. calendar accounting date. This report displays invoice spend. region. supplier country. part name. purchasing company. region. and premium cost percentage for active suppliers in aggregate view. and unit of measure. Drill down or filter by active supplier. cost center. purchasing company. active account. This report focuses on which suppliers account for the most price variance. region. and supplier revenue rating. To. Drill down or filter by diversity indicator supplier. Drill down or filter by active supplier. Off-Contract Spend By Supplier Identify which suppliers your organization is purchasing with off-contract to determine if maverick spend accounts for unrealized savings. MWOB Supplier Analysis Analyze supplier spend that meets diversity supplier diversity criteria to determine which business units and organizations have diversity spend and of what type. and commodity count for active suppliers in aggregate view. supplier credit rating. purchasing company. UNSPSC. This report displays invoice spend. active account. calendar accounting date. and invoice count for diversity indicator suppliers in aggregate view. cost center. cost center.. off PO spend. fiscal accounting date. premium spend. Purchase Price Variance By Supplier Analyze differences in prices for items by suppliers. calendar accounting date. calendar accounting date. higher prices. part name and unit of measure. Drill down or filter by active supplier. Determine if you are losing savings by not aligning purchase prices with individual suppliers. price variance cost percentage. Uncover opportunities to further negotiate contracts with specific suppliers to drive savings deeper. Ariba Spend Analysis User Guide 119 . calendar accounting date. active account. UNSPSC. part name. This report displays invoice spend and price alignment cost for active suppliers and UNSPSC (L1) top-level commodity categories in aggregate view. Determine if your purchasing controls or contracts are effectively enforcing your negotiated rates with suppliers. UNSPSC. purchasing company. price variance cost.

This report displays invoice spend. Drill down by part and supplier to analyze unit prices and quantities to aid in the rationalization of your supply base. active supplier. commodities. This report displays invoice spend for active suppliers and UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate view. calendar accounting date. purchasing company. region. commodity count. part name. Determine which percentage of spend in each business unit is diverse spend. Drill down or filter by calendar accounting date. Supplier Financial Rating Analysis Perform critical supplier profile and financial analysis by examining supplier credit and revenue ratings to assist in risk assessments and risk management. and purchasing company. active account. region. supplier credit rating. and site count for active suppliers in aggregate view. This report displays invoice spend for active suppliers by enriched revenue rating and enriched credit rating in aggregate view. calendar accounting date. active account. supplier optimization cost percentage.. Begin with the big picture and identify supplier spend. and unit of measure. Supplier Commodity Analysis Analyze spend by supplier and commodity. and so forth. This report displays invoice spend. revenue rating. region. credit rating. Drill down or filter by active supplier. purchasing company. Drill down or filter by active supplier. To.. Drill deeper by organization. calendar accounting date. cost center. This report displays invoice spend. commodity. Supplier MWOB Spend Percentage Analysis Analyze total spend by diversity and type. and purchasing site count for active suppliers and UNSPSC (L1) top-level commodity categories in aggregate view.. This report displays invoice spend for diversity status categories in aggregate view. Supplier Optimization Costs By Supplier Identify suppliers that have multiple price plans for the same items across your organization.Prepackaged Reports and Searches Appendix A Prepackaged Reports and Facts Use this report. Drill down or filter by active supplier. and UNSPSC. and unit of measure. Drill down or filter by UNSPSC. supplier country. calendar accounting date. Drill down or filter by diversity status. 120 Ariba Spend Analysis User Guide . Supplier Spend Analysis Analyze spend by supplier. cost center. region. and item/part into your supply base to identify savings opportunities. Identify areas of potential savings opportunities and drill into the details to review item-level information. fiscal accounting date. supplier country. UNSPSC. Spend Variance By Supplier and Commodity Analysis Analyzes trends in price variance by suppliers and commodity categories over time. supplier parent. purchasing company. cost center. Analyze your spend across suppliers to determine if your business units are paying different prices for the same items across multiple suppliers. commodity count. region. active account. active account. part name. parent-child relationships between suppliers. purchasing company. calendar accounting date. supplier optimization cost. part name. and unit of measure.. supplier revenue rating. supplier country. part name. cost center. UNSPSC. and unit of measure. supplier parent. line count. and invoice unit price and quantity for active suppliers in aggregate view.

