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Ariba Spend-Analysis-User-Guide PDF
Ariba Spend-Analysis-User-Guide PDF
Ariba Spend-Analysis-User-Guide PDF
User Guide
Release: 9r1
Document Version: 2
November 2010
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9r1b.0115.en
Table of Contents
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
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
Information about a business tends to fall naturally into dimensions such as commodities (or products), cost
departments or centers (business units), suppliers, and time.
Suppliers and commodities are just two examples of dimensions in purchase orders:
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: Information Technology Broadcasting
and Telecommunications
Family: Computers and Peripherals
Class: Peripheral Devices
Commodity: Trackball
In a report, you can display a high-level summary using the top level of the hierarchy, or you can expand the
report view to display detailed information from the lower levels of the hierarchy.
The following illustration shows an example of hierarchy levels in a report. Within the Region dimension,
there might be levels for the USA, Asia, and Europe and the Middle East, among others. Within Europe,
there might be levels for the UK, France, Belgium, and the Czech Republic, among others. When you work
with these hierarchy levels in reports, the levels are referred to as L1, L2, L3, and so forth.
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
KingdomAnimalia (animals)
PhylumChordata (chordates)
SubphylumVertebrata (vertebrates)
ClassMammalia (mammals)
OrderCarnivora (carnivores)
FamilyFelidae (cats)
GenusPanthera (lion, tiger, leopard, jaguar)
SpeciesPanthera tigris (tiger)
SubspeciesPanthera tigris longipilis (Siberian tiger)
This taxonomy classifies life forms by the broadest category (animal or vegetable) at its highest level and
becomes progressively more specific until, at its lowest level, it describes a life forms subspecies (Siberian
tiger).
Just as the Time dimension has two different hierarchies (Calendar and Fiscal), the Commodity dimension
has different hierarchies for different taxonomies. Each level in a Commodity hierarchy represents a level in
the taxonomy.
Your companys reports might use one or more of the following taxonomies to describe commodities and
services:
UNSPSC
Custom Category
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:
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.
The measure can be numerical data, calculations from computed fields, or aggregations of numerical data.
You can create user-defined fields (also called computed fields or derived measures), which are calculations
based on measures. Measures are always values that can be calculated, such as invoice amounts; reports also
show data such as suppliers, but since the name of a supplier is not a value that can be calculated, it is not a
measure.
For more information on adding computed fields to a report, see Creating a User-Defined Field on
page 37.
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.
Trackballs $2000
Region
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
File cabinets 2006
Date
2005
E W N S
Region
Desks
File cabinets
2006
E W N S
Dicing focuses on one cell of the cube: for
example, what was the purchase figure for
desks in the northern region in 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
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
Commodity Supplier
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.
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:
Move Field: display the fields data before or after the data of other
fields on the pivot table
Edit in Wizard: edit the hierarchies displayed in the report for the data
field.
Show: switch between detail and aggregate views for all of the data on
the pivot table.
Page Field Menus You use page field menus to manipulate the fields data on the pivot
table.
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.
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.
Column Heading Menus You use column heading menus to modify the display of data in
columns.
Row Field Menus You use row field menus to manipulate the data in rows on the pivot
table.
Drill Down By: drill down into the rows hierarchy, or drill down into a
different dimension using the row as a starting point.
Show/Hide: hide the row to remove extraneous data from view, or show
a previously hidden row.
Data Field Menus You use data field menus to examine specific data values on the pivot
table.
Drill Down By: drill down into the data values hierarchy, or drill down
into a different dimension using the data value as a starting point.
Show Detail View: show the detail view for the data value to examine
individual pieces of data.
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.
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.
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.
When you work with Ariba Spend Analysis reports, you can ask yourself the questions above to help you
decide how to manipulate the report fields to get the answers you need.
After learning the steps for how to manipulate the example report, you can apply the same techniques to any
other report. Before proceeding to the example, review the section on pivot tables, The Ariba Spend
Analysis Pivot Table on page 13.
The prepackaged reports that are available to you depend on your companys Ariba Spend Management
configuration.
Default prepackaged Ariba Spend Analysis reports are divided into the following groups:
Commodity Analysis
Organization Analysis
Spend Overview Reports
Supplier Analysis
Supplier Diversity Certificate Reports
The Spend Visibility folder also contains an Opportunity Analysis folder, where you can find prepackaged
opportunity searches. See Using Opportunity Search on page 51 for more information about how to use
the opportunity searches in the Opportunity Analysis folder.
In this example, the Commodity Analysis report can help you investigate the following:
Which commodities are we spending the most money on?
Where can we save money?
Are we buying the same product from several suppliers?
Can we consolidate and purchase from the supplier who charges the least?
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.
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.
By changing the display of the data in a pivot table, you can analyze different aspects of the data. For
example, you can sort columns and change the time periods shown. You can also analyze your commodity
spending by region, supplier, or organization.
Scenario
In the Commodity Analysis report, suppose you want to find how much was spent on a specific item, such as
computers or gaskets or vehicles. You can drill down to the lowest level of commodities, and then view the
suppliers you purchase these items from.
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).
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.
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.
6 On the pivot table, click the Part Name field menu and drag it to the Field Browser to remove Part Name
from the report.
7 Click the UNSPSC field menu and choose Select Level, Values, then choose the lowest level of the UNSPSC
hierarchy to move back up from Part Name to UNSPSC commodity categories.
The report now shows the invoice spend you have with the one supplier for the UNSPSC (L4) commodity
category, not just the commodity you originally drilled down by supplier for. From here, you can add
other fields to the report as rows or columns, filter on other fields, or drill down by other hierarchies into
rows on the pivot table.
8 Click Home to return to your Home dashboard tab. You can save the report or discard it.
However, Ariba Spend Analysis diversity reports do not account for gaps in certification. So if ABC
Company receives a new Minority Owned certificate on 1/1/2009 that expires on 12/31/2009, all of the
invoice spend for ABC company between 6/1/2007 and 12/31/2009 is reported as diverse.
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.
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.
By changing the display of the data in a pivot table, you can analyze different aspects of the data. For
example, you can show diversity certificate counts for certain time periods. You can also analyze which of
your suppliers have multiple diversity certificates and what agencies issued those certificates.
Scenario
In the Certificates by Type report, suppose you want to find out which of your suppliers has the most
different types of diversity certification over a specific time period. You can display diversity types by
supplier and year of expiration and drill down into certifiers.
W 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.
3 In the Field Browser, click the right side of the Expiration Date page field menu and choose Show Field On:
Column.
You now see diversity certificate count for each year in your filter in columns on the pivot table. Next,
you can add suppliers as a row to see which suppliers have certificates for each diversity type.
4 In the Field Browser, click the Supplier (enriched) page field menu, drag it onto the pivot table, and drop it
to the left of the Diversity Type menu.
The farthest left row field on the pivot table is the first row field. Since you added Supplier (enriched) to
the left of Diversity Type, the report displays diversity types for each supplier row. Next, you can drill
down into suppliers with certificates for multiple diversity types to see which certifiers have issued the
certificates.
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.
At any time when working with a pivot table, you can click the Chart tab to view the data in the current
pivot table as a chart.
You can return to any previous view of the data in a report you are working on by clicking breadcrumbs
in the Applied Filters area on the pivot table.
Continue to explore other prepackaged reports using the techniques you learned in this section.
Read Creating Analytical Reports on page 33 to learn how to create a report from scratch.
Read Working with Report Data on page 61 to learn more about using filters and analyzing report data.
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.
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.
In the report, the row fields appear in a row down the left of the report table and the column fields become
the column headings. Page fields act as filters for report data and add more data elements to the pivot table.
Keeping data in row, column, and page fields makes the report more flexible as an analytical tool: you can
investigate patterns in your data by slicing and dicing the data using different dimensions and hierarchies.
If you are creating a detail report (which displays data in detail view, not aggregate view, by default), the
detail fields display as rows and columns in detail view, so you dont need to add additional rows or
columns. Each fact has a default set of detail fields. When you lay out the pivot table, you can add or remove
detail fields.
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.
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.
To limit data to a specific period of time, you can select a fixed or relative date range. If you use a relative
date range, the report automatically updates with data for dates relative to the current date every time you
open the report.
To set a range of dates that is automatically updated with new data whenever you view your analytical
report, click Relative date range. Choose the time period you want to use (months, quarters, or years)
from the Time Period pull-down menu, and select the number of most recent and future time periods to
use in the filter. If you do not want to include the current partial time period, click to clear the Include
current partial year/quarter/month check box.
To choose a specific, fixed date range, click Fixed date range from and enter dates or use the calendar
icon. Click the Automatically adjust the range to include complete months check box to optimize
performance of the report.
