Oracle Fusion Analytics (Fusion Analytics), a part of the Oracle Fusion Data Intelligence Platform, is a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications that provide ready-to-use insights to help improve decision-making. It’s extensible and customizable, allowing customers to ingest data and expand the base semantic model with additional content.

In addition to the pre-built content FDI offers in each pillar, we have an ongoing effort to provide more reusable artifacts for FDI which is described in this blog.

In this post we are sharing a reusable workbook that analyses Spend by Agreement and Non-Agreement. The target audience is a Procurement Manager who can analyze the spend and take decisions on improving the spend related KPIs. 

NOTE: If you experience any issues importing this workbook or running it, it may be likely that your environment is on a version of FDI and/or OAC that is lower than the version used for developing this workbook. Update/upgrade timings are dependent on the data center your instance is in. We recommend waiting until your instance is upgraded to the latest version before importing and using this workbook.

Functional Areas

Procurement - Spend

Subject Areas

Procurement - Spend

Business Use Case

Empower Procurement Managers to analyze Spend by Agreement and Non-Agreement and Spend Details by Time, Supplier and Supplier Country. 

Pre-Requisites:

Before using this workbook ensure that filter values are appropriately set for fiscal calendar, year, period etc., to run the optimal query. Validate the data for accuracy before rolling out to business users.

Attachments

“FDI – Agreement Spend Details” workbook details.

This Dashboard analyses Spend by Agreement and Non-Agreement. It delves into Spend Details by Time, Supplier and Supplier Country. It is built using "Procurement - Spend" Subject Area. Each of these canvases provides different visualizations highlighting Agreement and Non-agreement spend. Below are the details of the canvases in this workbook.

Summary: This canvas shows the Total Agreement Spend and Non-Agreement Spend by Suppliers as well as Time. You can drill down (Data Action) to Detail – Agreement Spend and Detail and Non-Agreement Spend from this canvas.

Detail – Agreement Spend: This canvas provides details of the Agreement Spend including Invoice Count, Top 10 Invoices and Top 10 Suppliers by Agreement Spend. It also shows the Agreement Spend details such as Invoice Number and Purchase Orders. 

Detail – Non-Agreement Spend: This canvas provides details of the Non-Agreement Spend including Invoice Count, Top 10 Invoices and Top 10 Suppliers by Non-Agreement Spend. It also shows the Non-Agreement Spend details such as Invoice Number and Purchase Orders. 

Maps: This canvas provides Supplier details utilizing the map visualization.

General Guidelines and Best Practices

Here some guidelines and recommendations to adapt these workbooks to your environment. Additionally, review the information provided on the workbook Help page (if any) to ensure the workbook renders data after you select the appropriate options and filters.

• Download the workbook from the above attachment section and import the workbooks to your instance. Note: These workbooks don’t have passwords, in general. Password, if any will be explicitly called out.
• Ensure you download only the workbooks relevant to the pillar and functional areas activated for your FDI instance.
• All the workbooks will have a Help page containing required information and guidance on how to use the workbook. Be sure to follow these instructions before using the workbooks on your instance.
• Note, workbooks cover only generic use case / business scenario. Review the workbook content, make any changes as needed, and set the appropriate filters – especially those related to time dimensions and other dimensions based on the pillar / functional area.
• While making modifications, follow the best practices and generic / pillar specific authoring tips. Here are the pillar specific authoring tips link. Ensure to use the latest FDI documentation links for latest information on authoring tips and guidelines -

- Fusion CX Analytics Authoring Tips
- Fusion ERP Analytics Authoring Tips
- Fusion HCM Analytics Authoring Tips
- Fusion SCM Analytics Authoring Tips

• It is highly recommended that you perform basic sanity checks and data validity before rolling out workbooks to business users and analysts.