Determine what kinds of diversity certifications your diverse suppliers have. Drill down or filter by certifier. and the time periods in which they have been certified as diverse. certifier. part name. To. certificate number. calendar expiration date. diversity type.. certifier. and expiration dates. Drill down or filter by enriched supplier. last renewed. Determine when your diverse suppliers’ certifications are set to expire.. This report displays invoice spend for calendar accounting months by purchasing company site in aggregate view.. Supplier Diversity Certificate Reports Use this report. Supplier Certificates Analyze your organization’s spend with suppliers by geographic location... and enriched supplier. calendar expiration date.. and expiration dates. diversity type. and first issued. last renewed. Certificates by Certifier Analyze supplier diversity by certifying body. Drill down or filter by calendar expiration date. and unit of measure. certificate number. Analyze supplier spend trends over time by purchasing company site to determine cyclical trends or opportunities over time for additional savings. This report displays supplier diversity certificate count for diversity types in aggregate view. Determine what kinds of diversity certificates your diverse suppliers have. diversity type. region. supplier country. cost center. diversity type.. purchasing company site. Reporting Facts Ariba Spend Analysis User Guide 121 . and enriched supplier. Drill down or filter by diversity type.. This report displays supplier diversity certificate for enriched suppliers with data source. To. UNSPSC. This report displays supplier diversity certificate count for certifiers in aggregate view. Drill down or filter by calendar accounting date. Supplier Spend Trend Analysis By Buying Org. certifier. and enriched supplier. and first issued. Determine which countries and locations account for your spend. active supplier. certifier. Certificates by Expiration Date Analyze supplier diversity by diversity certificate expiration date.Appendix A Prepackaged Reports and Facts Reporting Facts Use this report. This report displays supplier diversity certificate count for calendar expiration dates in aggregate view. Certificates by Type Analyze supplier diversity by diversity type.

Reporting Facts Appendix A Prepackaged Reports and Facts The facts on which a report is based determine the data available in the report. or detail fields: • • • • • • • • • • • 122 Account Accounting Date Company Site Contract Cost Center Enrichment Confidence ERP Commodity Invoice Date Invoice Line Amount Range Invoice Type Line Type • • • • • • • • • • • Load Create Time Load Update Time Matched Contract Original Currency Code Paid Date Part Requester Source System Supplier Unit of Measure UNSPSC Ariba Spend Analysis User Guide . When you create a report. column. you decide what information you are looking for and choose the facts that will provide it. page. The facts that are available for you to use in reports depend on your organization’s Ariba Spend Management solution configuration. This section describes default Ariba facts. You can report on the following data fields in Invoice reports: • • Average ERP Supplier Count Per Enriched Supplier • • Average Invoice Spend Per Cost Center • • Average Invoice Spend Per Invoice • • Average Invoice Spend Per Part • • Average Invoice Spend Per Split Line • Item • • Average Split Line Items Per Invoice • • Cost Center Count • • Enriched Supplier Count • • Enriched Supplier Parent Count • • Invoice Count • • Invoice Quantity • • Invoice Spend • Invoice Spend in Original Currency Invoice Unit Price Line Count Min Invoice Unit Price Max Invoice Unit Price Off PO Spend Part Count PO Amount Premium Spend Price Alignment Cost Price Variance Percentage Split Count Standard Cost Variance Supplier Optimization As a Percent of Total Spend in the Commodity Category You can add the following hierarchies to Invoice reports as row. Invoice The Invoice fact contains data from individual invoices.