2 For other report hierarchies, on a hierarchys pull-down menu, choose Select Others. (By default, (All) is
selected and all hierarchy data is used.)
3 Click the Include the following items tab to include selected levels in your report, or click the Exclude the
following items tab to exclude them.
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.
The Applied Filters area of the pivot table displays breadcrumbs for the hierarchy filters you just applied to
the report.
Since the data in user-defined fields is calculated from other fields, you can only create user-defined fields
based on measure fields that contain numerical values. You cannot create a user-defined field based on fields
with Boolean values (yes/no), values for status (Approved, Not Approved), names of suppliers, or other data
that cannot be calculated mathematically, although you can use counts of the data in those dimensions
(number of suppliers, for example).
As with pre-defined fields, you can format user-defined fields; see Using Field Settings to Format Data on
page 73.
There are two kinds of user-defined fields: custom formula fields and grade fields.
You create the formula using the pre-defined measure fields associated with the reports fact, such as PO
Spend, or count functions that supply a count of the number of items in non-measure fields. For example, the
UNSPSC dimension contains the names of commodity categories, which you cannot use in a mathematical
formula. A count function for the UNSPSC dimension counts the number of commodity categories in the
dimension, which is a number you can use in a formula. You can create count functions for an entire
dimension, or for specific levels of a hierarchy in the dimension, for example, the number of items in the
bottom level of the UNSPSC hierarchy.
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.
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.
A grade field defined by a linear function has a minimum and maximum. Data values that fall between the
minimum value and the maximum value are automatically assigned grades between the minimum grade and
maximum grade. For example, if you assign a grade of 0 to the value 0 and a grade of 100 to the value 100,
the value 50 is automatically assigned a grade of 50. You do not need to define a grade for every value
between the minimum and maximum, because the linear function determines the interim grades for you.
A grade field defined by data ranges associates grades to ranges of values. For example, you can assign a
grade of 1 to values less than or equal to (<=) 5 and a grade of 100 to values greater than or equal to (>=)
1000. The grade field assigns the specified default grade to all values that fall outside the assigned ranges.
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.
You can set up parameterized reports to run based on default settings, or to ask the user to choose values and
settings on the Refine Data page before running the report. You can parameterize a prepackaged report or a
report you have created.
Note: If you want to create a parameterized version of a prepackaged report, or a report another user has
published in the Public Reports folder, you must save a personal copy of the report before you can edit it.
4 If you want to force users to refine data whenever they open the report, click the Always show this
customized form check box.
5 For each data field, decide how the user of the report must interact with it:
Click the Required check box to require the user to select one or more levels or values from this field.
They will only be allowed to work with the hierarchy levels or values you specify.
From the Selection Type pull-down menu, choose whether you want the user to look for items across all
levels of a hierarchy, or restrict the initial choice to the top level of the hierarchy.
If the report contains more than one data field, use the up and down arrows to control their positions on
the Refine Data page.
Click X (Hide) next to a data field if you want to hide it, moving it to the Hidden Fields area of the page.
When a field is hidden, the user cannot alter its settings. Click Show to show a hidden data field.
6 Click Done to save your changes.
7 If prompted, refine the data in the report be selecting values on the Refine Data page. You will see this
page only if the report is set up to require user input.
8 Click Save to save the parameterized report.
When you compare two or more facts, all of the data fields from those facts are available for use in the
report. However, you can only compare data for those dimensions that the combined facts have in common.
The following diagram shows the intersection of two facts and their dimensions.
PO Invoice
Time
Commodity
Supplier
Part
Cost Center
Creating a multi-fact report is similar to creating an analytical report. The facts that are available to you for
reporting depend on the Ariba Spend Management solution your company has purchased. See Reporting
Facts on page 121 for a list of facts and the data they contain.
For example, if you are creating a report on the Invoice and Purchase order facts, you can choose from the
pull-down menus the fields you want to use for both in the Time dimension: Accounting Date, Invoice
Date, and so on.
6 When you have finished choosing and mapping facts, click Done to return to the previous page, where
your choices are displayed.
7 Finish creating the report as you would a single-fact analytical report, using data fields for both facts. See
Creating Analytical Reports on page 33.
Suppose you want to see an overview of your spend by commodity and supplier: off-contract spend, spend
variance, inflation costs, and so on. You can add the analytical reports that provide that information to a
compound report. Filters on compound reports allow you to examine specific data across different reports.
For example, you can filter the report by active account, giving yourself a single view of spend activity for
one or more accounts in your organization.
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.
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.
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.
For example, to summarize information about commodities, you might want to design a view that shows the
following values:
Amount spent on the commodity
Total number of POs
Total number of invoices
Total number of departments buying the commodity
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.
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.
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.
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.
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.
Opportunity searches are based on commodities. You examine different aspects of data associated with a
commodity or commodity category in order to identify opportunities.
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.
Before you run a prepackaged opportunity search, you must select the data ranges for your search criteria.
You can search all data, use pre-defined search ranges, or define custom data ranges. You can also search on
all UNSPSC commodity categories, or specify the commodities you want to include in the search. You can
edit search criteria after you have run the search.
7 Select the UNSPSC levels you want to include in or exclude from the search:
To bring up a list of all levels in the UNSPSC hierarchy, leave the UNSPSC field empty and click Search.
To search for a specific level, enter keywords in the UNSPSC field and click Search.
To drill down into the UNSPSC hierarchy and display lower levels, click the expand arrow next to a
level.
8 Click OK to apply the search range for the UNSPSC hierarchy.
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.
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.
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.
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.
You schedule a report to run in the background for one of two reasons:
Hands-off reportingonce you schedule a background report, you do not have to be logged into Ariba
Spend Management while it runs. If you are running a large report that contains a lot of data, you can
schedule the report to run in the background as soon as possible and perform other tasks while it runs. You
can also schedule a report to run in the background at regular intervals so that it is ready when you need it.
Taking data snapshotswhen you run a report in real time, it displays current data. Scheduled
background reports capture a view of your data at the moment theyre run and can be stored for some
time, so you can use them to compare periodic snapshots of your data.
Because scheduled reports take a snapshot of the report data at the time they are run, they are not as flexible
as live reports, which have continuous access to the database. You can filter and drill down on existing page,
row, and column fields in a stored scheduled report, but you cannot move fields from page to column to row
or add new fields to the report.
If you choose to have scheduled report results sent to you in an email notification, the results are sent to the
email address you specify in your email notification preferences. See the Ariba Spend Management
Dashboard Quick Reference Guide for more information about preferences.
Note: There is a limit to the number of scheduled background reports that can run at the same time, and each
newly scheduled report is added to a queue. Scheduled times are approximate; depending on the number of
reports all of the users in the system have scheduled to run at a given time, a background report might run at
the scheduled time or some amount of time after the scheduled time. Reports that are scheduled to run
during a database schema switch do not run until that switch is completed. Be sure to allow enough time for
the report to run if the system is crowded. If you experience large delays in scheduled report runs, contact
the person in your organization who manages all of your organizations scheduled reports.
Note: Since your ability to manipulate data in scheduled report results is limited, you should make sure that
you are working with a version of the report that displays the data you want to see in the scheduled results.
2 (Optional) On the Refine Data page, filter the data you want to see in the report using hierarchies and date
ranges. For more information, see Using Hierarchies to Refine Report Data on page 62.
3 Click Background.
4 If prompted, save any changes to the report.
5 Select the schedule for the report:
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.
Because a scheduled report takes a snapshot of the current data at the time it runs in the background, if you
have scheduled the report to run at regular intervals and specified in the schedule that you want to save
multiple report runs, you might have multiple sets of results for the same report. Each set of results is
identified by the time and date when it ran.
Note: If you make changes to the stored report results pivot table, such as filtering or drilling down, you are
prompted to save those changes when you exit the report results. Saving the changes saves them in the
original report, and any future scheduled runs of that report will include those changes. To save your changes
to the report results without changing the original report, save them using a different report name. To exit the
report results without saving your changes, click Cancel.
Page field
Note: On the report pivot table, you drill down into data using page, row, and column fields. If you want to
filter or drill down on data using a field on the Others tab, drag it from the Others tab and to the Page tab or
the pivot table.
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.
W To move fields between the Field Browser and the pivot table:
1 To add a page field to the report, click it in the Field Browser and choose Show Field On: Row or Show Field
On: Columns.
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.
To set ranges of dates for which reports are automatically updated with new data whenever you view
them, click Relative date range. Choose the time periods you want to use (months, quarters, or years)
from the Time Period pull-down menu, and select the number of most recent and future time periods to
use in the filter. If you do not want to include the current partial time period, click to clear the Include
current partial year/quarter/month check box.
To choose a specific, fixed date range, click Fixed date range from and enter dates or use the calendar
icon. Click the Automatically adjust the range to include complete months check box to optimize
performance of the report.
