advanced-reporting.pdf

Ariba® On-Demand Solutions

Using AdvancedReporting FeaturesDocument Version August 2012

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Using Advanced Reporting Features iii

Table of Contents

Modifying Display Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4About This Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4How to... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Modify a report’s display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Reference Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Formatting Field Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7About This Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7How to... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Format data in a data field. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Reference Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Analyzing Time Variance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10About This Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Prerequisite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10How to... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Analyze time variance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Recommending Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12About Recommending Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Prerequisite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12How to... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Recommend a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creating Multi-Fact Reports with Aggregation by Common Dimension . 13About This Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14How to... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Create a multi-fact report with aggregation by common dimension . . . . . . . . . . . . . . . . 14Reference Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using Advanced Reporting Features 4

Modifying Display Options

• “About This Topic” on page 4

• “Prerequisites” on page 4

• “How to...” on page 4

• “Reference Information” on page 5

AboutThisTopic

Ariba reports use an Others bucket to group non-essential data and display it on a row called Others. Bymodifying the Others bucketing settings for a report, you can:

• Set the minimum and maximum number of rows displayed and group any rows over the maximum intoOthers

• Apply an 80/20 rule to show the spend items that compose most of the total spend and group theremaining items into Others

• Hide rows that do not make up a certain threshold percentage of the data and place them in Others

You can group data using any combination of Others bucketing settings; the most restrictive setting governsthe way data is grouped in the Others row. You can only set an 80/20 rule or minimum subtotal percentage ifyour report contains subtotals or if you are working with a data field that can be totaled in a meaningful way,such as Invoice Count, Project Count, Awarded Historic Spend, or Contract Spend. If you are working witha data field that cannot be totaled in a meaningful way, such as Status, use minimum and maximum rows toset Others bucketing.

You can also show or hide individual rows and columns on the pivot table.

Prerequisites

You must have permission to edit reports in order to modify display options.

How to...• “Modify a report’s display options” on page 4

Modify a report’s display options

1 On the report pivot table, select Actions > Display Options, or click the Edit link in the Display Options areaof the pivot table.



2 On the Others Bucketing tab, modify your display options for others bucketing and column and rowdisplay:

3 Click OK to apply the display options.

Result

The Display Options area of pivot table shows the report’s current settings.

Reference Information

The following display options are available:

Option Description

Number of Rows Specifies the minimum and maximum number of rows of data to show on the pivottable. 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 calledOthers. Keep in mind that the pivot table updates faster when it has fewer rows.

80-20 Rule Specifies whether the report shows all data or only a specified percentage of top dataon rows. 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 andgroup the remainder into a row called Others. For example, if you apply a 60/40ratio, the report display the items that make up the top 60% of the total and groupsthe remaining 40% of items in Others.



Minimum Subtotal Percentage Specifies the minimum subtotal percentage that items must meet to appear on thereport. Every item with a subtotal below the minimum percentage of the totalis grouped into a row called Others; items with subtotals above theminimum percentage of the total appear on the report. For example, if youset the minimum subtotal percentage to 3%, the report groups every itemthat makes up less than 3% of the total in Others.

Summary Row/Columns Specifies whether or not to show summary rows and column on the pivot table.

To display total and variance columns on the pivot table, Selecting Show total orvariance columns on the pivot table at all times displays both total and variancecolumns on the pivot table. Setting any other Others bucketing options overrides thissetting.

Selecting Show subtotal rows on the pivot table at all times displays bothsubtotal and total rows on the pivot table. Setting any other Others bucketingoptions overrides this setting. Depending on the report you’re working with,this option may only be available if you are using the pivot grid layout.

Option Description


Formatting Field Data





AboutThisTopic

You use field settings to format the data in a data field. The field settings options available to you depend onthe type of data in the field. Data fields such as spend or count are often displayed as columns in a report;when you format the field settings for a data field, that formatting applies to every place that field appears inthe report.

The type of data you are formatting determines formatting options. For example, if you are working withcount totals such as commodity counts, you have options for formatting numbers; if you are working withcurrency values such as invoice spend, you have options for formatting currency; and so forth.

Prerequisites

You must have permission to edit reports in order to format data fields.