Appendix A Prepackaged Reports and Facts

Reporting Facts

Invoice reports contain the following detail fields by default:







Invoice ID
Accounting Date
ERP Supplier
Cost Center ID
Cost Center

Account ID
Account
UNSPSC
ERP Commodity

Purchase Order
The Purchase Order fact contains data from individual purchase orders. You can report on the following data
fields in Purchase Order reports:









Line Count
Max PO Unit Price
Min PO Unit Price
PO Count
PO Duration (Months)
PO Quantity

PO Spend
PO Spend in Original Currency
PO Unit Price
Price Alignment Cost
Split Count

You can add the following hierarchies to Purchase Order reports as row, column, page, or detail fields:








Account
Commodity (including UNSPSC)
Company Site
Contract
Cost Center
ERP Commodity
Line Type
Load Create Time
Load Update Time








Ordered Date
Original Currency Code
Part
PO Line Amount Range
Requester
Source System
Supplier
Unit of Measure

Purchase Order reports contain the following detail fields by default:






PO ID
Ordered Date
Requester
Account ID

ERP Supplier
Account
Cost Center ID
Cost Center

Supplier Diversity Certificate
The Supplier Diversity Certificate fact contains data on individual diversity certifications. You can report on
the following data fields in Supplier Diversity Certificate reports:
• Certificate Count

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123

Reporting Facts

Appendix A Prepackaged Reports and Facts

You can add the following hierarchies to Supplier Diversity Certificate reports as row, column, page, or
detail fields:




Certificate Number
Certifier
Diversity Type
Expiration Date
First Issued Date




Last Renewed Date
Load Create Time
Load Update Time
Enriched Supplier

Supplier Diversity Certificate reports contain the following detail fields by default:



124

Enriched Supplier
Data Source
Diversity Type
Certifier




Certificate Number
First Issued Date
Last Renewed Date
Expiration Date

Ariba Spend Analysis User Guide

Appendix B






Increasing Report Performance

“Avoiding Slow Fields in Reports” on page 125
“Balancing Summary and Detail” on page 126
“Using Pre-Aggregated Fields” on page 126
“Other Ways to Increase Performance” on page 127
“Common Performance-Related Issues” on page 128
“Building and Running an Export-Only Report” on page 129

Avoiding Slow Fields in Reports
Slow fields are fields that include large amounts of data and, when added to a report, cause the report query
to take a long time to run or even time out. Whether or not a field is slow depends on the size of your data
and how your report is configured and filtered. For example, if you are looking at a commodity report that
includes top-level commodities for all of your spend, Part Name is a slow field, because adding it as a row
field requires the report to retrieve information on all of the parts associated with all of your spend. If you are
looking at a commodity report that includes lower-level commodity information on ball bearings, the
number of parts associated with that level of commodity category is smaller, and Part might no longer be a
slow field. Empty fields are fields that do not have any data in them; they are hidden from view by default.
Ariba Spend Analysis dynamically determines which fields are slow based on the current view of data in a
report. By default, slow fields are disabled; you cannot add them to rows or columns on the pivot table, and a
warning icon identifies them. If the lower level of a hierarchy is slow, it is disabled on field menus and you
cannot select it as a starting level. If you encounter slow fields in a report, you should filter report data
further until the field is no longer slow.

Enabling Slow Fields
By default, if a field is slow in your view of the data in a report, it is disabled and you cannot add it to a
report or move it to a row or column on the pivot table. Users with advanced reporting permissions can
enable slow fields and use them in reports. When you enable slow fields, you are also able to see empty
fields.
W

To enable or disable slow fields in reports.
1 On the Ariba Spend Management command bar, click Preferences and choose Change reporting preferences.
2 Click the Add slow fields to reports without restrictions and view hidden fields check box.
3 Click OK.

Log out and log back in to apply the changes to your reporting preferences.

