This user guide will assist end-users of the Spend Analytics tool within HuskyBuy in learning Basic Navigation, tool and dashboard utilization, and exporting data. The tool is based on Looker and more and more detailed information can be found here directly from Jaggaer Professional Services in the following document:
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End-users include Category Managers, the Director of Procurement, and the Program Director for the Supplier Diversity Program. Super-users for Spend Analytics include the Business Analyst and the Business System Analyst roles.
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ACCESSING CUSTOM REPORTS (“Looks”): Custom-built “Looks” will appear under one of two menus in the top right corner of the screen labeled “Group” or “Personal”.
Clicking into “Group” will allow the end-user to view a list of created Looks visible to all users. These Looks may be made and edited by anyone. Looks created by Super-users for the Category Managers and other users will appear here first.
“Personal” will allow the end-user to access Looks that only they can view and edit.
“Group” Looks can be saved into “Personal” for further customization by a specific end-user. Please note that once a Look is saved as “Personal” it will not be visible to others until it is re-saved in Group
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CREATING AND ACCESSING DASHBOARDS: A Dashboard “Dashboard” in Spend Analytics is a collection of Looks organized into one view. This can include visualizations, tables, and other data. Filters can be set within each look or at the parent level in the top of the dashboard. To create a dashboard:at the dashboard's top. To create a dashboard, navigate to a Look you want to start with and click the cog icon in the upper right corner. Select save and then “As a new dashboard”.
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This will bring up another field where you must title the dashboard. You can click on the below folders to choose a shared location. You will access the dashboard from Personal (My Folder) or Group in the upper right of the screen.
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Once saved and launched, you can edit Dashboard-level elements for all looks in the purple menu bar on the top. For instance, you can set a filter for every Look on the Dasbhoard. You can also click on the 3 dots icon above the Look to resize the tile, hide it, duplicate it, and more. Going forward, new Looks can be saved to “An Existing Dashboard” and you can adjust those tiles on the Dashboard to your preferences.
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USING FILTERS: Filters are a critical component to leverage Spend Analytics to its fullest potential. Filters allow data fields that are in the table to be targeted or reduced to specific parameters given a specified range or field value. In most cases, you may discuss appropriate filter options with the Super-users prior to building out the Look or Dashboard. While using Spend Analytics, those filter options can be used by toggling drop down options to set values such as transaction date range or search for a specific supplier, for example.
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Data fields to the left can be highlighted with the filter button to the right pressed to add the filter to the Look so it may be used with the Look. Toggling the filters on and off is a more advanced feature. Looks built by Super-users for your purposes will contain all fields you would commonly want to filter on .
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Note that the Spend Analytics data set contains export fields from P-card (PCDO), Disbursement Voucher (DV), Purchase Order Invoices (PREQ), and Credit Memo (CM). UConn Health Data is also included by default for invoices and may be tagged as a data field or filtered out. Relevant Spend fields include Total Spend (spend from all sources), invoice spend (spend from any DV or PREQ sources), and p-card spend. These, and any other data fields, can be found under the drop-down, Data, measures, and can be added to the table as rows by clicking on them. Selecting “pivot” will add them to the table as a column.
EXPORTING LOOKS: Data from a Look can be easily exported by clicking the cog icon on the upper right hand of the screen and navigating to download in the drop down menu.
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The data can be exported in a variety of formats. Recommended settings for a data dump that can be used in a pivot table are as follows: 1) Excel spreadsheet 2) As displayed in data table 3) unformatted 4) all results. Clicking the purple download button on the lower right of the table will allow you to save to a specific file location on your computer
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