Oracle. Procurement Cloud Creating Analytics and Reports. Release 11

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1 Oracle Procurement Cloud Release 11

2 Oracle Procurement Cloud Part Number E Copyright , Oracle and/or its affiliates. All rights reserved. Author: Raminder Taunque This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/ or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at ctx=acc&id=docacc Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit pls/topic/lookup?ctx=acc&id=info or visit if you are hearing impaired.

3 Contents Preface i 1 Introduction 1 About This Guide... 1 Related Documents and Training Overview 3 Creating and Editing Procurement Analytics and Reports: Overview... 3 Saving Analytics and Reports: Points to Consider... 3 What happens to customized analytics and reports when a patch is applied? Security for Procurement Analytics and Reports 7 Security for Oracle Procurement Cloud Analytics: Overview... 7 Security for Oracle Procurement Cloud Reports: Overview Analytics 11 Creating and Editing Analytics: Highlights Data Structure Analyses Dashboards Reports 25 Creating and Editing Reports: Explained Accessing Report Components to Customize: Points to Consider Using the Customize Option for Predefined Reports: Points to Consider Links Between Original and Custom Reports: Points to Consider Layouts Data Models New Reports Performance Tuning 39 Performance Tuning for Analytics and Reports: Points to Consider... 39

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5 Preface Preface This preface introduces information sources that can help you use the application. Oracle Applications Help Use the help icon to access Oracle Applications Help in the application. If you don't see any help icons on your page, click the Show Help icon in the global area. Not all pages have help icons. You can also access Oracle Applications Help at Using Applications Help Watch: This video tutorial shows you how to find help and use help features. Guides To find guides for Oracle Applications, go to the Oracle Help Center at Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Comments and Suggestions Please give us feedback about Oracle Applications Help and guides! You can: Send to: Click your user name in the global area of Oracle Applications Help, and select Send Feedback to Oracle. i

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7 Chapter 1 Introduction 1 Introduction About This Guide This guide is intended for report builders who want to modify and save custom analytics and reports as well as create new content in custom folders. The guide contains both conceptual and procedural information intended to help users build highimpact analytics, reports, and dashboards that are tailored to the content needs of a specific line of business or company. Related Documents and Training Review videos, tutorials, and other help about analytics and reports in the Oracle Cloud Documentation Library. Regardless of your role, Oracle Procurement Cloud analytics and reports are designed to make your job easier. For more information about analytics and reports, see: Oracle Procurement Cloud: Using Analytics and Reports This guide explains how to access, understand, and use some of the key Oracle Procurement Cloud reports. Oracle Cloud: Administering Transactional Analyses This guide describes general administrative procedures and concepts for reports and analytics. 1

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9 Chapter 2 Overview 2 Overview Creating and Editing Procurement Analytics and Reports: Overview Predefined analyses, dashboards, and reports help you meet business intelligence requirements, but you might want to edit them or create new ones for your own purposes. Or, if you have the appropriate roles, you can customize analytics and reports for other users also. Setup and Administration There are additional tasks that support creating and editing analytics and reports. For example, your implementor or administrator can: Secure access to custom analytics and reports. Archive and move custom analytics and reports from one environment to another. Related Topics Creating and Editing Analytics: Highlights Creating and Editing Reports: Explained Saving Analytics and Reports: Points to Consider You save analyses, dashboards, and reports in the business intelligence (BI) catalog, along with other objects. The catalog has a hierarchy of folders, with My Folders and Shared Folders at the top. One important folder is Custom, which you find under Shared Folders. My Folders You're the only one who can access anything that you save in My Folders. When you save a new analysis, dashboard, or report in this folder, you can see it in My Folders on the Reports and Analytics work area, but not in My Folders in the Reports and Analytics pane on any other work area. Note: The only exception is when you create an analysis using the wizard in the Reports and Analytics pane, and save it in My Folders. In this case, the analysis is available in the pane on all work areas. Shared Folders If you have the appropriate roles, you can also save in Shared Folders so that your custom analytics or reports are available to anyone with the right access. You should save under the Custom subfolder, which has subfolders organized by product family. 3

