Corporate ProcurementCorporate ProcurementThe New & Improved IM The New & Improved IM

Adhoc ReportAdhoc Report

November 2007November 2007

2

ObjectivesObjectivesObjectivesObjectives To introduce users to the new features now available in

the new IM Adhoc report.

To provide instruction on how to use the IM Adhoc

To provide specific examples on how to generate relevant reports

3

AgendaAgendaAgendaAgenda Summary of EnhancementsSummary of Enhancements

How to Access the IM Adhoc How to Access the IM Adhoc

Accessing the Quarterly IM AdhocAccessing the Quarterly IM Adhoc

Accessing the DataAccessing the Data

For the Record…For the Record…

Typical scenarios and how to produce the Typical scenarios and how to produce the corresponding reportscorresponding reports

4

Summary of EnhancementsSummary of EnhancementsSummary of EnhancementsSummary of Enhancements

Master Project data has been removedMaster Project data has been removed

Net Inflation dollars have been addedNet Inflation dollars have been added

Carry Over dollars have been addedCarry Over dollars have been added

Gross Inflation percent and dollars have been addedGross Inflation percent and dollars have been added

There are two new dimensions: There are two new dimensions:

– Spend InclusionSpend Inclusion: The default setting has been changed to exclude all data NOT rolled : The default setting has been changed to exclude all data NOT rolled up in the last completed quarterly rollup. This is more relevant to Daily reports up in the last completed quarterly rollup. This is more relevant to Daily reports because quarterly reports exclude this data anyway. That conveyed, the Spend because quarterly reports exclude this data anyway. That conveyed, the Spend Inclusion dimension allows users to pull in this data into the Daily IM Adhoc if they Inclusion dimension allows users to pull in this data into the Daily IM Adhoc if they chose to do so.chose to do so.

– Future Years InclusionFuture Years Inclusion: This dimension allows users to pull in CY + 2, CY + 3 and/or : This dimension allows users to pull in CY + 2, CY + 3 and/or CY + 4 data into their report results. NOTE: The default setting includes CY & CY + 1 CY + 4 data into their report results. NOTE: The default setting includes CY & CY + 1 data only. data only.

Any combination of data elements from any dimension can be included in report. For Any combination of data elements from any dimension can be included in report. For example, in the previous version, if users wanted to pull into their report results example, in the previous version, if users wanted to pull into their report results commodity team, family and code, they could not. Now users can pull in all three and commodity team, family and code, they could not. Now users can pull in all three and more!more!

The left navigation menu bar is collapsible and expandableThe left navigation menu bar is collapsible and expandable

Enhancements have been made to both Quarterly and Daily versions of the IM Enhancements have been made to both Quarterly and Daily versions of the IM Adhoc and they include:Adhoc and they include:

5

How to Access the IM Adhoc Report?How to Access the IM Adhoc Report?How to Access the IM Adhoc Report?How to Access the IM Adhoc Report?

Go to: http://corp.emrsn.com. Click on Secure Sites on top menu bar. Click on the Procurement link and enter your Emerson Intranet User ID and Password.Click on the Inflation Model link on top menu bar.Click on the IM Web Application link found on the left menu bar.Login using your current Inflation Model user ID and password.Click on the Reports link.

The steps in accessing the report has not changed. However, as a reminder, follow the instructions below.

NOTE: You can save the IM URL in your favorites. That way you avoid logging into the Procurement website every time you need to access the IM.

6

Accessing the Quarterly IM Adhoc ReportAccessing the Quarterly IM Adhoc ReportAccessing the Quarterly IM Adhoc ReportAccessing the Quarterly IM Adhoc Report On click of the Quarterly Report hyperlink, click on the IM Adhoc On click of the Quarterly Report hyperlink, click on the IM Adhoc

Report hyperlink and chose the appropriate year and quarter. Report hyperlink and chose the appropriate year and quarter.