Ariba Spend Analysis User Guide

125

use the dimensions for the summary information as rows. By using these dimensions or levels. place the detailed dimension or level as rows. To show an overview of spending patterns by commodity. you need to consider what the report will be used for. the query for the dimension is complex and could take more time. create a parameterized report to require that analysts filter the report before running it to reduce the scope of the query. Use these dimensions as rows to increase query performance. To examine line level details for a specific commodity. • For a summary report. the analyst can show more detail on the row edge without the performance cost. Dimension/Level Row Complexity Column Complexity Month P X Day X X Active Supplier P X Enriched Parent X X Enriched Supplier X X ERP Supplier X X Segment (level 1) P X Family (level 2) P X Class (level 3) P X Commodity (level 4) P X Date (fiscal or calendar) Quarter Supplier UNSPC 126 Ariba Spend Analysis User Guide . Place dimensions used for drilling into the data as page fields. Using Pre-Aggregated Fields If a report contains several pre-aggregated fields. for example. division.Balancing Summary and Detail Appendix B Increasing Report Performance Balancing Summary and Detail To balance the need for summary and detail. Use these dimensions as page fields for better query performance. those fields are calculated and cached to make them easier to use as rows. • For a detailed report. The following table lists the dimensions and levels used in the Ariba Spend Analysis schema for reporting. or supplier. The choice of which fields to aggregate depends on how you want to use the spend data in a report. If an X appears in the column. use a detailed report. use a summary report. Also. If a P appears in the column. Some dimensions and levels are included in the pre-aggregated fields. the dimension is pre-aggregated.

You can limit the dates. suppliers. and commodities shown to see more specific data. Other Ways to Increase Performance Filtering Filter the data to reduce the amount of data displayed in the pivot table. You can begin with a summary report and drill down into page field hierarchies to focus on a particular area. but the response gets slower the more you expand. Expanding shows greater detail for the summary data on the same page. add most of the dimensions you want to potentially investigate as page fields.Appendix B Increasing Report Performance Dimension/Level Drilling and Expanding Row Complexity Column Complexity Company Site Level 1 P Level 2 P X Level 3 P X Level 4 P X Level 5 X X Source System P Line Type P DEConfidence P Drilling and Expanding When investigating data. Running Query in Background You can also choose to run a report in the background as you continue working. Ariba Spend Analysis User Guide 127 . See “Scheduling Background Reports” on page 57 for more information. Filtering by these different parameters makes exploring the pivot table much quicker.

(See “Scheduling Background Reports” on page 57 for more information.000 lines of data. This allows most pivot tables to display all their rows quickly. Large. An Ariba report is a web-based front end for performing customized queries on a central database of millions of rows of data. Ariba will use this information to improve future report performance. • Revise the query to use less detailed dimensions/levels in the pivot table. you can: • Schedule the report to run in the background and come back to it later.) • Revise the report to filter the data to a smaller (but representative) set. difficult queries on the database will always take longer than pre-run.Common Performance-Related Issues Appendix B Increasing Report Performance Common Performance-Related Issues “I run a report and it doesn't come up immediately” It is a common misconception that because Ariba Spend Management is a web-based application. To minimize report running time. for example. 128 Ariba Spend Analysis User Guide . To keep a report from timing out. this might result in a little summary and a lot of detail being invisible. while cutting off the occasional long pivot table. “I run a report and not all the data is displayed” Ariba reports have a display limit of 201 lines in a pivot table. Filtering by these different parameters makes exploration of representative data much quicker. the power of the hardware. • Revise the report to use less detailed dimensions/levels in the pivot table.) • Revise the query to filter the data to a smaller (but representative) set. Filtering by these different parameters makes exploration of representative data much quicker. it will be stopped to preserve processing power for the rest of the organization. It is not always necessary to see all the dates or suppliers or commodities.) “I run a report and it times out” Ariba reports time out after a set amount of time. and the speed of the connection. (See “Using Pre-Aggregated Fields” on page 126 for more information. Additionally. (See “Using Pre-Aggregated Fields” on page 126 for more information. It is not always necessary to see all the dates or suppliers or commodities. if your report times out. stored queries. you can: • Schedule the report to run in the background and come back to it later. for example. it is a sign that you are trying to run a difficult query.) • Write an “export only” report for the data and run that directly to export. (See “Scheduling Background Reports” on page 57 for more information. For nested dimensions on a pivot table. to see a particular opportunity.) Click Email Report Query to send detailed information on the report query that timed out to Ariba. The response time is a function of the size of data being queried. to see a particular opportunity. (See “Building and Running an Export-Only Report” on page 129 for more information. if a query will yield a result of more than 10. requested reports should appear immediately.

