Spend Analytics: Basic User Navigation

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 directly from Jaggaer Professional Services in the following document:

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.

 Instructions

1. ACCESSING AND LAUNCHING SPEND ANALYTICS: After logging in to HuskyBuy, navigate to the Reporting section and click View Reporting and Analysis. This will allow you to access the Production instance of Spend Analytics.

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Launching Spend Analytics from the HB Home Page

Once Spend Analytics is launched, the end-user can explore a variety of high-level entry dashboards that look at the University spend across various commodities. This information by default is a snapshot of the data from FY18 through the approximately 1 month from the time of entry into the system. (Spend Analytics is updated monthly in arrears).

The end user may also choose to run a new query by accessing the data panel on the main screen under the bottom on the top right labeled “Explore” and by clicking data. This will bring the end-user to a blank area where they may drag and drop any data fields from the various datasets available to Spend Analytics to create Custom Looks

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Accessing “Explore”

2. 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”.

   1. 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.

   2. “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

3. CREATING AND ACCESSING DASHBOARDS: A “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 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”.

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.

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.

4. 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.

5. READING AND INTERPRETING DATA: The left-hand side of the screen lists all of the data fields that can be placed into the Look as filters or fields within the table. Hovering over the “i” icon on the right-hand side of many of these fields will explain their function.

6. 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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