The page will start the loading process before it finishes, you see The page will start the loading process before it finishes, you see the following message:the following message:

This alerts users to the fact that only data that was This alerts users to the fact that only data that was actuallyactually submitted by divisions and rolled up is included in these reports submitted by divisions and rolled up is included in these reports and rightfully so. Quarterly reports are a historical representation and rightfully so. Quarterly reports are a historical representation of what was submitted each quarter.of what was submitted each quarter.

7

Accessing the DataAccessing the DataAccessing the DataAccessing the DataNext, you will notice that the default setting shows the dimension list collapsed. Next, you will notice that the default setting shows the dimension list collapsed.

Click any dimension Click any dimension and that dimension and that dimension will expand.will expand.

This is true for each This is true for each of the available of the available dimensions.dimensions.

8

Dimensions DescribedDimensions DescribedDimensions DescribedDimensions Described

Organization—The organizational dimension levels are Corporate, Business Group, Division and Site. That has not changed, however, now users can run reports at any organizational level and can pull into their report results more than one organizational element (e.g. report by site, division and BG)

Region for Site –The dimension level here is Select Region. This features allows users to run reports for one or more site regions. (i.e. report that includes only Central American site data.)

Commodity –The commodity dimension levels are Commodity Team, Family and Code. This feature now allows users to run reports at any commodity level and can pull into their report results more than one commodity element (e.g. report by commodity team, family and code)

Purchase TypePurchase Type – There is one dimension level: Select Type. The name has The name has changed from Commodity Type to Purchase Type changed from Commodity Type to Purchase Type but the dimension is not new. The default setting includes all purchase types (Direct, Buyout, Intercompany, etc.) and rolls them up. However, users now have the option to include/exclude any combination of purchase types and roll them up or break them out.

Next, you’ll notice that there are two new dimensions. However, it’s probably a good idea to give a brief description of each dimension.

9

Dimensions Described ContinuedDimensions Described ContinuedDimensions Described ContinuedDimensions Described Continued Supplier – The supplier dimension includes the option to pull in

Parent, Supplier and Local Supplier Names & IDs or any combination of these.

Project – The Project dimension levels are Project Type, Project Owner and Project Name. Using the Project Name dimension, users can pull in any/all of these elements including Project Status (In-Plan, Out of Plan, and Underdevelopment).

Spend InclusionSpend Inclusion – This is a new dimension that has one level. The default setting now excludes any division spend that was not rolled up in the last quarterly submittal. However, this feature allows users to pull in spend that was not rolled up in the last submittal such as spin-offs and divisions that have not yet submitted if they have a need to do so. Again, this is more relevant to the Daily IM Adhoc.

Future Years InclusionFuture Years Inclusion – This too is a new dimension that allows users to pull in out year volume, C/O, Gross, and Net up through CY + 4. The default setting includes CY & CY + 1 only.

10

For the Record…For the Record…For the Record…For the Record… Reports can be viewed immediately or downloaded in Excel format Reports can be generated either from submitted quarterly data or

from divisional data updated daily . Cannot process more than 66,000 records; this is a limitation of Excel Reports run at the project level may multiply spend by the number of

times the same site-supplier-commodity spend combinations are used in projects within a given model. This issue is currently being addressed and may be corrected by the time this is actually being presented to users.

Choosing “Select Region” under the Region by Site dimension will return results by manufacturing location.

Choosing “By Region” under the Supplier dimension will return results by supplier location (Caution: Results are only as good as the data in MIN which isn’t very good).

NOTE: All data (supplier, commodity, organizational, etc.) is based on what is in MIN. Therefore, IM data is only as good as the MIN data. However, the IM users always have the option to clean up IM data manually via the Manage Sites feature. This is not covered in this training presentation.

11

Division User Scenario 1: Report by Site, Division User Scenario 1: Report by Site, Supplier and Commodity CodeSupplier and Commodity CodeDivision User Scenario 1: Report by Site, Division User Scenario 1: Report by Site, Supplier and Commodity CodeSupplier and Commodity Code

Click on the Reports hyperlink, chose the Daily Reports link and select the IM Adhoc report.(1) From the Organization Dimension, click on the Site link and chose your

business group, then division and under Site, leave the default setting, All, or click to select the sites you wish to include in your report. Also, click the “Check to Show in Report” box next to the Site level dimension so that the site names will appear in your report.

