Basics and Navigation Module 2

Objectives In this module, users will be able to: Understand an overview of the Ariba dashboard Know how to customize the dashboard Access to user preferences Access to the Help/Support menu

Site Navigation To access the SAP-Ariba SpendVis site, users must be granted permission from a user admin within SCC or by an SAP-Ariba representative. In production environment, you will use Single Sign on (SSO) Technology If you are connected to the Intranet, you can enter the production URL into the browser address window and you will automatically be taken to SCC’s Ariba Home page. If you are logging in remotely, you will be prompted to enter your network credentials for verification.

Navigating the SAP-Ariba Dashboard Open Internet Explorer (IE) In the URL field, enter the Ariba Production URL Enter your user ID and Password

Navigating the Ariba Dashboard After logging into the SAP-Ariba site, users will see the Home dashboard. This is denoted by the tab highlighted in blue. Next to the Home tab you will find tabs for all your assigned modules including the Visibility tab for SV

Navigating the Ariba Dashboard User preferences & System Logout Module Tabs Dashboard tabs

Navigating the Ariba Dashboard User preferences & System Logout Module Tabs Home Dashboard

Navigating the Ariba Dashboard Help Menu & Support Module Tabs Home Dashboard

Navigating the Ariba Dashboard Help Menu & Support Module Tabs Home Dashboard

Navigating the Ariba Dashboard Create Reports Module Tabs Home Dashboard

Navigating the Ariba Dashboard Create Reports Module Tabs Home Dashboard

Navigating the Ariba Dashboard Recent Reports & Navigation Module Tabs Home Dashboard

Navigating the Ariba Dashboard Refresh Dashboard Content Module Tabs Home Dashboard

Navigating the Ariba Dashboard Configure Tabs Module Tabs Home Dashboard

Navigating the Ariba Dashboard Configure Tabs Module Tabs Home Dashboard

Navigating the Ariba Dashboard Configure Tabs Module Tabs Users have a pre-defined dashboard. However, they can update it as desired via the “Configure Tab” menu Users can come back to default dashboard by: - Revert tab set to default settings: default settings will overwrite anything created in your own dashboard. - Compare your tab to default settings: allows you to compare your dashboard to the default one and choose which changes to implement. Home Dashboard

Navigating the Ariba Dashboard Module Tabs Main Navigation Menu Home Dashboard

Navigating the Ariba Dashboard Report Storage There are three distinct areas where reports are stored in the site: Prepackaged Reports – This is the area where out of the box, system generated reports are stored. You may use any report as a starting point however you cannot save over a report or save a copy of a report in the prepackaged report folder. Personal Workspace – This is the area where you can save reports and access them at a later time and you are the only person who has access. All reports saved to your personal workspace are just that, personal. The system will always default you to save reports to this area. Public Reports – This is the area where any report saved is available to any user. Only the owner of the report may save changes to a report in the public reports folder, however you are free to open and modify any report, you will just need to save a copy of it.

System Demonstration In this demonstration, you will see how to Log in to the production environment Get an overview of the dashboard Customize the dashboard Access to user preferences Access to the Help/Support menu

Lab Activity Objectives: Access the production environment Customize the dashboard Reset the dashboard to the default setting Length: 5 minutes

End of Module 2 Module 2 Thank You!