10 Chapter 2 Overview Important: Regarding predefined analytics and reports: You should save a copy of the predefined analysis or dashboard in the corresponding product family subfolder under the Custom folder, and edit only the copy. Directly edit predefined analytics only when necessary, to make sure that any references to the analysis or dashboard still work properly. For predefined reports only, you can use a special Customize option to copy the report and also the folder structure and permissions. The copy is linked to the original, so editing the copy is like directly editing the original. Custom Folder Keep all custom analytics and reports in the Custom folder so that: While upgrades can change predefined analytics and reports outside the Custom folder, you ensure that customized copies of those objects are not affected. You might lose customizations saved outside the Custom folder during upgrades. You can easily find customized objects. You can edit objects in the Custom folder without compromising security on the original objects. Note: When you copy an object into the Custom folder, the copied object inherits the permission settings of the Custom folder. Your administrator can reset the permissions on the object and the folder that it's in. Related Topics Reports and Analytics Pane: Explained Creating and Editing Reports: Explained Creating and Editing Analytics: Highlights Using the Customize Option for Predefined Reports: Points to Consider What happens to customized analytics and reports when a patch is applied? All custom analytics and reports are preserved if you save them in the Custom subfolder within Shared Folders, or in My Folders in the business intelligence (BI) catalog. Changes to predefined analytics and reports outside the Custom folder are preserved only if the patch doesn't include a new version of those BI objects. If the patch does include a new version of a predefined object that you edited outside the Custom folder, then: The new version overwrites the existing predefined object. A copy of the existing object (with your edits) is automatically created in the same folder, with a new name that indicates it's a custom version. 4

11 Chapter 2 Overview If the patch includes a new version of both the predefined object and a folder in its file path, then: The new folder, along with the new version of the object, overwrites the existing predefined folder and object. A copy of the existing folder (along with your edited object) is automatically created. The folder is renamed to indicate that it's a custom version, but your edited object is not renamed. Note: Future patches won't affect renamed custom objects or anything within a renamed custom folder. 5

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13 Chapter 3 Security for Procurement Analytics and Reports 3 Security for Procurement Analytics and Reports Security for Oracle Procurement Cloud Analytics: Overview Security for viewing, creating, and editing Oracle Procurement Cloud analytics comprises three main concepts: Access to the folders where the analyses and dashboards are stored Access to the data that you want the analysis or dashboard to return Access to Business Intelligence functionality This topic provides an overview of how analyses and dashboards are secured so that you understand what security roles or access you may need to request from your security administrator to create and edit analyses and dashboards. Refer to the related topics for more examples and more detailed information about these concepts. Access to Subject Areas Subject areas are functionally secured using duty roles. The names of duty roles that grant access to subject areas include the words Transaction Analysis Duty (for example, Workforce Transaction Analysis Duty). These duty roles exist under the obi application in Oracle Entitlements Server. Access to Analyses and Dashboards in the BI Catalog To access delivered analyses and dashboards, you access the Business Intelligence Catalog (BI Catalog). The folders in the BI Catalog are functionally secured using the same duty roles that secure access to the subject areas. Therefore, a user who inherits the Workforce Transaction Analysis Duty can access both the Workforce Management folder in the Business Intelligence Catalog and the Workforce Management subject areas. Analyses and dashboards are secured based on the folders in which they're stored. You can set permissions against folders and reports for Application Roles, Catalog Groups, or Users. Reporting Data The data that's returned in Oracle Transactional Business Intelligence reports is secured in a similar way to the data that's returned in Oracle Procurement Cloud pages. Data access is granted by roles that are linked to security profiles. Each of the Transaction Analysis Duty roles that grants access to subject areas and Business Intelligence Catalog (BI Catalog) folders inherits one or more Reporting Data Duty roles. These duty roles grant access to the data. The Reporting Data Duty roles are under the Procurement application in Oracle Entitlements Server. 7

14 Chapter 3 Security for Procurement Analytics and Reports Business Intelligence Roles Business Intelligence roles apply to both Oracle Business Intelligence Publisher (Oracle BI Publisher) and Oracle Transactional Business Intelligence. They grant access to Business Intelligence functionality, such as the ability to run or author reports. Users need one or more of these roles in addition to the roles that grant access to reports, subject areas, Business Intelligence catalog folders, and Oracle Procurement Cloud data. Security for Oracle Procurement Cloud Reports: Overview Security for viewing, creating, and editing Oracle Business Intelligence Publisher reports for Procurement comprises these concepts: Access to the folders where the reports are stored Access to the data that you want the report to return Access to Business Intelligence functionality Secured list views Personally identifiable information (PII) This topic provides an overview of how Business Intelligence Publisher reports are secured so that you understand what security roles or access you may need to request from your security administrator to create and edit reports. Refer to the Securing Procurement Cloud guide for more examples and more detailed information about these concepts. Access to Reports in the BI Catalog You can access the delivered reports in the Business Intelligence Catalog (BI Catalog). The folders in the BI Catalog are functionally secured using the same duty roles that secure access to the subject areas. Therefore, a user who inherits the Purchase Order Transaction Analysis Duty can access both the Purchasing folder in the Business Intelligence Catalog and the Purchasing subject areas. Reports are secured based on the folders in which they're stored. You can set permissions against folders and reports for Application Roles, Catalog Groups, or Users. Functional Area Folder Default Job Role OTBI Transactional Analysis Duty Role Purchasing Category Manager Buyer Procurement Contract Administrator Procurement Manager Purchase Analysis Sourcing Category Manager Buyer Procurement Manager Spend Accounts Payable Manager Accounts Payable Specialist Accounts Payable Supervisor Buyer Purchase Order Transaction Analysis Duty Sourcing Transaction Analysis Duty Spend Transaction Analysis Duty Role 8

