E2Open Supplier Overview: Reports & Analytics

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E2Open Supplier Overview: Reports & Analytics

Suppliers JCI

Rev 2 – Mar 2020

2 Johnson Controls —

Johnson Controls Inc.-INTERNAL-(Peter Daniel)

JCI E2Open

E2Open Reports and Analytics

• System Overview and Access

• Reports Navigation

• Report Filtering

• Bookmarks and Stories

• Exporting

Rev 2- Mar 2020



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E2Open Report Overview and Access

Suppliers JCI


E2Open Reports and Analytics Overview

• E2 Analytics (Analytics) provides analysis and performance management capabilities over the transactional

and planning data contained in E2open applications.

• Analytics extracts data from E2open applications and provides a variety of reports that illustrate the

performance of a supply chain

• Reports/Dashboards: The reports/dashboards are produced using Qlik Sense, a third-party tool. Out-of-

the-box reports and dashboards are provided to Standard Users.

• The data is stored in an Analytics optimized data warehouse separate from the application database. There

will be a lag in very recent changes being synched between E2Open applications and Analytics. Sync

occurs once day.

• Reports are visible in the Process Manager Solution (E2Open Analytics) and in Information Manager

• Most JCI Users (Buyer Admins, Suppliers etc.) will be Standard Users: able to Read and View all

sheets/reports available in Analytics.

• A user’s role in Process Manager will define what data they can see in Analytics and Information Manager

• View can change depending on screen size, make sure to zoom out to a comfortable distance to access all

features

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Accessing Reports from Information Manager

1. Log into E2Open

2. Click on Information Manager

Users must have access to Information Manager to access reports, if you do not have access to Information

Manager please contact your E2Open support team

Users must have access to Process Manager, as well to view reports in Information Manager, as your role in

Process Manager defines what you see in the Reports

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Accessing Reports from Information Manager

3. Click (A) Menu, then (B) BuySide

4. Click on the Report you wish to view

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A

B


Accessing Reports from Process Manager

1. Log into E2Open

2. Click on Process Manager

Note: Users must have access to Information Manager as well to access reports in Process Manager, if you do not

have access to Information Manager please contact your E2Open support team

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Accessing Reports from Process Manager

3. Click (A) Menu, then (B) E2Open Analytics.

4. Click the module you desire to view reports for(C) (For ex: click Discrete Order Management to view

reports on Discrete Orders)

The reports/sheets for this module will appear (D)

Make sure to zoom out if using a smaller screen

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B

A

C

D



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E2Open Reports Navigation

Suppliers JCI


Concept of “Apps” and “Sheets”

In Analytics the different E2Open sections are referred to as Apps

For example, “Discrete Order Management” and “Forecast Inventory History” are 2 different “Apps”.

An “App” is a report folder that contains

Sheets, Bookmarks, Stories and Data

Items (Dimensions, Visualizations and

Measures) that can be reused within the

App.

In Analytics the different

reports are referred to as “Sheets”

Sheets may contain tables and

Graphical representations of data such

as charts and graphs.

“App”

“Sheet”

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Base Sheets and Community Sheets

A. Base sheets: E2open canned reports and/or the pre-configured sheets are here.

B. Community: stores reports that are created by Design users and published for desired audience to see

and use

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AA

B

The number in parenthesis [ex: Base

Sheets (5) ] indicates the total number of

sheets in the applicable section


Reports Available by Section (App)

Pre-configured reports in Discrete Order Management App:

Report Name: Description:

• Supplier On-Time Delivery

• Supplier Demand Fulfillment

Performance

• Order Change

• Receipt Vs Commit Accuracy

Not being used by JCI.

Supplier On-Time

Delivery (Receipts)This sheet displays how well the supplier meets the order

request and promise date by comparing and matching the

purchase order to the receipt, for each line. This report’s %

Metrics are either 0 or 100, denoting pass or fail, allowing a 2

business day buffer. The sheet displays a visualization of

OTD by Month, and Table for OTD by Site and by Supplier,

as well.