3 To limit your date selection even more precisely, particularly if you have more than a single date hierarchy
in your report, click the Advanced Options check box. The advanced options available to you depend on the
reporting facts you are using.
To filter data using one date hierarchy, choose the hierarchy from the Refine data using pull-down menu.
For example, you may be able to choose between Accounting Date, Invoice Date, and so on.
To filter data using two date hierarchies, choose either Two date fields spanning the above range or Two
date fields within the above range from the Refine data using pull-down menu and choose the two date
hierarchies you want to use.
Choose whether to filter data using a Calendar or Fiscal date type from the Date type pull-down menu.
To include all data in the report, whether or not it is associated with a date, click the Include data with
dates not set (unclassified) check box.
To refine the date range further, click the Refine selection further check box, choose Select Others from
the pull-down menu, select date levels to include or exclude, and click OK. This option is only available
for some date hierarchies.
4 Click Done to apply the date filter to the report.
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.
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.
On the report pivot table, click the row, column, or data field you want to drill down into and choose a field
to Drill Down By.
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).
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.
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.
Both the constraints you put on reports by refining data and the filters you apply by drilling down or
collapsing data are displayed in the Applied Filters. The breadcrumbs include hyperlinks that take you back
up to the levels of the Applied Filters in the previous view of the report. You can click any level displayed in
the breadcrumbs to return the data to that pivot table view.
Breadcrumbs
Skipping Levels
Many hierarchies have multiple levels. You can skip directly to the level you need without having to go
through intervening levels to quickly focus on only the data you need and remove extraneous detail from
view. For example, you can skip directly from the year level to the month level in a date hierarchy without
first viewing quarters; you can skip directly from the most general level of the UNSPSC hierarchy (L1) to
the most detailed level (UNSPSC) without having to go through the intervening two levels; and so forth.
Skipping levels differs from drilling down, where you move through the levels of the hierarchy on specific
rows or columns of data and filter out all of the data outside of that focus. Skipping levels changes your view
of report data, but it does not apply filters, and your movements do not appear as breadcrumbs in the Applied
Filters area of the pivot table.
Note: You can only skip levels in hierarchies with fields that roll up. For example, you can skip levels in a
UNSPSC hierarchy, where data values associated with a hierarchy level can be rolled up into the total for the
level above it.
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.
If the time hierarchy is a row in the report, click the field menu on the report pivot table and choose
Show Field On: Columns.
If the time hierarchy is a page field in the report, click the menu for the time field on the Page tab of the
Field Browser and choose Show Field On: Columns.
2 Click Edit.
3 Refine the data for the time hierarchy you are using so that it spans the time you want to use for your
variance analysis and click Done. For more information on refining report data by date range, see
Refining Report Data by Date Range on page 62.
For example, you might want to analyze variance between two years or two quarters. When you apply the
date filter, the report displays data for that time span.
4 Filter by levels in the time hierarchy until the report displays data for the two time periods you want to
compare in side-by-side columns using one of the following methods:
Click the time hierarchys data field menu and choose Select Level, Values: Select Others, then select two
values. For example, if your report is displaying data for two years and you want to compare two
months, you can select the values for those months.
Click the time hierarchys data field menu and choose Select Starting Level, then choose a starting level:
months, quarters, or years. For example, if your report is displaying data for two years and you want to
compare data between those years, choose Select Starting Level: Year and the report will display data for
each of the two years in the date range in side-by-side columns.
5 Click the Total column heading menu and choose Show Variance. All total columns in the report display the
variance totals over the time span you specified.
Setting Alerts
To achieve savings and process goals, companies need to measure and monitor critical changes in values
across business units, suppliers, commodities, and so on. You can set alerts to highlight specific values in
data fields, or to highlight measure fields. Changes in those values cue a visual alert that makes them
instantly apparent, and you can then focus on those areas where the values are moving outside of your target
range.
For example, you could define alerts to track savings targets. You define savings as a percentage of spend
and based on the percentage, you can set three levels of alerts: red, yellow, and green. As the value
approaches within 3% of the savings target, a green alert displays; as it approaches 2%, a yellow alert
displays; as it approaches 1%, a red alert displays.
You can set alerts on any data field in a report that contains totals. The alerts are only triggered by changes to
the data in the pivot view where you set the alerts, including any Applied Filters.
W To set alerts:
1 On the report pivot table, click a data menu (to set alerts for all of the data in the field) or a column
heading menu (to set alerts for only the data in that column) and choose Field Settings.
2 On the Define Data Field page, click the Alerts tab.
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.
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.
By changing what a report displays, you can tailor both the amount of detail in the report and the format of
the report data to your needs.
The type of data you are formatting determines formatting options. For example, if you are working with
count totals such as commodity counts or invoice counts, you have options for formatting numbers; if you
are working with currency values such as invoice spend, you have options for formatting currency; and so
forth.
3 Select the way you want to display the fields data from the Show data as pull-down menu:
To show data as numbers, choose normal.
To show data as a percentage of the total in the row, choose % of row.
To show data as a percentage of the total in the column, choose % of column.
To show data in a running total along rows, choose running total of row.
To show data in a running total along the column, choose running total of column.
4 To display the original data value with the percentage or running total in parentheses next to it in the same
column, click the display with original value check box.
5 Choose a number format for the data from the Show data in pull-down menu. This formatting option is
only available if you are using the fields normal formatting.
To show data in its default format (as currency for amounts, numbers for supplier counts, percentages
for percentages, and so forth), choose Default.
To show data in number format, choose Number.
You can further refine number formatting. Choose the maximum number of decimal places to display
for numbers from the Decimal places pull-down menu. Click the Use 1000 separator check box to use a
separator between thousands (displaying one thousand as 1,000) or deselect the check box to display
numbers without a separator (displaying one thousand as 1000).Click -1234.10 to display negative
numbers with a negative sign, or (1234.10) to display negative numbers in brackets.
To show data in currency format, choose Currency.
You can further refine currency formatting. Choose the maximum number of decimal places to display
for currency data from the Decimal places pull-down menu. Click the radio button next to the default
currency symbol for the report data to display the data with a currency symbol, or click the radio button
next to None to display the data without a currency symbol; for example, if your report data is in US
dollars, you can display the currency data with a $ symbol or with no symbol. Click -1234.10 to display
negative currency data with a negative sign, or (1234.10) to display negative currency data in brackets.
To show data in percentage format, choose Percentage.
You can further refine percentage formatting by choosing the maximum number of decimal places to
display for percentages from the Decimal places pull-down menu.
6 Click OK to apply your format settings to the data field.
You can group data using any combination of Others bucketing settings; the most restrictive setting governs
the way data is grouped in the Others row. You can only set an 80/20 rule or minimum subtotal percentage if
your report contains subtotals or if you are working with a data field that can be totaled in a meaningful way,
such as Invoice Count or Total Spend. If you are working with a data field that cannot be totaled in a
meaningful way, such as Status, use minimum and maximum rows to set Others bucketing.
You can also show or hide individual rows and columns on the pivot table.
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.
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.
The detail view shows all of the individual pieces of data that form the aggregate groups in a pivot outline or
grid. For example, you can view all of the individual invoices for a UNSPSC category or for a supplier.
In the detail view, you also have the option of displaying the report in table mode, as a flat data table.
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:
Use Visual options to modify the charts appearance by selecting a two-dimensional or
three-dimensional chart display.
Use Data Label options to modify the way the chart labels data: percentages of the total, actual data
values, or no data labels.
Use Color options to modify the appearance of colors in the chart: transparent or opaque. You can only
use these settings with three-dimensional charts.
Use Data Level options to modify the directional flow of the charts data display. The Top data level
charts the reports row data from left to right and the column data from top to bottom. The Bottom data
level charts the reports row data from right to left and the column data from bottom to top.
4 To change the number of items listed in the legend under the chart, enter a value in the Legend Length field
and click Refresh.
5 To add the chart to the current tab on your Ariba Spend Management dashboard, click Add to Dashboard.
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.
The Current Chart area of the report dashboard displays the current chart for the report. If you have not set
up a chart for the report on the Chart tab, the dashboard uses default chart settings to display the report chart.
The Pivot Table area of the report dashboard displays a static table view of report data.
2 To add the report to the current tab of your Ariba Spend Management dashboard either as a chart or as a
table, click Add to Dashboard in the appropriate area.
You can use page field and detail field menus and menus on rows, columns, and data values to filter, drill
down on, and slice data on the pivot grid or pivot outline in either aggregate or detail view.
2 To return to the pivot table, click Pivot Grid and choose Pivot Outline.
Each Ariba Spend Management user who can save reports has a Personal Workspace. Personal Workspaces
are only visible to the user. Your ability to save reports depends on the Ariba Spend Management solution
your company has purchased.
