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Ariba Spend Analysis

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

Copyright 19962010 Ariba, Inc. All rights reserved.


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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;
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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 Reports 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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Chapter 5 Using Opportunity Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51


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

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Chapter 9 Managing Reports and Folders . . . . . . . . . . . . . . . . . . . . . . . . 79


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

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Appendix A Prepackaged Reports and Facts . . . . . . . . . . . . . . . . . . . . 105


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

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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, including
purchase orders and invoices across multiple enterprise systems. Reports display data from these sources on
a pivot table, which you can manipulate to see different scenarios for the data. Pivot tables allow you to filter,
slice, and drill down into the information as needed to see broad patterns and relationships, summary
information, and detail at the same time.
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, dimensions, and hierarchies?


Facts represent the basic transactions you are investigating when you run a report. Facts can be purchase
orders, invoices, and others. The data you want to examine in the reportinvoice and purchase order spend,
suppliers, and so onare elements of those facts.
Information about a business tends to fall naturally into dimensions such as commodities (or products), cost
departments or centers (business units), suppliers, and time.
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)

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Reporting Concepts

Chapter 1 Ariba Reporting Concepts

Dimensions can stretch across multiple facts. For example, both purchase orders and invoices have supplier
and commodity dimensions.
A dimension can contain different levels of data. Those levels are organized in a top-down structure called a
hierarchy, which progresses from general to specific information.
For example, the lowest level in the UNSPSC hierarchy in the Commodity dimension might be the actual
commodity item; the next level might be the class of product, then the product family, with the highest level
being product segment.

Dimension: Commodity
Hierarchy: UNSPSC
Segment:
Family:
Class:
Commodity:

Information Technology Broadcasting


and Telecommunications
Computers and Peripherals
Peripheral Devices
Trackball

In a report, you can display a high-level summary using the top level of the hierarchy, or you can expand the
report view to display detailed information from the lower levels of the hierarchy.
The following illustration shows an example of hierarchy levels in a report. Within the Region dimension,
there might be levels for the USA, Asia, and Europe and the Middle East, among others. Within Europe,
there might be levels for the UK, France, Belgium, and the Czech Republic, among others. When you work
with these hierarchy levels in reports, the levels are referred to as L1, L2, L3, and so forth.

First level (L1) of the hierarchy

Second level (L2) of the hierarchy


under USA

Third level (L3) of the hierarchy


under USA

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Reporting Concepts

A dimension can have more than one hierarchy. For example, a Time dimension can be divided into two
hierarchies: Calendar and Fiscal.

Time Dimension Hierarchies and Levels


Hierarchy 1: Calendar
Level 1: Calendar Year (2003, 2004, 2005...)
Level 2: Calendar Quarter (CQ1, CQ2,...)
Level 3: Month
Level 4: Day

Hierarchy 1: Fiscal
Level 1: Fiscal Year (2003, 2004, 2005...)
Level 2: Fiscal Quarter (FQ1, FQ2,...)
Level 3: Month
Level 4: Day

What are taxonomies?


In Ariba reports, a taxonomy is a way of describing commodities and services. A taxonomy groups
commodities and services in a hierarchical relationship, starting with the broadest categories at the highest
level and narrowing to more specific categories at the lower levels of the taxonomy.
For example, scientists use a standard taxonomy to classify life forms:
KingdomAnimalia (animals)
PhylumChordata (chordates)
SubphylumVertebrata (vertebrates)
ClassMammalia (mammals)
OrderCarnivora (carnivores)
FamilyFelidae (cats)
GenusPanthera (lion, tiger, leopard, jaguar)
SpeciesPanthera tigris (tiger)
SubspeciesPanthera 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, at its lowest level, it describes a life forms subspecies (Siberian
tiger).
Just as the Time dimension has two different hierarchies (Calendar and Fiscal), the Commodity dimension
has different hierarchies for different taxonomies. Each level in a Commodity hierarchy represents a level in
the taxonomy.
Your companys reports might use one or more of the following taxonomies to describe commodities and
services:
UNSPSC
Custom Category

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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. The UNSPSC code has four levels ranging from
broad categories at the top to specific commodities at the bottom. For example:
Segment (L1)Office Equipment, Accessories and Supplies
Family (L2)Office Supplies
Class (L3)Class
Commodity (L4)Ballpoint Pens
If the data in your report uses the UNSPSC code, you can examine up to four levels of the UNSPSC
hierarchy in the Commodity dimension.

Custom Category
Your companys data might be classified using a custom taxonomy. The number of levels in the Custom
Category hierarchy in the Commodity dimension will vary depending on the custom taxonomy your
company uses.

What are measures?


A measure is a numeric data value from a fact, such as the number of lines in an invoice or an items unit
price on a purchase order. You apply aggregation functions (such as sum, average, min, and max) to
measures and display them in reports.
The measure can be numerical data, calculations from computed fields, or aggregations of numerical data.
You can create user-defined fields (also called computed fields or derived measures), which are calculations
based on measures. Measures are always values that can be calculated, such as invoice amounts; reports also
show data such as suppliers, but since the name of a supplier is not a value that can be calculated, it is not a
measure.
For more information on adding computed fields to a report, see Creating a User-Defined Field on
page 37.

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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
those dimensions and data fields can be represented by a cube.
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, column, and page
Cube showing three
dimensions (commodities,
region, and date)

Trackballs $2000
Commodities

Printers $3500

2007
2006

Laptops $2000
2005

Date

East West North South


Region

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Reporting Concepts

Chapter 1 Ariba Reporting Concepts

Each dimension forms a side of the cube. Slicing through the cube focuses analysis on specifics, such as data
for the year 2006.

Commodities
Chairs
Desks

2007
2006

File cabinets

Date

2005
E

Region

Slicing focuses on one aspect of


business information: for example, the
purchases of 3 commodities in all
regions for the year 2006.

Chairs

Desks

File cabinets

Dicing focuses on one cell of the cube: for


example, what was the purchase figure for
desks in the northern region in 2006?

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2006

Chapter 1 Ariba Reporting Concepts

The Ariba Spend Analysis Pivot Table

The Ariba Spend Analysis Pivot Table


In Ariba reports, cubes of data are represented by a pivot table. A pivot table is a spreadsheet-like structure
of row fields, column fields, page fields, and data fields. Any dimension in a cube can be represented by a
page field, row field, or column field. For example, you can make Supplier a page field, Date a column field,
and Commodity a row field: purchases by commodity, month, and supplier. The data fields provide the data
values and detailed information for the commodities by time and supplier.

Commodity

Date
Supplier

The page fields act as filters on the other fields. For example, if you make Supplier a page field, the report
can show the row and column data for all suppliers, or for just one supplier. Column fields correspond to the
columns in a traditional spreadsheet. Row fields correspond to the rows in a traditional spreadsheet.
By shifting or rotating the dimensions, you can manipulate the pivot table to reveal new views of the data.

Commodity
Commodity
Date
Supplier

Supplier
Date

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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, column fields, page fields, detail fields, and data fields to examine different aspects of
report data.

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. For
example, if you click 2006 and choose Drill Down By: Quarter, the pivot table displays only data for the
quarters of 2006. If you instead click Accounting Date, the data menu for the Accounting Date hierarchy,
and choose Expand Next Level: Quarter, the pivot table displays quarters for both 2005 and 2006. Clicking
Accounting Date again and choosing Collapse This Level: Quarter returns you to the totals for both 2005 and
2006. You can continue to display data for different time periods using the Accounting Date menu.
You use the Field Browser to filter current data on the pivot table, or drag page fields to the pivot table to
show other aspects of the data.

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The Ariba Spend Analysis Pivot Table

In aggregate view, pivot table has two layout modes: pivot outline and pivot grid. You can use field menus
and drill down into data fields in both layout modes. For more information, see Changing the Pivot Layout
on page 78. In detail view, you use row and detail fields (which are displayed on columns) to explore
different levels of the reports hierarchies.
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.
In prepackaged reports, data menus are simply labeled Data. In
custom reports, there is a data menu for each data field used to create
the report.
Move Field: display the fields 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.
Show: switch between detail and aggregate views for all of the data on

the pivot table.


Page Field Menus

You use page field menus to manipulate the fields data on the pivot
table.
Expand Next Level: expand the currently displayed rows or columns to
the next level of the hierarchy.
Select Level, Values: drill down into specific levels of the hierarchy.
Move Field: display the fields data before or after the data of other
fields on the pivot table.
Show Field On: display page field data on the pivot table as rows or
columns, or move it back to the Page tab of the Field Browser, which
removes it from the pivot table.

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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.
Drill Down By: drill down into the columns hierarchy (the choice
displayed in bold), or drill down into a different dimension using data
from the column as a starting point.
Show/Hide: hide the column to remove extraneous data from view, or
show a previously hidden column.
Sort This Column: sort column data in ascending or descending order.

Column Heading Menus

You use column heading menus to modify the display of data in


columns.
Show Total/Variance: display totals for the column field as totals or as
variance, such as the difference between subtotals for two accounting
years.
Edit Field Settings: set alerts on column fields, or modify display
options such as Others bucketing, showing or hiding total columns,
and showing or hiding subtotal rows.

Row Field Menus

You use row field menus to manipulate the data in rows on the pivot
table.
Drill Down By: drill down into the rows hierarchy, or drill down into a
different dimension using the row as a starting point.
Show/Hide: hide the row to remove extraneous data from view, or show
a previously hidden row.

Data Field Menus

You use data field menus to examine specific data values on the pivot
table.
Drill Down By: drill down into the data values hierarchy, or drill down
into a different dimension using the data value as a starting point.
Show Detail View: show the detail view for the data value to examine
individual pieces of data.

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The Ariba Spend Analysis Pivot Table

Pivot Table Quick Reference


Detail Field Menus

You use detail field menus to manipulate detail field data, which is
displayed on column rows on the pivot table in detail view.
Expand Next Level: expand the currently displayed detail field to the
next level of the hierarchy.
Select Level, Values: drill down into specific levels of the hierarchy.
Sort Row Fields: Sort rows in the detail field column in ascending or
descending order.
Move Field: display the fields data to the left or right of the adjacent
columns on the pivot table.
Show Field On: display detail field data on the pivot table as plain
columns, move it back to the Page tab of the Field Browser, which
removes it from the pivot table, or remove it from the report entirely.

Field Browser

You use the Field Browser to filter and drill down on page fields.
Each page field in the Field Browser has its own page field menu. 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.
If the Field Browser is hidden, the report shows page fields across the
top of the report.

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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. 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. For example, if you are viewing figures for the Americas, drilling down one level might
display regions or areas where you have branches or facilities. Drilling down further would display cost
centers at that branch.

Rolling Up
Rolling up summarizes (or aggregates) the data by climbing up the hierarchy, showing you the big picture.
For example, rolling up a time dimension hierarchy could roll up from month, to quarter, to year,
aggregating monthly values into quarterly totals and quarterly values into yearly totals.

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The Ariba Spend Analysis Pivot Table

Slicing
Slicing cuts through a data cube, through a series of drilling down and rotating operations, so that you can
focus on a specific perspective. For example, you might want to analyze commodity data for only one
quarter or supplier.

Dicing
Dicing narrows the data down to one data field. For example, you can find out how much was spent in
October 2005 on business and corporate management consultation services from a single supplier.

Pivoting
Pivoting, or rotating, the pivot table, allows you to swap rows, columns, and page fields. You can quickly
switch from a report showing spend on copier paper for North America by month, to showing spend in North
America for all office supplies for 2006 and 2007. By rotating rows, columns, and page fields and drilling
down or rolling up, you can find answers to different questions.

Expanding and Collapsing


Expanding a field shows several levels in a hierarchy at once. For example, you can show years, quarters,
and months on a report at the same time. Collapsing rolls up to a higher level in a hierarchy, such as from
months to a year.

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The Ariba Spend Analysis Pivot Table

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Chapter 1 Ariba Reporting Concepts

Ariba Spend Analysis User Guide

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 might typically ask the following questions:
How much are you spending? You might want to analyze your spend by supplier, by commodity, and by
organization. Who are your suppliers and how much do you spend on the commodities they provide?
Once you view your spend data, 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. Which suppliers or buyers are
performing? Using these results, 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,
you can see company-specific information that might prove useful in making decisions about who you
want to do business with. You can see credit rating information, parent company information, and whether
or not the company is minority or disadvantaged-owned. If you are dealing with two companies owned by
the same parent company, you can leverage your spend in negotiations.
When you work with Ariba Spend Analysis reports, you can ask yourself the questions above to help you
decide how to manipulate the report fields to get the answers you need.
After learning the steps for how to manipulate the example report, you can apply the same techniques to any
other report. Before proceeding to the example, review the section on pivot tables, The Ariba Spend
Analysis Pivot Table on page 13.
The prepackaged reports that are available to you depend on your companys Ariba Spend Management
configuration.
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, where you can find prepackaged
opportunity searches. See Using Opportunity Search on page 51 for more information about how to use
the opportunity searches in the Opportunity Analysis folder.

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Example: Commodity Analysis

Chapter 2 Running Prepackaged Reports

To explore prepackaged reports:


1 On the command bar, click Manage > Prepackaged Reports.
2 Click the Spend Visibility folder and choose Open.
3 To see the variety of reports available, click the expand arrow by a folder or click the folder and choose
Open.
4 Mouse over a report icon to see a brief description of the report.

Example: Commodity Analysis


This report shows the amount of money spent on different commodities. The report gives you the big picture,
and you can view the data in several ways to identify spend amounts, number of suppliers, number of items,
commodities, and so on.
In this example, 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, commodity data must be loaded in your companys Ariba
Spend Management solution. Depending on the data that is available to you, you can follow the steps in this
section in one of two ways: as a general guideline, or as a step-by-step tutorial.

Scenario
For the Commodity Analysis example, suppose you want to examine if you are buying the same part from
different suppliers, or the same parts from the same supplier, but for different amounts. This report provides
a comprehensive look at spend by commodity. You can use this report to identify areas for savings
opportunities down to item level detail.
W

To run the Commodity Analysis report:


1 On the command bar, click Manage > Prepackaged Reports.
2 Click the Spend Visibility folder and choose Open.
3 Click the Commodity Analysis folder and choose Open.

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Chapter 2 Running Prepackaged Reports

Example: Commodity Analysis

4 Click Commodity Analysis and choose Open.

The Commodity Analysis report gives you a high-level view of your commodity spend by listing all your
commodities and the total spend. If you dont see all of your commodity categories on the report, click the
UNSPSC field menu and choose Select Level, Values: UNSPSC (L1).
The next section explores how to view the data in the pivot table.

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).
By changing the display of the data in a pivot table, you can analyze different aspects of the data. For
example, you can sort columns and change the time periods shown. You can also analyze your commodity
spending by region, supplier, or organization.

Scenario
In the Commodity Analysis report, suppose you want to find how much was spent on a specific item, such as
computers or gaskets or vehicles. You can drill down to the lowest level of commodities, and then view the
suppliers you purchase these items from.

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Example: Commodity Analysis

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.
2 Continue to drill down through the levels of the UNSPSC hierarchy: click another row and choose Drill
Down By: UNSPSC (L3).

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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).

Next, you can see which of your suppliers are providing the commodity, so you need to make Active
Suppliers a row.
4 On the Field Browsers Page tab, click the right side of the Active Suppliers page field menu and choose
Show Field On: Rows.

This shows you which suppliers provide the commodity, and it shows the invoice amount and invoice
count for each supplier.

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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. Under one of the UNSPSC (L4) rows, click a supplier and choose Drill Down By: Part
Name. Depending on the size of your database, drilling down into Part Name might be slow.

You now see the individual part names for parts in the L4 commodity category supplied by that particular
supplier. When you drill down into a different hierarchy, you are applying a filter by constraining the data
based on the value you drill into. Notice that when you drill down into a supplier row by Part Name, the
Active Supplier field moves off the pivot table and onto the Field Browser, where the Active Supplier
page field menu displays the filter for the supplier row you drilled into. Next, you can step back a little
and see what other commodities in the same low-level commodity category you are buying from that
supplier.

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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.

7 Click the UNSPSC field menu and choose Select Level, Values, then choose the lowest level of the UNSPSC

hierarchy to move back up from Part Name to UNSPSC commodity categories.