Received Orders missing

Supplier CommitThis sheet displays received orders that do not have supplier

response

Received Orders missing

Shipments (ASN’s)This sheet displays received orders where the supplier has

not created an ASN

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Pre-configured reports in Discrete Order Management App:

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ASN’s created before

Goods Receipt (ASN Compliance Report) This sheet displays if a supplier

had created an ASN before the receipt in E2Open.The order

may or may not have a goods receipt in the system. This

report has a table with the order, shipment and receipt details.

Also, a table and line chart displaying ASN Compliance %

Orders Accepted

within 48 Hours (P.O. Response Compliance) This sheet displays the

response status of an order: No Response, Late (responded

to after 48 hours), or On Time. This report has a table with

order details. Also, a table and Bar Chart with Order

Compliance %

Open Orders Displays all orders which are open (New, Open, and

Accepted)



Pre-configured reports in Forecast Inventory App:


Forecast Waterfall Displays forecast data from different planning cycles for version

to version comparison and analysis. Provides a quick overview of

how the forecast has fluctuated over time, which can be used as

an indicator for assessing the quality of forecast plans.

Commit Waterfall Displays commit data from different planning cycles for version to

version comparison and analysis. Provides a quick overview of

how the commit has fluctuated over time, which can be used as

an indicator for assessing the quality of commit plans

Forecast Commit Waterfall This sheet displays Forecast and Commit data from various

planning cycles for a version to version comparison and analysis.

It provides a quick overview of how the Forecast and Commit

have fluctuated over time, which can be used as an indicator for

assessing the quality of forecast and commit plans. The report

provides a quick overview of how well the organization was able

to match the changes to the Customer Forecast over time with

the Commit response.

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Pre-configured reports in Forecast Inventory App cont. :


Forecast Commit

PerformanceShows the supplier performance to match the forecast with

commits. It calculates and displays the commit to forecast

ratio for a selected forecast version to help measure the

supplier’s supply responsiveness.

Forecast Commit Cycle

PerformanceCaptures the cycle time for each forecast—commit cycle

and tracks the supplier’s on-time responsiveness to the

customer’s forecast.

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Pre-configured reports for Scheduling Agreement Management


Firm Delivery Schedule

Change Shows Scheduling Agreements with schedule changes, listing

Scheduling Agreement and changed dates.

Supplier Demand

Fulfillment PerformanceDisplays supplier delivery performance based on how many

scheduling agreements were issued, how many of those

orders were delivered with a received quantity greater or equal

to the requested quantity

Supplier On-Time Delivery

PerformanceDisplays how well the supplier meets the scheduling

agreements request date and shipments delivery date.

Supplier On-Time Delivery

Performance (Receipts)Displays how well the supplier meets the scheduling

agreements request date and shipments delivery date with a

breakdown of expected vs received for each order. Not being

used by JCI.

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Accessing and Viewing a Sheet/Report

Click on the sheet icon for the report you desire to access and view its contents

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The Tool Bar: Navigation

To Navigate within E2Open Analytics:

1. In the upper left corner click the Navigation Icon

A drop-down will appear with App overview and

Open hub. App Overview is grayed out when on

App Overview.

App Overview: Returns you to the overview

of all reports in the current App

Open hub: takes you to the 3rd Party Qlik Sense’s

application – not recommended

Click on the overlapping windows symbol to open these in another window

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The App Overview has 2 viewing styles and allows you to view other objects in the App

Toggle between Grid View and List view with the view icons in the upper right corner

App Overview View Style – List or Grid

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Grid Style List View

Zoom/List View

If too zoomed in or

viewing monitor is

small the default view

style is list with a

slightly altered format

Users can also view other

objects such as their

Bookmarks

Stories

More info on these topics

on the Story and

Bookmarks slides


The Tool Bar: Global Menu

Click on the Global Menu Icon and a drop down will

appear

Global Menu options change dependent on Page:

• App Overview: Help and About options will appear

• Published Sheet: Additionally Export sheet to PDF

• Story: Additionally Publish story, Export story to PowerPoint,

Export Story to PDF, Duplicate Story and Delete Story

See Stories section of material for more information

Help: This will open a new page for the 3rd Party Qlik Sense Help files

About: will open Qlik sense page about current pageStory

App Overview

Published Sheet

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The Tool Bar: Navigation cont.

