Professional Documents
Culture Documents
User Guide
Release: 9r1 SP9
Document Version: 2
November 2010
9r1SP9.0115.en
Table of Contents
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Table of Contents
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Table of Contents
Table of Contents
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Chapter 1
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
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:
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.
Reporting Concepts
A dimension can have more than one hierarchy. For example, a Time dimension can be divided into two
hierarchies: Calendar and Fiscal.
Hierarchy 1: Fiscal
Level 1: Fiscal Year (2003, 2004, 2005...)
Level 2: Fiscal Quarter (FQ1, FQ2,...)
Level 3: Month
Level 4: Day
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.
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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)
Trackballs $2000
Commodities
Printers $3500
2007
2006
Laptops $2000
2005
Date
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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
Chairs
Desks
File cabinets
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2006
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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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
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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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
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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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.
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.
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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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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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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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.
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Chapter 2
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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.
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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.
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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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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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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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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6 On the pivot table, click the Part Name field menu and drag it to the Field Browser to remove Part Name
7 Click the UNSPSC field menu and choose Select Level, Values, then choose the lowest level of the UNSPSC
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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8 Click Home to return to your Home dashboard tab. You can save the report or discard it.
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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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.
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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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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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
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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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.
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Chapter 3
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.
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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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.
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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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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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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
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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.
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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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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.
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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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.
published in the Public Reports folder, you must save a personal copy of the report before you can edit it.
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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
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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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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
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
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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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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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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.
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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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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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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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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.
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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Chapter 5
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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.
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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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.
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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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.
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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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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Chapter 6
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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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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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:
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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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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Chapter 7
Page field
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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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.
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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
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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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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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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
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.
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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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 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.
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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
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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.
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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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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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Chapter 8
73
3 Select the way you want to display the fields data from the Show data as pull-down menu:
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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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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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.
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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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.
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.
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:
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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.
2 To return to the pivot table, click Pivot Grid and choose Pivot Outline.
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Chapter 9
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.
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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
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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.
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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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.
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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.
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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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.
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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.
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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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
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If your dashboard includes a Search area, you can also perform simple title and keyword searches from
there.
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Recommending a Report
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.
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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 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.
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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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Chapter 10
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
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.
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.
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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.
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Exporting a Report
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.
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
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.
Named fields
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Named ranges
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
89
About 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.
90
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.
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
91
About Templates
Description
AnalysisField
*operator*
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
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')};
92
Creating a Template
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.
93
Creating 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.
94
Creating a Template
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
=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
and drag down the column until you reach the last row to copy the formula to all of the cells in the
column.
95
Uploading a Template
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
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.
96
97
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.
98
Pivot_Area_Pie.xls
Pivot_Area_PieExcel97.xls
Microsoft Excel 97
Pivot_Area_PieExcel2007.xlsx
Pivot_Bar_Pie.xls
Pivot_Bar_PieExcel97.xls
Microsoft Excel 97
Pivot_Bar_PieExcel2007.xlsx
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.
99
100
Chapter 11
Log out of Ariba Spend Management and log back in to begin viewing data from the data load schema.
101
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
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.
102
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
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.
103
104
Appendix A
105
Commodity Analysis
Use this report...
To...
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.
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.
106
To...
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.
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.
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.
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.
107
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 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.
108
QA Reports
Use this report...
To...
109
To...
Opportunity Analysis
Use this opportunity search...
To...
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.
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.
110
To...
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.
Supplier Fragmentation
111
Organization Analysis
Use this report...
To...
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.
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.
112
To...
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.
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.
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.
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.
113
To...
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.
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.
114
To...
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
115
To...
116
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.
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.
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.
117
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.
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.
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.
118
To...
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.
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.
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.
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.
119
To...
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.
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.
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.
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.
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.
120
Reporting Facts
To...
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.
To...
Certificates by Certifier
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
Supplier Certificates
Reporting Facts
121
Reporting 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:
Invoice Count
Invoice Quantity
Invoice Spend
Invoice Spend in Original Currency
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
Reporting Facts
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
PO ID
Ordered Date
Requester
Account ID
ERP Supplier
Account
Cost Center ID
Cost Center
123
Reporting 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
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
Appendix B
Log out and log back in to apply the changes to your reporting preferences.
125
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)
Supplier
UNSPC
126
Dimension/Level
Row Complexity
Column Complexity
Company Site
Level 1
Level 2
Level 3
Level 4
Level 5
Source System
Line Type
DEConfidence
127
128
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.
129
130
Index
Numerics
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
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
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
I
Invoice fact 122
L
laying out the pivot table 34
linear functions in grade fields 39
linking opportunity searches to reports 55
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
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
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
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
135
Index
136