The report now shows the invoice spend you have with the one supplier for the UNSPSC (L4) commodity
category, not just the commodity you originally drilled down by supplier for. From here, you can add
other fields to the report as rows or columns, filter on other fields, or drill down by other hierarchies into
rows on the pivot table.

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Example: Supplier Diversity Certificates by Type

Chapter 2 Running Prepackaged Reports

8 Click Home to return to your Home dashboard tab. You can save the report or discard it.

Example: Supplier Diversity Certificates by Type


This report shows the diversity certificates you have on record for suppliers by diversity type. In this
example, 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, renewal, and expiration dates. 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, for example, if ABC Company had a Minority Owned
certificate that was issued on 6/1/2007 and expired on 6/1/2008, the invoice spend dated 5/31/2008 for ABC
Company is reported as diverse. If ABC Company did not then get re-certified Minority Owned after
6/1/2008, the invoice spend dated 6/3/2008 for ABC Company is not reported as diverse.
However, Ariba Spend Analysis diversity reports do not account for gaps in certification. So if ABC
Company receives a new Minority Owned certificate on 1/1/2009 that expires on 12/31/2009, all of the
invoice spend for ABC company between 6/1/2007 and 12/31/2009 is reported as diverse.

Running the Diversity Certificates by Type Report


In order to run a Diversity Certificates by Type report, supplier diversity data must be loaded in your
companys Ariba Spend Management solution. Depending on the data that is available to you, you can
follow the steps in this section in one of two ways: as a general guideline, or as a step-by-step tutorial.

Scenario
For the Diversity Certificates by Type example, suppose you want to examine your diverse suppliers to
identify suppliers that are certified for multiple types through 2009 and 2010. This report provides a
comprehensive look at supplier diversity by type. You can use this report to identify details of supplier
diversity certification.
If an administrator has associated the Diversity by Type report with the report you are currently using, and
Supplier (enriched) is on the pivot table as a row, you can click the Associated Reports button at the bottom of
the pivot table and choose Diversity by Type. Otherwise, you will need to run the report from its folder.

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Chapter 2 Running Prepackaged Reports

Example: Supplier Diversity Certificates by Type

To run the Diversity Certificates by Type report:


1 On the command bar, click Manage > Prepackaged Reports.
2 Click the Spend Visibility folder and choose Open.
3 Click the Supplier Diversity Certificates Report folder and choose Open.
4 Click Certificates by Type and choose Open.

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.
The next section explores how to view different aspects of this data in the pivot table.

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.
By changing the display of the data in a pivot table, you can analyze different aspects of the data. For
example, you can show diversity certificate counts for certain time periods. 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, suppose you want to find out which of your suppliers has the most
different types of diversity certification over a specific time period. You can display diversity types by
supplier and year of expiration and drill down into certifiers.

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Example: Supplier Diversity Certificates by Type

Chapter 2 Running Prepackaged Reports

To find out which suppliers are certified for multiple diversity types over a time period:
1 On the Field Browsers Page tab, click the right side of the Expiration Date page field menu and choose
Select Level Values: Select Others.

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.

The Diversity by Type report now displays data only on the diversity certificates with expiration dates in
the years you selected. A breadcrumb in the Applied Filters area of the pivot table shows you the
expiration date filter you just applied. Next, 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.

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Example: Supplier Diversity Certificates by Type

3 In the Field Browser, click the right side of the Expiration Date page field menu and choose Show Field On:
Column.

You now see diversity certificate count for each year in your filter in columns on the pivot table. Next, you
can add suppliers as a row to see which suppliers have certificates for each diversity type.
4 In the Field Browser, click the Supplier (enriched) page field menu, drag it onto the pivot table, and drop it

to the left of the Diversity Type menu.

The farthest left row field on the pivot table is the first row field. Since you added Supplier (enriched) to
the left of Diversity Type, the report displays diversity types for each supplier row. Next, you can drill
down into suppliers with certificates for multiple diversity types to see which certifiers have issued the
certificates.

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Where to Go From Here

Chapter 2 Running Prepackaged Reports

5 Click a supplier row and choose Drill Down By: Certifier.

Drilling down on a supplier by certifier filters the report on that supplier. You can see that the Certifier
page field has moved onto the pivot table as a row, and the Supplier (enriched) field has moved off the
pivot table and back to the Field Browser, where it shows the supplier filter.
The report now shows each type of diversity certificate and each certifier for a specific supplier, for
diversity certificates that are set to expire over a specific time period.
6 Click Home to return to your Home dashboard tab. You can save the report or discard it.

Where to Go From Here


At any time when working with a pivot table, you can click the Chart tab to view the data in the current
pivot table as a chart.
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.
Continue to explore other prepackaged reports using the techniques you learned in this section.
Read Creating Analytical Reports on page 33 to learn how to create a report from scratch.
Read Working with Report Data on page 61 to learn more about using filters and analyzing report data.

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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 reports 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 decisions you make in this step
determine how you create the report and what data you can include in it. See Reporting Facts on
page 121 for a list of Ariba reporting facts and the data they contain.
2 Lay out the pivot table by placing data in different areas of the pivot table (row, column, or page fields)

and deciding whether you want the report to open in detail or aggregate view.
3 Refine the report data to limit amount of data displayed in the report.

After you create the report, you can decide whether or not you want to make it a parameterized report, and
publish it so that it is available to other users.
Note: You can specify whether to display report data in the default currency you specified in your user

preferences, or in any of the other currencies that your organization has made available for Ariba Spend
Analysis. See the Ariba Spend Management Dashboard Quick Reference for information about setting
preferences such as default currency.

Selecting the Reports Source Data


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To select source data for an analytical report:


1 On the toolbar, click Create > Analytical Report.
2 Enter a title and optional description.

If you enter a description, it will appear below the report title in the folder where the report is saved.
3 Choose the fact you want to investigate from the Fact pull-down menu.

The fact you choose determines the data fields you can add to the report. For example, if you select the
Invoice fact, you can report on data fields such as Invoice Spend, Invoice Quantity, and Invoice Unit Price.
4Choose the currency you want to use for report data from the Report Currency pull-down menu; User
Preference, the default setting, specifies your default currency.

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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.

A dashed blue line shows you where you are placing the data field on the pivot table. If you do not see a
dashed blue line when you try to drag a field into an area, the field is not allowed in that area. To change
the order of the fields, drag them to move them up and down in the Data area.
6 Click Next.

You must add at least one data field to a report. You dont 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.

Laying Out the Pivot Table


You determine the layout of the pivot table by adding dimensions and hierarchies as page fields, row fields,
and column fields.
In the report, the row fields appear in a row down the left of the report table and the column fields become
the column headings. Page fields act as filters for report data and add more data elements to the pivot table.
Keeping data in row, column, 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.
If you are creating a detail report (which displays data in detail view, not aggregate view, by default), the
detail fields display as rows and columns in detail view, so you dont need to add additional rows or
columns. Each fact has a default set of detail fields. When you lay out the pivot table, you can add or remove
detail fields.

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Creating an Analytical Report

You should keep the following performance considerations in mind when creating reports:
The more row, column, and detail fields you add, the longer it takes the report to retrieve data from the
database. Its a good idea to start with a few row and column fields and add more later, after the report has
been created.
Because they contain line-level data, detail reports run on large data sets can be slow. Making a detail
report parameterized can improve its performance by asking users to filter the data set before they run the
report. See Creating a Parameterized Report on page 40.
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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 Row
Fields and Column Fields area of the pivot table, or click the field names and choose Add As: Row Field or
Add As: Column Field.
2 To add page fields to the report, drag fields from the list of available hierarchies to the Page Fields area of
the pivot table, or click the field names and choose Add As: Page Field.

3 To add detail fields, click the expand arrow to display the current list of detail fields, then drag a field

from the list of available hierarchies and drop it in the Detail Fields area. To display detail fields in the
report by default, click the Show detail fields in report check box; the report will open in detail view.
4 Click Next.

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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. For example, for Accounting Date, you can limit data to a specific time period; for
UNSPSC, you can limit data to a particular level of the UNSPSC hierarchy; for Supplier, you can limit data
to a supplier or set of suppliers.
To limit data to a specific period of time, you can select a fixed or relative date range. If you use a relative
date range, the report automatically updates with data for dates relative to the current date every time you
open the report.
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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 Relative date range. Choose the time period you want to use (months, quarters, or years)
from the Time Period pull-down menu, and select the number of most recent and future time periods to
use in the filter. If you do not want to include the current partial time period, click to clear the Include
current partial year/quarter/month check box.
To choose a specific, fixed date range, click Fixed date range from and enter dates or use the calendar
icon. Click the Automatically adjust the range to include complete months check box to optimize
performance of the report.
2 For other report hierarchies, on a hierarchys pull-down menu, choose Select Others. (By default, (All) is

selected and all hierarchy data is used.)


3 Click the Include the following items tab to include selected levels in your report, or click the Exclude the
following items tab to exclude them.

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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, leave the hierarchy text box empty and click Search.
To search for a specific level, enter keywords in the hierarchy text box and click Search.
To drill down into the hierarchy and display lower levels, click the expand arrow next to a level.
5 Click OK.
6 Click Run Report.

The Applied Filters area of the pivot table displays breadcrumbs for the hierarchy filters you just applied to
the report.

Creating a User-Defined Field


User-defined fields are derived from calculations based on other fields. You add them to reports to display
data that isnt covered by pre-defined fields.
Since the data in user-defined fields is calculated from other fields, you can only create user-defined fields
based on measure fields that contain numerical values. You cannot create a user-defined field based on fields
with Boolean values (yes/no), values for status (Approved, Not Approved), names of suppliers, or other data
that cannot be calculated mathematically, although you can use counts of the data in those dimensions
(number of suppliers, for example).
As with pre-defined fields, you can format user-defined fields; see Using Field Settings to Format Data on
page 73.
There are two kinds of user-defined fields: custom formula fields and grade fields.

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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 (+), subtraction (-), multiplication (*), and division (/). For example, you might want to create a
purchase order report that includes the average spend per purchase order. Since average purchase order
spend is not a pre-defined field, you can create a user-defined field for Average PO Spend with a custom
formula that divides PO Spend by PO Count.
You create the formula using the pre-defined measure fields associated with the reports fact, such as PO
Spend, or count functions that supply a count of the number of items in non-measure fields. For example, the
UNSPSC dimension contains the names of commodity categories, which you cannot use in a mathematical
formula. A count function for the UNSPSC dimension counts the number of commodity categories in the
dimension, which is a number you can use in a formula. You can create count functions for an entire
dimension, or for specific levels of a hierarchy in the dimension, for example, the number of items in the
bottom level of the UNSPSC hierarchy.
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To create a user-defined custom formula field:


1 On the Source Data page, click Create User-defined Field.
2 On the Definitions tab, enter a name and optional description for the formula field.

The name you enter here appears on the fields menu on the report pivot table, and if you add the field as
a column field, it will appear as a column heading.
3 Choose Custom Formula from the Function Name pull-down menu to display the formula editor.

You create a formula out of pre-defined data fields or count functions. As you add building blocks to your
formula, they appear in the Formula list.
4 Add a pre-defined data field or count function to the formula:

To add a pre-defined data field, click Add to Formula in the fieldss row.
To add a count function, choose the dimension you want to count data in from the Dimension
pull-down menu. If you want a count of data in a hierarchy or hierarchy level of the dimension, rather
than of the whole dimension, choose values from the Hierarchy and Level pull-down menus. Click Add to
Formula.
5 Add a mathematical operator to the formula by clicking the operator buttons (+, -, *, /, (, )) below the

Formula list.
6 Continue adding fields, functions, and operators until you have created the formula you want for the

user-defined field.

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Creating a User-Defined Field

7 Click Validate to verify that the formula you have created is valid.

If your formula is not valid, locate the source of the error, click Clear and add the corrected version of the
formula.
8 Click OK to add the custom formula field to the report.

Creating a Grade Field


A grade field contains a grade value based on the values in another data field. For example, you might want
to create a purchase order report that assigns grades to certain ranges of purchase order amounts; you can
then filter the report on grades to group purchase orders. You can base the grade on specific values (linear
function) or a range of values (data range).
A grade field defined by a linear function has a minimum and maximum. Data values that fall between the
minimum value and the maximum value are automatically assigned grades between the minimum grade and
maximum grade. For example, if you assign a grade of 0 to the value 0 and a grade of 100 to the value 100,
the value 50 is automatically assigned a grade of 50. You do not need to define a grade for every value
between the minimum and maximum, because the linear function determines the interim grades for you.
A grade field defined by data ranges associates grades to ranges of values. For example, 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. The grade field assigns the specified default grade to all values that fall outside the assigned ranges.
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To create a user-defined grade field:


1 On the Source Data page, click Create User-defined field.
2 On the Definitions tab, enter a name and optional description for the grade field.
3 Choose Grade [0-100] from the Function Name pull-down menu to display the Grade Function area of the

Definitions tab.
4 Choose the data field to which you want to assign a grade from the Use data field pull-down menu.

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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. Enter
grades between 0 and 100 and data values for the minimum and maximum grade.
Choose Data Ranges from the Define Using pull-down menu to create a set of grades based on ranges of
data. Choose an operator (<, <=, >, >=) from the For data values pull-down menu, enter a value for the
data range, and specify the grade. To define another grade, click Add new grade. Continue adding grades
until you have defined grades for all of the data ranges you need.
6 Click OK to add the grade field to the report.

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, or users to whom you only
want to present certain parts of the available data, 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, or to ask the user to choose values and
settings on the Refine Data page before running the report. You can parameterize a prepackaged report or a
report you have created.
Note: If you want to create a parameterized version of a prepackaged report, or a report another user has

published in the Public Reports folder, you must save a personal copy of the report before you can edit it.
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To create a parameterized report:


1 Navigate to the report you want to parameterize, click it, and choose Open.
2 On the report pivot table, click Edit.
3 On the Refine Data page, click the Customize link.
4 If you want to force users to refine data whenever they open the report, click the Always show this
customized form check box.

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Creating a Parameterized Report

5 For each data field, 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.
They will only be allowed to work with the hierarchy levels or values you specify.
From the Selection Type pull-down menu, choose whether you want the user to look for items across all
levels of a hierarchy, or restrict the initial choice to the top level of the hierarchy.
If the report contains more than one data field, use the up and down arrows to control their positions on
the Refine Data page.
Click X (Hide) next to a data field if you want to hide it, moving it to the Hidden Fields area of the page.
When a field is hidden, the user cannot alter its settings. Click Show to show a hidden data field.
6 Click Done to save your changes.
7 If prompted, refine the data in the report be selecting values on the Refine Data page. You will see this

page only if the report is set up to require user input.


8 Click Save to save the parameterized report.

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Creating a Parameterized Report

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Chapter 3 Creating Analytical Reports

Ariba Spend Analysis User Guide

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, such as purchase orders, invoices, and so
on. Multi-fact reports allow you to compare relationships between data in different facts in a single report.
You can also create new user-defined fields based on data fields from different facts.
When you compare two or more facts, all of the data fields from those facts are available for use in the
report. However, you can only compare data for those dimensions that the combined facts have in common.
The following diagram shows the intersection of two facts and their dimensions.

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. See Reporting
Facts on page 121 for a list of facts and the data they contain.

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Creating a Compound Report

Chapter 4 Creating Multi-Fact and Compound Reports

To compare multiple facts in a report:


1 On the command bar, click Create > Analytical Report.
2 Enter a title and optional description.

If you enter a description, it will appear below the report title in the folder where the report is saved.
3 Choose Create multi-fact report from the Facts pull-down menu.
4 Select the facts you want to compare. As you add or remove facts, the field mappings on the lower half of

the page change to match your choices.


5 Review each facts field mappings to see if you want to map certain fields to each other.

For example, if you are creating a report on the Invoice and Purchase order facts, you can choose from the
pull-down menus the fields you want to use for both in the Time dimension: Accounting Date, Invoice
Date, and so on.
6 When you have finished choosing and mapping facts, click Done to return to the previous page, where

your choices are displayed.


7 Finish creating the report as you would a single-fact analytical report, using data fields for both facts. See

Creating Analytical Reports on page 33.

Creating a Compound Report


A compound report allows you to view many different charts and tables at a single glance. In a compound
report, you can see the pie chart of one report, the line chart of another, and the table view of still another. In
addition, compound reports can include summarized views, which are table-view combinations of values
extracted from reports.
Suppose you want to see an overview of your spend by commodity and supplier: off-contract spend, spend
variance, inflation costs, and so on. You can add the analytical reports that provide that information to a
compound report. Filters on compound reports allow you to examine specific data across different reports.
For example, you can filter the report by active account, giving yourself a single view of spend activity for
one or more accounts in your organization.

