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SAP Learning Journey

Performing Additional Field Operations

Objectives

After completing this lesson, you will be able to:

Edit reports to display the desired data

Access to Additional Line-Level Details

Let’s examine ways you can adjust and enhance pivot tables further.

To dig deeper into data sources such as sourcing events, contract workspaces, and purchase orders, you can choose a detail field and select View More Details. For data originating from an SAP Ariba solution, you can directly access the source by choosing Inspect in ASM or Inspect in Procurement to gain richer line-level insight.

For example, choosing an Event Id → View More Details → Inspect in ASM will open the sourcing event document.

Additional Field Operations

Operation	Purpose
Move Field	Rearrange a field to appear before or after other fields on the pivot table. Use the manual drag-and-drop or the Move Field option to shift columns and rows for varied data perspectives.
Hide	Hide a row or column to remove its data from view. The pivot table's totals will adjust accordingly. Hidden data is indicated in the Applied Filters area.
Sort	Sort row or column data. An arrow icon in the field heading signifies whether it is currently sorted in ascending or descending order.
Field settings	Modify display options, such as number format, or set alerts based on simple conditions you define.
Show line level details	Focus on a specific data element and show additional details, including a link to the item if it originates from an SAP Ariba solution.

Others Bucketing

Others bucketing simplifies your pivot table by grouping non-essential data into a unified category.

There are multiple display options for others bucketing:

The Number of Rows option allows you to set the maximum and minimum number of rows displayed on the pivot table.
The 80-20 Rule option can be used to prioritize significant data. For instance, with an 80/20 ratio, top commodities making up 80% of your spend are shown, while the remaining 20% are grouped as Others. Other ratios include 90/10, 70/30, 60/40, and 50/50.
The Minimum Subtotal Percentage option allows you only to show rows that meet a certain percentage of the total. Options include 0.1%, 0.5%, 1%, 3%, and 5%.

When combining options, the most restrictive one is used to construct the report, but the view will always respect the minimum rows set. These tools help you focus on crucial data, ensuring a streamlined analysis.

Field Settings

You use field settings to modify displays in reports. The field settings options available to you depend on the type of data in the field.

Format

You can customize number formatting to adjust decimal places, show currency symbols, or represent values as a percentage of the total in a row or column. To format the field settings for a data field:

On the report pivot table, choose the data field label.
Choose Field Settings from the dropdown.
The Define Data Field page will appear.
Use the options on the Format tab to customize the formatting.

Data Field View options include:

Normal: Displays the measure numerically.
Percentage: Shows data as a percentage in the row or column. An option to display alongside the original value is available.
Running total: Represents data as a running total along rows or columns.

Number Format options include:

Default: Shows data in its default format.
Number: Displays data in number format. Additional options for formatting numbers include setting decimal places, showing or hiding a separator between thousands, and configuring the display of negative numbers.
Currency: Shows data in currency format. If using currency, additional options include setting decimal places, showing or hiding the currency symbol, and configuring the display of negative numbers. The available currency symbol aligns with your set currency preference.
Percentage: Represents data in percentage format. There is an additional option for setting decimal places.

Alerts

Alerts in reporting enable you to set conditions for measures. When set conditions are met, a colored indicator appears on the report.

You can set alerts on any measure or column heading that contains totals. To set alerts in reports:

On the report pivot table, choose the data field label.
Choose Field Settings from the dropdown.
The Define Data Field page will appear.
Choose the Alerts tab.
Select Enable alerts.
Use the options on the Alerts tab to set the alerting conditions.

Alert condition options include:

Setting threshold values to activate visual alerts. For example, rows with spend over $100,000,000 can be highlighted.
Picking a color for highlighting threshold breaches and, if desired, adding a notification message. This message pops up when hovering over an alerted field in the report.
Selecting which pivot table levels to emphasize.

How to Perform Additional Field Operations

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