The Public Reports folder provide a way of sharing reports with other users. All folders in the Public Reports
folder are visible to other users. High-level users can save reports to public folders, where other users can see
and copy them. Users can also place reports in public folders but restrict access to them. The reports you
place in public folders cannot be edited by other users.
Saving Reports
You can save a report to your workspace for your own use, or, if you are authorized, publish it to the Public
Reports folder so that others can use it. When you save a report, all of the folders you have access to appear
in a list of current projects.
You must save any changes you make to prepackaged reports under a different report name.
W To save a report:
1 On the reports pivot table, click Save.
2 If prompted, click Save to save any edits to the report under the current name, or click Save As to save the
edited report under a different name.
3 If you are saving a new version of the report, enter a name in the Report Name text box.
4 If you are saving changes to a report that is on your dashboard, click the Update dashboard to use this
version check box.
If you have viewed your Personal Workspace recently, you will also see a link to it in the Recently Viewed
area of the dashboard.
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.
Creating Folders
By default, the user who creates a folder is its owner. However, you can also designate a user group as the
folder owner. Folder owners can restrict access to the folder. One simple way of limiting access to a folder to
one group of users is to make the group the folders owner and then restrict access to owners only.
W To create a folder:
1 Navigate to the location where you want to create the folder:
In the public folder or your Personal Workspace, click Actions and choose Create > Folder.
To create a subfolder in another folder, click the folder and choose Create > Folder from the pull-down
menu.
2 Enter a name and optional description for the folder.
3 To designate a user other than yourself as the folder owner, choose a name from the Owner pull-down
menu, or choose Search for more and click Select next to the user or user group.
4 To restrict access to the folders contents, choose the group you want to be able to see the folder from the
Access Control pull-down menu, or choose Search for more and click Select next to the user or user group.
5 Click Create.
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.
2 Enter the title for the copy in the Title text box.
3 Choose a destination from the Current Project pull-down menu.
4 Select the destination folder.
To display the contents of a folder in the list of destination folders, click the expand arrow to its left.
5 Click OK.
6 Click Done.
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
You can use parentheses for grouping to build up more complex searching queries, for example: commodity
NOT (commodities OR commodity analysis)
Using Wildcards
You can use the following search wildcards when searching for titles:
Use the character % as the multi-character wildcard.
Use the character _ as the single-character wildcard.
Performing a Search
W To perform a search for a report or Excel template:
1 On the command bar, click Search > Analytical Report or Search > Excel Template.
2 Enter title or keyword search terms.
3 Click Search Options to further refine your search by document or other attributes. For example, you can
search by keywords in a report or template description, or by document owner.
4 Click Search.
If your dashboard includes a Search area, you can also perform simple title and keyword searches from
there.
You can modify the display of search results in the following ways:
To sort the list by columns, click the column headings.
To show or hide columns on the list, click the Table Options menu and choose Show/Hide Columns options.
To group the list, click the Table Options menu and choose Group by Column options.
Saving Searches
You can save the searches you use frequently as saved searches. Your saved searches are stored in your
Personal Workspace, and you can also see them by clicking the View All Saved Searches link on the Search
page.
When you save a search, giving it a name that reflects the search criteria will help you locate it easily the
next time you want to use it.
W To save a search:
1 Perform your search.
To modify an existing search, click Refine, edit the search criteria, and click Save Current Search.
To create a new search based on the current search, click Refine, edit any search criteria you want to
change, and click Save As New Search. Enter a name for the new search and click OK. When you save
modified search criteria as a new search, the original saved search remains unchanged.
You can also delete a saved search by opening it and clicking Delete.
Recommending a Report
You set a report as recommended for one or more dimensions to bring it to the attention of other users who
are looking for information on that dimension. The dimension you recommend the report for must be in the
report as a row, column, or page field. For example, a report you recommend for the Supplier dimension
must contain an Active Suppliers field as a row, column, or page field.
Note: If you are recommending a report for others to use, be sure that it is saved in the Public Reports folder.
W To recommend a report:
1 On the pivot table, click Actions > Display Options.
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.
There are some limitations that can possibly affect the data you export to Microsoft Excel:
Ariba reports can export only 64,000 rows to Excel. Excel silently loses any rows exceeding that limit.
Ariba reports impose a limit of 250 characters per cell on data exported to Excel. Cells longer than 250
characters cause Excel to fail.
You cannot export computed (user-defined) fields to Excel because computed fields cannot be properly
recalculated. If your analytical report contains computed fields, the report exports the data into Excel
without them. To recreate the computed fields, export the fields on which you have based the
computations and then recreate the formulas in Excel. For more information about formulas in Excel, see
Adding a Formula on page 94.
If the region setting in Excel does not match the locale setting in your browser, Excel treats numbers as
strings. To avoid this problem, use a localized version of Excel that matches your browser locale setting or
change your regional setting (in the Microsoft Windows Control Panel) to the appropriate locale.
Note: Ariba Ariba Spend Analysis supports export of reports to Excel 2007 as well as previously supported
versions of Excel, but you cannot upload templates in Excel 2007 format. If you have created a template in
Excel 2007, you must save it to Excel 2003 format before using it to export Ariba reports. Limitations on
data exported to previous versions of Microsoft Excel also apply to Excel 2007.
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 87.
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.
Note: If you are using Internet Explorer 7 on Microsoft Vista, in addition to enabling Active X, you must set
the browser to recognize Ariba Spend Management as a trusted site, and to trust the Ariba Spend
Management Certificate Authority. See Microsoft Internet Explorer documentation for more information.
3 Click the radio button next to the format you want to export: Excel 2000 Template or CSV.
4 If you selected Excel 2000 Template, select the template you want to use.
Choose one of the basic Ariba Spend Analysis templates, or a template created by someone in your
company. (To create a customized template, see Creating a Template on page 93.)
5 Select the data to include in the export:
Click Current pivot table contents to export all of the data in the pivot table.
Click Custom to choose the specific data fields to export. (See Choosing Data Fields to Export on
page 87.) This option is not available if the template you previously selected contains fixed columns.
Exported data is defined by fixed columns and cannot be altered during export.
6 Click Export Data to export the data in the pivot table.
7 View and manipulate the report in a spreadsheet application, or format the report for presentation.
You can also specify the hierarchies and hierarchy levels you want to include in your export. Hierarchies in
your pivot tables consist of data at many different levels. Therefore, if you do not want to export the entire
contents of the pivot table, you must select both the hierarchies and the levels in those hierarchies whose data
you want to export. For example, if your data includes an Accounting Date hierarchy, you can choose which
Year, Quarter, Month, or Date you want to export.
In addition, you can select the specific fields in the level of the hierarchy you want to export. For example, if
you are exporting the Region hierarchy, you can use either the Region or Region ID fields.
About Templates
Ariba Spend Analysis Excel templates are Microsoft Excel XLS files that follow certain conventions for
exporting data from Ariba reports. An Excel template is a workbook consisting of multiple worksheets
identified by tabs.
Before you create a template, you need to understand how the data worksheet stores data exported from an
Ariba report. The data worksheet contains named ranges and fields that are specific to Ariba reports.
Named 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:
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
(reserved) contents of this range refresh to document the exact filters (constraints) used the last
time the template was used to export data.
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
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:
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.
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.
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.
targetFieldname=sourceFieldname
In the following example, assume the report pivot table is dealing with the Purchase Order
fact, but the Excel template is exporting from the Invoice fact. To put the value of the
purchase order date into the invoice date column in your spreadsheet, use the following
Field_Mappings:
InvoiceDate=PurchaseOrder.OrderedDate
Raw_Field_Names Specifies a comma-separated list of database names in dot notation for the fields included in
the export. For example, the UNSPSC (L1) fields raw name is UNSPSC.CategoryL1.
Sort_Fields Specifies names of measures, delimited by semi-colons, indicating how you want Excel to
sort the measures exported from an Ariba report. You can have a maximum of three sort
specifications. To determine the sort order, you must append one of the following operators to
the column name:
- Descending sort
+ Ascending sort
Amount+
Category+ ; Region+
Element Description
fieldConstraint AnalysisField A Ariba Spend Analysis database column name in dot notation, such as
Region.RegionID.
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')};
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_ The Applied_Filter_Description field refreshes with a description of the filters that were
Description 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.
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.
The first formula in this example calculates total spend, and the second formula shows what percentage of
total spend for two fiscal years a single row in the report represents. The total spend is the sum of cells in the
Amount column (in the Ariba_Data range).
3 In the Field Browser, click the Accounting Date field menu and choose Show Field On: Column.
The pivot table now displays data for both years in the reports date range.
4 Click Export.
5 In Microsoft Excel, click in the first formula cell in the Ariba_Data_Extra range, which contains the text
add formula here.
