Model: Procurement - Specifications for Fact Table: SPEND ANALYSIS

On this page you will find the specifications regarding the Model: Procurement and Fact Table: SPEND ANALYSIS.

This model fact represents Spend Analysis and is based on the IFS Cloud fact view FACT_SPEND_ANALYSIS. All models that refer to this table will have the attributes and hierarchies as described below.

Attributes

Attribute	Description (where applicable)
Add Cost	Represents the month of the year with respect to Latest Finish Date.
Ana Curr Code	Common Analysis Currency Code
Analysis ID	Analysis Scenario ID
Description	Item Description
Discount %	Discount in percent
Inv Curr Code	Invoice Currency Code
Invoice Id	Invoice Number
Invoiced Price/Invoice Curr	Invoiced Price in Invoice Currency
Line No	Spend Analysis ID Line number
Order Code	Indicates the type of a purchase order (Normal, Inter-Site, Express or External Service)
Part No	Article ID
Price UoM	Pricing Unit of Measure
REP_CURR_NET_AMT_AGREEMENT_SPEND_DOM
REP_CURR_NET_AMT_SPEND_WITH_REF_DOM
REP_CURR_NET_AMT_SPEND_WITHOUT_REF_DOM
Service Type	The type of an external service. Related to purchase orders of type External Service Orders.
Source Ref 1	Source Reference ID 1
Source Ref 2	Source Reference ID 2
Source Ref 3	Source Reference ID 3
Source Ref 4	Source Reference ID 4
Source Ref 5	Source Reference ID 5
Source Ref Type	Source Reference Type. I.e. Purchase Order, Manual Invoice etc.
Stat Group	Statistical Group ID
Sub Contract Cat 1	Sub Contract Category 1 is used for classification and grouping of contracts.
Sub Contract Cat 2	Sub Contract Category 2 is used for classification and grouping of contracts.
Sub Contract Type	Sub Contract Type is used for classification and grouping of contracts.
Agreement Spend Y/N	Spend made using Supplier Agreement Y/N
Spend w/o Ref Y/N	Spending without a reference like invoice, purchase order etc

Measures (table to be generated as far as possible)

Aggregation of measures is based on SUM if not explicitly noted.

This section describes the basic measures in the cube. These are either measures defined in the core Information Source, in the model itself or in the ETL process. The columns have the following meaning:

Core Measure: A measure that has its origin in a core Information Source
Calculated Y/N: A measure specifically defined for the model, e.g. percentages etc. These measures do not derive from the Information Source.
Contains Time Intelligence Y/N: Some measures do also have additional time intelligence measures like Year To Date (YTD) Se separate section.
Definition/Note: Specifies if there is a specific logic behind a measure. More information might also be found in documentation for Information Sources.
Aggregation Type: Specifies the aggregation type of a measure.
Hidden Y/N: Specifies if a measure is hidden and there by not visible to the end user when browsing the model.
Measure Expression: The DAX expression in the measure definition.