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Creating a Compound Report

You create a compound report by performing the following general steps:


1 Create the components of the compound reportsthe basic reports and summarized viewsand add the

content to your compound report.


2 Add page fields as filters on the data.
3 Map compound report page fields to individual report fields.
4 Refine report data and run the compound report.

Each of these steps is discussed in more detail in the following sections.

Adding Content
Before you begin creating a compound report, make sure that you have the underlying analytical reports you
need. You must have already set up the reports or determined which prepackaged reports you want to add to
the compound report.
You can combine the following in a compound report:
The pivot table or chart views of analytical or parameterized reports.
Summarized views; see Creating a Summarized View on page 46.
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To add content to a compound report:


1 On the command bar, click Create > Compound Report.
2 Enter a title and optional description.

If you enter a description, it will appear below the report title in the folder where the report is saved.
3 Click the area where you want to add content: Left Column, Right Column, or Bottom.
4 Click Add Content and choose the type of content you want to add from the pull-down menu.

Choose Chart/Table to add a previously created analytical report or a prepackaged report. Navigate in
your folders to find the specific analytical report you want to add, click it, and choose how you want it
to appear: as a table or one of several different kinds of charts.
Choose Summarized View to use any combination of unique values from any analytical reports. See
Creating a Summarized View on page 46.
5 Repeat the previous step until you have added all the basic content you want.

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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.

In order to work with the content in an area, you must select it by clicking the radio button associated with
it: Left Column, Right Column, or Bottom.

Click the side arrow buttons to move selected content from one column to another.
Click the up and down arrow buttons to move selected content up or down in a column and rearrange
report order.
Move content to the left column and click X to delete it.
7 When you are satisfied with the layout of the content, click Next.

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. The layout of a summarized view is a two-column table. You can
combine values from any of your analytical reports into a single summarized view.
For example, to summarize information about commodities, 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

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Creating a Compound Report

To create a summarized view:


1 On the Configure Content page, click Add Content and choose Summarized View.
2 Enter a title for the summarized view.
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.


4 In the Data Fields area, click a data field to add it to the summarized view.
5 In the Other Fields area, click a field and choose a level from the pull-down menu.

6 When you have added all the fields you want from this analytical report, adjust their positions and

descriptive labels:
Click X next to the field to delete it.
Use the up and down arrows to move fields up or down.
Edit the fields descriptive label.
7 When you are satisfied with the design of your summarized view, click OK to add it to the compound

report.
8 If you are ready to move to the next step of compound report creation, configuring filters, click Next.

Otherwise, continue adding content to the report and editing its layout as described in Adding Content
on page 45.

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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, constraining all data in the
individual analytical reports. For example, if you add a filter field for Supplier you can filter the compound
report so that it only displays data for certain suppliers.
Note: You should only filter on fields that are in all of the underlying analytical reports that make up the

compound report. If you select a filter field for the compound report that is not included in an underlying
analytical report, it has no effect.
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To add filters to a compound report:


1 On the Configure Filters page, click the names of the fields you want to use as filters in your compound

report.

When you click a field name to add it as a filter, it appears in the Filter Fields area. To remove a filter
field, click it.
2 If you want to specify whether to use calendar or fiscal dates to constrain data in the compound reports
Time dimension hierarchies, click the Specify time range constraint check box and choose Calendar or Fiscal.
3 Click Next.

Mapping Fields
You map the compound reports filter fields to fields in the individual reports that make it up. For example,
in a compound report that contains reports on invoices and purchase orders, you might want to map the dates
to Invoice Date for invoice reports and Ordered Date for purchase order reports.
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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.

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Creating a Compound Report

2 If the data field in the individual report has more than one hierarchy, choose the hierarchy you want to

map the compound report filter field to from the pull-down menu.

3 Click Next.

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. For example, suppose an analytical report includes data on all suppliers. In
your compound report, you can limit the data to a specific supplier or groups of suppliers.
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To refine compound report data and create the report:


1 To refine the date range of data displayed in the compound report, specify new date values as described in

Refining Report Data by Date Range on page 62.


2 To constrain any of the compound reports other filter fields, choose Select Others from the fields

hierarchy pull-down menu and specify hierarchy levels as described in Refining Report Data by
Hierarchy Levels on page 64.
3 (Optional) to parameterize the compound report, click the Customize link and specify how other users can

interact with the report as described in Creating a Parameterized Report on page 40.
4 Click Run Report to create the compound report.
5 Click Save and save the report to your Personal Workspace or a Public Reports folder.

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.

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Creating a Compound Report

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Chapter 4 Creating Multi-Fact and Compound Reports

Ariba Spend Analysis User Guide

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.

About Opportunity Searches


Ariba Spend Analysis opportunity searches are targeted searches for savings and other opportunities in your
spend data. Unlike an analytical report, which starts with a wide set of data and allows you to drill down into
sections, an opportunity search looks at only the data that falls within specific ranges that are designed to
highlight opportunities for savings, improved efficiency, supplier diversity, and other organizational goals.
Some of the opportunities you can search for include:
Price variationIs 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.
Supplier fragmentationAre 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.
Order fragmentationIs 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.
Supplier monopolyAre 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.
Non-compliant sourcingAre there a large number of suppliers for a commodity? Do many different
parts of the organization purchase the commodity, 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.
Opportunities for sourcingDo certain commodities comprise a significant portion of your
organizations spend, and are the prices on those commodities changing? Are the number of parts for
the commodity small, 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.
Opportunity searches are based on commodities. You examine different aspects of data associated with a
commodity or commodity category in order to identify opportunities.

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Running Prepackaged Opportunity Searches

Chapter 5 Using Opportunity Search

Like analytical reports, opportunity searches are displayed on pivot tables where you can slice, dice, and
filter data. You can run prepackaged opportunity searches, or create your own opportunity search. You can
also schedule an opportunity search to run in the background as you would an analytical report; see
Scheduling Background Reports on page 57.
Note: Because opportunity searches include pre-calculated data, the date range in which you can search for
data is pre-set for all searches. Once you have run the search, you can filter on dates within the date range,
but you cannot refine search data using date ranges. For information on configuring date ranges for all
opportunity searches, see the Ariba On-Demand Administration Guide.

Running Prepackaged Opportunity Searches


Ariba prepackaged opportunity searches are designed to locate some of the most common opportunities,
such as supplier fragmentation, order fragmentation, and price differences.
Before you run a prepackaged opportunity search, you must select the data ranges for your search criteria.
You can search all data, use pre-defined search ranges, or define custom data ranges. You can also search on
all UNSPSC commodity categories, or specify the commodities you want to include in the search. You can
edit search criteria after you have run the search.
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To run a prepackaged opportunity search:


1 On the command bar, click Manage > Prepackaged Reports.
2 Click the Spend Visibility folder and choose Open.
3 Click the Opportunity Analysis folder and choose Open.
4 Click a prepackaged opportunity search and choose Open to display the Refine Data page.
5 On the UNSPSC pull-down menu, choose Select Others.
6 Click the Include the following items tab to include selected UNSPSC levels in your search, or click the
Exclude the following items tab to exclude them.
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, leave the UNSPSC field empty and click Search.
To search for a specific level, enter keywords in the UNSPSC field and click Search.
To drill down into the UNSPSC hierarchy and display lower levels, click the expand arrow next to a
level.
8 Click OK to apply the search range for the UNSPSC hierarchy.

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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.
Choose a pre-defined data range.
Choose Custom value, then choose an expression (>, >=, <, <=, between, or =) and a value.
10 Click Search.

Search results display in detail view. The Field Browser displays your search criteria. You can use the
page field menus in the Field Browser to continue refining data ranges in the existing search, or click Edit
to modify search ranges and run the search again.
11 To see a detailed analytical analysis of your applied opportunity search data ranges in report form, click
Go to detailed opportunity analysis. You will be prompted to save your current search before the detailed

analysis displays.

Creating an Opportunity Search


The process for creating an opportunity search is very similar to the process for creating an analytical report.
To create an opportunity search, you perform the following general steps:
1 Select the search criteria by choosing measure fields as search parameters. The search parameters you

choose in this step determine the boundaries of your search.


2 Define ranges for the search parameters by selecting from pre-set data ranges or specifying custom

ranges. The search displays only data that fits in these ranges.
Each of these steps is described in detail in the following sections.
You can also link your opportunity search to an analytical report to place a link to the report on the
opportunity search pivot table. If you have an analytical report that relates directly to the subject of your
search, the link allows you to navigate easily between them.

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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. Adding search parameters automatically adds the page fields associated with
those parameters to the search. The search parameters form the basis of the opportunity search, and are
displayed on columns in the final search.
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To select criteria for the opportunity search:


1 On the command bar, click Create > Opportunity Search.
2 Enter a title and optional description for the search.

If you enter a description, it will appear below the search title in the folder where the search is saved.
3 Drag pre-defined parameter fields from the list of available parameters 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. For
opportunity searches, you can only create custom formula user-defined fields.
A dashed blue line shows you where you are placing the data field on the pivot table. If you do not see a
dashed blue line when you try to drag a field into an area, the field is not allowed in that area. To change
the order of the fields, drag them to move them up and down in the Data area.
4 Click Next to define search data ranges.

Defining Search Data Ranges


The second step of creating an opportunity search is selecting data ranges for the search parameters. For
example, you can run the search only on certain parts of the UNSPSC hierarchy, or only for invoice spend
over a specific dollar amount.
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To define search data ranges:


1 On the UNSPSC pull-down menu, choose Select Others. (By default, (All) is selected and all UNSPSC data

is used.)
2 Click the Include the following items tab to include selected UNSPSC levels in your search, or click the
Exclude the following items tab to exclude them.
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, leave the UNSPSC field empty and click Search.
To search for a specific level, enter keywords in the UNSPSC field and click Search.
To drill down into the UNSPSC hierarchy and display lower levels, click the expand arrow next to a
level.
4 Select one of the following values for the other search ranges:

Choose All to search among all values for the search range.
Choose a pre-defined data range.
Choose Custom value, then choose an expression (>, >=, <, <=, between, or =) and a value.

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Creating an Opportunity Search

5 To link the opportunity search to an existing analytical report, click the Link this search to an analytical
report link, navigate to the analytical report, and click it, then click OK to return to the search.
6 Click Search to run the search.

If you linked the search to an analytical report, you can open that report by clicking the link to the reports
name at the bottom of the search pivot table. You can remove the link on a search after it has already been
run by clicking Edit on the opportunity search pivot table, clicking Link this search to an analytical report on the
Define Ranges page, and clicking the Clear button next to the report.

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Creating an Opportunity Search

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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. The report runs whether or not you are
logged into Ariba Spend Management, and you can schedule it to run in the background once or at regular
intervals. You can schedule any report to run in the background, including prepackaged reports and reports
you and other users in your organization have created and saved. When a scheduled report has finished
running, you will receive an email notification. You can view report results as a ZIP file attachment to the
email notification, or by logging into Ariba Spend Management and opening or downloading the report
results.
You schedule a report to run in the background for one of two reasons:
Hands-off reportingonce you schedule a background report, you do not have to be logged into Ariba
Spend Management while it runs. If you are running a large report that contains a lot of data, you can
schedule the report to run in the background as soon as possible and perform other tasks while it runs. You
can also schedule a report to run in the background at regular intervals so that it is ready when you need it.
Taking data snapshotswhen you run a report in real time, it displays current data. Scheduled
background reports capture a view of your data at the moment theyre run and can be stored for some
time, so you can use them to compare periodic snapshots of your data.
Because scheduled reports take a snapshot of the report data at the time they are run, they are not as flexible
as live reports, which have continuous access to the database. You can filter and drill down on existing page,
row, and column fields in a stored scheduled report, but you cannot move fields from page to column to row
or add new fields to the report.
If you choose to have scheduled report results sent to you in an email notification, the results are sent to the
email address you specify in your email notification preferences. See the Ariba Spend Management
Dashboard Quick Reference Guide for more information about preferences.
Note: There is a limit to the number of scheduled background reports that can run at the same time, and each

newly scheduled report is added to a queue. Scheduled times are approximate; depending on the number of
reports all of the users in the system have scheduled to run at a given time, a background report might run at
the scheduled time or some amount of time after the scheduled time. Reports that are scheduled to run
during a database schema switch do not run until that switch is completed. Be sure to allow enough time for
the report to run if the system is crowded. If you experience large delays in scheduled report runs, contact the
person in your organization who manages all of your organizations scheduled reports.

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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.
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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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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.
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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 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, filter data, drill down,
and more.

Page and Others tabs

Page field

The Field Browser has two tabs: Page and Others.


The Page tab lists the page fields currently included in the analytical report. Page fields are not displayed
as rows or columns on the pivot table, but you can use them to filter or drill down on report data. You can
drag fields between the Page tab and the report pivot table to add or remove them as rows and columns.
The Others tab lists the entire set of dimension and hierarchy fields associated with the reports source
data. From this list, you can add fields to the row or column areas of the pivot table or to the Page tab.
Your ability to see and use the Others tab depends on the Ariba Spend Management solution your
company has purchased.
Note: On the report pivot table, you drill down into data using page, row, and column fields. If you want to

filter or drill down on data using a field on the Others tab, drag it from the Others tab and to the Page tab or
the pivot table.

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Filtering Report Data

Chapter 7 Working with Report Data

In addition to adding or removing data fields from a report, you can filter report data using the Field
Browser; see Filtering Data with Page, Row, and Column Fields on page 66.
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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.
2 To remove a field from a report and place it on the Field Browser, click its field menu on the pivot table
and choose Show Field On: Page.

You can also add or remove page fields by dragging them between the Field Browser and the pivot table.

Filtering Report Data


There are several ways to filter report data, depending on whether you want to constrain data for the entire
report view or focus in on specific areas. You can:
Refine the amount of data in a report by specifying a date range or including or excluding specific
hierarchy levels.
Drill down on rows, columns, or data values to focus on specific areas of data and filter out the rest.
Use row, column, or page fields to filter the data on the pivot table.

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. For example, if your report includes an Accounting Date hierarchy, you can limit the
time period to a range of dates. If it includes a UNSPSC hierarchy, you can include or exclude specific
UNSPSC levels. 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, you can select either a relative date range or a fixed date range. A
relative date range covers the most recent specified number of months, years, or quarters; a fixed date range
covers the time in between specific dates. If you select the most recent date range, the report automatically
updates with new data in the most recent date ranges whenever you view it.

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Filtering Report Data

To filter by date range:


1 On the report pivot table, click Edit.
2 On the Refine Data page, specify a range of dates.

To set ranges of dates for which reports are automatically updated with new data whenever you view
them, click Relative date range. Choose the time periods you want to use (months, quarters, or years)
from the Time Period pull-down menu, and select the number of most recent and future time periods to
use in the filter. If you do not want to include the current partial time period, click to clear the Include
current partial year/quarter/month check box.
To choose a specific, fixed date range, click Fixed date range from and enter dates or use the calendar
icon. Click the Automatically adjust the range to include complete months check box to optimize
performance of the report.
3 To limit your date selection even more precisely, particularly if you have more than a single date hierarchy
in your report, click the Advanced Options check box. The advanced options available to you depend on the

reporting facts you are using.


To filter data using one date hierarchy, choose the hierarchy from the Refine data using pull-down menu.
For example, you may be able to choose between Accounting Date, Invoice Date, and so on.
To filter data using two date hierarchies, 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.
Choose whether to filter data using a Calendar or Fiscal date type from the Date type pull-down menu.
To include all data in the report, whether or not it is associated with a date, click the Include data with
dates not set (unclassified) check box.
To refine the date range further, click the Refine selection further check box, choose Select Others from
the pull-down menu, select date levels to include or exclude, and click OK. This option is only available
for some date hierarchies.
4 Click Done to apply the date filter to the report.