6 Enter the formula to calculate the total spend:
=SUM(Ariba_Data)
7 Press Enter.
8 Click the first formula cell and drag down the column until you reach the last row to copy the formula to
all of the cells in the column.
9 With the cells still highlighted, right-click and choose Format Cells. Select Currency and click OK to format
the cells with a currency symbol and two decimal places.
10 Click the cell immediately above the first formula cell, which contains the text Sample, and enter a title
for the column:
Total Spend
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.
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.
Note: While you can export reports to Excel 2007, you cannot upload templates in Excel 2007 format. If you
have created a template in Excel 2007, you must save it in Excel 2003 format before uploading it and using
it to export Ariba reports.
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.
This example shows how to include non-Ariba Spend Management data in your formulas in the Extra
(derived) Columns range. You have created AvgPerLine and DiscountedAmt in the Extra (Derived) Columns
range. The field DiscountedAmt does a lookup for a discount percentage from an associated table (from the
rightmost set of cells):
2 From the toolbar, choose Data > Pivot Table and Pivot Chart Report.
3 When prompted by the Excel pivot table wizard for the data source, replace the hard-coded column
numbers with the name of the Ariba_Data_Extra range.
Using this named range for your pivot table ensures that the next time you export more rows from an Ariba
report, your pivot table will include them.
To export data from multiple facts with a single template, create as many data worksheets as you have facts
from which you wish to export and ensure that each data worksheet contains the required named fields and
ranges. For multi-fact export, the Fixed_Columns field for every worksheet in the template must be set to
TRUE. Then, in the Source_Data field of each data worksheet, specify the name of a fact.
To export data from a single fact multiple times, specify different constraints for each export.
In Excel, a pivot table report is an interactive table that you can use to summarize data. You can rotate its
rows and columns to see different summaries of the source data, filter the data by displaying different pages,
or display the details for areas of interest. The Excel pivot table wizard is an easy way to work with the data
exported from Ariba Spend Management. You can use Excel features such as calculated items, calculated
fields, and groupings to further manipulate Ariba data in the Excel pivot table.
Calculated Items
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.
The default pie and bar chart templates used during data export to Microsoft Excel are in the Ariba
Prepackaged Reports > General Templates folder. The names of the default templates are:
Pivot_Area_Pie.xls (for use with Microsoft Excel 2000 or later)
Pivot_Area_PieExcel97.xls (for use with Microsoft Excel 97)
Pivot_Bar_Pie.xls (for use with Microsoft Excel 2000 or later)
Pivot_Bar_PieExcel97.xls (for use with Microsoft Excel 97)
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.
If your company has enabled enrichment feedback and you are authorized to provide it, you can submit
requests from the report pivot table to change how Ariba Data Enrichment enriches data. For example, you
might notice that a supplier is associated with the wrong parent company, or that a widget is grouped in with
the wrong category of commodities.
After the request has been approved and sent to Ariba Data Enrichment, it is evaluated and changes are made
to enrichment results where appropriate. These corrections appear in reports when the corrected enrichment
response data is loaded for reporting.
You can only submit enrichment change requests when you are viewing reporting data from the data load
schema.
Log out of Ariba Spend Management and log back in to begin viewing data from the data load schema.
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.
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.
The enrichment change requests you submitted or are assigned to approve appear on your To Do list.
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.
The reports are grouped into folders by area, for example, Spend Visibility Reports. Within the Spend
Visibility Reports folder are reports relating to invoice and purchase order spend, as well as prepackaged
opportunity searches.
The reports that are available to you depend your organizations Ariba Spend Management solution
configuration. This section describes reports in the default configuration.
The best way to become familiar with the reports is to work with them. In addition to the standard data fields
associated with each of the supplied facts, many of the reports contain user-defined fields based on these
data fields. In some reports, the data has been constrained to illustrate a type of analytical report. For
example, sometimes unclassified data has been excluded from the pivot table view for easier recognition of
other trends.
The following reports and searches are located in the Spend Visibility Reports folder.
Commodity Analysis
This report displays invoice spend, unit price, and quantity for UNSPSC (L1) top-level
commodity categories by accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date, active
suppliers, supplier parent, region, company, active accounts, cost center, part name, and
unit of measure.
Annual Inflation Cost Per Supplier By Analyze your part spend by supplier and commodity to determine if prices are rising by
Commodity supplier or commodity. Identify opportunities for savings in part price inflation by
supplier items. Slice and dice deeper into commodities that have part unit price inflation
to the actual parts/items to determine what suppliers are involved in increased pricing.
This report displays invoice spend, unit price, minimum and maximum unit price, and
quantity for UNSPSC (L1) top-level commodity categories by accounting year in
aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date,
supplier parent, region, company, active accounts, cost center, part name, and unit of
measure.
Commodity Analysis Analyze spend by commodity. Begin with the big picture and identifies spend amounts,
number of invoices per commodity, etc. Identify areas of savings opportunities. Drill
into the details to review detailed item-level information aid in your savings opportunity
identification and strategic sourcing decisions.
This report displays invoice spend and count for UNSPSC (L1) top-level commodity
categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.
Commodity Trend Analysis Analyze changes in spend by commodity over a time period. Begin with the big picture
and identify a range of spend amounts for commodities. Identify areas of savings
opportunities and drill into the details to review detailed item-level information to aid in
your savings opportunity identification and strategic sourcing decisions.
This report displays invoice spend for calendar accounting months by UNSPSC (L1)
top-level commodity category in aggregate view.
Drill down or filter by calendar accounting date, UNSPSC, active suppliers, region,
company, cost center, part name, and unit of measure.
This report displays invoice spend, off PO spend, off PO spend percentage, invoice unit
price, and invoice quantity for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date, active
suppliers, region, company, active accounts, cost center, part name, and unit of measure.
Premium Costs By Commodity Analyze your purchase order price against invoiced unit price to determine if you are
paying a premium over your negotiated price by commodity and part. Determine if your
purchasing controls are effectively enforcing your negotiated prices with suppliers.
This report displays invoice spend, premium spend, and invoice unit price for UNSPSC
(L1) top-level commodity categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, or unit of measure.
Purchase Price Alignment Cost By Analyze whether your organization is losing savings on each commodity by not aligning
Commodity purchase prices with individual suppliers. Purchase price alignment cost is the cost or
lost savings of different business units purchasing the same items from the same supplier
at varying, higher prices.
This report displays invoice spend, price alignment cost, and minimum unit price, unit
price, and quantity for UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.
Purchase Price Variance By Analyze differences in prices for commodities by supplier over time to identify savings
Commodity opportunities. This report focuses on commodity price variances and allows you to drill
deeper by commodity and part into your supply base to analyze minimum, maximum,
and unit prices and quantities per part to identify savings opportunities.
This report displays invoice spend, price variance cost, variance cost percentage, invoice
count, and commodity count for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.
Spend Concentration Analysis By Analyze commodity spend at the part level to determine potential sourcing opportunities
Commodity 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.
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.
This report displays invoice spend for UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, active suppliers, region,
company, active accounts, cost center, part name, and unit of measure.
Supplier Leverage Analysis By Compares count of ERP suppliers, enriched suppliers and supplier parents by
Commodity commodity and calculates the ratio of supplier parents to enriched suppliers
(Parent-Child Ratio) and ratio of enriched supplier to ERP suppliers (Enriched-ERP
Supplier Ratio). Analyze the effects of supplier enrichment and identify commodities
where you might have previously unknown leverage with suppliers because you are
buying from a number of children of a parent supplier, or because you are buying from
the same supplier under different ERP Supplier names.
This report displays invoice spend, parent-child ratio (enriched supplier parent count /
enriched supplier count), enriched-ERP supplier ratio (enriched supplier count / ERP
supplier count), enriched supplier count, enriched supplier parent count, and ERP
supplier count for UNSPSC (L1) top-level commodity categories.
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.
QA Reports
Drill down or filter by calendar accounting date, active supplier, source system, region,
company, cost center, and UNSPSC (L1) top-level commodity category.
QA Data Quality Overall Report An overall view of invoice transaction volume.
QA Data Validation Summary, with data on total invoice spend, line count, and source
system count.
Total Invoice Spend and Lines by Source system, with data on the total invoice spend
and line item count for each source system.
Spend by Accounting Date, with data on total invoice spend for accounting dates.
Spend by Company Geography, with data on total invoice spend for each region.
Spend by Company Site, with data on total invoice spend for each company site.
Total Supplier Invoice Spend and Invoice Lines, with data in invoice spend and line item
count for each supplier.
Counts for Item, Supplier, Commodity, Site, etc., with data on total invoice supplier
count, commodity count, line count, and company site count.
This report displays invoice spend for calendar accounting dates in aggregate view.