15 Chapter 3 Security for Procurement Analytics and Reports Functional Area Folder Default Job Role OTBI Transactional Analysis Duty Role Procurement Manager Access to Subject Areas in the BI Catalog Access to subject areas in the Business Intelligence Catalog is secured by OTBI Transactional Analysis Duty roles at the level of the folder corresponding to the functional area. The following table lists subject areas by functional area and the corresponding default job role, and OTBI Transactional Analysis Duty role. Subject Area Enterprise Job Role OTBI Transactional Analysis Duty Role Procurement - Purchasing Real Time Category Manager Buyer Procurement Contract Administrator Procurement Manager Purchase Analysis Procurement - Requisitions Real Time Buyer Procurement Contract Administrator Procurement Manager Purchase Analysis Procurement - Spend Real Time Accounts Payable Manager Accounts Payable Specialist Accounts Payable Supervisor Buyer Procurement Manager Purchase Order Transaction Analysis Duty Purchase Requisitions Transaction Analysis Duty Spend Transaction Analysis Duty Role Procurement - Purchasing Agreements Real Time Procurement - Implemented Change Orders Real Time Procurement - Pending Change Orders Real Time Category Manager Buyer Procurement Contract Administrator Procurement Manager Category Manager Buyer Procurement Contract Administrator Procurement Manager Category Manager Buyer Procurement Contract Administrator Procurement Manager Agreement Transaction Analysis Duty Implemented Change Order Transaction Analysis Duty Pending Change Order Transaction Analysis Duty Sourcing - Supplier Awards Real Time Category Manager Procurement Contract Administrator Procurement Manager Sourcing - Supplier Negotiations Real Time Category Manager Procurement Contract Administrator Procurement Manager Sourcing Transaction Analysis Duty Sourcing Transaction Analysis Duty Sourcing - Supplier Responses Real Time Category Manager Sourcing Transaction Analysis Duty 9

16 Chapter 3 Security for Procurement Analytics and Reports Subject Area Enterprise Job Role OTBI Transactional Analysis Duty Role Procurement Contract Administrator Procurement Manager Supplier - Supplier Real Time Supplier Administrator Supplier Manager Purchase Analysis Supplier Administrator Supplier Import - Supplier Real Time Supplier Manager Purchase Analysis Supplier Master Data Transaction Analysis Duty Supplier Master Data Transaction Analysis Duty Reporting Data The data that's returned in reports is secured in a similar way to the data that's returned in Oracle Procurement Cloud pages. Data access is granted by roles that are linked to security profiles. Each of the Transaction Analysis Duty roles that grants access to subject areas and Business Intelligence Catalog (BI Catalog) folders inherits one or more Reporting Data Duty roles. These duty roles grant access to the data. The Reporting Data Duty roles are under the Procurement application in Oracle Entitlements Server. Business Intelligence Roles Business Intelligence roles apply to both Oracle Business Intelligence Publisher (Oracle BI Publisher) and Oracle Transactional Business Intelligence. They grant access to Business Intelligence functionality, such as the ability to run or author reports. Users need one or more of these roles in addition to the roles that grant access to reports, subject areas, Business Intelligence catalog folders, and Oracle Procurement Cloud data. Secured List Views When you access data using a BI Publisher data model that uses an SQL Query as the data source, you have two options: Select data directly from a database table, in which case the data you return isn't subject to data-security restrictions. Because you can create data models on unsecured data using BI Publisher, you're recommended to minimize the number of users who can create data models. Join to a secured list view in your select statements. The data returned is determined by the security profiles that are assigned to the roles of the user who's running the report. PII Data Personally identifiable information (PII) tables are secured at the database level using virtual private database (VPD) policies. Only authorized users can report on data in PII tables. This restriction also applies to Business Intelligence Publisher (BI Publisher) reports. The data in PII tables is protected using data security privileges that are granted by means of duty roles in the usual way. 10

