ARIBA CONTRACTS

Creating Analytical Reports

Ariba Best Practice Center Knowledge Product

Overview

• Permission: The ability to create an analytical report is

associated most closely with the Senior Analyst System
Group. Other groups that can create reports:
♦ Commodity Manager
♦ Sourcing Manager
♦ Contract Manager, Sales Contract Manager
• Reports can be placed on the dashboard so that those
without permission can review the results of a report created
by someone else.
• Reports can be hidden from others by saving it in a personal
workspace or by setting up visibility for a report or it’s folder

2
Overview

• Reports can be stored in one of three places:

♦ Prepackaged Reports:
Reports These are reports that Ariba has created and
Ariba maintains that cover some common reporting needs. Prepackaged
Reports can’t be changed, but they can be copied and changed and then
either stored in the Personal Workspace or stored in Public Reports
Reports.
Prepackaged Reports depend on the licensed solutions.
♦ Personal Workspace Reports: Reports stored in the Personal Workspace
are ones th
thatt are only
l accessible
ibl bby th
the U
User.
♦ Public Reports: Reports stored in the Public Reports area are available to
all unless the report or it’s folder have limited access set.

3
Overview

• Facts/Fact Tables: Groups of ‘fields’ (header fields or

attributes on a workspace, for example). These are related to
the different areas of the system, i.e. Sourcing Project,
Contract Workspace (Procurement), Project Task, Business
Contact Event,
Contact, Event etc
etc.
• Measures: Numerical fields
• Dimensions:
Di i allll other
th fields
fi ld that
th t are nott Measures.
M Many
M off
the values of dimensions are used to build pivots and for
drill down. Example:p Gender can be Male,, Female or
Unknown (the dimensions of gender) or the many
dimensions of Commodity. Some dimensions (description
and project ID,
ID for example) are simply data fields
fields.

4
Overview

• Hierarchies: are the expansion of a dimension within a

complex structure. Example: UNSPSC commodities have 4
levels of definition with each level being more exact:
♦ Information Technology
– Computers and Peripherals
» Peripheral Devices
• Trackball
T kb ll

The user can enter any value within the hierarchy which
represents the true value of the dimension but the value
exists most fully within its structure. In Analysis, any level
might be important for either roll-up or drill-down.

5
Creating a Report

Start by clicking Create ->

Analytical Report

There are
3 steps

6
Creating a Report
Name your report, provide
an optional Description.

7
Creating a Report
You can have up to 3 data sources
(facts) joined in a report. The
“joins” are predetermined by Ariba.

A Fact Table is your The Main Fact is the first level

le el
source data – a of the data sources. In this
collection of fields
case, selecting Workspace
over Task means that the
Workspace “drives” the
selection of the Project Tasks
to be included.

You may choose to include

workspaces that have no
tasks or only use workspaces
that have tasks

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Creating a Report

Each report must have at least 1

measure. Measures will always y be
on the right side of the final report.

There are default detail

fields based on the
Fact chosen

Fields are organ-

ized by Fact

9
Creating a Report
The Pivot Layout screen
consists of 2 parts: a list
of fields (Hierarchies and
All Fields) and a layout
for the pivot table.

There is a default list of Detail

Fields based on the selection
of the Main Fact. Click on the
fi ld name to
field t gett the
th field
fi ld
menu and click Remove to
take care of unneeded fields.

10
Creating a Report
The list of fields has
2 displays: Available
Fields and Available
Hierarchies
Some fields
S fi ld have
h a hierarchical
hi hi l structure,
t t such
h
as Region or Commodity. Click on Available
Fields to get the full structure of the hierarchy.
Other fields, such as Project ID, do not have a
hierarchy structure and, so, only show up on
Available Fields. Be sure to check both lists to
find fields.

Commodity actually entered in

the UI, regardless of the level.

Level 1, 2,3 for the commodity,

regardless of the level entered.

11
Creating a Report
The list of fields is also
organized by fact.

Different fields
Diff fi ld may have
h
different selection choices
(Hierarchies). Dates, for
example, allow you to
choose the actual date or
convert to your fiscal year
or display just the month
To add to the layout, click
or year.
on the field name and
select the pivot location.

12
Creating a Report

To move a field from the List of Fields to

the Pivot Layout, either drag and drop or
click
li k on the
th field
fi ld name link
li k and
d select
l t the
th
pivot layout section

To move a field to another section or to

return the field to the List of Fields, either
drag and drop or click on a field name and
select the action.

13
Creating a Report

The right side of the screen

displays the planned layout
of the report. Add fields to
Rows, Columns, Page and
Detail

Row Field: a “Group

Group by”
by for row values
values.
Column Field : a “Group by” for column
values.
Detail Field: Additional field data that is
displayed when looking at the “detail” view.
Data Field: is the measure (measures)
selected on the Source Data screen.
Page Field: is a field that can both refine
the data set (act as a filter) and count
results
lt without
ith t actually
t ll being
b i a partt off the
th
report display.

Each field is preceded

by a “fact” abbreviation
so that the fact “source”
14 is clear
Creating a Report
Refine Data is used to filter
data so as not to include Generally, use a relative
the entire fact population. date range so that the
report can be used
repetitively and pick up
new data.

However, note that a fixed

date range can always be
used. Also, even though
grayed out, note that the
date fields display the
actual dates selected.
Most reports have a basic
filter for dates
dates. Yo
You can
change the date selection
by checking the Advanced
Options and selecting a
different date, such as
Expiration Date

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Creating a Report Page fields can be used
as filters.
filters Frequently a
single value can be
selected right from the
refine data screen.
However, multiple
“Includes” or “Excludes”
can be set up by clicking
Select Others.

16
Creating a Report

Sometimes, additional
filters may be needed for
fields that are detail fields.
Click Customize this form
to access other available
fields.

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Creating a Report

Select the field(s) to show.

Additional fields may be
available after running the
report

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Creating a Report
When ready, click Run
Report.

Configure the
new field
similarly to
19
contract status
Creating a Report
The report displays in “Aggregate
View” showing 191 total
contracts, with the Owners on the
You could see what Chart results l ft (row)
left ( ) and
d the
th contract
t t
are produced or add the chart or expiration years across the top.
basic report to your dashboard
33 will expire in 2012.

Applied Filters show the

“refine data configuration

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Creating a Report

Cli k the
Click th Pi
Pivott
Table tab to return.

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Creating a Report
To see the Details, Click
Aggregate View arrow and
select Show Detail View

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Creating a Report
You could now make changes to your
report to improve readability: make
Project Name and Effective Dates Row
fields, set Effective Date displays as a
date field rather than a year.

23
Creating a Report
You could now Edit,
Save or Export to Excel

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References

Ariba Contract Management Reporting and Analysis Guide

g Reporting
Ariba Sourcing p g and Analysis
y Guide

25 © 2011 Ariba, Inc. All rights reserved.

 This is Spend Management

26 © 2010 Ariba, Inc. All rights reserved.