save those changes. • To export in CSV format. you should export it in CSV format. you can choose an Excel template for export. W To create an export-only report: 1 On the report pivot table. or click Export detail data to export line-level details such as Invoice ID. click CSV. and then run it as an export-only report. click Custom. and then click Save to save the report. You can examine the details (while requiring the context of the higher level dimension) and hide the levels you have finished examining. Note that. the query abort parameter allows only under 10. You might need to refine report data to a smaller data set before configuring it for export. • To export a custom data set.000 row limit. 2 Select the format for the export: • To export in Microsoft Excel format. 4 Click Export Data. 3 Specify the data set you want to export: • To export the entire set of data in the current pivot table. you can create an export-only report that will run without timing out. click Actions and choose Configure Export. you might refine the date range down to one month or even one day in order to create the export-only report. 5 Click Home.Appendix B Increasing Report Performance Building and Running an Export-Only Report To tailor report display to your needs: • Re-think the goal of the query. click Current pivot table contents. then hide that level to see the next. Reports exported to Microsoft Excel have a 64.000 rows.000 rows. Do you need both summary and detail on the same report? Are you going to look at all 200 lines in detail? If not. You can also select specific hierarchy levels to export.000 rows of data for a pivot table. Ariba Spend Analysis User Guide 129 . • Export the report to MS Excel. although MS Excel can accept up to 64. If you know that the report will have less than 64. For example. You must export the report once so that the export format you selected is recognized when you export it again. It is recommended that you save export-only report in a special folder or with special names that denote they should be used only to do exports. then select the data fields you want to include in the export-only report.000 rows to be returned. • Revise the query to use less detailed dimensions/levels in the pivot table. click Excel Template and select the appropriate template. • For nested dimensions. (See “Using Pre-Aggregated Fields” on page 126 for more information. then click Save to save the exported report file. Click Export aggregate data to export aggregate data such as invoice spend. you can examine the details under the first higher level. you can reset the report to the original parameters you wanted. Once you have configured the export. where the limit is higher. if you believe your report might exceed 64. consider another view of the data.) Building and Running an Export-Only Report When you see the Query Aborted page or if you know the report will be too big to display.

2 Click the report and choose Export.Building and Running an Export-Only Report W Appendix B Increasing Report Performance To run an export-only report: 1 Navigate to the export-only report you want to run. 3 Save the exported report file to the location of your choice. 130 Ariba Spend Analysis User Guide .