Drill down or filter by accounting date, source system, active supplier, supplier parent,
and region.
Spend by Company Geography Analyze spend volume by company geography.
Drill down or filter by region, source system, calendar accounting date, active supplier,
and supplier parent.
Spend by Company Site Analyze spend volume by company site.
This report displays invoice spend for company sites in aggregate view.
Drill down or filter by company site, calendar accounting date, source system, region,
active supplier, and supplier parent.
Drill down or filter by source system, calendar accounting date, region, company, and
UNSPSC commodity category.
Total Supplier Invoice Spend and Analyze invoice spend and transaction volume by supplier.
Invoice Lines
This report displays invoice spend and line item counts for suppliers.
Drill down or filter by supplier, calendar accounting date, source system, region,
company site, cost center, and UNSPSC commodity category.
Opportunity Analysis
This opportunity search displays invoice spend percentile, part count, and supplier
optimization percentage for commodities.
Drill down or filter further by invoice spend percentile, part count, supplier optimization
percentage, and UNSPSC.
Find Categories Needing Order Identify which commodities your organization is purchasing frequently and in small
Consolidation quantities to determine if your organization can realize savings by consolidating orders.
This opportunity search displays invoice count, average spend per invoice, and average
split line items per invoice.
Drill down or filter further by invoice count, average invoice spend per invoice, average
split line items per invoice, and UNSPSC.
Find Small Items Purchased Identify which commodities account for frequent, single- or small-item invoices to the
Frequently On Single Item POs 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.
This opportunity search displays price variance percentage, invoice spend percentile,
part count, and enriched supplier count.
Drill down or filter data further by price variance percentage, invoice spend percentile,
part count, enriched supplier count, and UNSPSC.
Price Reduction From Too Few Identify which commodities your organization is purchasing from a relatively small
Suppliers number of suppliers per cost center to determine if your organization can realize savings
by introducing more competition into its supplier selection.
This opportunity search displays invoice spend, enriched supplier count, and cost center
count.
Drill down or filter data further by invoice spend, enriched supplier count, cost center
count, and UNSPSC.
Supplier Fragmentation Identify which commodities your organization is purchasing from a relatively large
number of suppliers per cost center and which suppliers account for a large or small
percentage of the spend on the commodity to determine whether your organization can
realize savings and improve efficiency by eliminating a number of suppliers that only
account for a tiny fraction of spend.
This opportunity search displays invoice spend, enriched supplier count, cost center
count, and average invoice spend per enriched supplier.
Drill down or filter data further by invoice spend, enriched supplier count, cost center
count, and UNSPSC.
Organization Analysis
This report displays invoice spend, quantity, minimum and maximum unit price, and unit
price for purchasing companies and UNSPSC (L1) top-level commodity categories by
calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting year, active
suppliers, supplier parent, region, cost center, active accounts, part name, and unit of
measure.
Annual Inflation Cost Per Supplier By Perform detailed cost analysis on your supplier spend by organization to determine if
Organization prices are rising by supplier or commodity. Identify opportunities for savings in part
price inflation by supplier items. Slice and dice deeper into suppliers and commodity
categories that have part unit price inflation to the actual parts/items to determine what
suppliers are involved in increased pricing.
This report displays invoice spend, quantity, minimum and maximum unit price, and unit
price for purchasing companies and active suppliers by calendar accounting year in
aggregate view.
Drill down or filter by purchasing company, active supplier, calendar accounting date,
region, active account, cost center, UNSPSC, part name, and unit of measure.
Buyer Analysis (Invoice) Show spend for the buyers in your organization based on invoice data.
This report displays invoice spend, unit price, and minimum and maximum unit price for
requesting users in aggregate view.
Drill down or filter by user, active account, active suppliers, purchasing company, cost
center, region, part name, UNSPSC, and unit of measure.
Buyer Analysis (PO) Show spend for the buyers in your organization based on purchase order data. Determine
whether buyers are purchasing the same commodities from different suppliers and losing
the savings potential of demand aggregation.
This report displays purchase order spend and unit price for requesting users in
aggregate view.
Drill down or filter by user, calendar ordered date, active suppliers, region, purchasing
company, active accounts, cost center, unit of measure, and part name.
Geographic Location Analysis Analyze spend by geographic location or operating unit.
Drill down or filter by region, calendar accounting date, active suppliers, purchasing
company, active accounts, cost center, UNSPSC, part name, and unit of measure.
This report displays invoice spend, off-PO spend, off-PO spend percentage, and invoice
unit price and quantity for low-level purchasing companies by calendar accounting date
in aggregate view.
Drill down or filter by purchasing company, calendar accounting date, fiscal accounting
date, region, active supplier, active account, cost center, UNSPSC, part name, and unit of
measure.
Organization Analysis Analyze spend by organization. Begin with the big picture and identify organizational
spend amounts, number of suppliers, number of commodities, and so forth.
This report displays invoice spend and count for low-level purchasing companies in
aggregate view.
Drill down or filter by purchasing company, calendar accounting date, region, active
supplier, active account, cost center, UNSPSC, part name, and unit of measure.
Organizational Spend Trend Analysis Show spend patterns across buying organizations and time to visually identify trends and
savings opportunities.
This report displays invoice spend for calendar accounting months by low-level
purchasing companies in aggregate view.
Drill down or filter by calendar accounting date, purchasing company, active supplier,
region, active account, cost center, UNSPSC, part name, and unit of measure.
Premium Costs By Organization Analyze your organizations spend by contract or purchase order price against your
invoiced unit price to determine if you are paying a premium over your negotiated price
by commodity and purchasing company. Determine if your purchasing controls or
contracts are effectively enforcing your negotiated rates with suppliers.
This report displays invoice spend and unit price and premium spend for purchasing
companies in aggregate view.
Drill down or filter by purchasing company, calendar accounting date, active supplier,
region, active accounts, cost center, UNSPSC, part name, and unit of measure.
Purchase Price Alignment Cost By Analyze if you are losing savings because different parts of your organization arent
Organization 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.
This report displays invoice spend, price variance cost, variance cost percentage, invoice
unit price, and minimum and maximum unit price for low-level purchasing companies in
aggregate view.
Drill down or filter by purchasing company, calendar accounting date, active supplier,
region, active account, cost center, UNSPSC, part name, and unit of measure.
Spend Variance Analysis By Analyze trends or variances in prices over time (year, quarter, or month) by commodity,
Organization 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 Analyze spend by organization across your suppliers to determine if your business units
Organization 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.
Organization Analysis
Commodity Analysis
The report is parameterized on UNSPSC, so you must choose the commodities you want
to run it for. Filter further by UNSPSC, supplier, calendar accounting date, and
purchasing company site.
MWOB Suppliers Overview See an overall picture of your organizations spend with suppliers that meet diversity
criteria, including minority-owned, women-owned, and veteran-owned businesses.
MWOB Suppliers - 8A
Organization Summary Spend View with data on purchasing companies, total spend by
organization, off PO spend, off PO spend percentage, price variant cost, premium cost,
supplier count, commodity count, and invoice count
Commodity Analysis
The report is parameterized on purchasing company site, so you must choose the
purchasing company sites you want to run it for. Filter further by calendar accounting
date, UNSPSC, and active supplier.
Supplier Overview Report See an overall picture of your organizations spend with specific suppliers.
Supplier Summarized Spend View with data on off PO spend, off PO spend percentage,
price variance cost, price alignment cost, purchasing company site count, commodity
count, invoice count, and total spend by supplier.
Commodity Analysis
Supplier Profile Overview, with data on enriched supplier parent, number of ERP
suppliers, diversity suppliers, diversity status, credit rating, and revenue rating
This report is parameterized on supplier, so you must choose the suppliers you want to
run it for. Filter further by calendar accounting date, purchasing company site, and
UNSPSC.
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.
This report displays invoice spend, invoice count, and enriched supplier count for
enriched SBA8A suppliers in aggregate view.
This report displays invoice spend, invoiced count, and enriched supplier count for
enriched HUBZone suppliers in aggregate view.
This report displays invoice spend, invoice count, and enriched supplier count for
enriched small disadvantaged business suppliers in aggregate view.
Supplier Analysis
This report displays invoice spend, unit price, and quantity for active suppliers and
UNSPSC (L1) top-level commodity categories by calendar accounting year in aggregate
view.
Drill down or filter by active supplier, UNSPSC, calendar accounting date, fiscal
accounting date, region, purchasing company, active account, cost center, part name, and
unit of measure.
Annual Inflation Costs Per Supplier Perform detailed cost analysis on your supplier spend to determine if prices are rising by
supplier or commodity category. Slice and dice deeper into suppliers and commodities
that have part unit price inflation and into the actual parts/items to determine what
suppliers and commodities are involved in increased pricing and identify savings
opportunities.