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Filtering Report Data

Chapter 7 Working with Report Data

Refining Report Data by Hierarchy Levels


To constrain report data by hierarchies other than time, you can select specific levels for report hierarchies to
either include in or exclude from the report.
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To filter by hierarchy levels:


1 On the report pivot table, click Edit.
1 From the hierarchy pull-down menu, choose Select Others. (By default, (All) is selected and all data in the

hierarchy is used.)
2 Click the Include the following items tab to include selected hierarchy levels in your search, or click the
Exclude the following items tab to exclude them.
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, leave the hierarchy field empty and click Search.
To search for a specific level, enter keywords in the hierarchy field and click Search.
To drill down into the hierarchy and display lower levels, click the expand arrow next to a level.
The Refine Data page displays the values you have selected for the hierarchy.
4 Click OK.
5 Click Done to apply the hierarchy filter to the report.

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Drilling Down
Drilling down lets you go from a high-level aggregate value down to the most detailed data for specific rows,
columns, and data values in a report, filtering out the data that does not fit into your area of focus along the
way. For example, when you are viewing invoice figures, you might drill down on a row in the UNSPSC
hierarchy from general to specific commodity categories. You can also drill down in any other hierarchy
thats in the report as a row, column, or page field; for example, you can display suppliers for a UNSPSC
category.
You can drill down into lower levels of the same hierarchy, or into other page, column, or row field
hierarchies. The next level of the current hierarchy is displayed in bold on the Drill Down By pull-down menu.
When you drill down further into the same hierarchy on a row, column, or data value, you filter the report on
that value, and the page field menu on the pivot table and the breadcrumbs in the Applied Filters area both
show that filter. For example, if you start at UNSPSC (L1) for all commodities and drill down into the
Information Technology Broadcasting and Telecommunications row by UNSPSC (L2), the UNSPSC field
menu displays the value you drilled down into and the report displays all of the Level 2 UNSPSC categories
for it.
When you drill down into a different page field hierarchy from a row, column, or data value, you filter the
report on that value. 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. 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,
column, or data value you drilled down from. For example, if you start at UNSPSC (L2) for all commodities
and drill down into the Computer Equipment and Accessories row by Active Suppliers, the Active Suppliers
page field becomes a row field and the report displays all suppliers for Information Technology
Broadcasting and Telecommunications, while UNSPSC becomes a page field.
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To drill down in a report:


On the report pivot table, click the row, column, or data field you want to drill down into and choose a field
to Drill Down By.

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Filtering Report Data

Chapter 7 Working with Report Data

Filtering Data with Page, Row, and Column Fields


Filtering with field menusmenus for either row, column, or page fieldslets you apply specific
constraints to the data on the pivot table. You can filter using fields that are on the report as rows or columns,
or page fields that are in the Field Browser. Unlike drilling down, which applies filters to the row, column, or
data value youre drilling down into, the filters you apply using field menus constrain all of the data in the
current report. If you are using detail view, you can also filter using detail fields.
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To filter data using fields on the pivot table:


1 Click the field menu and choose a hierarchy value under Select Level, Values.

The field menu lists only the first few values in the hierarchy; to expand the full list of hierarchy values,
choose Select Others and then select the hierarchy value or values you want to use to filter data. See
Refining Report Data by Hierarchy Levels on page 64 for more information on selecting hierarchy
values.
2 To return to a view of the data for the entire page field hierarchy, click the field menu and choose Select
Level, Values: (All).

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Filtering Report Data

To filter data using page fields in the Field Browser:


1 In the Field Browser, 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.


2 Click the value you want to use to filter data.

The report shows pivot table data filtered for the hierarchy value you selected, and displays a breadcrumb
for the filter in the Applied Filters area. If the page field hierarchy has more than one level, you can
continue filtering by clicking values in the page field menu in the Field Browser.
3 To return to a view of the data for the entire page field hierarchy, click the right side of the page field
menu in the Field Browser and choose Select Level, Values: (All) from the pull-down menu.

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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.

Navigating with Applied Filters


Report pivot tables include information about the Applied Filters (constraints) in effect on the pivot table.
This information (called breadcrumbs) is displayed above the pivot table. As you drill down or collapse
the data, the breadcrumbs show the location of data in the hierarchies on the pivot table.
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. The breadcrumbs include hyperlinks that take you back
up to the levels of the Applied Filters in the previous view of the report. You can click any level displayed in
the breadcrumbs to return the data to that pivot table view.

Breadcrumbs

Skipping Levels
Many hierarchies have multiple levels. 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. For example, you can skip directly from the year level to the month level in a date hierarchy without
first viewing quarters; 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; and so forth.
Skipping levels differs from drilling down, 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. Skipping levels changes your view
of report data, but it does not apply filters, and your movements do not appear as breadcrumbs in the Applied
Filters area of the pivot table.
Note: You can only skip levels in hierarchies with fields that roll up. For example, you can skip levels in a

UNSPSC hierarchy, where data values associated with a hierarchy level can be rolled up into the total for the
level above it.
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To skip levels in a hierarchy:


1 On the report pivot table or in the Field Browser, click the hierarchy data field menu and choose a starting
level under Select Starting Level.

The report displays all hierarchy data for the level you specify as the starting level. For example, if you
start at UNSPSC (L1) and skip to the UNSPSC level, the report shows data for all UNSPSC categories in
the higher levels If you start at the Year level and skip to Months, the report shows all of the data for the
years, broken down into months. The field menu displays the starting hierarchy level for the report view.
2 To return to a view of the data for the entire hierarchy, click the hierarchy data field menu and choose
Select Level, Values: (All) from the pull-down menu.

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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, such as the difference
in invoice count from one year to the next.
Alerts visually highlight data that has met the conditions you set, such as exceeding specified values.

Analyzing Variance
Variance analysis provides at-a-glance comparison of data in two different dimensions as shown by a
variance measure. For example, you can compute and display the difference in currency amount from one
fiscal quarter to another. Or, you can compare counts and amounts from one month to the next, or from one
month in one year to the same month in the following year.
For example, suppose a buyer creates an analytical report displaying the company's spend in a certain
category over the last three years. While exploring the report, the buyer notices a large increase in spending
in the category in July of the current year. The buyer wants to compare the spending in this category for the
last three years and then wants to view the comparison by month.
In addition to comparison over time, other types of variance analysis might compare measures across
different suppliers, regions, company departments, and so forth. Any measure that is displayed as a
numerical total can be calculated and displayed as a variance.
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, make it one:

If the time hierarchy is a row in the report, click the field menu on the report pivot table and choose
Show Field On: Columns.
If the time hierarchy is a page field in the report, click the menu for the time field on the Page tab of the
Field Browser and choose Show Field On: Columns.
2 Click Edit.
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. For more information on refining report data by date range, see

Refining Report Data by Date Range on page 62.


For example, you might want to analyze variance between two years or two quarters. When you apply the
date filter, the report displays data for that time span.
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 hierarchys data field menu and choose Select Level, Values: Select Others, then select two
values. For example, if your report is displaying data for two years and you want to compare two
months, you can select the values for those months.
Click the time hierarchys data field menu and choose Select Starting Level, then choose a starting level:
months, quarters, or years. For example, if your report is displaying data for two years and you want to
compare data between those years, 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.
5 Click the Total column heading menu and choose Show Variance. All total columns in the report display the

variance totals over the time span you specified.

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Chapter 7 Working with Report Data

Setting Alerts
To achieve savings and process goals, companies need to measure and monitor critical changes in values
across business units, suppliers, commodities, and so on. You can set alerts to highlight specific values in
data fields, or to highlight measure fields. Changes in those values cue a visual alert that makes them
instantly apparent, and you can then focus on those areas where the values are moving outside of your target
range.
For example, you could define alerts to track savings targets. You define savings as a percentage of spend
and based on the percentage, you can set three levels of alerts: red, yellow, and green. As the value
approaches within 3% of the savings target, a green alert displays; as it approaches 2%, a yellow alert
displays; as it approaches 1%, a red alert displays.
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, including any Applied Filters.
W

To set alerts:
1 On the report pivot table, 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.
2 On the Define Data Field page, click the Alerts tab.
3 Click the Enable Alerts check box.

The panel expands so that you can specify the conditions that trigger the alert.
4 Select the alert condition by choosing an operator (<, <=, >, >=) from the For values pull-down menu.
5 Define the alert:

To define an alert based on a numerical value, enter the numerical value that triggers the alert.
To define an alert based on another measure field, click the Numerical Value link and choose Define Alert
Using: Measure, then choose the measure field from the pull-down menu.
6 Choose the color of the alert highlight from the Color pull-down menu.
7 Enter a notification message to associate with the alert.

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Analyzing Report Data

8 Specify additional conditions by clicking Add new condition and repeating the previous steps. To delete an
already set condition, click the X to its left.

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 grand total row in pivot table check
box.
To highlight all row values except for grand totals, click the Enable highlighting for all other rows in pivot
table check box.
To highlight detail fields, click the Enable highlighting for detail view check box.
10 Click OK to save the alerts and return to the report pivot table.

The values in the report that meet the alert conditions you specified are highlighted for easy visual
identification.

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Ariba Spend Analysis User Guide

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, percentages, or running totals, 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, and by showing or hiding total and variance columns and subtotal rows.
Aggregate and detail views allow you to view reports as collections of data that show overall trends or to
examine individual pieces of data; you can also view data in pivot mode or table mode.
Display modes allow you to display report data as a pivot table, a chart, or a report dashboard.
Pivot layout options allow you to view reports as a pivot table or a pivot grid.
By changing what a report displays, you can tailor both the amount of detail in the report and the format of
the report data to your needs.

Using Field Settings to Format Data


You use field settings to format the data in a data field. The field settings options available to you depend on
the type of data in the field. Data fields such as invoice spend or invoice count are often displayed as
columns in a report; when you format the field settings for a data field, that formatting applies to every place
that field appears in the report.
The type of data you are formatting determines formatting options. For example, if you are working with
count totals such as commodity counts or invoice counts, you have options for formatting numbers; if you
are working with currency values such as invoice spend, you have options for formatting currency; and so
forth.
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To change the format of a data field using field settings:


1 On the report pivot table, click the fields data field or column heading and choose Edit > Field Settings.
2 On the Define Data Field page, click the Format tab.

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Using Field Settings to Format Data

Chapter 8 Using Report Display Settings

3 Select the way you want to display the fields data from the Show data as pull-down menu:

To show data as numbers, choose normal.


To show data as a percentage of the total in the row, choose % of row.
To show data as a percentage of the total in the column, choose % of column.
To show data in a running total along rows, choose running total of row.
To show data in a running total along the column, choose running total of column.
4 To display the original data value with the percentage or running total in parentheses next to it in the same
column, click the display with original value check box.
5 Choose a number format for the data from the Show data in pull-down menu. This formatting option is

only available if you are using the fields normal formatting.

To show data in its default format (as currency for amounts, numbers for supplier counts, percentages
for percentages, and so forth), choose Default.
To show data in number format, choose Number.
You can further refine number formatting. Choose the maximum number of decimal places to display
for numbers from the Decimal places pull-down menu. Click the Use 1000 separator check box to use a
separator between thousands (displaying one thousand as 1,000) or deselect the check box to display
numbers without a separator (displaying one thousand as 1000).Click -1234.10 to display negative
numbers with a negative sign, or (1234.10) to display negative numbers in brackets.
To show data in currency format, choose Currency.
You can further refine currency formatting. Choose the maximum number of decimal places to display
for currency data from the Decimal places pull-down menu. Click the radio button next to the default
currency symbol for the report data to display the data with a currency symbol, or click the radio button
next to None to display the data without a currency symbol; for example, if your report data is in US
dollars, you can display the currency data with a $ symbol or with no symbol. Click -1234.10 to display
negative currency data with a negative sign, or (1234.10) to display negative currency data in brackets.
To show data in percentage format, choose Percentage.
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.
6 Click OK to apply your format settings to the data field.

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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. By
modifying the Others bucketing settings for a report, 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; the most restrictive setting governs
the way data is grouped in the Others row. 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,
such as Invoice Count or Total Spend. If you are working with a data field that cannot be totaled in a
meaningful way, such as Status, use minimum and maximum rows to set Others bucketing.
You can also show or hide individual rows and columns on the pivot table.
W

To change a reports display options:


1 On the report pivot table, click Actions and choose Display Options, or click the Edit link in the Display

Options area of the pivot table.


2 On the Others Bucketing tab, 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, choose values from the
Show Minimum of and Show Maximum of pull-down menus. By default, the pivot table shows a minimum
of 3 and a maximum of 8 rows. All report rows that exceed the maximum number are grouped into a
row called Others. Keep in mind that the pivot table updates faster when it has fewer rows.

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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, choose a ratio from the Ratio
pull-down menu. By default, the pivot table shows 100% of the items that make up the total. 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. For example, if you apply a 60/40 ratio, the report display the items that make up
the top 60% of the total and groups the remaining 40% of items in Others.
To set a minimum subtotal percentage that items must meet to appear on the report, choose a
percentage from the Percentage pull-down menu. Every item with a subtotal below the minimum
percentage of the total is grouped into a row called Others; items with subtotals above the minimum
percentage of the total appear on the report. For example, if you set the minimum subtotal percentage
to 3%, the report groups every item that makes up less than 3% of the total in Others.
To display total and variance columns on the pivot table, click the Show total or variance columns on the
pivot table at all times check box. Click to clear the check box to hide these columns. Setting any other
Others bucketing options overrides this setting.
To display subtotal rows on the pivot table, click the Show subtotal rows on the pivot table at all times
check box. Click to clear the check box to hide these rows. Setting any other Others bucketing options
overrides this setting. Depending on the report youre working with, this option may only be available
if you are using the pivot grid layout.
3 Click OK to apply the display options.

The Display Options area of pivot table shows the reports current settings.

Using Aggregate and Detail Views


An Ariba report might use detail or aggregate as the default view, depending on the purpose of the report and
the kind of data it displays. In the aggregate view, the individual pieces of data that make up a report are
aggregated together into hierarchy levels to show meaningful trends. For example, report based on invoices
contains data from many different individual invoices, but the report aggregates that data by grouping
invoice dates into a date hierarchy with month, quarter and year levels; grouping individual parts into a
UNSPSC hierarchy with multiple levels; and so forth. 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. For example, you can view all of the individual invoices for a UNSPSC category or for a supplier.
In the detail view, you also have the option of displaying the report in table mode, as a flat data table.
W To switch between aggregate and detail views:

1 Open the report you want to examine.


2 Switch to the detail view:

To display a detail view for all of the data in the report, click the Data menu and choose Show: Detail
View.
To display a detail view for the data associated with a row in the report, click a data value in the row
and choose Show detail view.
3 To view all of the details associated with an individual piece of data in detail view, such as an invoice or a
purchase order, click its ID and choose Action: View More Details.
4 To display up to twenty thousand lines of detail in a table of streaming data, click View up to 20000
untruncated lines of your report in streaming mode at the top of the detail view.

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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 charts 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 charts data display. The Top data level
charts the reports row data from left to right and the column data from top to bottom. The Bottom data
level charts the reports 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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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 reports 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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Accessing Your Folders and Reports

Chapter 9 Managing Reports and Folders

5 Choose a folder location from the Current Project pull-down menu.

If you are saving a report to your Personal Workspace, choose Personal Workspace.
If you are publishing a report to a public folder, choose Public Reports.
If you do not see your destination folder on the Current Project pull-down menu, choose Other, navigate
to the folder where you want to save the report, and click Select.
6 If there are subfolders in your destination folder, 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.
7 Click Save.

Accessing Your Folders and Reports


You access your folders, reports, and other documents in either your Personal Workspace or the Public
Reports folder.

Accessing Your Personal Workspace


If your Ariba Spend Management solution includes the ability to save reports, you can save them to a
Personal Workspace.
W

To access your Personal Workspace:


On the command bar, click Manage > Personal Workspace.
If you have viewed your Personal Workspace recently, you will also see a link to it in the Recently Viewed
area of the dashboard.

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. The Public Reports folder can contain any number of user-created subfolders. The Public Reports
folder is only available in Ariba Spend Management solutions that include the ability to save reports.
W

To access the Public Reports folder:


1 On the command bar, click Manage > Public 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.
2 Click any report, folder, or other document in the Public Reports folder and choose Open to display its

contents.

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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, if you have
permission to publish reports, in public folders. You can also move and copy folders and documents.