17 Chapter 4 Analytics 4 Analytics Creating and Editing Analytics: Highlights Edit and create custom analytics to provide ad hoc reporting on your transactional data. The predefined analyses and dashboards help answer many of your business questions, but you can also create your own to meet custom requirements. This table gives a just a few examples of creating or editing analytics. Task Create an analysis Example Your team needs a simple list of all your accounts, sorted by account ID. You include the account name, ID, and address in a new analysis, and add sorting on the ID column. Create a view A predefined analysis has a bar graph. You save a custom version of this analysis with a table view and add it below the graph. Create a view selector You later decide that you want to toggle between viewing a table and a graph. You add a view selector that includes the table and graph views. Edit a dashboard prompt A predefined dashboard has a Start Date prompt. You make a copy of the dashboard and replace Start Date with a date range prompt. Create a dashboard You create a dashboard that includes an analysis and a report to view both together. Tip: A wizard in the Reports and Analytics pane is available to help you create or edit analyses. Data Source Customization Administrators can customize the business intelligence (BI) repository to determine the columns available for you to use. They enable flexfields (which support custom attributes) for BI, and import them into the repository. Refer to the Oracle Cloud: Administering Transactional Analyses guide. See: Configuring Flexfields for Business Intelligence You can then select attributes from flexfields to include in your analyses. Related Topics Reports and Analytics Pane: Explained Data Structure 11

18 Chapter 4 Analytics Data Structure for Analytics: Explained The business intelligence (BI) repository contains the metadata that defines which columns you can include in analyses, and the source of that data. The repository is organized into subject areas, which contain folders with the columns. Columns Note: You can also use the BI repository as a data source for reports. This table describes the three types of columns. Column Type Description Example Icon for Column Type Fact Provides a measure of something, meaning that the values are numbers. Total Yellow ruler Attribute Represents a piece of information about a business object, with values that are dates, IDs, or text. Start Date Gray paper Note: Attribute columns can be flexfield segments imported into the BI repository. Hierarchy Holds data values that are organized in a hierarchical manner. Time, with sublevels: Year Quarter Month Column: Hierarchy of blue squares Sublevel: Blue or white square Subject Areas When you create an analysis, you first select a subject area, which contains columns related to a specific business object or area. You then open folders within the subject area to find the columns to include. Folders Each subject area has one fact folder and a number of dimension folders. Folders can have subfolders. Fact folders: Contain fact columns. Are usually at the bottom of the list of folders and are usually named after the subject area. Dimension folders: Contain attribute and hierarchical columns. Are joined to the fact folder within a subject area. 12

19 Chapter 4 Analytics For example, if your analysis has the Currency attribute from a dimension folder, you see currencies in the results. If you also add the Total fact, then your analysis includes only records with both a currency and a total amount. The more columns you add, the smaller the query set for your analysis. Can be common folders, or common dimensions, that appear in more than one subject area. Important: If your analysis has columns from multiple subject areas, then you: Should include columns only from dimension folders that are common to all of those subject areas. At least one such column is required. Must include one column from the fact folder in each of those subject areas. Related Topics Customizing Data Models: Procedure Procurement Subject Areas, Folders, and Attributes: Explained To create real-time analyses, you should be familiar with the Oracle business intelligence concepts of subject areas, folders, and attributes. Subject Areas To create an analysis, you begin by selecting a subject area from which you select columns of information to include in the analysis. For example, to create an analysis of requisition information, you begin by selecting a Requisitions subject area. Subject areas are based around a business object or fact. Procurement has a total of 10 procurement specific subject areas: Procurement - Implemented Change Orders Real Time Procurement - Pending Change Orders Real Time Procurement - Purchasing Agreements Real Time Procurement - Purchasing Real Time Procurement - Requisitions Real Time Procurement - Spend Sourcing - Supplier Awards Real Time Sourcing - Supplier Negotiations Real Time Sourcing - Supplier Responses Real Time Supplier - Supplier Real Time Note: OTBI subject areas always have a suffix of Real Time. Folders Each subject area has one fact folder and a number of dimension folders. Fact folders contain attributes that can be measured, meaning that they are numeric values like order quantity and order amount. A special folder, called a Degenerate Dimension, is also associated with the fact folder. Each dimension folder is joined to the fact folder within a subject area. 13

20 Chapter 4 Analytics Some folders appear in more than one subject area, such as Buyer, Procurement BU, and Requisitioning BU. These are referred to as common folders or common dimensions. Fact folders are usually at the bottom of the list of folders and are usually named after the subject area. Each fact has a different level of granularity. For example: Buyer has contact details Purchase Order Schedules has additional folders 14

21 Chapter 4 Analytics Attributes Finally, each dimension folder contains attributes, such as address, item details, and so on. This figure illustrates the structure of subject areas, folders, and facts. In the preceding figure, the following Transactional Business Intelligence components are shown: Subject area: Procurement - Purchasing Real Time Dimension - Presentation Folder: Buyer Dimension - Attributes: Address Line, City, Country, Full Name. and so forth Fact - Presentation Folder: Purchase Order Schedules 15