setting 70 analyzing variance 69 Annual Inflation Cost By Supplier Per Part report 118 Annual Inflation Cost Per Part By Commodity report 106 Annual Inflation Cost Per Part By Organization report 112 Annual Inflation Cost Per Supplier By Commodity report 106 Annual Inflation Cost Per Supplier By Organization report 112 Annual Inflation Costs Per Supplier report 118 Applied Filters 68 Applied_Filter_Description named fields 93 Applied_Filters named fields 93 approving enrichment change requests 103 Ariba_Data named ranges 89 Ariba_Data_Extra named ranges 89 Ariba_Data_Params named ranges 89 Ariba_Filter_Description named ranges 89 B Big Impact Sourcing Projects opportunity search 110 breadcrumbs 68 Buyer Analysis (Invoice) report 112 Buyer Analysis (PO) report 112 Ariba Spend Analysis User Guide 131 .Index Numerics C 80/20 rules. 106. See user-defined fields. switching between detail view and 76 aggregated data. Commodity. Supplier. using to increase performance 126 alerts. report 109 counts. adding to reports 38 creating compound reports 45 creating count functions 38 creating custom formula fields 38 creating derived fields in Excel templates 97 creating enrichment change requests 102 creating export-only reports 129 creating folders 81 creating grade fields 39 creating multi-fact reports 43 creating opportunity searches 53 creating parameterized reports 40 creating reports 33 creating summarized views 46 creating time variance analyses 69 creating user-defined fields 37 A accessing public folders 80 accessing your personal workspace 80 adding charts to Excel templates 96 adding content to compound reports 45 adding data fields to opportunity searches 54 adding data fields to reports 34 adding data fields to summarized views 47 adding detail fields to reports 35 adding facts to reports 33 adding filters to compound reports 48 adding formulas to Excel templates 94 adding page fields to reports 35 adding row and column fields to reports 35 adding source data to reports 33 aggregate view. conditions for alerts 70 copying reports 82 Counts for Item. Site. 121 charts adding to Excel templates 96 displaying reports as 77 column field menus 16 column fields adding to reports 35 drilling down into 65 filtering with 66 moving to the Field Browser 62 column heading menus 16 Commodity Analysis report 22. 109 Commodity Analysis report example 22 Commodity Overview report 115 Commodity Trend Analysis report 106 compound reports adding content to 45 creating 45 creating summarized views in 46 described 44 mapping fields in 48 refining data in 49 computed fields. etc. applying to report rows 76 calculated fields in Excel pivot tables 98 calculated items in Excel pivot tables 98 Certificates by Certifier report 121 Certificates by Expiration Date report 121 Certificates by Type report 28.

working with pivot tables 98 Excel templates adding charts to 96 adding formulas to 94 Applied_Filter_Description named fields in 93 Applied_Filters named fields in 93 Ariba_Data named ranges in 89 Ariba_Data_Extra named ranges in 89 Ariba_Data_Params named ranges in 89 Ariba_Filter_Description named ranges in 89 creating 93 default 99 described 88 Field_Mappings named fields in 91 Fixed_Column named fields in 90 Query_Filters named fields in 91 Raw_Field_Names named fields in 91 Sort_Fields named fields in 91 Source_Data named fields in 90 uploading 96 exploring prepackaged reports 22 export settings for reports 86 exporting reports to Microsoft Excel 86 export-only reports 129 F facts adding multiple to reports 43 adding to reports 33 described 7. creating in Excel templates 97 derived measures in Excel pivot tables 98 detail field menus 17 detail fields adding to reports 35 exporting to Excel 87 in the Invoice fact 123 in the Purchase Order fact 123 in the Supplier Diversity Certificate fact 124 detail view displaying by default 35 switching between aggregate view and 76 dicing described 19 example 12 dimensions 7 display limits 128 display options 75 drilling down 18. viewing reports from 101 data menus 15 data ranges for opportunity searches 54 data ranges in grade fields 39 decimal places. 122 Invoice 122 Purchase Order 123 Supplier Diversity Certificate 123 Field Browser described 61 filtering in 67 moving page fields between the pivot table and 62 moving row and column fields to 62 field settings 73 Field_Mappings named fields 91 filtering report data 62 Ariba Spend Analysis User Guide . 65 132 editing searches 84 emailing report queries 128 enrichment change requests creating 102 described 101 reviewing 103 ERP Supplier Analysis report 118 Excel exporting reports to 86 See also Excel templates. setting maximum 74 defining opportunity search data ranges 54 deleting searches 84 derived fields.Index E cubes described 11 currency choosing for reports 33 formatting 74 Custom Category taxonomy 10 custom formula fields creating 38 defined 38 customizing the Refine Data page 40 D dashboards for individual reports 78 data field menus 16 data fields adding to opportunity searches 54 adding to reports 34 adding to summarized views 47 exporting to Excel 87 formatting 73 in the Invoice fact 122 in the Purchase Order fact 123 in the Supplier Diversity Certificate fact 123 mapping in compound reports 48 data load schema.