Creating Folders
By default, the user who creates a folder is its owner. However, you can also designate a user group as the
folder owner. Folder owners can restrict access to the folder. One simple way of limiting access to a folder to
one group of users is to make the group the folders owner and then restrict access to owners only.
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, click Actions and choose Create > Folder.
To create a subfolder in another folder, click the folder and choose Create > Folder from the pull-down
menu.
2 Enter a name and optional description for the folder.
3 To designate a user other than yourself as the folder owner, choose a name from the Owner pull-down
menu, or choose Search for more and click Select next to the user or user group.
4 To restrict access to the folders contents, choose the group you want to be able to see the folder from the
Access Control pull-down menu, or choose Search for more and click Select next to the user or user group.
5 Click Create.

Moving Folders and Reports


You can only move a folder, report, or other document within its parent public or Personal Workspace folder.
For example, you can move a folder or report from one place to another in your Personal Workspace, but you
cannot move it to a public folder.
W

To move a folder, report, or other document:


1 Click the folder or document you want to move and choose Move from the pull-down menu.
2 Click the radio button next to the destination folder.

To display the contents of a folder in the list of destination folders, click the expand arrow to its left.
3 Click OK to move the folder or document to the selected destination.

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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. For example, you can copy a public report to
your Personal Workspace, or publish a report by copying it from your Personal Workspace to a public folder.
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.
2 Enter the title for the copy in the Title text box.
3 Choose a destination from the Current Project pull-down menu.
4 Select the destination folder.

To display the contents of a folder in the list of destination folders, click the expand arrow to its left.
5 Click OK.
6 Click Done.

Searching for Reports and Excel Templates


You can perform searches for report documents and Microsoft Excel templates, and save those searches for
use at any time. Search results only display the documents you have permission to view.

Using Search Terms


If you are searching through a large number of documents, search terms such as boolean operators and
wildcards can help you refine your search.

Using Boolean Operators


For keyword searches only, Ariba Spend Management supports these boolean operators:

and
or
not
near

When you enter these operators in the Keyword field when searching, they do not become search terms
Instead, they are recognized as special operators that you can use to create complex search queries. For
example:
commodity AND supplier returns only results that contain both of the words.
commodity OR supplier returns results that contain one of the words.
commodity NOT supplier returns results that contain the word commodity but not the word supplier.
commodity NEAR supplier returns results that contain the word comodity with the word supplier located
within 100 words of it.
Enclose multi-word phrases in quotation marks to search for the phrase in exactly the specified order. For
example: commodities by supplier

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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, 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.
Use the character _ as the single-character wildcard.

Performing a Search
W

To perform a search for a report or Excel template:


1 On the command bar, click Search > Analytical Report or Search > Excel Template.
2 Enter title or keyword search terms.
3 Click Search Options to further refine your search by document or other attributes. For example, you can

search by keywords in a report or template description, or by document owner.


4 Click Search.

If your dashboard includes a Search area, you can also perform simple title and keyword searches from
there.

Viewing Search Results


You can display a maximum of 50 search results. If your search terms return more than 50 results, you are
prompted to refine your search further.
You can modify the display of search results in the following ways:
To sort the list by columns, click the column headings.
To show or hide columns on the list, click the Table Options menu and choose Show/Hide Columns options.
To group the list, click the Table Options menu and choose Group by Column options.
You can also export the search results to Microsoft Excel.

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Recommending a Report

Chapter 9 Managing Reports and Folders

Saving Searches
You can save the searches you use frequently as saved searches. Your saved searches are stored in your
Personal Workspace, and you can also see them by clicking the View All Saved Searches link on the Search
page.
When you save a search, giving it a name that reflects the search criteria will help you locate it easily the
next time you want to use it.
W

To save a search:
1 Perform your search.
2 Click Save Search.
3 Enter a name for the saved search.
4 Click OK.

To modify a saved search:


1 Navigate to the saved search and open it.
2 Modify the search by performing one of the following steps:

To modify an existing search, click Refine, edit the search criteria, and click Save Current Search.
To create a new search based on the current search, click Refine, edit any search criteria you want to
change, and click Save As New Search. Enter a name for the new search and click OK. When you save
modified search criteria as a new search, the original saved search remains unchanged.
You can also delete a saved search by opening it and clicking Delete.

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 dimension you recommend the report for must be in the
report as a row, column, or page field. For example, a report you recommend for the Supplier dimension
must contain an Active Suppliers field as a row, column, or page field.
Note: If you are recommending a report for others to use, be sure that it is saved in the Public Reports folder.
W

To recommend a report:
1 On the pivot table, click Actions > Display Options.
2 Click the Set as Recommended tab.
3 Select the dimensions for which you want to recommend the report.
4 Click OK.
5 Save the report with the recommendation setting.

The report now appears on the list of recommended reports for the dimensions you selected. You can remove
it from the list by editing the reports display options and clicking to clear the dimension check boxes, then
saving the report again.

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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, you can export the current contents to a Microsoft Excel or
CSV (comma-separated values) format. Then, you can manipulate the data in Microsoft Excel or other
spreadsheet application for further investigation and presentation of the data. For example, Microsoft Excel
provides a wide range of charting options, which can enhance the way you present the data.
There are some limitations that can possibly affect the data you export to Microsoft Excel:
Ariba reports can export only 64,000 rows to Excel 2003, and 1,000,000 rows to Excel 2007 by default.
Excel silently loses any rows exceeding these limits.
Ariba reports impose a limit of 250 characters per cell on data exported to Excel. Cells longer than 250
characters cause Excel to fail.
You cannot export computed (user-defined) fields to Excel because computed fields cannot be properly
recalculated. If your analytical report contains computed fields, the report exports the data into Excel
without them. To recreate the computed fields, export the fields on which you have based the
computations and then recreate the formulas in Excel. For more information about formulas in Excel, see
Adding a Formula on page 94.
If the region setting in Excel does not match the locale setting in your browser, Excel treats numbers as
strings. To avoid this problem, 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.

Exporting a Report
Exporting data is either a one-step process or a two-step process. For the one-step process, you start the data
export of the current contents of the pivot table with a click of a button. See Exporting the Current Contents
of a Pivot Table on page 86. For the two-step process, you configure the export to meet your specific
criteria, such as selecting CSV format and choosing which data to export. See Configuring Export Settings
on page 86.

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Exporting a Report

Chapter 10 Exporting Reports and Creating Excel Templates

By default, Ariba reports export to Microsoft excel using a prepackaged, standard template. If you export a
report to Excel, the exported data is put into a Microsoft Excel workbook divided into different worksheets
indicated by tabs. The tabs you see will vary depending on which template you used when you exported the
data, but they typically include:
A Data worksheet that contains the raw data exported from the report.
A Chart-Table worksheet that stores the data used to generate charts.
Chart tabs that show graphical representations of the data. In Excel 2003 and earlier, you filter on chart
fields using menus in the labels for the chart data fields; in Excel 2007, you filter on chart fields by
clicking the Pivot Chart Tools ribbon and choosing Analyze > Pivot Chart Filter, then the active fields on the
chart.
A Pivot worksheet that shows the data in an Excel pivot table. See Working with Excel Pivot Tables on
page 98.

Exporting the Current Contents of a Pivot Table


Begin by displaying the report you want to export. The one-step process uses the default configuration
settings or the configuration settings most recently used with this report if those settings were saved. The
default export format is Excel using a standard Excel template.
Note: If you are using Internet Explorer 7 on Microsoft Vista, in addition to enabling Active X, you must set

the browser to recognize Ariba Spend Management as a trusted site, and to trust the Ariba Spend
Management Certificate Authority. See Microsoft Internet Explorer documentation for more information.
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.
2 On the report pivot table, click Export.

You can also export the report without opening it first; in the folder view, click the report and choose
Export.
3 If you are prompted to enable ActiveX, click Yes.

The report exports the data to the file format configured specified in your configuration settings and the
export file opens. The Ariba Spend Management window displays the export status and the number of
rows of data exported. Click Done to return to the Ariba report pivot table.
4 If you have exported to Microsoft Excel, click the workbook tabs to view different displays of the data.
5 Save the exported file to the location of your choice for future use.

Configuring Export Settings


You can configure the export settings before beginning the export. You can change the format, choose a
specific template, and specify the exact data you want to export.

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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, 2003, or 2007) using an XLS template that determines how the
data is displayed in Excel. You can choose which template you want to use, or create your own template.
Comma Separated Values (CSV), which can be opened by any spreadsheet application. Use the CSV
option if you want to read the file with an application other than Excel, or with a version of Excel older
than Excel 97. The CSV file includes one header row that defines the columns in the file, and the rows
have cells delimited by commas.
W

To configure the export settings before exporting a report:


1 Open the report you want to export.
2 Click Actions and choose Configure Export.
3 Click the radio button next to the format you want to export: Excel 2000 Template or CSV.
4 If you selected Excel 2000 Template, select the template you want to use.

Choose one of the basic Ariba Spend Analysis templates, or a template created by someone in your
company. (To create a customized template, see Creating a Template on page 93.)
5 Select the data to include in the export:

Click Current pivot table contents to export all of the data in the pivot table.
Click Custom to choose the specific data fields to export. (See Choosing Data Fields to Export on
page 87.) This option is not available if the template you previously selected contains fixed columns.
Exported data is defined by fixed columns and cannot be altered during export.
6 Click Export Data to export the data in the pivot table.
7 View and manipulate the report in a spreadsheet application, or format the report for presentation.

Choosing Data Fields to Export


You can export only aggregate data fields, or you can choose to include detail fields with individual line
items. For example, you can export only Invoice Spend to export rolled-up, aggregated invoice spend
figures, or you can include Invoice ID to export data for individual invoices.
You can also specify the hierarchies and hierarchy levels you want to include in your export. Hierarchies in
your pivot tables consist of data at many different levels. Therefore, if you do not want to export the entire
contents of the pivot table, you must select both the hierarchies and the levels in those hierarchies whose data
you want to export. For example, if your data includes an Accounting Date hierarchy, you can choose which
Year, Quarter, Month, or Date you want to export.
In addition, you can select the specific fields in the level of the hierarchy you want to export. For example, if
you are exporting the Region hierarchy, you can use either the Region or Region ID fields.
W

To select the data fields to include in the export:


1 In the Data Set area of the Export Data page, click the Custom radio button.
2 Select the data you want to include:

Click Export aggregate data to include rolled-up, aggregated measures you picked as the basis for your
analytical report.

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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,
which are displayed in the Ariba report as detail fields.
3 Select items from the lists displayed under each heading.
4 Choose the hierarchy levels you want to include in the export.

Only those fields and hierarchies that are the basis for the pivot table are available to choose from. For
example, in the Accounting Date hierarchy, you can choose Year, Quarter, Month, or Date.
5 Click Choose Fields to select which field in each hierarchy you want to include in the export. For example,

in the Active Accounts hierarchy, you can export Active Accounts (the account name), the account ID, or
the account company code.
6 Click Export Data to export the data in the selected fields.
7 View and manipulate the exported report, or format the report for presentation.

About Templates
Ariba Spend Analysis Excel templates are Microsoft Excel XLS or XLSX files that follow certain
conventions for exporting data from Ariba reports. An Excel template is a workbook consisting of multiple
worksheets identified by tabs.

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. Any worksheet that contains Ariba report named ranges is considered a data worksheet. A data
worksheet is sometimes identified by a tab labeled as Data.
User display sheets, such as Microsoft Excel pivot tables, pie charts, or bar charts. User display sheets are
sometimes identified by tabs labeled as Pie Chart or Bar Chart.
Before you create a template, you need to understand how the data worksheet stores data exported from an
Ariba report. The data worksheet contains named ranges and fields that are specific to Ariba reports.

Named fields

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Chapter 10 Exporting Reports and Creating Excel Templates

About Templates

Named ranges are areas of the worksheet that have specific labels, such as Ariba_Data_Params. Named
ranges highlighted in purple can be modified; named ranges highlighted in yellow cannot be modified.
Named ranges contain named fields such as Source_Data and Field_Mappings. The following sections
describe named ranges and named fields in detail.

Named Ranges
A named range is a group of cells that can be referred by a defined name instead of a range notation.
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. 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.
Do not alter the contents of the Ariba_Data range except when exporting selected
data from a report.

Ariba_Data_Extra

Applies formulas to exported data. This range includes the Ariba_Data range, plus
additional adjacent columns to the right of that range, where you can put formulas
you want to apply to the Ariba_Data range.

Ariba_Data_Params

Specifies the customizable purple named fields on the left side of the worksheet.
For more information on these fields, see Named Fields on page 90.

Ariba_Filter_Description

Specifies the read-only yellow fields on the right side of the worksheet. The
contents of this range refresh to document the exact filters (constraints) used the last
time the template was used to export data.

(reserved)

This range is reserved for use by Ariba Spend Analysis. For more information on
these fields, see Read-Only Named Fields on page 93.

If you create your own template, 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.
Excel templates can contain multiple data worksheets, each of which can contain these named ranges.
Therefore, when you refer to named ranges in the other worksheets, you must also specify the name of the
data worksheet that contains the range. For example, the following syntax indicates the Ariba_Data range
on the data worksheet with the name Data:
Data!Ariba_Data

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About Templates

Chapter 10 Exporting Reports and Creating Excel Templates

Named Fields
In addition to named ranges, the data worksheet for data exported from Ariba reports can contain seven
named fields, which include details about the data in your Excel reports. The purple fields can be modified;
the yellow ones cannot be modified.
The following table describes the named fields that can be customized:
Named Field

Description

Source_Data

Specifies the name of an Ariba fact table, such as Invoice or Purchase Order, from which to
extract data. This field overrides the fact table specified in your Ariba report pivot table. To
use this field when exporting data from multiple facts, see Exporting Multiple Facts with a
Single Template on page 97.

Fixed_Columns

Specifies the columns of data to export. The Fixed_Columns field is also identified as the
Ariba_Data_Param range.

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. If Fixed_Columns is FALSE, and the Source_Data field specifies a fact table that is
different from the one specified in the pivot table, data export uses the fact table specified in
the Source_Data field and assumes that Fixed_Columns is TRUE. Therefore, if
Fixed_Columns is FALSE, the Source_Data field can be empty.
Setting Fixed_Columns to TRUE causes the template to query for exactly those columns
defined as the column headers of the Ariba_Data range, ignoring any export options you
specified in the Export Data page. The report exports only the column names in the Excel
template. 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. For example, you might have
formulas dependent on that location.
When Fixed_Columns is set to TRUE, the constraints you applied in the report pivot table are
honored in the export. For example, if you have selected only Year:2001 in your pivot table,
only data from that year is part of the export. If Fixed_Columns is TRUE, you must specify a
spend object in the Source_Data field.

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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.

The constraints defined in the Query_Filters field are appended to the constraints defined in
the report pivot table or data export definition. If there are conflicts between the filters you
specify here and the current constraints in the report pivot table, the filters in the pivot table
take precedence.
Express a Query_Filters constraint clause using the following syntax:
fieldConstraint ; { constraintGroup }

For details and examples, see Query Filter Syntactical Elements on page 92.
Field_Mappings

Specifies a mapping of exported columns from one fact to another. 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.

Express a Field_Mappings clause using the following syntax:


targetFieldname=sourceFieldname

In the following example, assume the report pivot table is dealing with the Purchase Order
fact, 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, use the following
Field_Mappings:
InvoiceDate=PurchaseOrder.OrderedDate
Raw_Field_Names

Specifies a comma-separated list of database names in dot notation for the fields included in
the export. For example, the UNSPSC (L1) fields raw name is UNSPSC.CategoryL1.

Sort_Fields

Specifies names of measures, delimited by semi-colons, indicating how you want Excel to
sort the measures exported from an Ariba report. You can have a maximum of three sort
specifications. To determine the sort order, you must append one of the following operators to
the column name:
- Descending sort
+ Ascending sort

For example, to sort by ascending amount, specify:


Amount+

To sort first by category and then by region, specify:


Category+ ; Region+

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About Templates

Chapter 10 Exporting Reports and Creating Excel Templates

Query Filter Syntactical Elements


The following table defines each query filter syntactical element:.
Element
fieldConstraint

Description
AnalysisField

A Ariba Spend Analysis database column name in dot notation, such as


Region.RegionID.

*operator*

Valid operators are:


*in* indicates inclusion
*not in* indicates an exclusion
*between* indicates a range

Asterisks are required.


(value)

A quoted string literal when using the *in* or *not in* operators, or
dates when using the *between* operator.
Dates have two forms:
A year is specified as YYYY
With the *between* operator, a month is specified as an integer offset
from January, 1970: ### -- ###
The results of your date constraint is always displayed in this month
notation.

constraintGroup

A field constraint, or another constraintGroup separated by the


operators *AND* or *OR*.

