Reporting and Analysis provides access to business data from multiple sources within Ariba Sourcing & Supplier Management. Reports display this data in pivot tables that can be manipulated to see different views of the information, including broad patterns, summary views, and detailed views. The document then describes various concepts used in reports such as facts, dimensions, hierarchies, measures, cubes, and pivot tables. It provides examples of how data is organized and can be viewed within reports.
1. Reporting — Access to your Sourcing Information
Reporting and Analysis gives you access to complex business
information from multiple sources, including event history,
specifications on goods and services, RFX summaries and awards, lot
and bidding information, and surveys and scorecards of supplier
performance data. Reports display data from these sources on a pivot
table, which you can manipulate to see different scenarios for the data.
Pivot tables allow you to filter, slice, and drill down into the information
as needed to see broad patterns and relationships, summary
information, and detail at the same time.
Here are descriptions of these concepts and terms as used in
Reporting and Analysis:
• Facts represent the basic transactions you are investigating when you run
a report. Facts can be Ariba Sourcing projects or events, and others. The data you want to examine in the
report—suppliers, bids and lots, project tasks, and so on—are elements of those facts. Information about
a business tends to fall naturally into dimensions such as commodities (or products), cost departments or
centers (business units), suppliers, and time. Suppliers and events are just two examples of dimensions in
supplier participation:
• Dimensions can stretch across multiple facts. For example, both Supplier Participation and Event Item
Summary have supplier and lot commodity dimensions. A dimension can contain different levels of data.
Those levels are organized in a top-down structure called a hierarchy, which progresses from general to
specific information. For example, the lowest level in the Commodity hierarchy in the Commodity
dimension might be the actual commodity item; the next level might be the class of product, then the
product family, with the highest level being product segment.
• Hierarchies: A dimension can have more than one hierarchy. For example, a Time dimension can be
divided into two hierarchies: Calendar and Fiscal.
• A measure is a numeric data value from a fact, such as the bid amount submitted by a supplier or an
event’s lot quantity. You apply aggregation functions (such as sum, average, min, and max) to measures
and display them in reports. The measure can be numerical data, calculations from computed fields, or
aggregations of numerical data. You can create user-defined fields (also called computed fields or
derived measures), which are calculations based on measures. Measures are always values that can be
calculated, such as number of bids submitted; reports also show data such as suppliers, but since the
name of a supplier is not a value that can be calculated, it is not a measure.
• Cubes: A traditional spreadsheet or relational database shows a two-dimensional view of business data
with data cells arranged in rows and columns. Ariba reports can show several dimensions and data fields
at once, and those dimensions and data fields can be represented by a cube.
• Pivot Tables: In Ariba reports, cubes of data are represented by a pivot table. A pivot table is a
spreadsheet-like structure of row fields, column fields, page fields, and data fields. Any dimension in a
cube can be represented by a page field, row field, or column field. For example, you can make Supplier a
page field, Date a column field, and Commodity a row field: purchases by commodity, month, and
supplier. The data fields provide the data values and detailed information for the commodities by time and
supplier. The page fields act as filters on the other fields. For example, if you make Supplier a page field,
the report can show the row and column data for all suppliers, or for just one supplier. Column fields
correspond to the columns in a traditional spreadsheet. Row fields correspond to the rows in a traditional
spreadsheet.
2. Reporting and Analysis for Ariba Sourcing & Supplier Management
When analyzing your Ariba Sourcing or Supplier Management, you might typically ask the following
questions:
• How much are you spending?
You might want to analyze your spend by event, by commodity, and by supplier. Who are your suppliers and
how much do you spend with them in sourcing events? Once you view your spend data, you can investigate
further by asking: where can you consolidate?
• How are you spending the money?
You can analyze your events by management processes. Are your events and projects completed on time,
and what savings are you achieving? After viewing the data, you can delve into operational efficiency: are
there any bottlenecks? Is the workload distributed evenly across your company? What are they costing you?
What kinds of events and processes produce the best results?
• Who is performing?
You can analyze your events and suppliers in comparison with your spend. Which suppliers are participating
in events, and what is their bidding behavior? Which suppliers have the best Supplier Performance Manage-
ment metrics, and for which commodities? Using these results, you can determine who should be eliminated
and who should receive more volume.
When you work with the reports, you can ask yourself the questions above to help you
decide how to manipulate the report fields to get the answers you need.
Prepackaged Reports
These default analytical, parameterized, and compound
reports are delivered with your Ariba Spend Management
solution as a basis for your own customization or adaptation
for your particular company’s needs. The reports are
grouped into folders by area, for example, Event Reports.
Within the Event Reports folder are reports relating to
sourcing events.
The reports that are available to you, and the fields that are
available in those reports, depend your company’s Ariba
Spend Management solution configuration. This section
describes reports in the default configuration. Some
prepackaged reports are available as part of features that
might or might not be enabled in your solution.