22 Chapter 4 Analytics Fact - Measures: Accepted Quantity, Billed Amount, Billed Quantity, Count Analyses Creating and Editing Analyses Using a Wizard: Procedure You can use a wizard that guides you through creating and editing analyses. Even though the wizard doesn't give you all available features, you can still use it to make typical changes, for example adding views or filters. Note: The function of the wizard is only for creating and editing analyses. Use Oracle Business Intelligence Answers to create dashboards and to delete analyses. Creating an Analysis 1. Open the Reports and Analytics pane in any work area. 2. Click Create and select Analysis. 3. Select the subject area that has the columns you want for your analysis. 4. Optionally, add more subject areas or remove any that you no longer need. 5. Select the columns to include, set options for each column, and click Next. 6. Optionally, enter a title to appear at the top of the analysis, above the analysis name that you enter in the last step. 7. Select the type of table or graph to include, specify the layout of the views, and click Next. Tip: At any point after this step, you can click Finish to go to the last step, to save your analysis. 8. Optionally, set more options for the table or graph, and click Next. 9. Optionally, add sorts or filters based on any of the columns you included, and click Next. 10. If you have a table, optionally define conditional formatting for select columns, for example to display amounts over a certain threshold in red. Click Next. 11. Enter the name of your analysis and select a folder to save it in. 12. Click Submit. Editing an Analysis 1. Open the Reports and Analytics pane in any work area where the analysis is available. 2. Select your analysis in the pane and click Edit. 3. Perform steps 4 through 10 from the preceding Creating an Analysis task, as needed. 4. To update an existing analytic, select the same name in the same folder. Tip: Tip: To copy the analysis, name it either with a new name or in a new folder. 5. Click Submit. Related Topics Reports and Analytics Pane: Explained 16

23 Chapter 4 Analytics Saving Analytics and Reports: Points to Consider Creating a Supplier Purchase Order Analysis: Worked Example This example demonstrates how to create an analysis that shows details of the purchase orders for a specific supplier. The following table summarizes key decisions for this scenario. Decisions to Consider Which subject area to use? In This Example Procurement - Purchasing Real Time What columns to include? Year, Business Unit, Supplier, Name, Payment Terms, Order, UOM, Line, Ordered Quantity, Purchase Order Distribution Amount Which layout to use? Table Does the report need sections? No Does the report need highlighting? Highlight ordered quantity above 1000 in green and below 20 in red. Creating The Analysis 1. Navigate to the Reports and Analytics work area. 2. On the Create Analysis: Select Columns page, expand the Procurement - Purchasing Real Time folder. 3. Click Create and select Analysis if not already selected. 4. In the Select Subject Area window, select the Procurement - Purchasing Real Time subject area. 5. Expand the Time - Approved Date folder. 6. Select Year and click the Add button to move the column to the Selected Columns area. 7. Expand the Procurement BU folder. 8. Select Business Unit and move it to the Selected Columns area. 9. Expand the Supplier Profile folder. 10. Select Supplier and move it to the Selected Columns area. 11. Expand the Supplier Contact folder. 12. Select Name and move it to the Selected Columns area. 13. Expand the Payment Terms folder. 14. Select Payment Terms Name and move it to the Selected Columns area. 15. Expand the Purchase Order Header Detail folder. 16. Select Order and move it to the Selected Columns area. 17. Expand Purchase Order Lines, then expand the Purchase Order Line Detail folder. 18. Select UOM and move it to the Selected Columns area. 19. In the same folder select Line move it to the Selected Columns area. 20. Expand Purchase Order Lines, then expand the Purchase Order Line folder. 21. Select Ordered Quantity and move it to the Selected Columns area. 22. Expand Purchase Order Distributions, then expand the Purchase Order Distribution folder. 23. Select Purchase Order Distribution Amount and move it to the Selected Columns area. 24. Click Next. 17

