Filters in Compound Reports
Filters in a compound report behave like page fields in an analytical report, constraining all data in all the reports and summarized views that make up the compound report. For example, if you add the page field Organization, you can filter the compound report to only display data for specific organizations.
Filters should be configured as page fields on the component reports. Filters may be more challenging to use when meant to function across multiple data sources or types, such as reports from both strategic sourcing and procurement.
A date field automatically filters all SAP Ariba reports. Each report has a default date field defined by the underlying fact and can include multiple other date fields. You must map the individual date fields from the underlying reports to the umbrella date filter to filter all of the compound report’s data using a single date setting. If you do not use this setting, the components of the compound report all use their individual date filters, which can mean that they show data for different time periods.
Mapped Fields in Compound Reports
After adding filters to your compound report, you map the shared dimension fields in the underlying reports to one another. Dimensions can contain several hierarchies, and hierarchies can have multiple levels. You map filter fields to connect the compound report’s filter field to the underlying reports' hierarchy fields and levels.
You will almost always need to map fields if you filter your report by date since the underlying reports typically use different date fields. For example, you can specify that you want a compound report’s date filter to use:
- Publish Date, Open Date, Close Date, or Award Date for sourcing events
- Expiration Date or Effective Date for contracts
- Ordered Date for purchase orders
- Invoice Date or Paid Date for invoices
To map fields in a compound report to filter fields, select Apply Filter for each filter you want to map to the suggested data field. The system lists the filters you previously applied to the compound report. If you have not selected any filters, none are listed. Selecting a filter's check box maps it to the listed specific data field.