How to...• “Format data in a data field” on page 7

Format data in a data field

1 On the report pivot table, click the field’s data field or column heading and select Edit > Field Settings.

2 On the Define Data Field page, click the Format tab.

3 Select a data field view option from the Show data as pull-down menu. See “Data Field View Options” onpage 9.

4 If you are not using normal formatting, select display with original value to display the original data valuewith the percentage or running total in parentheses next to it in the same column,



5 If you are using normal formatting, select a number format for the data from the Show data in pull-downmenu. See “Number Format Options” on page 9.

6 Click OK to apply your format settings to the data field.




Data Field View Options

Number Format Options

Option Description

normal Shows data as numbers.

% of row Shows data as a percentage of the total in the row.

% of column Shows data as a percentage of the total in the column.

running total of row Shows data in a running total along rows.

running total of column Shows data in a running total along the column.

Default Shows data in its default format (as currency for amounts,numbers for supplier counts, percentages for percentages, and soforth)

Number Shows data in number format. You have the following additionaloptions for formatting numbers:

• Decimal places specifies the maximum number of decimalplaces to display for numbers.

• Use 1000 separator specifies to use a separator betweenthousands (displaying one thousand as 1,000) to displaynumbers without a separator (displaying one thousand as1000).

• Negative Numbers settings specify to display negativenumbers with a negative sign or in brackets.

Currency Shows data in currency format. You have the following additionaloptions for formatting currency:

• Decimal places specifies the maximum number of decimalplaces to display for currency.

• Symbol specifies whether to display the data with or without acurrency symbol.

• Use 1000 separator specifies to use a separator betweenthousands (displaying one thousand as 1,000) to displaynumbers without a separator (displaying one thousand as1000).

• Negative Numbers settings specify to display negativenumbers with a negative sign or in brackets.

Percentage Shows data in percentage format. You have an additional Decimalplaces setting that specifies the maximum number of decimalplaces to display for percentages.


AnalyzingTime Variance


• “Prerequisite” on page 10


AboutThisTopic

Variance analysis provides at-a-glance comparison of data in two different dimensions as shown by avariance measure. For example, you can compute and display the difference in currency amount from onefiscal quarter to another. Or, you can compare counts and amounts from one month to the next, or from onemonth 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 certaincategory over the last three years. While exploring the report, the buyer notices a large increase in spendingin the category in July of the current year. The buyer wants to compare the spending in this category for thelast 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 acrossdifferent suppliers, regions, company departments, and so forth. Any measure that is displayed as anumerical total can be calculated and displayed as a variance.

Prerequisite

You must have permission to edit reports in order to analyze variance.

How to...• “Analyze time variance” on page 10

Analyze time variance

1 If the date field you want to use in not yet a column field in the report, make it one:

• If the date field is a row in the report, click the field menu on the report pivot table and choose ShowField 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 theField Browser and choose Show Field On: Columns.

2 Click Edit.

3 Refine the data for the date field you are using so that it spans the time you want to use for your varianceanalysis and click Done. For more information on refining report data by date range, Running Reports:Filtering and Navigating Through Data.

For example, you might want to analyze variance between two years or two quarters. When you apply thedate filter, the report displays data for that time span.


AnalyzingTime Variance

4 Filter by levels in the date field hierarchy until the report displays data for the two time periods you wantto compare in side-by-side columns using one of the following methods:

• Click the time hierarchy’s data field menu and choose Select Level, Values: Select Others, then select twovalues. For example, if your report is displaying data for two years and you want to compare twomonths, you can select the values for those months.

• Click the time hierarchy’s 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 tocompare data between those years, choose Select Starting Level: Year and the report will display data foreach of the two years in the date range in side-by-side columns.

5 Click the Total column heading menu and choose Show Variance.

Result

All total columns in the report display the variance totals over the time span you specified.


Recommending Reports

• “About Recommending Reports” on page 12

• “Prerequisite” on page 12

• “Limitations” on page 12


About Recommending Reports

You can recommend a report to bring it to the attention of other users who are looking for information onone of the report’s dimension fields. For example, you can recommend a report for the Supplier dimension ifit contains a supplier field as a row, column, or page field.

Note: If you are recommending a report for others to use, be sure to save it in the Public Reports folder sothat they can see it.

Prerequisite

You must be able to save reports in order to recommend a report.

Limitations

You cannot recommend prepackaged reports, since recommending the report requires you to save it. Torecommend a prepackaged report, save a copy of it to another folder.

