1. Creating & Editing Reports
Module 3

2. Objectives In this module, users will be able to:
Distinguish the difference between an analytical and a detailed report
Know how to edit and save an existing report
Learn how to create a new report via the report wizard

3. Analytical Reports vs. Detailed Reports
Aggregate view of data
Analyze data using measures, dimensions & hierarchies
High-level reports that allow users to drill into data to view specific information (still at an aggregate view)
Detailed Reports
Detailed view of data
Transaction level reporting
Query a database with millions of rows of data and displaying an enormous amount of data
Also called operational reports
Left column sort alphabetical in detail view vs. what may have seen in aggregate view – so do not be surprised

4. Analytical Reports vs. Detailed Reports
Analytical Report Example
Analytical Report Example

5. Analytical Reports vs. Detailed Reports
Detailed Report Example

6. Creating a SpendVis Report Using Prepackaged Reports
Prepackaged Reports SAP-Ariba SpendVis prepackaged reports provide “out of the box” analysis of spend by commodity, organization, and supplier Reports are organized into folders by category Navigate to Manage > Prepackaged Reports > Spend Visibility

7. Creating a SpendVis Report Using Prepackaged Reports
Report layout
Report Name
Column Fields
Row Fields
Measures

8. Creating a SpendVis Report Using Prepackaged Reports
Action Buttons
Others Tab
Report Tabs
Field Browser with Dimensions

9. Editing an Existing Report
User can open a report from any of the following locations to edit for your use:
Prepackaged Reports – System generated reports that are live when site goes live (not client specific)
Personal Workspace – Reports that a user has created and placed here (no one else can access)
Public Reports – Reports that are available for anyone to access (only report owner can save changes)
Click the “Manage” link in the upper right hand corner of the dashboard to access all three areas
Users can also open any dashboard reports and edit them (these reports must be saved to one of the previously mentioned areas)

10. Editing an Existing Report
Users can edit a report by clicking the “Edit” button when viewing it
When users click “Edit”, they can access to any of the three steps in the report wizard

11. Editing an Existing Report
Under “Source Data”, users are able to:
Change the report title
Add/change the report description
Change the report currency (if applicable for client)
Change/add the fact table for reporting (SpendVis reports are limited to the Invoice and PO fact tables)
Add/remove a report measure to the report

12. Editing an Existing Report
Under “Pivot Layout”, users can add/remove fields to the:
Page Field
Row Field
Column Field
Detail Field
Data can be added either by selecting a value under the “Available Hierarchies” or by changing to “Available Fields”

13. Editing an Existing Report
Under “Refine Data”, users are able to:
Adjust the date range – Users can use either a relative date range or a fixed date range
Filter any data values that users have placed on the page field
Once users have made all changes, they can click “Done” to view the changes or click “Save” to save the changes prior to viewing

14. Saving a Report
Users can save a report by clicking the “Save” button when viewing the report
Only the owner of the report will be prompted to:
Save – This will overwrite the previous copy of the report with this copy
Save as – This will allow the report owner to create a new copy of the report under a new name or a new location

15. Saving a Report
If you are not the owner of the report, you will be automatically prompted to “Save as” since you cannot overwrite someone else’s report
When performing a “Save as”, users have the ability to do the following:
Modify the report name
Select the location to save the report – either your Personal Workspace or somewhere within the public reports folder

16. System Demonstration In this demonstration, you will see how to
Open and modify a Prepackaged Report:
Navigate to where the prepackaged reports are located, select one and modify it
Will use the same report as before, Buyer PO Prepackaged Report, and modify all three pages

17. Lab Activity Create a SpendVis report from Prepackage Reports:
Find the Prepackaged Reports area, and then Spend Visibility Folder
Go to Org Analysis folder – BUYER ANALYSIS PO
Open and see the difference of the aggregate vs. detailed view?
See the main sections of the report layout?
Discuss keys for prepackaged reports
models only
timeframes are prebuilt so can edit if needed
can edit and use
“jumpstarting” ideas
Length: 15 minutes

18. Lab Activity
Take that same report PO BUYER Go to Edit – 1) change the timeframe A) to last 4 years B) to 1/1/2013 – 1/1/2015 C) can you see differences in results? Run Save in your Personal Workspace

19. Creating an Analytical Report Using the Wizard
When users would like to create a new report rather than leverage an existing report, they should do the following:
Determine the aspects of spend to investigate
Launch wizard and complete the 3- step process to create a new report
Determine if the report should be shared with other users
Save the newly created report
Identify Purpose
Create Report
in Wizard
Save/Share Report
Use Report

20. Creating an Analytical Report Using the Wizard
To create a new analytical report, navigate to the “Create” button and select “Analytical Report” This will launch the 3-step report wizard

21. Creating an Analytical Report Using the Wizard
Step 1: Source Data
Add a report title
Add a report description (not required)
Select a reporting currency (if other than the default - client specific)
Select the primary fact table (for SpendVis this will normally be the Invoice table; however, users can also report from the PO table) and secondary fact table if running a multi-fact report
Add at least one desired measures to the report (the most common measure is invoice spend)

22. Creating an Analytical Report Using the Wizard
Step 1: Source Data

23. Creating an Analytical Report Using the Wizard
Step 2: Pivot Layout
Select data fields to pull into the row, column, page or detail fields
Users can toggle between “Available Hierarchies” and “Available Fields”
Available Hierarchies are rolled up to where users can see the top level of any hierarchal field and then drill down to lower levels if they exist
Available Fields show all levels of hierarchies as well as the associated IDs, that are not available when viewing in the Available Hierarchies

24. Creating an Analytical Report Using the Wizard
Step 2: Pivot Layout

25. Creating an Analytical Report Using the Wizard
Step 3: Refine Data
Users can select the date range for the report
Use a relative date range that represents the most recent completed periods, or
Use a fixed date range (it is suggested to use full months for best performance)
Users can also pre-filter any data fields that they placed on the page field in step 2
Users can also select “customize this form” to add any data fields that they placed on the row or column field to the list to be pre-filtered

26. Creating an Analytical Report Using the Wizard
Step 3: Refine Data

27. System Demonstration In this demonstration, you will see how to
Create an Analytical Report using the 3-step report wizard

28. Lab Activity Create your own report Your name and date for title
USD currency
Invoice Fact Table
Measurers = Actual Spend and Invoice Count
Row field = GL Account
Column field = Accounting Date/Year
Time range = Last 4 quarters, include partial year box checked
Run
Results - Consistent for everyone?
Save to Personal Workspace
Length: 10 minutes

29. End of Module 3
Module 3
Thank You!