To Navigate between sheets in an App:

A. 1. In the upper right corner click on the Sheets button, that has the name of the current sheet

A pop up window will appear underneath with all the sheets in the current App

2. Click on the report/sheet you wish to view

The page will refresh and open the sheet/report

B. Click on the arrow buttons to navigate to the next sheet or previous sheet

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A B


Report Elements

B

D

C

A. Table/Pivot Table- displays data by lines, can be

filtered

B. Visualization- certain reports may have a

visualization, graphical representations of data (i.e.

charts, graphs)

C. Search Filters- On a table click on the magnifying

glass icon on select fields and set the Filter criteria you

desire to display data pertinent to your search only.

On a pivot table use drop-down on columns (not

pictured). This search is applied across all sheets

within an App.

D. Filter Pane - These filters are report specific. You can

further refine your data to zoom into more specific

areas.

E. Selected/Applied filters- shown at the top of a report

for visibility. You can remove them by clicking the (x)

on the right side of the filter tab.

When on a Sheet, you can

further filter data objects to view

the data you desire or to restrict

the report to specific data

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A C

B

DE


Tools –Report Snapshot, Exploration Menu, Full Screen

When you hover over the visualization (e.g. the pivot table or graph), you can do the following:

A. Report Snapshot- A snapshot works like a screenshot within the reports tool. A

snapshot is a representation of a data object at a certain point in time, it is a copy of

the state. The state of the snapshot does not change when the state of the

corresponding data object is updated. You can use snapshots to create Stories. (see

Stories section)

NOTE: When a Story is published a snapshot will show data to all users (not

just the user for the data in the screenshot), for this reason it is not

recommended to publish any Stories with Snapshots for JCI.

B. Exploration Menu- is used to view the definition of a visualization (graph, chart

etc.), such as the report dimensions and measures; as well as the report formatting,

such as the presentation and colors/legends

C. Full Screen- click the full screen icon to enlarge your report data. Click x in the

upper right corner of Full Screen mode to revert to the normal view.

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A B C


Exploration Menu

After clicking into the Exploration Menu:

Exit Exploration

Menu

Click Data to view the

dimensions and

measures that

comprise the

visualization

Click Sorting to

change the sorting

order of the dataClick Presentation to

change presentation of

the chart (labels, view,

etc.)

Click Colors and Legend

to set colors, by auto,

dimension, or measure

Note: Any changes made

in exploration will be

removed when the user

exits the App

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Expanding Data on a Sheet

Hover over a table or visualization, and in the upper right corner of the element click the Full Screen icon

to enlarge the data in the element

When in Full Screen mode click on the X in the upper right corner to return to the normal view

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E2Open Report Filtering

Suppliers JCI


Use Filters and Filter Panes to:

Rev 2- Mar 2020

Display data that only relates to your search

Search within a sheet

Search across all sheets within an app

Lock filter selections

Create secondary filters

View Search result values and values that were not found


Report Selection Filters: Table vs Pivot Table

Table: Use the Search Filters (magnifying glass Icons) and Filter Pane to apply filters to data on report

Pivot-Table: Use Pivot Filters (click drop-down) and Filter Pane to apply filters to data on report

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How to Filter

1. Click in the appropriate Icon to apply a filter, for the desired field

• For Tables click the magnifying glass icon

• For Pivot Tables click on the down facing arrow icon

• For the Filter plane simply click on the desired filtering field

The Filter Menu will Appear

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How to Filter

2. Click on the selections you want to apply as a filter

Optionally use the search bar to search for specific selection options

The report will immediately apply selected filters as a preview

3. Click the checkmark in the upper right corner of the filter menu to confirm the selection

4. The filter will appear in a tab, in the selections pane

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Use Search Bar

to find specific

data for selection


Filter Selection States Definition

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E2Open Analytics identifies the filters selected by

users and uses the Report engine to suggest search

outcomes by colors.