Measure	Calculated Y/N	Contains Time Intelligence Y/N	Definition/Note (where applicable)	Aggregation Type	Hidden Y/N	Measure Expression
Rate Agreement %	Y	Y	(Net Amount SA Agr/Ana Curr) / Net Amount SA/Ana Curr	Average	N	DIVIDE([Net Amount SA Agr/Ana Curr],[Net Amount SA/Ana Curr],0)
Rate Agreement Trans %	Y	Y	Count Agreement Spend / No of Transactions	Average	N	DIVIDE([Count Agreement Spend],[No of Transactions],0)
Rate Spend w Ref %	Y	Y	(Net Amount SA w Ref/Ana Curr) / Net Amount SA/Ana Curr	Average	N	DIVIDE([Net Amount SA w Ref/Ana Curr],[Net Amount SA/Ana Curr],0)
Rate Spend w/o Ref Trans %	Y	Y	Count Spend w/o Ref / No of Transactions	Average	N	DIVIDE([Count Spend Without Ref],[No of Transactions],0)
Rate Spend with Ref Trans %	Y	Y	Count Spend with Ref / No of Transactions	Average	N	DIVIDE([Count Spend With Ref],[No of Transactions],0)
Rate Spend wo Ref %	Y	Y	(Net Amount SA wo Ref/Ana Curr) / Net Amount SA/Ana Curr	Average	N	DIVIDE([Net Amount SA wo Ref/Ana Curr],[Net Amount SA/Ana Curr],0)
Net Amount SA Agr RC	Y	Y	Reporting Currency calculation	Sum	N	SUMX('SPEND ANALYSIS', DIVIDE([REP_CURR_NET_AMT_AGREEMENT_SPEND_DOM],[Currency Rate]))
Net Amount SA RC	Y	Y	Reporting Currency calculation	Sum	N	SUMX('SPEND ANALYSIS', DIVIDE([REP_CURR_DOM_AMOUNT],[Currency Rate]))
Net Amount SA w Ref RC	N	Y		Sum	N	SUMX('SPEND ANALYSIS', DIVIDE([REP_CURR_NET_AMT_SPEND_WITH_REF_DOM],[Currency Rate]))
Net Amount SA wo Ref RC	Y	Y	Reporting Currency calculation	Sum	N	SUMX('SPEND ANALYSIS', DIVIDE([REP_CURR_NET_AMT_SPEND_WITHOUT_REF_DOM],[Currency Rate]))
Count Agreement Spend	N	Y		Sum	N	(SUM('SPEND ANALYSIS'[COUNT_AGREEMENT_SPEND]))
Count Spend With Ref	N	Y		Sum	N	SUM('SPEND ANALYSIS'[COUNT_SPEND_WITH_REF])
Count Spend Without Ref	N	Y		Sum	N	SUM('SPEND ANALYSIS'[COUNT_SPEND_WITHOUT_REF])
Net Amount SA Agr/Acc Curr	N	N		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_AGREEMENT_SPEND_DOM])
Net Amount SA Agr/Ana Curr	N	N		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_AGREEMENT_SPEND_CURR])
Net Amount SA w Ref/Acc Curr	N	N		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_SPEND_WITH_REF_DOM])
Net Amount SA w Ref/Ana Curr	N	Y		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_SPEND_WITH_REF_CURR])
Net Amount SA wo Ref/Acc Curr	N	N		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_SPEND_WITHOUT_REF_DOM])
Net Amount SA wo Ref/Ana Curr	N	Y		Sum	N	SUM('SPEND ANALYSIS'[NET_AMT_SPEND_WITHOUT_REF_CURR])
Net Amount SA/Acc Curr	N	Y		Sum	N	SUM('SPEND ANALYSIS'[DOM_AMOUNT])
Net Amount SA/Ana Curr	N	Y		Sum	N	SUM('SPEND ANALYSIS'[ANALYSIS_CURR_AMOUNT])
Net Amount SA/Inv Curr	N	N		Sum	N	SUM('SPEND ANALYSIS'[CURR_AMOUNT])
No of Suppliers	N	Y		Sum	N	DISTINCTCOUNT('SPEND ANALYSIS'[DIM_SUPPLIER_ID])
No of Transactions	N	Y		Sum	N	SUM('SPEND ANALYSIS'[COUNT_SPEND_TRANSACTIONS])
Qty Invoiced	N	N		Sum	N	SUM('SPEND ANALYSIS'[QTY_INVOICED])

Time Intelligence Measures

Time based measures are calculated in the cube with respect to other measures. The table below defines the meaning/definition of the different time measures. These measures need to be used with a specific time dimension hierarchy [REPORTING_DATE].[RepDateMFHy].

Measure	Meaning
YTD	Aggregated value for current month in current year. E.g. for period 202010 Ytd represents sum of periods 202000-202010.
R12	For a given period, the sum all months from one year back up to the previous month. E.g. Rolling 12 for 202010 is the sum of months 201910 - 202009
PY	Previous Year The value of the corresponding month one year back. E.g. for month 202010, the value of month 201910.
YTD PY	Year to Date Previous Year Aggregated value for corresponding month one year back. E.g. for month 202010 YTD Previous Year represents sum of months 201901-201910.
R12 PY	Rolling 12 (completed) Months Previous Year For a given month, first going one year back, then taking the sum of all months from one (more) year back up to the previous month. E.g. for month 202010 the sum of month 201810-201909
Avg XXX Ytd	Sum XXX YTD/Count XXX YTD
Avg XXX R12	Sum XXX R12/Count XXX R12
XXX % YTD	Count XXX YTD/Count YYY YTD
XXX % R12	Count XXX R12/Count XXX R12

USED BY MODEL(S)

Model Name

Data source Information

The data source for this object is defined using IFS Developer Tool. Further Transformations are done using Power BI.

Additional information can be found in the online documentation of Information Sources.

Model Table	BI Access View	Referenced Information Source	Recommended Access Type
SPEND ANALYSIS	FACT_SPEND_ANALYSIS_PQ_BI	FACT_SPEND_ANALYSIS_PQ	On Line

SPECIAL INFO

This fact supports Reporting Date, i.e. a time dimension that can be used to when doing cross product/module reporting. This date is also used when finding the currency rate for calculation of reporting currency amounts.