formatting data fields 73 formula fields. creating 43 MWOB .8A report 117 MWOB Suppliers . column.Veterans report 117 MWOB Supplier Analysis report 119 MWOB Suppliers .Small Disadvantaged Businesses report 117 MWOB Suppliers Overview 115 N named fields in Excel templates 90 named ranges in Excel templates 89 numbers.HUB Zone report 117 MWOB Suppliers .Index filters adding to compound reports 48 adding to templates for Excel export 91 Applied Filters 68 increasing performance with 127 setting in the Field Browser 67 setting on hierarchy levels 64 setting on row.Women Owned report 117 MWOB Analysis . 121 grade fields creating 39 defined 39 grouping cells in Excel pivot tables 98 M mapping fields in compound reports 48 measures 10 menus column field 16 column heading 16 data 15 data field 16 detail field 17 page field 15 row field 16 Microsoft Excel. or page fields 66 Find Categories Needing Order Consolidation opportunity search 110 Find Small Items Purchased Frequently On Single Item POs opportunity search 110 Fixed_Columns named fields 90 folders copying reports between 82 creating 81 described 79 moving 81 saving reports to 79 See also public folders. adding to Excel templates 94 G Geographic Location Analysis report 112 Geographic Source Analysis report 118. See Excel. creating 38 formulas. minimum and maximum number of rows in reports 75 minimum subtotal percentages. displaying 76 Minority Ethnicity Owned Details report 118 moving folders and reports 81 moving page fields to rows or columns 62 multi-fact reports. formatting 74 H O hiding subtotal rows 76 hiding total and variance columns 76 hierarchies described 8 drilling down by 65 exporting to Excel 87 in the Invoice fact 122 in the Purchase Order fact 123 in the Supplier Diversity Certificate fact 124 refining report data by 64 skipping levels in 68 Off-Contract Spend by Commodity report 107 Off-Contract Spend By Organization report 113 Off-Contract Spend By Supplier report 119 opening public folders 80 opening your personal workspace 80 opportunity searches adding parameters to 54 creating 53 defining data ranges for 54 linking to reports 55 prepackaged 110 running prepackaged 52 Organization Analysis report 113 Organization Overview Report 116 Organizational Spend Trend Analysis report 113 Others bucketing 75 I Invoice fact 122 L laying out the pivot table 34 linear functions in grade fields 39 linking opportunity searches to reports 55 Ariba Spend Analysis User Guide 133 .