1. Click on desired field to open a filter menu:

2. In Search field type desired results

A. Teal with a Check Mark denotes the user’s selected

search filters (appears after clicking on data to filter)

B. Light Blue/Teal denotes Alternative search that is

available for making additional search selections

related to the current filters that have been selected

C. White denotes possible search output that is directly

associated to the user’s selected search filters

D. Grey denotes Excluded state, which means the

values are not associated to the search filters

currently input by the user

A

B

C

D


Filter Section: Selection Menu

On a report, when clicking on a filter, you will see all option available in their selection states. There is

also a selection menu to assist with selection options.

1. Click the 3 dots in the upper right corner of a filter menu

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A. Select All - will select all options for a

filter, regardless if whether or not is

excluded

B. Select Possible- will select all possible

options in the filter based on current

filters, will not select excluded

C. Select Alternative- if a filter has only

partially been selected (for example 3

order numbers), this will select all

options other than what is currently

selected, will not select excluded

D. Select Excluded- will select all other

options than what’s been

selected/filtered so far, including

excluded options

A

C

A

B

C

D


Filter Selection: Locking a Filter

Users can click the Lock icon in the Selection Menu after applying a filter

This will cause the filter to remain locked even when clearing all filters, and removes the x from the filter’s

tab.

Users can unlock a filter by clicking on the filter’s tab and clicking Click to Unlock

Rev 2- Mar 2020


Using Filter Selections

Not selecting any items in a filter list is equivalent to “Select All”

In Analytics you cannot delete or erase columns, but you can rearrange columns in

a Pivot Table

Users can change sorting order in a table by clicking on desired column to sort on

You can put a range of dates in your searches, to do this use < , > , and = before

or after your date

Do not put any commas or space in date range

Date should not contain extra zeros in front of month or day

For example, enter >=1/1/2018<1/1/2019, will return result for all dates after and including

(greater than or equal to) January 1st, 2018, but before (less than) January 1st 2019.

Press enter/return key after typing in range to select all dates that apply

Users can paste in a list from an excel column into a filter, then press the

Enter/Return key to select all cells entered, with a limit of up to 30 cells/selections

For example: If I have a list of 50 suppliers in an excel column, if I copy the suppliers and

paste into a supplier filter, it will only paste the first 30 suppliers from that last. I can then go

back to excel copy the remaining 20 and paste it at the end of the first 30 in the filter and hit

enter and it will paste those suppliers now, as well and show all 50 suppliers

Rev 2- Mar 2020

Moving from App to App will remove filters that you applied from any sheets viewed in that App, using Bookmarks

will allow you to re-apply them


Additional filtering options: Report Sheet Filters

In the Table area, select a value in a field and then click the check box to filter the data by that value only.

All applied filters will show in the Selected/Applied filters area.

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Additional filtering options: Visualization Drill-down

Users can drill down on

visualizations and add

additional filters by clicking on

specific data points on data,

then selecting the checkbox to

apply the selected data filter

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Users can use the

Lasso selection

option to select

multiple data

points to filter on

at a time


Selections Bar: Search, Undo and more

A. The Undo and the Redo symbols allow you to step back and forward in your filter selections.

B. The Cancel symbol is used to clear all filter selections.

C. The Global Search symbol is used when you desire to locate an item/sheet across the report

portal.

D. The Expand symbol will open the selections tool (see next slide), which is an extension of the

selections bar. This allows you to filter by even more types of data, such as by order number, part

number and several more fields.