Multiple clauses must be separated by semi-colons.


Here are some examples.
To extract data where the organization is only 'Corporate', use the following query:
Organization.OrganizationNameL1 *in* ('Corporate');

To extract data from 1/2002 and 12/2003, use the following query:
OrderedDate.Month1970 *between* 372 -- 407;

To extract data from 1/2006 and 12/2007, using only specific years, use the following query:
InvoiceDate.Year *between* 2006 -- 2007;

A constraint group is useful for recursive path traversal (for example, to pinpoint a specific value in a
hierarchy). Constraint groups are clauses are surrounded by brackets ({}), with the individual clauses
separated by the operators *AND* or *OR*.
The following example query extracts data from the second level of a hierarchy. The top level of the
hierarchy is USA and the second level is Mid West:
{Region.RegionNameL1 *in* ('USA') *and* Region.RegionName *in*
('Mid West')};

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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.

The Applied_Filters field is reserved. Do not enter anything into this field.
This field is also part one of the four named ranges in a template: the
Ariba_Filter_Description range.
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. Use this field on your display sheets
to let your viewers know exactly what constraints were applied to the exported data.

The Applied_Filter_Description field is reserved. Do not enter anything into this field.
This field is also part one of the four named ranges in a template: the
Ariba_Filter_Description range.

Creating a Template
To create a customized template, you can start with one of the pre-defined Excel templates. After exporting
your data to a pre-defined template, 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; see
About Templates on page 88.
Add additional formulas in data worksheets that compute derived values from the imported data. For
more information, see Adding a Formula on page 94.
Change the format of Excel charts and pivot tables. For example, you can add charts, or change chart
appearance or type; see Adding a Chart on page 96.

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Creating a Template

Chapter 10 Exporting Reports and Creating Excel Templates

To create a customized template:


1 Open a report you want to export.
2 Click Actions and choose Configure Export.
3 Click the Excel 2000 Template radio button and select a template.

Make sure you select one of the Microsoft Excel templates (Microsoft Excel templates begin with the
word (Pivot_.)
4 Click Export Data to export the data in the pivot table.
5 From the toolbar, choose File > Save As and save the template file to the location of your choice.

After you have customized the template file, upload it as described in Uploading a Template on page 96.

Adding a Formula
You create formulas in a template as you would any Microsoft Excel formula, and use the Ariba_Data_Extra
range to apply formulas to data exported from Ariba Spend Management to the Ariba_Data range. In the
template file, 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, which contains a sample formula column.
You can add any number of formulas in the Ariba_Data_Extra range area of your template file.
W

To add a formula:
1 Open the customized template file and click the Data tab.
2 Click in the first formula cell in the Ariba_Data_Extra range, which contains the text add formula here.

3 Enter the formula in the cell and press Enter.


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.


5 With all of the cells in the column still highlighted, right-click and choose Format Cells.
6 Use Microsoft Excels Format Cells dialog box to format the data in the formula cells and click OK to

apply the formatting.


7 Click in the cell with the heading for the column of formula cells, which contains the text Sample, and

enter a descriptive title for your formula column.


8 From the toolbar, choose File > Save As and save the template file to the location of your choice.

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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 can use any report
that includes data field that aggregates spend, such as Invoice Spend or PO Spend, and data that spans a
period of two years. For example, the Commodity Analysis report includes the Invoice Spend data field
The first formula in this example calculates total spend, and the second formula shows what percentage of
total spend for two fiscal years a single row in the report represents. The total spend is the sum of cells in the
Amount column (in the Ariba_Data range).
W

To create a formula for total spend:


1 Open the report.
2 On the pivot table, click Edit, and then enter a range of dates that includes two years worth of data.
3 In the Field Browser, click the Accounting Date field menu and choose Show Field On: Column.

The pivot table now displays data for both years in the reports date range.
4 Click Export.
5 In Microsoft Excel, click in the first formula cell in the Ariba_Data_Extra range, which contains the text

add formula here.


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.


9 With the cells still highlighted, right-click and choose Format Cells. Select Currency and click OK to format

the cells with a currency symbol and two decimal places.


10 Click the cell immediately above the first formula cell, which contains the text Sample, 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 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, directly under the title, and enter a formula to calculate the

percentage of total spend.


This formula divides the amount in the Invoice Spend cell by the amount in the Total Spend cell for the
row. For example, if the first row of Invoice Spend exported from your pivot table is located in cell D14,
and the Total Spend figure for that row is located in cell F14, you would enter the following formula:
=(D14/F14)
3 Press Enter.
4 Click the first formula cell in the Percentage of Total Spend column, where you just entered the formula,

and drag down the column until you reach the last row to copy the formula to all of the cells in the
column.

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Uploading a Template

Chapter 10 Exporting Reports and Creating Excel Templates

5 With the cells still highlighted, right-click and choose Format Cells. Select Percentage and click OK to

format the cells with a percent symbol and two decimal places.
6 From the toolbar, choose File > Save As and save the template file to the location of your choice.

Instead of using a formula to calculate a percentage, you can also set up calculations using the Microsoft
Excel pivot wizard; see Working with Excel Pivot Tables on page 98.

Adding a Chart
You can add a new chart to the template. When you save the spreadsheet with your changes, you can upload
it to Ariba Spend Analysis for later use. You can also modify the existing chart displays on worksheets in the
template.
W

To add a chart:
1 Open the customized template file.
2 From the Microsoft Excel toolbar, choose Insert > Worksheet.
3 Give the worksheet tab a descriptive name.
4 From the toolbar, choose Insert > Chart.
5 Follow the steps in the Chart Wizard to select the chart type, data range, and other options.
6 When you see the chart on the worksheet, make any further adjustments.
7 From the toolbar, choose File > Save As and save the template file to the location of your choice.

Uploading a Template
After saving the changes you made to the Excel file, you can upload it to Ariba Spend Analysis.
W

To upload a new template:


1 With the report displayed, click Actions and choose Configure Export.
2 Click Upload a New Template.
3 Click Browse and navigate to the file you want to use as a template.
4 Enter an optional description.
5 If your template has fixed columns or a Source_Data field that specifies a fact, click the Has Associated
Source Data check box to preserve your fixed column settings.

If you click the Has Associated Source Data check box, you must also select the fact associated with the new
template from the pull-down menu.
6 Click Upload to upload the new template.

After the template upload is complete, you can see it in the list of selectable templates in your Personal
Workspace.

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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.
This example shows how to include non-Ariba Spend Management data in your formulas in the Extra
(derived) Columns range. You have created AvgPerLine and DiscountedAmt in the Extra (Derived) Columns
range. 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.
1 Select the Ariba_Data and Ariba_Data_Extra ranges.
2 From the toolbar, choose Data > Pivot Table and Pivot Chart Report.
3 When prompted by the Excel pivot table wizard for the data source, replace the hard-coded column

numbers with the name of the Ariba_Data_Extra range.


Using this named range for your pivot table ensures that the next time you export more rows from an Ariba
report, your pivot table will include them.

Exporting Multiple Facts with a Single Template


Using just a single template, you can export data from many different facts or from the same fact multiple
times.
To export data from multiple facts with a single template, 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. For multi-fact export, the Fixed_Columns field for every worksheet in the template must be set to
TRUE. Then, in the Source_Data field of each data worksheet, specify the name of a fact.
To export data from a single fact multiple times, specify different constraints for each export.

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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, 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. Once you have
that data, you can work with it in an Excel pivot table for speedy analysis and operations independent of
Ariba Spend Analysis.
In Excel, a pivot table report is an interactive table that you can use to summarize data. You can rotate its
rows and columns to see different summaries of the source data, filter the data by displaying different pages,
or display the details for areas of interest. The Excel pivot table wizard is an easy way to work with the data
exported from Ariba Spend Management. You can use Excel features such as calculated items, calculated
fields, and groupings to further manipulate Ariba data in the Excel pivot table.

Calculated Items and Calculated Fields


Excel pivot tables have two kinds of derived fields: calculated items and calculated fields.

Calculated Items
You create a calculated item by selecting multiple values (for example, hierarchy level values) in the same
field and applying a formula to them. For example, you might want to compute the sum of data for two
individual rows on the Excel pivot table. To create a calculated item in Microsoft Excel 2003 and earlier,
choose Formula > Calculated Item on the PivotTable toolbar; 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. 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). For example, you might want to create a calculated field that computes an
average based on separate fields exported from an Ariba report, such as average invoice spend per line based
on Invoice Spend and Invoice Line Items. To create a calculated field in Microsoft Excel 2003 and earlier,
choose Formula > Calculated Field on the PivotTable toolbar; in Microsoft Excel 2007, choose Options > Tools >
Formulas > Calculated Field on the PivotTable Tools ribbon. Select the fields you want to use and enter the
formula you want to apply to those fields. Excel displays calculated fields in new columns.

Grouping Cells
To group values together on the pivot table, select the values you want to group, and then right-click to
display the formatting pull-down menu and choose a formatting option to group the cells.

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Working with Excel Reports

Working with Excel Reports


This section describes the Microsoft Excel templates that come with Ariba Spend Management.
The default pie and bar chart templates used during data export to Microsoft Excel are in the Ariba
Prepackaged Reports > General Templates folder. The following table lists the default templates for different
versions of Microsoft Excel:
Use this template...

With this version...

Pivot_Area_Pie.xls

Microsoft Excel 2000 or 2003

Pivot_Area_PieExcel97.xls

Microsoft Excel 97

Pivot_Area_PieExcel2007.xlsx

Microsoft Excel 2007

Pivot_Bar_Pie.xls

Microsoft Excel 2000 or 2003

Pivot_Bar_PieExcel97.xls

Microsoft Excel 97

Pivot_Bar_PieExcel2007.xlsx

Microsoft Excel 2007

In the scrolling list of templates displayed when a user configures the data export to Excel, the default
preselected template is indicated by parentheses. For example:
(Pivot_Bar_Pie).xls

The title of any report that has an associated Excel template ends with the characters (XLS). The associated
template is located in a folder named Excel Templates in the same folder as the report that uses it.

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Working with Excel Reports

100

Chapter 10 Exporting Reports and Creating Excel Templates

Ariba Spend Analysis User Guide

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, your data is enriched by Ariba Data Enrichment to
improve commodity and supplier classification. Enriched data includes more information on suppliers, such
as credit rating information, parent company information, and whether or not the company is minority or
disadvantaged-owned. It may also provide more detailed classification of commodities and services using
the UNSPSC or another taxonomy.
If your company has enabled enrichment feedback and you are authorized to provide it, you can submit
requests from the report pivot table to change how Ariba Data Enrichment enriches data. For example, you
might notice that a supplier is associated with the wrong parent company, or that a widget is grouped in with
the wrong category of commodities.
After the request has been approved and sent to Ariba Data Enrichment, it is evaluated and changes are made
to enrichment results where appropriate. These corrections appear in reports when the corrected enrichment
response data is loaded for reporting.
You can only submit enrichment change requests when you are viewing reporting data from the data load
schema.

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. Data in the data load schema has been loaded but not yet verified and pushed to the
presentation schema, where it is available to all users running reports. You must switch to the data load
schema before you can submit enrichment change requests.
W

To view reporting data from the data load schema:


1 On the command bar, click Preferences > Change reporting preferences.
2 Click the Use data load schema check box.
3 Click OK to apply the preference.
4 Click Done.

Log out of Ariba Spend Management and log back in to begin viewing data from the data load schema.

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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. The enrichment change request
captures information about where you are making the request, including the report you are viewing and the
filters you have applied to the report.
W

To create an enrichment change request:


1 In your report, filter the data so that the report explicitly includes the hierarchy value for which you want

to request the enrichment change. For example, to request a change in the enrichment of a commodity
classification, use the UNSPSC or Part Name field menus to select UNSPSC or part values.

2 On the report pivot table, click Actions and choose Request Enrichment Change.
3 Enter a name for the enrichment change request in the Title text box.
4 Describe your request in the Change Request text box.
5 Review the filters captured from the report where you made the request and click Edit Filters to make any

necessary changes.
6 After editing the reports filters, click Return to Enrichment Change Request to complete the request and

submit it for approval.


7 Click OK to submit the request for approval.

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.

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Reviewing an Enrichment Change Request

Reviewing an Enrichment Change Request


You review an enrichment change request after it has been submitted. If you are designated as an approver
for requests made by others, you can edit, approve, or reject those requests.
The enrichment change requests you submitted or are assigned to approve appear on your To Do list.
W

To review an enrichment change request:


1 Click Manage > My Tasks on the command bar.
2 In the task list, click the task and choose View Task Details to display the approval details.

If you are assigned to approve the request, you can approve or deny a task from the task list without
viewing its details by clicking it and choosing Approve or Deny.
3 On the Approval Task page, click the task name and choose Edit to edit or review the details of the

enrichment change request.


4 After reviewing the enrichment change request details and making any necessary edits to filters, click OK

to return to the Approval Task page.


5 Click Approve to approve the request or Deny to deny it.
6 Enter an optional comment in the Message text box and click OK.

If your enrichment change request has been denied by a reviewer, you can submit it for a new approval round
by clicking New Round on the Approval Task page.

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Reviewing an Enrichment Change Request

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Chapter 11 Requesting Enrichment Changes

Ariba Spend Analysis User Guide

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. These default analytical, parameterized, and compound reports and opportunity searches are
delivered with Ariba Spend Analysis as a basis for your own customization or adaptation for your particular
organizations needs.
The reports are grouped into folders by area, for example, Spend Visibility Reports. Within the Spend
Visibility Reports folder are reports relating to invoice and purchase order spend, as well as prepackaged
opportunity searches.
The reports that are available to you depend your organizations Ariba Spend Management solution
configuration. This section describes reports in the default configuration.
The best way to become familiar with the reports is to work with them. 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. In some reports, the data has been constrained to illustrate a type of analytical report. For
example, sometimes unclassified data has been excluded from the pivot table view for easier recognition of
other trends.
The following reports and searches are located in the Spend Visibility Reports folder.

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Commodity Analysis
Use this report...

To...

Annual Inflation Cost Per Part By


Commodity

Analyze your part spend to determine if prices are rising per item. Identify opportunities
for savings in part price inflation by commodities and parts. Slice and dice deeper into
commodities that have part unit price inflation to the actual parts/items to determine
what commodities, suppliers, or buyers are involved in increased pricing.
This report displays invoice spend, unit price, and quantity for UNSPSC (L1) top-level
commodity categories by accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date, active
suppliers, supplier parent, region, company, active accounts, cost center, part name, and
unit of measure.

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. Identify opportunities for savings in part price inflation by
supplier items. 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.
This report displays invoice spend, unit price, minimum and maximum unit price, and
quantity for UNSPSC (L1) top-level commodity categories by accounting year in
aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date,
supplier parent, region, company, active accounts, cost center, part name, and unit of
measure.
Commodity Analysis

Analyze spend by commodity. Begin with the big picture and identifies spend amounts,
number of invoices per commodity, etc. Identify areas of savings opportunities. Drill into
the details to review detailed item-level information aid in your savings opportunity
identification and strategic sourcing decisions.
This report displays invoice spend and count for UNSPSC (L1) top-level commodity
categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.

Commodity Trend Analysis

Analyze changes in spend by commodity over a time period. Begin with the big picture
and identify a range of spend amounts for commodities. 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.
This report displays invoice spend for calendar accounting months by UNSPSC (L1)
top-level commodity category in aggregate view.
Drill down or filter by calendar accounting date, UNSPSC, active suppliers, region,
company, cost center, part name, and unit of measure.

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Appendix A Prepackaged Reports and Facts

Prepackaged Reports and Searches

Use this report...

To...

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.
This report displays invoice spend, off PO spend, off PO spend percentage, invoice unit
price, and invoice quantity for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date, active
suppliers, region, company, active accounts, cost center, part name, and unit of measure.

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. Determine if your
purchasing controls are effectively enforcing your negotiated prices with suppliers.
This report displays invoice spend, premium spend, and invoice unit price for UNSPSC
(L1) top-level commodity categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, or unit of measure.

Purchase Price Alignment Cost By


Commodity

Analyze whether your organization is losing savings on each commodity by not aligning
purchase prices with individual suppliers. Purchase price alignment cost is the cost or
lost savings of different business units purchasing the same items from the same supplier
at varying, higher prices.
This report displays invoice spend, price alignment cost, and minimum unit price, unit
price, and quantity for UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.