24 Chapter 4 Analytics 25. On the Create Analysis: Select Views page, enter "Supplier Purchase Order Analysis" in the Title field. 26. Next to the Table field, click None to open the Table menu. 27. Select Table (recommended). 28. Check the box for Preview. 29. Click Next. 30. On the Create Analysis: Edit Table page, click Next. 31. On the Create Analysis: Edit Graph page, in the Sort region click Add Sort. 32. Select Order, then Ascending. 33. In the Filter region click Add Filter. 34. Select Supplier, then Allied Manufacturing in the Value column. 35. Click Next. 36. Open the choice list for Add Column Format and select Ordered Quantity. 37. Now enter 20 for the first Threshold and 1000 for the second Threshold. 38. Click Next. 39. On the Create Analysis: Save page, Save In region, enter "PO Details for Allied Manufacturing" in the Analysis Name field, enter a description, and then select My Folders. 40. Click Submit. 41. In the Confirmation window, click OK. 42. Expand My Folders to locate your analysis. 43. Select your report and click View. 44. Review your analysis. Creating and Editing Analyses with Advanced Features: Procedure Even though you can use a wizard to create or edit analyses, you might have to use advanced features for complicated analyses or specific requirements. For example, you can create view selectors so that users can toggle between views within an analysis, or define criteria for filters using SQL statements. You can also perform other actions on analyses, for example delete them or copy and paste them within the business intelligence catalog. Creating or Editing an Analysis 1. Open the Reports and Analytics pane in any work area. 2. Click the Browse Catalog button. 3. Click the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area. Or, select your analysis in the Folders pane and click Edit. 4. Use the tabs as described in this table. Tab Criteria Task Select and define the columns to include. Add filters. Results Add views and set options for results. Prompts Define prompts to filter all views in the analysis. 18

25 Chapter 4 Analytics Tab Advanced Task View or update the XML code and logical SQL statement that the analysis generates. Set options related to query performance. 5. Save your analysis. Performing Other Actions on an Analysis 1. Open the Reports and Analytics pane in any work area where the analysis is available. 2. Select your analysis in the pane and click More. 3. Click More for your analysis and select the desired action, for example Delete or Copy. Related Topics Reports and Analytics Pane: Explained Saving Analytics and Reports: Points to Consider Adding an Analysis to the Procurement Dashboard: Worked Example This example shows how to add an analysis to the Procurement dashboard. This dashboard is a page in the application, not a dashboard in the business intelligence (BI) catalog. You can add predefined or custom analyses to any desktop page that you can personalize or customize. The following table summarizes key decisions for this scenario. Decisions to Consider Which analysis do you want to add? In This Example Negotiated Award Amount and Savings by Category Ensure that the analysis isn't querying against a large volume of records. If it is, then the Procurement dashboard can take a long time to open after you add the analysis. Do you have to change the layout of the page? Yes, to a two-column layout that is wider on the right side. The one- or two-column layout gives enough space to properly display analyses. Do you want all or only one view of the analysis? All views. Are these changes for you only, or for all users of the Procurement dashboard? You only. Adding an Analysis to the Procurement Dashboard 1. Open the Procurement dashboard. 2. Click your name in the global area and select Edit Current Page. 19

26 Chapter 4 Analytics 3. Click Change Layout and select Two columns, narrow left. 4. Click Add Content for the wider column. The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog. 5. Click through the folders in the catalog until you see the name of the analysis, and click Add to include all views of the analysis. If you instead click Open or Negotiated Award Amount and Savings by Category, you can select a specific view to add. 6. Click Close after you see the analysis added to the top of the wider column on the dashboard. 7. Click Save and then Close. Dashboards Copying a Purchasing Dashboard: Worked Example This example demonstrates how to copy a predefined business intelligence dashboard so that you can customize the copy and not the original. The following table summarizes key decisions for this scenario. Decisions to Consider Which predefined dashboard are you copying? In This Example Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order Is the copied version for yourself only or to be shared among multiple users? Shared Make a copy of the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard and all its contents, including its analysis and prompt, and place them in the appropriate folders under Shared Folders - Custom. Edit the copied dashboard so that it contains the copied analysis and prompt. Copying the Dashboard 1. Navigate to the Reports and Analytics work area (Navigator - Tools - Reports and Analytics). 2. Go to Shared Folders - Procurement - Purchasing - Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order - page 1, and click the More link. 3. In the Folders pane, select the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard folder. 4. Click the Copy icon in the toolbar. 5. In the Folders pane, go to Shared Folders - Custom - Procurement. 6. In the toolbar, click the New icon and select Folder. 7. Enter Purchasing in the Name field and click the OK button. 8. Click the Paste icon in the toolbar to create a copy of the dashboard selected earlier. Copying the Prompt and Analysis 1. With the Purchasing folder still open, in the toolbar of the Folders pane, click the New icon and select Folder. 20