How to...• “Recommend a report” on page 12

Recommend a report

1 On the report pivot table, select Actions > Display Options.

2 Click the Set as Recommended tab.

3 Select the dimensions for which you want to recommend the report.

4 Click OK.

5 Save the report with the recommendation setting.


Creating Multi-Fact Reports with Aggregation byCommon Dimension



• “Limitations” on page 14



AboutThisTopic

Multi-fact reports with aggregation by common dimension are useful if you want to compare common fieldsacross facts, manipulate the cube, and drill down to examine aggregated data in different areas. For example,you can compare survey response and supplier participation for the same commodity and roll totals up underone commodity field.

Multi-fact reports with aggregation by common dimension can only include fields in dimensions that all ofthe report’s facts share in common. The following diagram shows the intersection of two facts and theirdimensions.

A multi-fact report with aggregation by common dimension can include time, commodity, department, andsupplier fields, but cannot include any of the fields that belong to only one fact.

Creating a multi-fact report with aggregation by common dimension is similar to creating a basic multi-factreport, but includes extra steps for mapping the fields from different facts to common report fields. The factsthat are available to you for reporting depend on the Ariba Spend Management solution your company haspurchased.

Supplier Participation Survey Response

Time

Commodity

Department

Supplier

Event

KPI

SurveyQuestion

Scorecard


Creating Multi-Fact Reports with Aggregation by Common Dimension

Prerequisites

You must have permission to create reports in order to create a multi-fact report with aggregation bycommon dimension.

Limitations

See “Reference Information” on page 15.

How to...• “Create a multi-fact report with aggregation by common dimension” on page 14

Create a multi-fact report with aggregation by common dimension

1 On the command bar, select Create > Analytical Report.

2 Enter a title and optional description.

If you enter a description, it will appear below the report title in the folder where the report is saved.

3 Select Create multi-fact report with aggregation by common dimension from the Facts pull-down menu.

4 Select the facts you want to compare. As you add or remove facts, the field mappings on the lower half ofthe page change to match your choices.

5 Review each fact’s field mappings to see if you want to map certain fields to each other.

6 When you have finished choosing and mapping facts, click Done to return to the previous page, whereyour choices are displayed.

7 Finish creating the report as you would a single-fact analytical report, using data fields for all of thereport’s facts. See Creating Analytical Reports for details.




The following table describes the differences between the two types of available Ariba multi-fact reporting:

Behavior Basic Multi-fact Reporting Multi-Fact Reporting with Aggregation byCommon Dimension

Maximum number offacts

You can add a maximum of three facts tothe report.

You can add an unlimited number of facts tothe report.

Fact selection You can only add facts to the report ifthey have pre-defined relationships toeach other.

You can add any combination of facts to thereport. There is no requirement for pre-definedrelationships.

Field selection You can add any field from theunderlying facts to the report.

You can only add fields to the report if they area dimension common to all of the underlyingfacts.

Field mapping Each field you add to the report is anindividual field that contains data onlyfor its fact.

Each field you add to the report is common toall facts, and you map individual fact fields tothe common field. It shows data for allunderlying facts.

Data aggregation In some cases, subtotals do not roll up tototals.

Since the fields are mapped, all subtotals rollup to totals.

Data matching Data options allow you to include onlymatching data, or all data, for differentfact combinations in the report.

The report includes all fact data within filterparameters.

Initial date filtering The initial date filter is always on a datefield from the main fact. This filter thendetermines what data in the second andthird facts match the main fact. Thismatching second and third fact data canfall outside of the main fact date filter’stime period.

The initial date filter is a mapped field for datefields in all underlying facts. The reportincludes only data for the time period specifiedin the filter for all facts.

Performance Can run more slowly, but provide betterdetail-level data.

Usually the faster option if you are focusing onaggregate data, such as in many Ariba SpendVisibility reports.



The following report is a multi-fact report aggregated by common dimension.

The following report is a basic multi-fact report.

Selection of fieldsyou can add to thereport is limited

Project Owner and Task Ownermapped to a single Owner field

Contract Effective Date andTask Start Date mapped to asingle Start Date field

Subtotals all rollup to totals

Report includesall data

You can add any fieldfrom the underlyingfacts to the report

Project Owner and Task Ownerare individual report fields

Date field is fromthe main fact

Subtotals do not alwaysroll up to totals

Report includes onlymatching data bydefault

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