Purchase Price Variance By


Commodity

Analyze differences in prices for commodities by supplier over time to identify savings
opportunities. This report focuses on commodity price variances and allows you to drill
deeper by commodity and part into your supply base to analyze minimum, maximum,
and unit prices and quantities per part to identify savings opportunities.
This report displays invoice spend, price variance cost, variance cost percentage, invoice
count, and commodity count for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.

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.
Drill deeper into commodity categories that have a large number of parts as one of the
inputs in your sourcing opportunity analysis.
This report displays part counts and average invoice spend per part for UNSPSC (L1) top
level commodity categories in aggregate view.
Drill down or filter by UNSPSC, active suppliers, your organizations custom
commodity categories, cost center, part name, and enriched supplier parent.

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Prepackaged Reports and Searches

Use this report...

Appendix A Prepackaged Reports and Facts

To...

Spend Variance Analysis - Volume vs. Analyze variance in spend over time and examine how much of that variance is
Price Effects
explained by volume changes versus price changes. Added together, price effects and
volume effects equal the total spend variance. Volume effects are changes in spend as a
result of changes in volumes purchased (holding unit prices constant); if much of your
positive spend variance is explained by volume effects, demand management policies are
likely to yield the greatest savings. Price effects are changes in spend as a result of
changes in average prices (holding volume constant). Significant positive price effects
indicate that contract negotiation might yield significant savings. Drill into commodities
and filter by part name to analyze where price and volume effects have been most
significant in your spend.
This report displays invoice spend, total quantity effect (difference between current and
previous invoice spend * unit price), and total price effect (difference between current
and previous invoice spend * quantity effect) for part names by calendar accounting year
in aggregate view.
Drill down or filter by UNSPSC, active suppliers, your organizations custom
commodity categories, fiscal accounting date, and enriched supplier parent.
Spend Variance Analysis By
Commodity

Analyze trends or variances in prices over time (year, quarter month) by commodity,
supplier, and part. 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.
This report displays invoice spend for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.

Supplier Leverage Analysis By


Commodity

Compares count of ERP suppliers, 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). 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, or because you are buying from
the same supplier under different ERP Supplier names.
This report displays invoice spend, parent-child ratio (enriched supplier parent count /
enriched supplier count), enriched-ERP supplier ratio (enriched supplier count / ERP
supplier count), enriched supplier count, enriched supplier parent count, and ERP
supplier count for UNSPSC (L1) top-level commodity categories.
Drill down or filter by UNSPSC, active suppliers, your organizations custom
commodity categories, and enriched supplier parent.

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. 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.
This report displays invoice spend, supplier optimization cost and percentage, minimum
and maximum invoice unit price, and invoice quantity for UNSPSC (L1) top-level
commodity categories.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
purchasing company, active accounts, cost center, part name, and unit of measure.

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Prepackaged Reports and Searches

QA Reports
Use this report...

To...

Counts for Item, Supplier,


Commodity, Site, etc.

Analyze overall transaction volume.


This report displays invoice supplier count, commodity count, line count, and company
site count in aggregate view.
Drill down or filter by calendar accounting date, active supplier, source system, region,
company, cost center, and UNSPSC (L1) top-level commodity category.

QA Data Quality Overall Report

An overall view of invoice transaction volume.


This report is a compound report that includes the following components:
QA Data Validation Summary, with data on total invoice spend, line count, and source
system count.
Total Invoice Spend and Lines by Source system, with data on the total invoice spend and
line item count for each source system.
Spend by Accounting Date, with data on total invoice spend for accounting dates.
Spend by Company Geography, with data on total invoice spend for each region.
Spend by Company Site, with data on total invoice spend for each company site.
Total Supplier Invoice Spend and Invoice Lines, with data in invoice spend and line item
count for each supplier.
Counts for Item, Supplier, Commodity, Site, etc., with data on total invoice supplier
count, commodity count, line count, and company site count.
Filter further by active supplier, source system, and accounting date.

Spend by Accounting Date

Analyze spend volume by date.


This report displays invoice spend for calendar accounting dates in aggregate view.
Drill down or filter by accounting date, source system, active supplier, supplier parent,
and region.

Spend by Company Geography

Analyze spend volume by company geography.


This report displays invoice spend for regions in aggregate view.
Drill down or filter by region, source system, calendar accounting date, active supplier,
and supplier parent.

Spend by Company Site

Analyze spend volume by company site.


This report displays invoice spend for company sites in aggregate view.
Drill down or filter by company site, calendar accounting date, source system, region,
active supplier, and supplier parent.

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Use this report...

To...

Total Spend and Invoice Lines by


Source System

Analyze invoice spend and transaction volume by source system.


This report displays invoice spend and line item counts for source systems in aggregate
view.
Drill down or filter by source system, calendar accounting date, region, company, and
UNSPSC commodity category.

Total Supplier Invoice Spend and


Invoice Lines

Analyze invoice spend and transaction volume by supplier.


This report displays invoice spend and line item counts for suppliers.
Drill down or filter by supplier, calendar accounting date, source system, region,
company site, cost center, and UNSPSC commodity category.

Opportunity Analysis
Use this opportunity search...

To...

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. Make an impact on spend
by creating competitive sourcing projects for a relatively small number of parts.
This opportunity search displays invoice spend percentile, part count, and supplier
optimization percentage for commodities.
Drill down or filter further by invoice spend percentile, part count, supplier optimization
percentage, and UNSPSC.

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.
This opportunity search displays invoice count, average spend per invoice, and average
split line items per invoice.
Drill down or filter further by invoice count, average invoice spend per invoice, average
split line items per invoice, and UNSPSC.

Find Small Items Purchased


Frequently On Single Item POs

Identify which commodities account for frequent, single- or small-item invoices to the
same cost center to determine if your organization can realize savings by improving
purchasing efficiency.
This opportunity search displays invoice count, average invoice spend per part, cost
center count, and average split line items per invoice.
Drill down or filter further by invoice count, average invoice spend per part, cost center
count, average split line items per invoice, and UNSPSC.

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Prepackaged Reports and Searches

Use this opportunity search...

To...

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. Determine
whether your organization can realize savings by consolidating purchasing with fewer
suppliers at more advantageous prices.
This opportunity search displays price variance percentage, invoice spend percentile,
part count, and enriched supplier count.
Drill down or filter data further by price variance percentage, invoice spend percentile,
part count, enriched supplier count, and UNSPSC.

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.
This opportunity search displays invoice spend, enriched supplier count, and cost center
count.
Drill down or filter data further by invoice spend, enriched supplier count, cost center
count, and UNSPSC.

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.
This opportunity search displays invoice spend, enriched supplier count, cost center
count, and average invoice spend per enriched supplier.
Drill down or filter data further by invoice spend, enriched supplier count, cost center
count, and UNSPSC.

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Appendix A Prepackaged Reports and Facts

Organization Analysis
Use this report...

To...

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. Identify opportunities for savings in part price
inflation by supplier and item. 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.
This report displays invoice spend, quantity, minimum and maximum unit price, and unit
price for purchasing companies and UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting year, active
suppliers, supplier parent, region, cost center, active accounts, part name, and unit of
measure.

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. Identify opportunities for savings in part
price inflation by supplier items. 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.
This report displays invoice spend, quantity, minimum and maximum unit price, and unit
price for purchasing companies and active suppliers by calendar accounting year in
aggregate view.
Drill down or filter by purchasing company, active supplier, calendar accounting date,
region, active account, cost center, UNSPSC, part name, and unit of measure.
Buyer Analysis (Invoice)

Show spend for the buyers in your organization based on invoice data.
This report displays invoice spend, unit price, and minimum and maximum unit price for
requesting users in aggregate view.
Drill down or filter by user, active account, active suppliers, purchasing company, cost
center, region, part name, UNSPSC, and unit of measure.

Buyer Analysis (PO)

Show spend for the buyers in your organization based on purchase order data. Determine
whether buyers are purchasing the same commodities from different suppliers and losing
the savings potential of demand aggregation.
This report displays purchase order spend and unit price for requesting users in aggregate
view.
Drill down or filter by user, calendar ordered date, active suppliers, region, purchasing
company, active accounts, cost center, unit of measure, and part name.

Geographic Location Analysis

Analyze spend by geographic location or operating unit.


This report displays invoice spend for regions in aggregate view.
Drill down or filter by region, calendar accounting date, active suppliers, purchasing
company, active accounts, cost center, UNSPSC, part name, and unit of measure.

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Appendix A Prepackaged Reports and Facts

Prepackaged Reports and Searches

Use this report...

To...

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, and identify opportunities to further
negotiate contracts in specific commodities to drive savings deeper.
This report displays invoice spend, off-PO spend, off-PO spend percentage, and invoice
unit price and quantity for low-level purchasing companies by calendar accounting date
in aggregate view.
Drill down or filter by purchasing company, calendar accounting date, fiscal accounting
date, region, active supplier, active account, cost center, UNSPSC, part name, and unit of
measure.

Organization Analysis

Analyze spend by organization. Begin with the big picture and identify organizational
spend amounts, number of suppliers, number of commodities, and so forth.
This report displays invoice spend and count for low-level purchasing companies in
aggregate view.
Drill down or filter by purchasing company, calendar accounting date, region, active
supplier, active account, cost center, UNSPSC, part name, and unit of measure.

Organizational Spend Trend Analysis

Show spend patterns across buying organizations and time to visually identify trends and
savings opportunities.
This report displays invoice spend for calendar accounting months by low-level
purchasing companies in aggregate view.
Drill down or filter by calendar accounting date, purchasing company, active supplier,
region, active account, cost center, UNSPSC, part name, and unit of measure.

Premium Costs By Organization

Analyze your organizations 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. Determine if your purchasing controls or
contracts are effectively enforcing your negotiated rates with suppliers.
This report displays invoice spend and unit price and premium spend for purchasing
companies in aggregate view.
Drill down or filter by purchasing company, calendar accounting date, active supplier,
region, active accounts, cost center, UNSPSC, part name, and unit of measure.

Purchase Price Alignment Cost By


Organization

Analyze if you are losing savings because different parts of your organization arent
aligning purchase prices with individual suppliers. Purchase price alignment cost is the
cost or lost savings of different business units purchasing the same items from the same
supplier at varying, higher prices.
This report displays invoice spend, price alignment cost, invoice unit price and minimum
unit price, and invoice quantity for purchasing companies and UNSPSC (L1) top-level
commodity categories in aggregate view.
Drill down or filter by purchasing company, UNSPSC, calendar accounting date, region,
active suppliers, active accounts, cost center, part name, and unit of measure.

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Use this report...

To...

Purchase Price Variance By


Organization

Analyze price differences for commodities purchased from different suppliers across
time (year, quarter, or month). This report focuses on commodity price variances; drill
deeper by organization, commodity, and part into your supply base to identify savings
opportunities.
This report displays invoice spend, price variance cost, variance cost percentage, invoice
unit price, and minimum and maximum unit price for low-level purchasing companies in
aggregate view.
Drill down or filter by purchasing company, calendar accounting date, active supplier,
region, active account, cost center, UNSPSC, part name, and unit of measure.

Spend Variance Analysis By


Organization

Analyze trends or variances in prices over time (year, quarter, or month) by commodity,
supplier, and parts/items. This report focuses on organizational spend variances; drill
deeper by organization, commodity, and part into your supply base to view spending
trends and variances and identify savings opportunities.
This report displays invoice spend for low-level purchasing companies by fiscal
accounting year in aggregate view.
Drill down or filter by calendar accounting date, active supplier, region, active account,
cost center, UNSPSC, part name, and unit of measure.

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. 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.
This report displays invoice spend, supplier optimization cost and percentage, invoice
unit price, and invoice quantity for low-level purchasing companies in aggregate view.
Drill down or filter by calendar accounting date, active supplier, active account, cost
center, region, UNSPSC, part name, and unit of measure.

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Appendix A Prepackaged Reports and Facts

Prepackaged Reports and Searches

Spend Overview Reports


Use this report...

To...

Commodity Overview Report

See an overall picture of your organizations purchasing activities for specific


commodity categories.
This report is a compound report that includes the following components:
Commodity Summarized View with data on UNSPSC (L1) top-level commodity
categories, total spend by commodity, supplier optimization cost, price variance cost,
number of suppliers, 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, so you must choose the commodities you want
to run it for. Filter further by UNSPSC, supplier, calendar accounting date, and
purchasing company site.

MWOB Suppliers Overview

See an overall picture of your organizations spend with suppliers that meet diversity
criteria, including minority-owned, women-owned, and veteran-owned businesses.
This report is a compound report that includes the following components:
MWOB Analysis - Veterans
MWOB Suppliers - 8A
MWOB Suppliers - HUB Zone
MWOB Suppliers - Small Disadvantaged Businesses
MWOB Suppliers - Women Owned
MWOB Supplier Analysis
MWOB Suppliers - Minority Owned

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Use this report...

To...

Organization Overview Report

See an overall picture of spend by organization.


This report is a compound report that includes the following components:
Organization Summary Spend View with data on purchasing companies, total spend by
organization, off PO spend, off PO spend percentage, price variant cost, premium cost,
supplier count, commodity count, 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, so you must choose the
purchasing company sites you want to run it for. Filter further by calendar accounting
date, UNSPSC, and active supplier.

Supplier Overview Report

See an overall picture of your organizations spend with specific suppliers.


This report is a compound report that includes the following components:
Supplier Summarized Spend View with data on off PO spend, off PO spend percentage,
price variance cost, price alignment cost, purchasing company site count, commodity
count, invoice count, and total spend by supplier.
Geographic Source Analysis
Commodity Analysis
Purchase Price Variance By Supplier
Supplier Spend Analysis
Supplier Profile Overview, with data on enriched supplier parent, number of ERP
suppliers, diversity suppliers, diversity status, credit rating, and revenue rating
ERP Supplier Analysis
Supplier Spend Trend Analysis by Buying Org.
Off-Contract Spend By Supplier
Purchase Price Alignment Cost by Supplier
This report is parameterized on supplier, so you must choose the suppliers you want to
run it for. Filter further by calendar accounting date, purchasing company site, and
UNSPSC.

MWOB Supplier Detail Reports

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Appendix A Prepackaged Reports and Facts

Use this report...


MWOB Analysis - Veterans

Prepackaged Reports and Searches

To...
Analyze your organizations spend with veteran-owned suppliers.
This report displays invoice spend, invoice count, and enriched supplier count for
enriched veteran-owned suppliers and enriched disabled veteran-owned suppliers in
aggregate view.
Drill down or filter by veteran-owned supplier and disabled veteran-owned supplier.

MWOB Suppliers - 8A

Analyze your organizations spend with suppliers that have Small Business
Administration 8(a) certification.
This report displays invoice spend, invoice count, and enriched supplier count for
enriched SBA8A suppliers in aggregate view.
Drill down or filter by SBA8A supplier.

MWOB Suppliers - HUB Zone

Analyze your organizations spend with suppliers that have Small Business
Administration Historically Underutilized Zone certification.
This report displays invoice spend, invoiced count, and enriched supplier count for
enriched HUBZone suppliers in aggregate view.
Drill down or filter by HUBZone supplier.

MWOB Suppliers - Small


Disadvantaged Businesses

Analyze your organizations spend with suppliers that have Small Business
Administration Small Disadvantaged Business certification.
This report displays invoice spend, invoice count, and enriched supplier count for
enriched small disadvantaged business suppliers in aggregate view.
Drill down or filter by small disadvantaged business supplier.

MWOB Suppliers - Women


Owned

Analyze your organizations spend with women-owned suppliers.


This report displays invoice spend, invoice count, and enriched supplier count for
enriched woman-owned businesses.
Drill down or filter by woman-owned supplier.

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Supplier Analysis
Use this report...

To...

Annual Inflation Cost By Supplier Per Perform detailed cost analysis on your supplier spend by part. 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.
This report displays invoice spend, unit price, and quantity for active suppliers and
UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate
view.
Drill down or filter by active supplier, UNSPSC, calendar accounting date, fiscal
accounting date, region, purchasing company, active account, cost center, part name, and
unit of measure.
Annual Inflation Costs Per Supplier

Perform detailed cost analysis on your supplier spend to determine if prices are rising by
supplier or commodity category. 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.
This report displays invoice spend, quantity, invoice unit price, and minimum and
maximum unit price for active suppliers by calendar accounting year in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, active account,
cost center, company, supplier country, UNSPSC, part name, and unit of measure.

