1. Creating Charts & Dashboards
Module 5

2. Objectives In this module, users will be able to:
Know how to create charts
Understand how dashboards work:
How to create and set dashboards for a SpendVis report
How to modify an existing dashboard
How to add a new dashboard

3. Creating Charts
Users can view an analytical report in the system as a chart by simply clicking on the Chart tab when in any report

4. Creating Charts
Users can select a type of chart they want to view by clicking the dropdown menu next to Type

5. Creating Charts
Users can modify the chart by selecting More Chart Options

6. Creating Charts
You can modify your chart by selecting More Chart Options

7. Creating Charts
If users like their chart, they can add it to their personal dashboard by clicking Add to Dashboard

8. Dashboard Overview
Each module of the Ariba has a default dashboard that users see
Users have the ability to modify their own dashboards by adding or removing items
At any time, users can revert back to the default dashboard
Users can also run an analysis to see the differences between your dashboard and the default dashboard

9. Modifying an existing Dashboard
Click on the tab to modify
Click the wrench icon in the upper right hand corner of the site, to access the modification menu to do any of the following:
Add content to the current dashboard tab
Edit the properties of the current dashboard tab
Delete the current dashboard tab
Add a new dashboard tab
Compare the dashboard tab to the default
Revert back to the default dashboard tab
Users will have the same options for every tab they have access to in the Ariba system

10. Modifying Your Personal Dashboard
To add a new item to dashboard, click the Add Content button and a menu will appear:
Add a chart/table to dashboard
Add a folder to dashboard
Add a summarized view (type of report) to dashboard
Add the default general items such as common activities
Users can also remove any existing item on a dashboard by clicking the dropdown in the upper right hand corner of the item, and select “Delete This Item”
Users can also select to minimize the item; however, it will remain on dashboard in a minimized state

11. Adding a New Dashboard
To add a new dashboard, select “Add New Dashboard Tab” from the configure tabs menu
Name the new dashboard tab
Users can also decide if they can see all document types or restrict viewing to only certain documents
Once users have titled the new dashboard, they have a clean slate to design it any way you would like
There is no limit to how many dashboards users can create; however, the system will only display a limited number across the top of the screen and group together the remaining ones in a drop down menu

12. System Demonstration In this demonstration, you will see how to:
Create charts from an existing report
Create and modify dashboards

13. End of Module 5
Module 5
Thank You!

14. Lab Activity (for All 5 Modules)
At this point, we want to try to run several reports that allow us to use the following fields:
Supplier
GL Account
ERP Commodity
Flex Dimension
We also want to work to ensure users know how to
Drill down into hierarchies and change starting level
Toggle between the aggregate view and the detail view
Search for particular items that are a page or row field
Export data
Save reports
Length: 30 minutes

15. Lab Activity (for All 5 Modules)
At this point, we want to try to run several reports that allow us to use the following fields:
Report name: “your name”_ test 1
Invoice fact
Measure = Actual Spend and Invoice Count
Row field = ERP Supplier
Column filed = Accounting date by year
Timeframe = last 2 years with partial year checked.
Run and Save in your personal workspace
Export to Excel
Length: 30 minutes

16. Lab Activity (for All 5 Modules)
At this point, we want to try to run several reports that allow us to use the following fields:
Report name: “your name”_ test 2
Invoice fact
Measure = Actual Spend, Invoice Count, Invoice Line Count
Row field = Part Description
Page field none
Timeframe = 1/1/2015 thru 10/31/2015
Run and Save in your personal workspace
Export to Excel
Length: 30 minutes

17. Lab Activity (for All 5 Modules)
At this point, we want to try to run several reports that allow us to use the following fields:
Report name: “your name”_ test 3
Purchase Order fact
Measure = Encumbrance
Row field = Flex string 6
Page field = ERP Supplier
Column fields none
Timeframe = last 6 quarters
Run and Save in your personal workspace
Export to Excel
Length: 30 minutes