This report displays invoice spend, quantity, invoice unit price, and minimum and
maximum unit price for active suppliers by calendar accounting year in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, active account,
cost center, company, supplier country, UNSPSC, part name, and unit of measure.
ERP Supplier Analysis Analyze spend by supplier. Begin with the big picture and identify supplier spend,
parent-child relationships between suppliers, the number of commodities youre buying
from them, and so forth. Determine whether your organization is purchasing the same
commodities from suppliers that are identified as separate units in your ERP systems to
identify opportunities to negotiate advantageous pricing.
This report displays invoice spend, commodity count, line count, and company site count
for ERP suppliers in aggregate view.
Drill down or filter by ERP supplier, calendar accounting date, active supplier, region,
purchasing company, active account, cost center, supplier country, source system,
UNSPSC, part name, and unit of measure.
Geographic Source Analysis Analyze your organizations spend with suppliers by geographic location. Determine
which countries and locations account for your spend.
This report displays invoice spend, commodity count, line count, and purchasing
company site count for supplier countries in aggregate view.
Drill down or filter by supplier country, calendar accounting date, active supplier, active
account, cost center, region, purchasing company, UNSPSC, part name, and unit of
measure.
Minority Owned Ethnicity Details Analyze your organizations spend with supplier that meet ethnicity diversity criteria.
This report displays invoice spend, count, and enriched supplier count for enriched
diversity indicator and diversity ethnicity suppliers in aggregate view.
Drill down or filter by diversity indicator supplier, diversity ethnicity supplier, disabled
veteran-owned supplier, HUBZone supplier, minority-owned supplier, SBA8A supplier,
woman-owned supplier, small disadvantaged business supplier, and veteran-owned
supplier.
This report displays invoice spend, enriched supplier count, and invoice count for
diversity indicator suppliers in aggregate view.
Drill down or filter by diversity indicator supplier, calendar accounting date, active
supplier, supplier parent, region, purchasing company, supplier credit rating, and
supplier revenue rating.
Off-Contract Spend By Supplier Identify which suppliers your organization is purchasing with off-contract to determine
if maverick spend accounts for unrealized savings. Uncover opportunities to further
negotiate contracts with specific suppliers to drive savings deeper.
This report displays invoice spend, off PO spend, off PO spend percentage, and invoice
unit price and quantity for active suppliers by calendar accounting year in aggregate
view.
Drill down or filter by active supplier, calendar accounting date, fiscal accounting date,
region, purchasing company, active account, cost center, UNSPSC, part name, and unit
of measure.
Premium Costs By Supplier Analyze your spend by supplier to determine if contract or purchase order prices are
lower than invoiced prices and determine if you are paying a premium over your
negotiated price by commodity and part/item. Determine if your purchasing controls or
contracts are effectively enforcing your negotiated rates with suppliers.
This report displays invoice spend, premium spend, invoice unit price, and premium cost
percentage for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, purchasing
company, cost center, UNSPSC, part name, and unit of measure.
Purchase Price Alignment Cost By Identify which suppliers are charging your business units different prices for the same
Supplier item. Determine if you are losing savings by not aligning purchase prices with individual
suppliers. Purchase price alignment cost is the cost or lost savings of different business
units purchasing the same items from the same supplier at varying, higher prices.
This report displays invoice spend and price alignment cost for active suppliers and
UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by active supplier, UNSPSC, calendar accounting date, region,
purchasing company, active account, cost center, part name, and unit of measure.
Purchase Price Variance By Supplier Analyze differences in prices for items by suppliers. This report focuses on which
suppliers account for the most price variance.
This report displays invoice spend, price variance cost, price variance cost percentage,
and commodity count for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, supplier country,
purchasing company, active account, cost center, UNSPSC, part name and unit of
measure.
This report displays invoice spend for active suppliers and UNSPSC (L1) top-level
commodity categories by calendar accounting year in aggregate view.
Drill down or filter by UNSPSC, calendar accounting date, fiscal accounting date,
region, purchasing company, active account, cost center, part name, and unit of measure.
Supplier Commodity Analysis Analyze spend by supplier and commodity.
This report displays invoice spend, commodity count, and purchasing site count for
active suppliers and UNSPSC (L1) top-level commodity categories in aggregate view.
Drill down or filter by calendar accounting date, supplier country, region, purchasing
company, active account, cost center, part name, and unit of measure.
Supplier Financial Rating Analysis Perform critical supplier profile and financial analysis by examining supplier credit and
revenue ratings to assist in risk assessments and risk management.
This report displays invoice spend for active suppliers by enriched revenue rating and
enriched credit rating in aggregate view.
Drill down or filter by active supplier, revenue rating, credit rating, calendar accounting
date, supplier parent, and UNSPSC.
Supplier MWOB Spend Percentage Analyze total spend by diversity and type. Determine which percentage of spend in each
Analysis business unit is diverse spend.
This report displays invoice spend for diversity status categories in aggregate view.
Drill down or filter by diversity status, calendar accounting date, supplier credit rating,
supplier revenue rating, supplier parent, active supplier, region, and purchasing
company.
Supplier Optimization Costs By Identify suppliers that have multiple price plans for the same items across your
Supplier organization. Analyze your spend across suppliers to determine if your business units are
paying different prices for the same items across multiple suppliers. Drill down by part
and supplier to analyze unit prices and quantities to aid in the rationalization of your
supply base.
This report displays invoice spend, supplier optimization cost, supplier optimization cost
percentage, and invoice unit price and quantity for active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, supplier country,
region, purchasing company, active account, cost center, UNSPSC, part name, and unit
of measure.
Supplier Spend Analysis Analyze spend by supplier. Begin with the big picture and identify supplier spend,
parent-child relationships between suppliers, commodities, and so forth. Identify areas of
potential savings opportunities and drill into the details to review item-level information.
This report displays invoice spend, commodity count, line count, and site count for
active suppliers in aggregate view.
Drill down or filter by active supplier, calendar accounting date, region, purchasing
company, active account, cost center, supplier country, UNSPSC, part name, and unit of
measure.
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.
This report displays supplier diversity certificate count for certifiers in aggregate view.
Drill down or filter by certifier, diversity type, calendar expiration date, and enriched
supplier.
Certificates by Expiration Date Analyze supplier diversity by diversity certificate expiration date. Determine when your
diverse suppliers certifications are set to expire, and the time periods in which they have
been certified as diverse.
This report displays supplier diversity certificate count for calendar expiration dates in
aggregate view.
Drill down or filter by calendar expiration date, diversity type, certifier, and enriched
supplier.
Certificates by Type Analyze supplier diversity by diversity type. Determine what kinds of diversity
certifications your diverse suppliers have.
This report displays supplier diversity certificate count for diversity types in aggregate
view.
Drill down or filter by diversity type, calendar expiration date, certifier, and enriched
supplier.
Supplier Certificates Analyze your organizations spend with suppliers by geographic location. Determine
which countries and locations account for your spend.
This report displays supplier diversity certificate for enriched suppliers with data source,
diversity type, certifier, certificate number, and first issued, last renewed, and expiration
dates.
Drill down or filter by enriched supplier, diversity type, certifier, certificate number, and
first issued, last renewed, and expiration dates.
Reporting Facts
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:
You can add the following hierarchies to Invoice reports as row, column, page, or detail fields:
Invoice ID Account ID
Accounting Date Account
ERP Supplier UNSPSC
Cost Center ID ERP Commodity
Cost Center
Purchase Order
The Purchase Order fact contains data from individual purchase orders. You can report on the following data
fields in Purchase Order reports:
You can add the following hierarchies to Purchase Order reports as row, column, page, or detail fields:
PO ID ERP Supplier
Ordered Date Account
Requester Cost Center ID
Account ID Cost Center
Certificate Count
You can add the following hierarchies to Supplier Diversity Certificate reports as row, column, page, or
detail fields:
Supplier Diversity Certificate reports contain the following detail fields by default:
Ariba Spend Analysis dynamically determines which fields are slow based on the current view of data in a
report. By default, slow fields are disabled; you cannot add them to rows or columns on the pivot table, and a
warning icon identifies them. If the lower level of a hierarchy is slow, it is disabled on field menus and you
cannot select it as a starting level. If you encounter slow fields in a report, you should filter report data
further until the field is no longer slow.
3 Click OK.
Log out and log back in to apply the changes to your reporting preferences.
The following table lists the dimensions and levels used in the Ariba Spend Analysis schema for reporting. If
an X appears in the column, the query for the dimension is complex and could take more time. Use these
dimensions as page fields for better query performance. If a P appears in the column, the dimension is
pre-aggregated. Use these dimensions as rows to increase query performance.