ERP Supplier Analysis

Analyze spend by supplier. Begin with the big picture and identify supplier spend,
parent-child relationships between suppliers, the number of commodities youre buying
from them, and so forth. 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.
This report displays invoice spend, commodity count, line count, and company site count
for ERP suppliers in aggregate view.
Drill down or filter by ERP supplier, calendar accounting date, active supplier, region,
purchasing company, active account, cost center, supplier country, source system,
UNSPSC, part name, and unit of measure.

Geographic Source Analysis

Analyze your organizations spend with suppliers by geographic location. Determine


which countries and locations account for your spend.
This report displays invoice spend, commodity count, line count, and purchasing
company site count for supplier countries in aggregate view.
Drill down or filter by supplier country, calendar accounting date, active supplier, active
account, cost center, region, purchasing company, UNSPSC, part name, and unit of
measure.

Minority Owned Ethnicity Details

Analyze your organizations spend with supplier that meet ethnicity diversity criteria.
This report displays invoice spend, count, and enriched supplier count for enriched
diversity indicator and diversity ethnicity suppliers in aggregate view.
Drill down or filter by diversity indicator supplier, diversity ethnicity supplier, disabled
veteran-owned supplier, HUBZone supplier, minority-owned supplier, SBA8A supplier,
woman-owned supplier, small disadvantaged business supplier, and veteran-owned
supplier.

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Prepackaged Reports and Searches

Use this report...

To...

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.
This report displays invoice spend, enriched supplier count, and invoice count for
diversity indicator suppliers in aggregate view.
Drill down or filter by diversity indicator supplier, calendar accounting date, active
supplier, supplier parent, region, purchasing company, supplier credit rating, and
supplier revenue rating.

Off-Contract Spend By Supplier

Identify which suppliers your organization is purchasing with off-contract to determine


if maverick spend accounts for unrealized savings. Uncover opportunities to further
negotiate contracts with specific suppliers to drive savings deeper.
This report displays invoice spend, off PO spend, off PO spend percentage, and invoice
unit price and quantity for active suppliers by calendar accounting year in aggregate
view.
Drill down or filter by active supplier, calendar accounting date, fiscal accounting date,
region, purchasing company, active account, cost center, UNSPSC, part name, and unit
of measure.

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. Determine if your purchasing controls or
contracts are effectively enforcing your negotiated rates with suppliers.
This report displays invoice spend, premium spend, invoice unit price, and premium cost
percentage for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, purchasing
company, cost center, UNSPSC, part name, and unit of measure.

Purchase Price Alignment Cost By


Supplier

Identify which suppliers are charging your business units different prices for the same
item. Determine if you are losing savings by not aligning purchase prices with individual
suppliers. Purchase price alignment cost is the cost or lost savings of different business
units purchasing the same items from the same supplier at varying, higher prices.
This report displays invoice spend and price alignment cost for active suppliers and
UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by active supplier, UNSPSC, calendar accounting date, region,
purchasing company, active account, cost center, part name, and unit of measure.

Purchase Price Variance By Supplier

Analyze differences in prices for items by suppliers. This report focuses on which
suppliers account for the most price variance.
This report displays invoice spend, price variance cost, price variance cost percentage,
and commodity count for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, supplier country,
purchasing company, active account, cost center, UNSPSC, part name and unit of
measure.

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Prepackaged Reports and Searches

Appendix A Prepackaged Reports and Facts

Use this report...

To...

Spend Variance By Supplier and


Commodity Analysis

Analyzes trends in price variance by suppliers and commodity categories over time. Drill
deeper by organization, commodity, and item/part into your supply base to identify
savings opportunities.
This report displays invoice spend for active suppliers and UNSPSC (L1) top-level
commodity categories by calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date,
region, purchasing company, active account, cost center, part name, and unit of measure.

Supplier Commodity Analysis

Analyze spend by supplier and commodity.


This report displays invoice spend, commodity count, and purchasing site count for
active suppliers and UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by calendar accounting date, supplier country, region, purchasing
company, active account, cost center, part name, and unit of measure.

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.
This report displays invoice spend for active suppliers by enriched revenue rating and
enriched credit rating in aggregate view.
Drill down or filter by active supplier, revenue rating, credit rating, calendar accounting
date, supplier parent, and UNSPSC.

Supplier MWOB Spend Percentage


Analysis

Analyze total spend by diversity and type. Determine which percentage of spend in each
business unit is diverse spend.
This report displays invoice spend for diversity status categories in aggregate view.
Drill down or filter by diversity status, calendar accounting date, supplier credit rating,
supplier revenue rating, supplier parent, active supplier, region, and purchasing company.

Supplier Optimization Costs By


Supplier

Identify suppliers that have multiple price plans for the same items across your
organization. Analyze your spend across suppliers to determine if your business units are
paying different prices for the same items across multiple suppliers. Drill down by part
and supplier to analyze unit prices and quantities to aid in the rationalization of your
supply base.
This report displays invoice spend, supplier optimization cost, supplier optimization cost
percentage, and invoice unit price and quantity for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, supplier country, region,
purchasing company, active account, cost center, UNSPSC, part name, and unit of
measure.

Supplier Spend Analysis

Analyze spend by supplier. Begin with the big picture and identify supplier spend,
parent-child relationships between suppliers, commodities, and so forth. Identify areas of
potential savings opportunities and drill into the details to review item-level information.
This report displays invoice spend, commodity count, line count, and site count for active
suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, purchasing
company, active account, cost center, supplier country, UNSPSC, part name, and unit of
measure.

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Appendix A Prepackaged Reports and Facts

Reporting Facts

Use this report...

To...

Supplier Spend Trend Analysis By


Buying Org.

Analyze supplier spend trends over time by purchasing company site to determine
cyclical trends or opportunities over time for additional savings.
This report displays invoice spend for calendar accounting months by purchasing
company site in aggregate view.
Drill down or filter by calendar accounting date, purchasing company site, active
supplier, region, cost center, supplier country, UNSPSC, part name, and unit of measure.

Supplier Diversity Certificate Reports


Use this report...

To...

Certificates by Certifier

Analyze supplier diversity by certifying body. Determine what kinds of diversity


certificates your diverse suppliers have.
This report displays supplier diversity certificate count for certifiers in aggregate view.
Drill down or filter by certifier, diversity type, calendar expiration date, and enriched
supplier.

Certificates by Expiration Date

Analyze supplier diversity by diversity certificate expiration date. Determine when your
diverse suppliers certifications are set to expire, and the time periods in which they have
been certified as diverse.
This report displays supplier diversity certificate count for calendar expiration dates in
aggregate view.
Drill down or filter by calendar expiration date, diversity type, certifier, and enriched
supplier.

Certificates by Type

Analyze supplier diversity by diversity type. Determine what kinds of diversity


certifications your diverse suppliers have.
This report displays supplier diversity certificate count for diversity types in aggregate
view.
Drill down or filter by diversity type, calendar expiration date, certifier, and enriched
supplier.

Supplier Certificates

Analyze your organizations spend with suppliers by geographic location. Determine


which countries and locations account for your spend.
This report displays supplier diversity certificate for enriched suppliers with data source,
diversity type, certifier, certificate number, and first issued, last renewed, and expiration
dates.
Drill down or filter by enriched supplier, diversity type, certifier, certificate number, and
first issued, last renewed, and expiration dates.

Reporting Facts

Ariba Spend Analysis User Guide

121

Reporting Facts

Appendix A Prepackaged Reports and Facts

The facts on which a report is based determine the data available in the report. When you create a report, you
decide what information you are looking for and choose the facts that will provide it. The facts that are
available for you to use in reports depend on your organizations Ariba Spend Management solution
configuration. This section describes default Ariba facts.

Invoice
The Invoice fact contains data from individual invoices. 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, column, page, 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

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

Ariba Spend Analysis User Guide

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

Balancing Summary and Detail

Appendix B Increasing Report Performance

Balancing Summary and Detail


To balance the need for summary and detail, you need to consider what the report will be used for. To show
an overview of spending patterns by commodity, division, or supplier, for example, use a summary report. To
examine line level details for a specific commodity, use a detailed report.
For a summary report, use the dimensions for the summary information as rows. Place dimensions used
for drilling into the data as page fields.
For a detailed report, place the detailed dimension or level as rows. Also, create a parameterized report to
require that analysts filter the report before running it to reduce the scope of the query.

Using Pre-Aggregated Fields


If a report contains several pre-aggregated fields, those fields are calculated and cached to make them easier
to use as rows. The choice of which fields to aggregate depends on how you want to use the spend data in a
report. Some dimensions and levels are included in the pre-aggregated fields. By using these dimensions or
levels, the analyst can show more detail on the row edge without the performance cost.
The following table lists the dimensions and levels used in the Ariba Spend Analysis schema for reporting. If
an X appears in the column, the query for the dimension is complex and could take more time. Use these
dimensions as page fields for better query performance. If a P appears in the column, the dimension is
pre-aggregated. Use these dimensions as rows to increase query performance.
Dimension/Level

Row Complexity

Column Complexity

Month

Day

Active Supplier

Enriched Parent

Enriched Supplier

ERP Supplier

Segment (level 1)

Family (level 2)

Class (level 3)

Commodity (level 4)

Date (fiscal or calendar)


Quarter

Supplier

UNSPC

126

Ariba Spend Analysis User Guide

Appendix B Increasing Report Performance

Dimension/Level

Drilling and Expanding

Row Complexity

Column Complexity

Company Site
Level 1

Level 2

Level 3

Level 4

Level 5

Source System

Line Type

DEConfidence

Drilling and Expanding


When investigating data, add most of the dimensions you want to potentially investigate as page fields. You
can begin with a summary report and drill down into page field hierarchies to focus on a particular area.
Expanding shows greater detail for the summary data on the same page, but the response gets slower the
more you expand.

Other Ways to Increase Performance


Filtering
Filter the data to reduce the amount of data displayed in the pivot table. You can limit the dates, suppliers,
and commodities shown to see more specific data. Filtering by these different parameters makes exploring
the pivot table much quicker.

Running Query in Background


You can also choose to run a report in the background as you continue working. See Scheduling
Background Reports on page 57 for more information.

Ariba Spend Analysis User Guide

127

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, requested
reports should appear immediately. An Ariba report is a web-based front end for performing customized
queries on a central database of millions of rows of data. The response time is a function of the size of data
being queried, the power of the hardware, and the speed of the connection.
Large, difficult queries on the database will always take longer than pre-run, stored queries.
To minimize report running time, you can:
Schedule the report to run in the background and come back to it later. (See Scheduling Background
Reports on page 57 for more information.)
Revise the report to filter the data to a smaller (but representative) set. It is not always necessary to see all
the dates or suppliers or commodities, for example, to see a particular opportunity. Filtering by these
different parameters makes exploration of representative data much quicker.
Revise the report to use less detailed dimensions/levels in the pivot table. (See Using Pre-Aggregated
Fields on page 126 for more information.)

I run a report and it times out


Ariba reports time out after a set amount of time; if your report times out, it is a sign that you are trying to
run a difficult query. Additionally, if a query will yield a result of more than 10,000 lines of data, it will be
stopped to preserve processing power for the rest of the organization.
To keep a report from timing out, you can:
Schedule the report to run in the background and come back to it later. (See Scheduling Background
Reports on page 57 for more information.)
Revise the query to filter the data to a smaller (but representative) set. It is not always necessary to see all
the dates or suppliers or commodities, for example, to see a particular opportunity. Filtering by these
different parameters makes exploration of representative data much quicker.
Revise the query to use less detailed dimensions/levels in the pivot table. (See Using Pre-Aggregated
Fields on page 126 for more information.)
Write an export only report for the data and run that directly to export. (See Building and Running an
Export-Only Report on page 129 for more information.)
Click Email Report Query to send detailed information on the report query that timed out to Ariba. Ariba will
use this information to improve future report performance.

I run a report and not all the data is displayed


Ariba reports have a display limit of 201 lines in a pivot table. This allows most pivot tables to display all
their rows quickly, while cutting off the occasional long pivot table. For nested dimensions on a pivot table,
this might result in a little summary and a lot of detail being invisible.

128

Ariba Spend Analysis User Guide

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. Do you need both summary and detail on the same report? Are you going
to look at all 200 lines in detail? If not, consider another view of the data.
Export the report to MS Excel, where the limit is higher. Note that, although MS Excel can accept up to
64,000 rows of data for a pivot table, the query abort parameter allows only under 10,000 rows to be
returned.
For nested dimensions, you can examine the details under the first higher level, then hide that level to see
the next. You can examine the details (while requiring the context of the higher level dimension) and hide
the levels you have finished examining.
Revise the query to use less detailed dimensions/levels in the pivot table. (See Using Pre-Aggregated
Fields on page 126 for more information.)

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, you can create an
export-only report that will run without timing out. You might need to refine report data to a smaller data set
before configuring it for export. For example, you might refine the date range down to one month or even
one day in order to create the export-only report. Once you have configured the export, you can reset the
report to the original parameters you wanted, save those changes, and then run it as an export-only report.
Reports exported to Microsoft Excel have a 64,000 row limit. If you know that the report will have less than
64,000 rows, you can choose an Excel template for export; if you believe your report might exceed 64,000
rows, you should export it in CSV format.
W

To create an export-only report:


1 On the report pivot table, click Actions and choose Configure Export.
2 Select the format for the export:

To export in Microsoft Excel format, click Excel Template and select the appropriate template.
To export in CSV format, click CSV.
3 Specify the data set you want to export:

To export the entire set of data in the current pivot table, click Current pivot table contents.
To export a custom data set, click Custom. Click Export aggregate data to export aggregate data such as
invoice spend, or click Export detail data to export line-level details such as Invoice ID, then select the
data fields you want to include in the export-only report. You can also select specific hierarchy levels to
export.
4 Click Export Data, then click Save to save the exported report file.

You must export the report once so that the export format you selected is recognized when you export it
again.
5 Click Home, and then click Save to save the report.

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.

Ariba Spend Analysis User Guide

129

Building and Running an Export-Only Report

Appendix B Increasing Report Performance

To run an export-only report:


1 Navigate to the export-only report you want to run.
2 Click the report and choose Export.
3 Save the exported report file to the location of your choice.

130

Ariba Spend Analysis User Guide

Index

Numerics

80/20 rules, 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, 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, 106, 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. See user-defined fields.
conditions for alerts 70
copying reports 82
Counts for Item, Supplier, Commodity, Site, etc. 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, switching between detail view and 76
aggregated data, using to increase performance 126
alerts, 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

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, viewing reports from 101
data menus 15
data ranges for opportunity searches 54
data ranges in grade fields 39
decimal places, setting maximum 74
defining opportunity search data ranges 54
deleting searches 84
derived fields, 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, 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.
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, 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

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, column, 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.
formatting data fields 73
formula fields, creating 38
formulas, adding to Excel templates 94

G
Geographic Location Analysis report 112
Geographic Source Analysis report 118, 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. See Excel.
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, creating 43
MWOB - Women Owned report 117
MWOB Analysis - Veterans report 117
MWOB Supplier Analysis report 119
MWOB Suppliers - 8A report 117
MWOB Suppliers - HUB Zone report 117
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, formatting 74

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

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, creating 40
parameters for opportunity searches 54
percentages, 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.
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, increasing 126
Query_Filters named fields 91

R
Raw_Field_Names named fields 91
recommending reports 84
Refine Data page, customizing 40
refining compound report data 49
refining report data 36, 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

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, setting minimum and maximum number 75
running export-only reports 129
running prepackaged opportunity searches 52
running totals, 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. report
121

T
tasks for enrichment change requests 103
taxonomies 9
templates. See Excel templates.
total columns, showing and hiding 76
Total Spend and Invoice Lines by Source System report
110
Total Supplier Invoice Spend and Invoice Lines report
110

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, 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 - Volume vs. 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, displaying minimum 76
subtotal rows, showing and hiding 76
summarized views, 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, showing and hiding 76
variance, analyzing 69

Work Resource Planning


(Supervisor View) report 408

Ariba Spend Analysis User Guide

135

Index

136

Ariba Spend Analysis User Guide

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