The best way to become familiar with the reports is to work
with them. In addition to the standard data fields associated
with each of the supplied facts, many of the reports contain
user-defined fields based on these data fields. In some
reports, the data has been constrained to illustrate a type of
analytical report. For example, sometimes unclassified data
has been excluded from the pivot table view for easier
recognition of other trends.
3. GET YOUR HANDS ON THE INFORMATION THAT MATTERS!
ARIBA NETWORK USAGE REPORTS
These reports are all available OOTB (Out-of-the Box):
Contract Supplier Transactional Report
This report displays procurement contract workspace amounts, durations, project counts, and proposed con-
tract amounts by status, state, affected parties (ERP supplier, matched supplier ID, supplier AN number, sup-
plier fax number, year founded, and ERP supplier ID), supplier (contact phone number, email, first name, and
last name), contract ID, contract status, term type, project ID, process status, and hierarchy type in detail
view. By default, the report displays data for procurement contract workspaces with start date in the last
month. Drill down or filter data further by any of these fields.
Supplier Transactional Report
This report displays event supplier participation bids submitted, total bids and bid quantities by lot ID, event
status, event type, test event status, awarded status, event close date, invited status, participated status, and
event ID in detail view. By default, the report displays data for events with closed dates in the last month. Drill
down or filter data further by any of these fields.
EVENT REPORTS
These reports are all available OOTB (Out-of-the Box):
Event Participation Report
An overall view of participation in events. This report is a compound report that includes the following
components:
Event Spend Summary, with data on historic spend, lead bids submitted by incumbents, lead bid total,
lead bids pending award, awarded spend, lead bid savings, awarded savings, savings for lead bids
pending, potential event savings, potential event savings percentage, and average target savings per-
centage
Event Overview, with data on the total number of events, commodities, and bids
Event Participation Summary, with data on the total number of invited, accepted, declined, partici-
pated, and awarded suppliers
Lot Summary, with data on total lots and total awarded, pending, and unawarded lots.
Event Spend Summary report: This report is parameterized on event type, so you must choose the
event types you want to run it for. Filter further by commodity, event status, event type, event tem-
plate, region, currency, test event status, department, and user.
RFI Report
An overall view of your organization’s RFI activity. This report is a compound report that includes the
following components:
Event Overview, with total number of events and commodities
Event Participation Summary, with data on the total number of invited, accepted, declined, and partici-
pated suppliers.
Questions Summary, with the average number of RFI questions
RFI Event Details report
4. Supplier Participation Report
An overall view of event activity by specific suppliers. This report is a compound report that includes the following com-
ponents:
Event Participation Summary, with data on the total number of events invited, accepted, declined, participated,
awarded, and the total number of bids for the supplier
Event Spend Summary, with data on historic spend, total bid, lead bids submitted by incumbents, lead bid total,
awarded spend to the supplier, and awarded savings from the supplier.
Lot Participation Summary, with total lots invited, accepted, declined, participated, and awarded, and acceptance
and participation percentages for the supplier
Participation Event Analysis report
Participation Event Spend report: This report is parameterized on supplier and event type, so you must choose
the event type and supplier you want to run it for. Filter further by supplier, commodity, event status, event type,
region, currency, test event status, department, and event template.
DETAILED REPORTS
These reports are all available OOTB (Out-of-the Box):
Accepted Suppliers Summary--Accepted suppliers for each event.
Awarded Suppliers Summary—Awarded suppliers for each event.
Declined Suppliers Summary— Declined suppliers for each event.
Event Overview Report—Basic data on all events such as number of events, commodity count, and # of bids
submitted.
Event Participation Report— An overview of supplier event participation.
Event Spend Summary An overview of event spend, bid, and savings.
Lot Summary— Basic data on event lots.
Participated Suppliers Summary— Event participation information for suppliers.
Participated Event Analysis —Lot, bid, and savings details for supplier participation in events.
Participation Event Spend Analysis— Spend and lead bid data for events.
Participation Event Summary —An overview of bid, spend, and savings data for participating suppliers.
Participation Lot Summary— A high-level view of supplier participation.
RFI Event Details Report— Question and supplier data for RFI events.
Participated Event List— A list of events suppliers have participated in, w/ an overview of bid, spend, savings,
and awarded data.
Reporting Best Practice Tip
Folders and Personal Workspaces provide a way to organize the reports, tasks, and other documents
you use frequently. Your ability to use folders and documents depends on the Ariba Spend Manage-
ment solution your company has purchased. Each Ariba Spend Management user who can save re-
ports has a Personal Workspace. Personal Workspaces are only visible to the user. Your ability to
save reports depends on the Ariba Spend Management solution your company has purchased.