27 Chapter 4 Analytics 2. Enter Prompts in the Name field and click the OK button. 3. Create another folder with the name Report Components. 4. In the Folders pane, go to Shared Folders - Procurement - Purchasing, and select the Prompts folder. 5. For the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order dashboard prompt, click the More link and select Copy. 6. In the Folders pane, select Shared Folders - Custom - Procurement - Purchasing - Prompts, and click the Paste icon in the toolbar. 7. In the Folders pane, go to Shared Folders - Procurement - Purchasing, and select the Report Components folder. 8. For the Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order analysis, click the More link and select Copy. 9. In the Folders pane, select Shared Folders - Custom - Procurement - Purchasing - Report Components, and click the Paste icon in the toolbar. Editing the Copied Dashboard 1. In the Folders pane, go to Shared Folders - Custom - Procurement - Purchasing - Amount Released From an Agreement Lines by Requisitioning BU on the Released Purchase Order. 2. Select the copied dashboard that you wish to customize and click the Edit link. 3. The Catalog page opens with your dashboard. Click the Edit link for your dashboard. 4. If you make changes, click the Save icon, otherwise just close the page to return to the Reports and Analytics page. Creating and Editing Dashboards: Procedure You can create and edit dashboards to determine their content and layout. Aside from objects in the business intelligence (BI) catalog, such as analyses, reports, and prompts, you can also add text, sections, and more to a dashboard. Creating a Dashboard 1. Open the Reports and Analytics pane in any work area. 2. Click Browse Catalog. 3. Click New and select Dashboard under Analysis and Interactive Reporting. 4. Enter the dashboard's name and description, and select a folder to save in. 5. With the Add content now option selected, click OK. 6. Optionally, add more pages, or tabs, within the dashboard. 7. Drag and drop items from the Dashboard Objects or Catalog pane to add content to the desired page. 8. Click Save. Note: The first dashboard page is saved with the page 1 name by default. To rename this page: 1. Click the Catalog link. 2. In the Folders pane, select your dashboard. 3. For page 1, click More and select Rename. 4. Enter the new name and click OK. Editing a Dashboard 1. Open the Reports and Analytics pane in any work area where the dashboard is available. 2. Select your dashboard in the pane and click More. 21

28 Chapter 4 Analytics 3. Click Edit. 4. Perform steps 5 and 6 from the preceding Creating Dashboards task, and make other changes as needed, for example: Related Topics Remove content from the dashboard. Change the layout of a page. Drag and drop within a page to move content around. Saving Analytics and Reports: Points to Consider Reports and Analytics Pane: Explained Adding a Purchasing Analysis to the Welcome Dashboard: Worked Example This example shows how to add an analysis to the Welcome dashboard. This dashboard is a page in the application, not a dashboard in the business intelligence (BI) catalog. You can add analyses to any desktop page that you're able to personalize. The analysis will show up on that page only for you, not anyone else. The following table summarizes key decisions for this scenario. Decisions to Consider Which analysis do you want to add? In This Example Top 10 Suppliers by Open Purchase Order Count and Buyer Ensure that the analysis isn't querying against a large volume of records. If it is, then the dashboard can take a long time to open after you add the analysis. Do you want to change the layout of the page? Yes, to a two-column layout that is wider on the right side. The one- or two-column layout gives enough space to properly display analyses. Do you want all or only one view of the analysis? All views. Steps 1. Navigate to the Welcome dashboard. 2. Click your name in the global area and select Edit Current Page. 3. Click Change Layout and select Two columns, narrow left. 4. Click Add Content for the narrow column. The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog. 5. Click through the folders in the catalog until you see the name of the desired analysis. Start with Reports and Analytics. 22

29 Chapter 4 Analytics 6. Click BIPresentationServer. 7. Click Shared Folders. 8. Click Procurement. 9. Click Purchasing. 10. Click Transactional Analysis Samples. 11. Scroll down to "Top 10 Suppliers by Open Purchase Order Count and Buyer" and click Add to include all views of the analysis. If you instead click Open or Top 10 Suppliers by Open Purchase Order Count and Buyer, you can select a specific view to add. 12. Click Close after you see the analysis added to the top of the column on the dashboard. 13. Click Save and then Close. 23

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31 Chapter 5 Reports 5 Reports Creating and Editing Reports: Explained Many predefined reports exist that you can use to generate and print documents for internal operations, external business transactions, or legal requirements. To meet specific requirements, you might need to create or edit reports to capture different data or present it in another way by customizing their components. Report Components Each report has components that you can customize, as described in this table: Report Component Description Tool for Customizing Data model Defines the data source, data structure, and parameters for the report. Multiple reports can use the same data model. Each report has one data model. Data model editor in the application Layout Properties Defines the presentation, formatting, and visualizations of the data. A report can have multiple layouts. There are different types of layout templates, for example Excel and RTF. Specifies formatting and other settings for the report. Depending on the template file type: XPT: Layout editor in the application RTF: Microsoft Word PDF: Adobe Acrobat Professional Excel: Microsoft Excel etext: Microsoft Word Report editor in the application What You Can Create or Edit This table gives just a few examples of creating or editing reports. Task Edit the layout of a report. Example Add your company logo to the report output. Add a new layout to a report. Design a new layout template that provides less detail than the existing template. Edit a data model. Add two fields to the data model used by a report so that you can add those new fields to a custom layout for the report. Create a new report based on a new data model. Create a new data model based on data from an external system, and create new reports using the custom data model. 25