Quarter
Month P X
Day X X
Supplier
Active Supplier P X
Enriched Parent X X
Enriched Supplier X X
ERP Supplier X X
UNSPC
Segment (level 1) P X
Family (level 2) P X
Class (level 3) P X
Commodity (level 4) P X
Level 3 P X
Level 4 P X
Level 5 X X
Source System P
Line Type P
DEConfidence P
Expanding shows greater detail for the summary data on the same page, but the response gets slower the
more you expand.
Filtering
Filter the data to reduce the amount of data displayed in the pivot table. You can limit the dates, suppliers,
and commodities shown to see more specific data. Filtering by these different parameters makes exploring
the pivot table much quicker.
Large, difficult queries on the database will always take longer than pre-run, stored queries.
Click Email Report Query to send detailed information on the report query that timed out to Ariba. Ariba will
use this information to improve future report performance.
Reports exported to Microsoft Excel have a 64,000 row limit. If you know that the report will have less than
64,000 rows, you can choose an Excel template for export; if you believe your report might exceed 64,000
rows, you should export it in CSV format.
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.
Numerics C
80/20 rules, applying to report rows 76 calculated fields in Excel pivot tables 98
calculated items in Excel pivot tables 98
Certificates by Certifier report 121
A Certificates by Expiration Date report 121
accessing public folders 80 Certificates by Type report 28, 121
accessing your personal workspace 80 charts
adding charts to Excel templates 96 adding to Excel templates 96
adding content to compound reports 45 displaying reports as 77
adding data fields to opportunity searches 54 column field menus 16
adding data fields to reports 34 column fields
adding data fields to summarized views 47 adding to reports 35
adding detail fields to reports 35 drilling down into 65
adding facts to reports 33 filtering with 66
adding filters to compound reports 48 moving to the Field Browser 62
adding formulas to Excel templates 94 column heading menus 16
adding page fields to reports 35 Commodity Analysis report 22, 106, 109
adding row and column fields to reports 35 Commodity Analysis report example 22
adding source data to reports 33 Commodity Overview report 115
aggregate view, switching between detail view and 76 Commodity Trend Analysis report 106
aggregated data, using to increase performance 126 compound reports
alerts, setting 70 adding content to 45
analyzing variance 69 creating 45
Annual Inflation Cost By Supplier Per Part report 118 creating summarized views in 46
Annual Inflation Cost Per Part By Commodity report 106 described 44
Annual Inflation Cost Per Part By Organization report mapping fields in 48
112 refining data in 49
Annual Inflation Cost Per Supplier By Commodity computed fields. See user-defined fields.
report 106 conditions for alerts 70
Annual Inflation Cost Per Supplier By Organization copying reports 82
report 112 Counts for Item, Supplier, Commodity, Site, etc. report
Annual Inflation Costs Per Supplier report 118 109
Applied Filters 68 counts, adding to reports 38
Applied_Filter_Description named fields 93 creating compound reports 45
Applied_Filters named fields 93 creating count functions 38
approving enrichment change requests 103 creating custom formula fields 38
Ariba_Data named ranges 89 creating derived fields in Excel templates 97
Ariba_Data_Extra named ranges 89 creating enrichment change requests 102
Ariba_Data_Params named ranges 89 creating export-only reports 129
Ariba_Filter_Description named ranges 89 creating folders 81
creating grade fields 39
creating multi-fact reports 43
B creating opportunity searches 53
Big Impact Sourcing Projects opportunity search 110 creating parameterized reports 40
breadcrumbs 68 creating reports 33
Buyer Analysis (Invoice) report 112 creating summarized views 46
Buyer Analysis (PO) report 112 creating time variance analyses 69
creating user-defined fields 37
cubes E
described 11 editing searches 84
currency emailing report queries 128
choosing for reports 33 enrichment change requests
formatting 74 creating 102
Custom Category taxonomy 10 described 101
custom formula fields reviewing 103
creating 38 ERP Supplier Analysis report 118
defined 38 Excel
customizing the Refine Data page 40 exporting reports to 86
See also Excel templates.
working with pivot tables 98
D
Excel templates
dashboards adding charts to 96
for individual reports 78 adding formulas to 94
data field menus 16 Applied_Filter_Description named fields in 93
data fields Applied_Filters named fields in 93
adding to opportunity searches 54 Ariba_Data named ranges in 89
adding to reports 34 Ariba_Data_Extra named ranges in 89
adding to summarized views 47 Ariba_Data_Params named ranges in 89
exporting to Excel 87 Ariba_Filter_Description named ranges in 89
formatting 73 creating 93
in the Invoice fact 122 default 99
in the Purchase Order fact 123 described 88
in the Supplier Diversity Certificate fact 123 Field_Mappings named fields in 91
mapping in compound reports 48 Fixed_Column named fields in 90
data load schema, viewing reports from 101 Query_Filters named fields in 91
data menus 15 Raw_Field_Names named fields in 91
data ranges for opportunity searches 54 Sort_Fields named fields in 91
data ranges in grade fields 39 Source_Data named fields in 90
decimal places, setting maximum 74 uploading 96
defining opportunity search data ranges 54 exploring prepackaged reports 22
deleting searches 84 export settings for reports 87
derived fields, creating in Excel templates 97 exporting reports to Microsoft Excel 86
derived measures in Excel pivot tables 98 export-only reports 129
detail field menus 17
detail fields
adding to reports 35 F
exporting to Excel 87 facts
in the Invoice fact 123 adding multiple to reports 43
in the Purchase Order fact 123 adding to reports 33
in the Supplier Diversity Certificate fact 124 described 7, 122
detail view Invoice 122
displaying by default 35 Purchase Order 123
switching between aggregate view and 76 Supplier Diversity Certificate 123
dicing Field Browser
described 19 described 61
example 12 filtering in 67
dimensions 7 moving page fields between the pivot table and 62
display limits 128 moving row and column fields to 62
display options 75 field settings 73
drilling down 18, 65 Field_Mappings named fields 91
filtering report data 62
filters M
adding to compound reports 48 mapping fields in compound reports 48
adding to templates for Excel export 91 measures 10
Applied Filters 68 menus
increasing performance with 127 column field 16
setting in the Field Browser 67 column heading 16
setting on hierarchy levels 64 data 15
setting on row, column, or page fields 66 data field 16
Find Categories Needing Order Consolidation detail field 17
opportunity search 110 page field 15
Find Small Items Purchased Frequently On Single Item row field 16
POs opportunity search 110 Microsoft Excel. See Excel.
Fixed_Columns named fields 90 minimum and maximum number of rows in reports 75
folders minimum subtotal percentages, displaying 76
copying reports between 82 Minority Ethnicity Owned Details report 118
creating 81 moving folders and reports 81
described 79 moving page fields to rows or columns 62
moving 81 multi-fact reports, creating 43
saving reports to 79 MWOB - Women Owned report 117
See also public folders. MWOB Analysis - Veterans report 117
formatting data fields 73 MWOB Supplier Analysis report 119
formula fields, creating 38 MWOB Suppliers - 8A report 117
formulas, adding to Excel templates 94 MWOB Suppliers - HUB Zone report 117
MWOB Suppliers - Small Disadvantaged Businesses
report 117
G
MWOB Suppliers Overview 115
Geographic Location Analysis report 112
Geographic Source Analysis report 118, 121
grade fields N
creating 39 named fields in Excel templates 90
defined 39 named ranges in Excel templates 89
grouping cells in Excel pivot tables 98 numbers, formatting 74
H O
hiding subtotal rows 76 Off-Contract Spend by Commodity report 107
hiding total and variance columns 76 Off-Contract Spend By Organization report 113
hierarchies Off-Contract Spend By Supplier report 119
described 8 opening public folders 80
drilling down by 65 opening your personal workspace 80
exporting to Excel 87 opportunity searches
in the Invoice fact 122 adding parameters to 54
in the Purchase Order fact 123 creating 53
in the Supplier Diversity Certificate fact 124 defining data ranges for 54
refining report data by 64 linking to reports 55
skipping levels in 68 prepackaged 110
running prepackaged 52
Organization Analysis report 113
I
Organization Overview Report 116
Invoice fact 122 Organizational Spend Trend Analysis report 113
Others bucketing 75
L
laying out the pivot table 34
linear functions in grade fields 39
linking opportunity searches to reports 55
S U
saving reports 79 UNSPSC taxonomy 10
saving searches 84 uploading Excel templates 96
searching user-defined fields
Boolean operators 82 creating 37
wildcards 83 described 10
setting alerts 70 Excel export and 85
showing subtotal rows 76
showing total and variance columns 76
skipping hierarchy levels 68 V
slicing variance columns, showing and hiding 76
described 19 variance, analyzing 69
example 12
slow fields 125 Work Resource Planning
Sort_Fields named fields 91
source data, selecting for reports 33 (Supervisor View) report 408
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