Spend Viz

2

Today’s Agenda

Download Tool / Updates

Change Password

Overview of Spend Viz

Reporting• Create favorites• Save favorites• Export to Excel

Questions & Answers

3

• Open a browser window

• Log onto http://spendviz.dfa.cornell.edu

• Spend Viz Executable link

• Save to desktop

To: Desktop

Download Tools / Updates

http://spendviz.dfa.cornell.edu/

4

• Open a browser window

• Log onto http://spendviz.dfa.cornell.edu

• Templates link

• Save to C:\

To: C:\

Download Tools / Updates

http://spendviz.dfa.cornell.edu/

• Spend Management– Having a complete view of all of your unit’s spend– Provides insight and information to make cost saving business decisions

• Visibility

• Classification of spend

• Explanation of UNSPC codes

5

Spend Viz Overview

6

What is Visibility?

IdentifyOpportunity

DevelopStrategy

Source &Negotiate

Implement Contract & Execute

Monitor &Manage

Invoice& Pay

Spend Data Visibility1 Spend Management Process Visibility

2 Spend Management Performance Visibility

3

WHAT is our spend? By supplier By commodity By organization

HOW do we spend? Procurement processes Sourcing processes Operational efficiency

WHO is performing? Which suppliers Which buyers What are the goals

Where should we consolidate?

How much is non-compliance costing us?

Where are my bottlenecks?

What are they costing us?

Who should be eliminated? Who should receive more

volume? What are the non-

performers costing us?

UNSPC• The United Nations Standard Products and Services Code® (UNSPSC®) provides an open, global multi-

sector standard for efficient, accurate classification of products and services

NAICS• The North American Industry Classification System (NAICS) is the standard used by Federal statistical

agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy

SIC• The Standard Industrial Classification Codes that appear in a company's disseminated EDGAR filings

indicate the company's type of business. These codes are also used in the Division of Corporation Finance as a basis for assigning review responsibility for the company's filings. For example, a company whose business was Metal Mining (SIC 1000) would have its filings reviewed by staffers in A/D Office 4.

APPS• Automated Procurement and Payment System

7

Classification of Spend

UNSPSC classifications are 8-digit numeric codes that describe individual products and services. Similar commodity classifications are grouped together into the hierarchical categories to identify the relationships between commodities. The levels in the hierarchy are:

8

UNSPC

Level Description

Segment The logical aggregation of families for analytical purposes

Family A commonly recognized group of inter-related commodity categories

Class A group of commodities sharing a common use or function

Commodity A group of substitutable products or services

44000000 Office Equipment and Accessories and Supplies44120000 Office Supplies44121700 Writing Instruments44121706 Wooden Pencils

Preferred Supplier Report• Aggregates spend across UNSPC classification and presents the information across standard and

preferred vendor spend

E-Procurement Report• Aggregates e-SHOP vendor spend across UNSPC classification

Spend Analysis Report• Aggregates transaction and spend data based on selected criteria

Spend Table Report• Aggregates spend across selected value and presents it in an x and y table

9

Reporting

10

Reporting – Create & Save Favorites

Reporting – Export to Excel

11Note: Macros must be enable in excel for chart exports

KEY DESCRIPTION KEY DESCRIPTION

ESC Exit current screen or active pop-up screen

Home First cell in grid line

F1 Online Help End Last cell in grid line

F2<Shift>

Zoom out on current fieldShow Multivalue grid items

Move left within a cell

F3<Shift>

Last lookup key.Activates Super Find

Move right within a cell

F4<Shift>

Insert a value or new lineDelete a value or line

Move up one line in grid

F5<Shift>

Move left one fieldSection left

Move down one line in grid

F6<Shift>

Move right one fieldSection right

Insert Activate insert edit mode in cell

F7<Shift>

Move up a sectionPage up

Delete Delete character in cell

F8<Shift>

Move down a sectionPage down

Page Up Move up a page at a time in grid

F9<Shift>

Look (double click)Reference list

Page Down Move down a page at a time in grid

F10 Save current record , (comma) Copy cell above in a grid

<alt> or {key} Accelerator Keys . (period) Copy the data from the previous record

12

Screen Navigation

13

Questions and Answers