32 Chapter 5 Reports Accessing Report Components to Customize: Points to Consider To create or edit reports, you need to access the business intelligence (BI) catalog. In the catalog, objects of type Report represent the report definition, which includes report properties and layouts. Data models are separate objects in the catalog, usually stored in subfolders called Data Models. Accessing the BI Catalog You can access the BI Catalog in any of the following ways: In the Reports and Analytics pane, click Browse Catalogto open the BI catalog, and find your report or data model in the Folders pane. In the Reports and Analytics pane, find your report and select More to go to the report directly in the catalog. The data model associated with the report should be in the Data Models subfolder within the same folder as the report. Sign in to the application directly (for example: to open the catalog. Sign in to the BI server directly (for example: to open the catalog. Alternatively, once you are in the catalog using another method, for example through the Reports and Analytics pane, change the final node of the URL ( to xmlpserver. So the URL you use would be: Predefined Reports A special Customize option is available only: For predefined reports, not data models. Through direct access to the BI server using the /xmlpserver URL. When you find your report in the BI catalog, select Customize from the More menu. The Customize option automatically creates a custom copy of a predefined report and stores it in the Shared Folders - Custom folder within the catalog. The new report is linked to the original, so that when users open or schedule the original, they are actually using the custom version. If you don't have access to the Customize option or don't want the original version linked to the new report, then make a copy of the predefined report and save it in the Custom folder. Predefined Data Models Don't edit predefined data models. Instead, copy the data model into the Custom folder and edit the copy. Related Topics Saving Analytics and Reports: Points to Consider What happens to customized analytics and reports when a patch is applied? 26

33 Chapter 5 Reports Using the Customize Option for Predefined Reports: Points to Consider The Customize option automatically creates a custom copy of a predefined report and stores it in the Shared Folders - Custom within the business intelligence (BI) catalog. The custom copy includes the report definition, folder structure, and original report permissions. This custom copy is linked internally to the original report. You can edit the custom copy of the report, leaving the original report intact. When users open or schedule the original report, they are actually using the custom version. Benefits of the Customize Option Aside from conveniently copying a predefined report to the Custom folder, the Customize option: Makes it unnecessary to update processes or applications that invoke the report. For example, if the original report is set up to run as a scheduled process, you don't need to change the setup. When users submit the same scheduled process, the custom report runs instead of the original. Automatically copies the security settings of the original report. Removes the risk of patches overwriting your edits. If a patch updates the original report, the custom report is not updated in any way. Note: The custom report still references the original data model. The data model is not copied. A patch that updates the data structure of the data model might affect your custom report. Accessing the Customize Option To access the Customize option: 1. Sign in to the BI server (for example, 2. In the Folders pane, select the predefined report. 3. Select Customize from the More menu for the report. 4. The copied report in the Custom folder opens, so proceed to edit this report. To edit the custom report again later, you don't need to be in the BI server. Just go to the BI catalog and either: Select the Customize or Edit option for the original report. Find your custom report in the Custom folder and select Edit. Related Topics Saving Analytics and Reports: Points to Consider What happens to customized analytics and reports when a patch is applied? 27

34 Chapter 5 Reports Links Between Original and Custom Reports: Points to Consider The Customize option for predefined reports creates a custom copy of the report that is linked to the original. Consider the following points when you work with both the original and custom versions. Maintaining the Link Between Reports The link between the predefined and custom report is based on the name of the custom report and its location within the Custom folder in the business intelligence (BI) catalog. If you manually create a report with the same name as a predefined report, and give it the same folder path under the Custom folder, then the new report becomes a custom version of the original. It would be as if you had used the Customize option to create the custom report. The link to the original report is broken if you rename the custom or original report. You can edit the custom report so that it uses a different data model. But if the original data model is updated later, then your custom report doesn't benefit from the change. Tasks Performed on Original Reports This table describes what happens when you use the original report and a corresponding custom report exists Task Performed on the Original Report Open Result When There's a Custom Report Opens the custom report. Schedule Creates a report submission for the custom report. Edit Edits the custom report. Delete Deletes the original report only. If you delete the custom report, the original report is not deleted. Copy Copies the original report. Cut and Paste Cuts and pastes the original report. Rename Renames the original report. The custom report name is not changed. Warning: This breaks the link between the original and custom reports. Download Downloads the custom report. Customize Edits the custom report. 28