The Public Reports folder provide a way of sharing reports with other users. All folders in the Public
Reports folder are visible to other users. High-level users can save reports to public folders, where
other users can see and copy them. Users can also place reports in public folders but restrict access
to them. The reports you place in public folders cannot be edited by other users.
5. HEALTH CHECK REPORTS
These reports are all available OOTB (Out-of-the Box):
An overall view of event activity. This report is a compound report that includes the following components:
• Number of Projects by Project Type, with data on the total number of each type of event.
• Number of Suppliers Participating, with data on the total number of participating suppliers by event type.
• Number of Users Completing Projects, with data on total events for each user by event type.
• Total Values by Quarter, with data on event item historic spend by event published quarter.
• Total Values by Project, with data on event item historic spend for each event.
• Top 5 Commodities Sourced by Project Type, with data on the five top-level commodity categories with the
largest number of events.
Health Check: DETAILED REPORTS
These reports are all available OOTB (Out-of-the Box):
Number of Projects by Project type—Number of events for each event type.
Number of Suppliers Participating —Number of participated suppliers for each event type.
Number of Users Completing Projects—Number of events for each owner.
Total Values by Project— Historic spend for each event.
Total Values by Quarter— Historic event spend by published quarter.
Top 5 Commodities Sourced by Project Count—The top-level commodity categories with the top five number of events.
PROJECT ANALYSIS REPORTS
These reports are all available OOTB (Out-of-the Box):
Active Projects by Owner— Active projects of every type for each owner.
Active Projects by Status— A list of active projects by project status.
Actual Savings Report— A comparison of sourcing project savings and spend from baseline to implement to actual
spend.
Baseline Spend by Project— The baseline spend for projects in each commodity category.
Duration of Projects by Start Date— The duration of projects in each commodity category.
Late Projects by Owner— Each project owner’s late projects.
Pipeline Report— A list of planned projects.
Savings by Project— Sourcing project savings in each commodity category.
Project Quarterly Report— The sourcing projects with start or end dates in the current quarter.
Project Gantt Chart by Start Date (XLS)—A chart of sourcing projects; use the associated Excel template to export the pie
chart.
Projects to End in the Next 3 Months— The sourcing projects that are due to end in the next three months for each
commodity category.
Projects to Start in the Next 3 Months— The sourcing projects that are scheduled to start in the next three months for
each commodity category.
Savings Detailed Report— A detailed view of project spend and savings, which allows you to easily compare savings per-
formance for projects by examining baseline, estimated, negotiated, and implemented savings and spend side-by-side.
Savings Summary Report— A higher-level comparison of project spend and savings, which provides basic information
about savings performance for projects with a side-by-side comparison of savings figures.
Sourcing Project by Type and Start Date—Sourcing projects organized by event type.
6. GET YOUR HANDS ON THE INFORMATION THAT MATTERS!
SOURCING USAGE REPORTS
These reports are all available OOTB (Out-of-the Box):
Aggregate Spend and Savings by Commodity
Number of Events by Event Type
Number Events Created by User
Number of Sourcing Projects Started
Number of Suppliers Participating
Number of Users Completing Projects
Number of Users Creating Events by Event Type
Number of Users Creating Projects
Supplier Participation by Event Type
Total Baseline Spend by Project
Total Events by Commodity
Total Historic Value of Events
Total Value of Events (Baseline Spend and Lead Bid Total)
User Ability Reports
These reports are all available OOTB (Out-of-the Box):
User Names and Permissions—
This report displays user counts by user ID, user, active status, last login date, Create Internal
Contract Workspace Ability, Create Sales Contract Workspace Ability, Create Procurement
Contract Workspace Ability, Create Sales Contract Request Ability, Create Sourcing Project
Ability, Create SPM Project Ability, and Create Supplier Project Ability in detail view. Drill down
or filter data further by all of these fields. By default, the report only displays data for active
users with login dates in the last month.
Reporting Best Practice Tip
To balance the need for summary and detail, you need to consider what the report will be used for. To show an
overview of event participation by event, supplier, or commodity, for example, use a summary report. To examine line
level details for a specific event, commodity, or supplier, use a detailed report.
• For a summary report, use the dimensions for the summary information as rows. Place dimensions used for drilling
into the data as page fields.
• For a detailed report, place the detailed dimension or level as rows. Also, create a parameterized report to require
that analysts filter the report before running it to reduce the scope of the query. To balance the need for summary
and detail, you need to consider what the report will be used for. To show an overview of event participation by
event, supplier, or commodity, for example, use a summary report. To examine line level details for a specific
event, commodity, or supplier, use a detailed report.
• For a summary report, use the dimensions for the summary information as rows. Place dimensions used for drilling
into the data as page fields.
• For a detailed report, place the detailed dimension or level as rows. Also, create a parameterized report to require
that analysts filter the report before running it to reduce the scope of the query.