publishing reports to public folders 79 Purchase Order fact 123 Purchase Price Alignment Cost By Commodity report 107 134 Purchase Price Alignment Cost By Organization report 113 Purchase Price Alignment Cost By Supplier report 119 Purchase Price Variance By Commodity report 107 Purchase Price Variance By Organization report 114 Purchase Price Variance By Supplier report 119 Q QA Data Quality Overall report 109 Query Aborted warning 129 query performance. showing data as 74 performance balancing summary and detail in reports 126 increasing using filters 127 reports timing out 128 running reports in the background 128 using pre-aggregated fields 126 personal workspaces accessing 80 described 79 saving reports to 79 pivot outlines and grids 78 pivot table described 13 Excel 98 grid 78 laying out 34 outline 78 pivoting 19 Premium Costs By Commodity report 107 Premium Costs By Organization report 113 Premium Costs By Supplier report 119 prepackaged reports Commodity Analysis example 22 Commodity Analysis reports 106 default Excel templates for 99 described 105 exploring 22 Organization Analysis reports 112 QA Reports 109 Spend Overview reports 115 Supplier Analysis reports 118 Supplier Diversity Certificate Reports 121 Price Reduction From Price Differences opportunity search 111 Price Reduction From Too Few Suppliers opportunity search 111 public folders accessing 80 publishing reports to 79 Public Reports folder described 79 See also folders. 62 removing fields from report pivot tables 62 report currency 33 reports aborted queries in 129 adding counts to 38 adding custom formula fields to 38 adding data fields to 34 adding detail fields to 35 adding grade fields to 39 adding multiple facts to 43 adding page fields to 35 adding row and column fields to 35 aggregate and detail views 76 compound 44 copying 82 creating 33 creating compound 45 display limits 128 display options for 75 displaying as charts 77 export settings for 86 exporting to Excel 86 export-only 129 individual dashboards for 78 linking from opportunity searches 55 moving 81 navigating using Applied Filters 68 parameterized 40 publishing to public folders 79 recommending 84 refining data in 36 running in the background 128 saving 79 selecting source data for 33 showing detail fields in 35 streaming mode 76 Ariba Spend Analysis User Guide . increasing 126 Query_Filters named fields 91 R Raw_Field_Names named fields 91 recommending reports 84 Refine Data page.Index P page field menus 15 page fields adding to reports 35 drilling down into 65 filtering with 66 showing on rows or columns 62 parameterized reports. customizing 40 refining compound report data 49 refining report data 36. creating 40 parameters for opportunity searches 54 percentages.

creating 46 Supplier Commodity Analysis 120 Supplier Diversity Certificate fact 123 Supplier Financial Rating Analysis 120 Supplier Fragmentation opportunity search 111 Supplier Leverage Analysis By Commodity report 108 Supplier MWOB Spend Percentage Analysis 120 Supplier Optimization By Commodity report 108 Supplier Optimization By Organization report 114 UNSPSC taxonomy 10 uploading Excel templates 96 user-defined fields creating 37 described 10 Excel export and 85 V variance columns.Volume vs. setting minimum and maximum number 75 running export-only reports 129 running prepackaged opportunity searches 52 running totals. report 121 T tasks for enrichment change requests 103 taxonomies 9 templates. displaying minimum 76 subtotal rows.Index summarized views 46 timing out 128 viewing from the data load schema 101 requesting enrichment changes 102 reviewing enrichment change requests 103 rolling up 18 row field menus 16 row fields adding to reports 35 drilling down into 65 filtering with 66 moving to the Field Browser 62 rows. selecting for reports 33 Source_Data named fields 90 Spend by Accounting Date report 109 Spend by Company Geography report 109 Spend by Company Site report 109 Spend Concentration Analysis By Commodity report 107 Spend Variance Analysis . See Excel templates. showing and hiding 76 variance. showing and hiding 76 Total Spend and Invoice Lines by Source System report 110 Total Supplier Invoice Spend and Invoice Lines report 110 S U saving reports 79 saving searches 84 searching Boolean operators 82 wildcards 83 setting alerts 70 showing subtotal rows 76 showing total and variance columns 76 skipping hierarchy levels 68 slicing described 19 example 12 slow fields 125 Sort_Fields named fields 91 source data. total columns. showing and hiding 76 summarized views. analyzing 69 Work Resource Planning (Supervisor View) report 408 Ariba Spend Analysis User Guide 135 . showing data as 74 Supplier Optimization Costs By Supplier report 120 Supplier Overview Report 116 Supplier Spend Analysis report 120 Supplier Spend Trend Analysis By Buying Org. Price Effects report 108 Spend Variance Analysis By Commodity report 108 Spend Variance Analysis By Organization report 114 Spend Variance By Supplier and Commodity Analysis report 120 streaming mode 76 subtotal percentages.

Index 136 Ariba Spend Analysis User Guide .