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A B C D


Selections Tool

The selection tool allows users to search on fields that are not located on the current report but that are in the analytics

data. Click the Expand symbol to open the selections tool.

1. Enter search criteria in the search bar in the APP DIMENSIONS section Note: field names vary, best to search on one word at a time

Users can filter on fields such as Buyer Code, Order.Sub Model Type (order type), ship date, and more

2. Click the magnifying glass icon on the field you want to filter on to search. Click the on desired selections.

3. Click the blue checkmark icon to apply filters

Filter will applied and field will move to the SELECTIONS section

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E2Open Report Bookmarks and Stories

Suppliers JCI


The Tool Bar: Bookmarks and Stories

A. Stories are a presentation of your data (similar to PowerPoint) within an app, that’s been embedded with

sheets, snapshots of your reports/ visualizations, and other objects available in the tool.

Detailed explanation is covered in the “Stories” section within this document.

B. Bookmarks are used to save your search criteria that can be applied within the App that is being

accessed. Here you can access all bookmarks in the app and to create a new bookmark.

Rev 2- Mar 2020

B

“Stories”

“Bookmarks”A B


Bookmarks: Creating and Using

When you select filters on a sheet you can bookmark these search filter(s):

1. Click the Bookmarks icon (A) to open the Bookmarks window.

2. Click the “Create new bookmark” option, which will be in the upper right corner. (B)

3. By default, system suggests a title which it inherits from the search filter. Alternatively, you can enter a descriptive title for your

bookmark (C). Press Enter to Save.

Click the trash icon to cancel creating a new bookmark.

4. The next time you access the same “App”, when you open the Bookmarks icon, the bookmark you created will be available from the

drop-down.

Rev 2- Mar 2020

Filters

currently

selected to

Bookmark

A

B

C


Bookmarks: Applying and Deleting

To Apply Selections:

1. Click the Bookmarks icon.

2. Click the Bookmark title to apply the Bookmark.

Or

3. Right-click the desired saved bookmark.

4. Click Apply selections.

To delete a Bookmark:

1. Click the Bookmarks icon in the upper right corner

2. From the Bookmarks list, right-click the desired saved

bookmark.

3. Click Delete.

A verification message will appear.

4. Click Delete in the verification box.

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Stories: Creating and Using

You can use Stories to create a presentation of reports created within an App. The stories created can be

exported into formats such as MS Power Point and PDF.

To Create a Story:

1. Click the Stories icon to Stories window

2. Click Create new story in the upper right corner or in the Stories window

3. Enter a descriptive title for your story in the Title field. Press Enter to save.

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4. Click an icon to add various elements to your presentation from the elements menu. Click and hold and

drag and drop to place some elements. Snapshot Library: use

snapshots taken from reports

(like screenshots)

Text: use text elements

Shapes: use various

shapes and symbols

Effects: transition

effects for presentation

Sheets Library: embed

live sheets/reports into

the presentation

Note: embedded sheets

will take on currently

applied filters

Rev 2- Mar 2020



5. Navigate and create the story with the following tools:

Click the Plus Icon to add

slides to the presentation

Click the Play Icon to

Play the presentation

Undo and Redo: Click to

undo or redo an actions

Click on a slide to

navigate to the slide

Click these icons to Cut,

Copy, Paste and Delete

Elements on a slide

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E2Open Exporting Reports

Suppliers JCI


Exporting Data from a Sheet

When you right click over a report a pop-up menu with report options appears.

***Note: this menu is also where users can take a snapshot and view their snapshot library

These export options will open

a pop-up for you to select

specifications, and the option

to export or cancel. Images

can be PNG or JPEG. What

happens next is dependent on

your browser and your

settings. The file may be

downloaded automatically, or

you may see a dialog asking

whether you want to save the

file or open it with a specific

application.

Export Data: This option allows you

download the data from the sheet

into an Excel file. From excel you

can further manipulate and filter the

data to see desired data

Rev 2- Mar 2020

E2Open Supplier Overview: Reports & Analytics

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