Using Filters and Mapped Fields in Compound Reports

Objective

After completing this lesson, you will be able to run and filter compound reports

Filters and Mapped Fields

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.

Note

Filter fields only work on compound reports if they are present in all the underlying reports. If you add a filter field to the compound report that is not present in one or more underlying reports, it is ignored. You can only filter by hierarchy fields.

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.​

Summarized Views

A summarized view is an extraction of single values or totals of values from previously created analytical reports. The layout of a summarized view is a two-column table.

Note

Summarized views only display totals for measure fields. For non-measure fields, they display the number of values that match for the compound report, and you can choose those numbers to see details.

You can combine values from existing analytical reports into a single summarized view and add it to a compound report or place it on your SAP Ariba solution dashboard.

From the Compound Report Wizard

To add a summarized view to a compound report:

  1. On the Configure Content page of the compound report wizard, select the area where you want to add the report: Left Column, Right Column, or Bottom.
  2. Choose Add Content → Summarized View.
  3. ​Enter a title for the summarized view.
  4. Navigate to an analytical report that contains the fields you want to include in your summarized view and select it.
  5. Add fields from the report to the summarized view:
    • Choose a measure in the Data Fields area to add it to the summarized view.
    • Choose a hierarchy field in the Other Fields area and select a level to add it to the summarized view.
  6. Repeat the previous steps to add fields from other reports.
  7. When you have added all the fields you want to your summarized view, adjust their positions and modify their labels:
    • Choose the trash icon next to a field to delete it.
    • Use the up and down arrows to adjust the position of the fields in the summarized view.
    • Edit field descriptions in the Name field.
  8. Choose OK.

From the Dashboard

To create a summarized view of a report to add it to your solution dashboard:

  1. Choose the Configure Tabs icon, then choose Add Content → Summarized View.
  2. ​Enter a title for the summarized view.
  3. Navigate to an analytical report that contains the fields you want to include in your summarized view and select it.
  4. In the Data Fields area, choose a data field to add it to the summarized view. For hierarchy fields, you can select the level to add the view.
  5. Adjust the positions of the fields and modify their labels.
  6. Choose OK.

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