Report Contents

Page 1 - Overview

Visual 1 - Count of Pos by Month and Year

This visual shows the number of visuals POs each month for the past years.

• Its fields include the

  • Month - Month of a year
  • orderNumbers - The number of orders in that month

  Filters include

  • Count of orderNumber - Can help Identify specific periods of time when levels of activity occur
  • orderDate - Month
  • orderDate – Filter to select which year specifically to look at.

You can click on a specific year in the legend to highlight/filter data for only that year on the entire page.

Visual 2 - Orders by buyer

This visual shows how many POs each buyer is responsible for and what each of their states are

Its fields include

• Buyer - The name of the buyer
• Status - The status of the PO (what do the letters mean?)
  • C → Closed,
  • F → Finished,
  • N → Active 
  • O → Ordered
  • T → Terminated 
• OrderNumber -  The number of Pos

Its filters include

• Buyer – select the buyer you want to view in more detail
• Count of orderNumber(suggested for removal)
• Status – select the status of PO you want to view in more detail

You can select a specific section of the bar graph to filter/highlight orders based on that individual and status, if multiple sections are desired simply hold down shift and click another section of the bar to show results from both sections. You can also select a person's name to filter for data related solely to that person. 

Visual 3 - Top 10 Orders by Amount

This visual Shows the 10 largest POs by dollar amount and other details corresponding to that PO

Its fields include the

• PO# - the number corresponding to the purchase order
• Buyer -  the name of the buyer
• Amount -  The cost of the PO in dollars
• Requisitioner - The name of the requisitioner  
• Supplier - The name of the supplier

Its filters include

• Amount – filters by an desires PO amount
• Buyer – select a specific buyer of interest
• Requisitioner – select a specific req of interest
• Supplier – Select a specific supplier of interest

Visual 4 - Outstanding Order Past due dates

Shows a list of POs which have outstanding quantities whose delivery date is already past

Its fields include

• PO - the number of the purchase order
• Delivery Date 
• Qty Outstanding 
• Product Description

Its filters include

• Product description 
• Purchase Order – select the PO of interest

Visual 5 - Count of POs by Product Group and Product

Shows visually how many POs are requested by product group and product. This visuals uses the area inside a rectangle to show the relative numbers of POs within each category.

Its fields include

• PO - The number of purchase order corresponding to that group
• Product Group - The product group which the PO is in

Its filters include

• Amount
• PO
• Product
• Product Group

Visual 6 - Shows visually how many POs are present in each faculty and their org units

Its fields includes

• Count of POs
• Orgunit
• Department

Its filters include

• Amount – filters the POs to be over or under a certain cost

Visual 7 - Order Date

A slicer that is included in all pages, it can be used to restrict/set the dates of the POs/Requisition to be seen.

Page 2 - Req Metrics - Hours 

Visual 1 - Top 10 Longest Orders

This visual shows the top 10 longest orders by proc 

Its fields include

• Requsition
• Working hours in Proc (Working hours being the hours spent from 8:30-4:30)
• Working hours in WF

Its filters include

• Buyer
• PO
• Requisitioner (filter to top 10 working hours in proc, locked)
• Working hours in Proc
• Working hours in WF

Visual 2 - Average number of working hours in WF

Its field include

• Working hours in WF (averaged)

Its filters include

• Average working hours in WF

Visual 3 - Average number of working hours in Proc

Its field include

• Working hours in WF (averaged)

Its filters include

• Average working hours in Proc

Visual 4 - Top 10 longest Orders to Finish workflow

Its fields includes 

• Month
• Average working hours in WF
• Average working hours in Proc

Its filters includes

• Month 
• Working hours in WF (averaged)
• Working hours in Proc (averaged)

Page 3 - Req Metrics - Days

Visual 1 - Top 10 Longest Orders

This visual shows the top 10 longest orders by proc 

Its fields include

• Requsition
• Working days outside of Proc (Working days being the number of business days)
• Working days in Proc

Its filters include

• Buyer
• PO
• Requisitioner (filter to top 10 working days in proc, locked)
• Requisitioner 
• Working Days in Proc
• Working Days in WF
• Working Days outside of Proc

Visual 2 - Average number of working days in WF

Its fields include

• Average of Working Days in WF

Its filters include

• Average of Working Days in WF

Visual 3 - Average number of working days in Proc

Its fields include

• Average of Working Days in Proc

Its filters include

• Average of Working Days in Proc

Visual 4 - Top 10 Longest Orders to Finish Workflow 

Its fields include

• Month
• Average of Working Days in Proc
• Average of Working Days in WF

Its filters include

• Month
• Average of Working Days in Proc
• Average of Working Days in WF

Page 4 - WorkFlow Stats

Visual 1 - Requisition in Workflow Cards 

Its Fields Includes 

• Count of requisition

Its filters include 

• workflowUserStep (Each card value corresponds to the number of requisition with that specific workflowUserStep filter)

Visual 2 - POs in Workflow Cards 

Its Fields Includes 

• Count of purchaseOrder

Its filters include 

• workflowUserStep (Each card value corresponds to the number of POs with that specific workflowUserStep filter)

Visual 3 - Number of Req by Task Owner and Workflow Step

Its Fields Includes 

• Task Owner
• Workflow Step
• Number of Requisitions 

Its Filters Includes 

• Task Owner
• Workflow Step is assign requisition to buyer or buyer finalize transaction (locked)
• Number of Requisitions 

Visual 4 - Number of POs by Task Owner and Workflow Step

Its Fields Includes 

• Task Owner
• Workflow Step
• Number of Orders

Its Filters Includes 

• Task Owner
• Workflow Step is not blank(locked)
• Number of Orders

Page 5 - Aggregate Purchases

Visual 1 - Aggregate Purchases on PO by Account by Fiscal Year

This visuals shows the POs by accounts and year, the row corresponds to the account which it was expensed for and the column the year.

Its Fields Includes 

• Account
• fiscal Year
• Amount

Its Filters Includes 

• Account
• fiscal Year
• Amount
• Org Unit
• Senior Admin
• Business Unit
• Department