(2) From the Commodity Dimension, click the Commodity Code link, at the Commodity Code level, leave the default setting and place a check in the Check to Show in Report” box so that all commodity codes with the associated spend will appear in your report.

(3) From the Supplier Dimension, click the “Check to Show in Report” for each of the following: Supplier ID, Supplier Name, Local Supplier ID and Local Supplier Name so that all will appear in your report results.

(4) Click View Report. Or click Download Report to immediately save it to your hard drive.

It’s just after Annual Reset, you’re a Division Administrator and you It’s just after Annual Reset, you’re a Division Administrator and you need to see all of your site spend by supplier, local supplier and need to see all of your site spend by supplier, local supplier and commodity code because you’re preparing for the Q1 submittal. commodity code because you’re preparing for the Q1 submittal. Generate this report!Generate this report!

12

Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:

13

Sample Report:Sample Report:Sample Report:Sample Report:

14

Commodity Team Scenario 2: Spend by Commodity Team Scenario 2: Spend by Commodity Team, Family, Code, BG and Commodity Team, Family, Code, BG and Division excluding IntercompanyDivision excluding Intercompany

Commodity Team Scenario 2: Spend by Commodity Team Scenario 2: Spend by Commodity Team, Family, Code, BG and Commodity Team, Family, Code, BG and Division excluding IntercompanyDivision excluding IntercompanyYou’re on the Electrical Products team, you need a report filtered by You’re on the Electrical Products team, you need a report filtered by PCBA that includes in the results, commodity family, business group, PCBA that includes in the results, commodity family, business group, code and division, but excludes intercompany as of the last quarterly code and division, but excludes intercompany as of the last quarterly rollup. Generate this report!rollup. Generate this report! Click on the Reports hyperlink, chose the Quarterly Reports link and select the IM

Adhoc report.(1) From the Organization Dimension, click on the Division link and chose your

business group, then division. Also, click the “Check to Show in Report” boxes next to the BG and Division levels so that those elements will appear in your report results.

(2) From the Commodity Dimension, click the Commodity Code link, click your team to filter the commodity codes accordingly. Place a check in the “Check to Show in Report” boxes of all three levels so that all three will be represented in your report results.

(3) From the Purchase Type dimension, click all Purchase Types except Intercompany and do NOT place a check in the “Check to Show in Report.” Why? Because in this example you do NOT want the report to split out the data by purchase type.

(4) Click View Report. Or click Download Report to immediately save it to your hard drive.

15

Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:

16

Sample Report:Sample Report:Sample Report:Sample Report:

17

Any User Scenario 3: Report by Division, Any User Scenario 3: Report by Division, Project Name, Owner, Status, & TypeProject Name, Owner, Status, & TypeAny User Scenario 3: Report by Division, Any User Scenario 3: Report by Division, Project Name, Owner, Status, & TypeProject Name, Owner, Status, & Type

Click on the Reports hyperlink, chose the Daily Reports link and select the IM Adhoc report.(1) From the Organization Dimension, click on the Division link and chose the

business group, then division. Click the “Check to Show in Report” box next to the Division level so that the division name appears in your report lest your forget.

(2) From the Project Dimension and click the Project Name link. The default setting for Project Status is “In Plan”, leave it , but click the corresponding “Check to Show in Report” box. Next, click each of the remaining “Check to Show in Report” boxes so that the project names, owners, and types will also appear in your report results.

(3) Click View Report. Or click Download Report to immediately save it to your hard drive.

It’s a day before the Quarterly submittal and you need the most It’s a day before the Quarterly submittal and you need the most current data possible. You need report showing all In Plan projects for current data possible. You need report showing all In Plan projects for Brooks division incorporating project name, owner, status and type Brooks division incorporating project name, owner, status and type into your report results. Generate this report!into your report results. Generate this report!

18

Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:

19

Commodity Team Scenario 4: ES Projects by Commodity Team Scenario 4: ES Projects by Team & Division Including CY+2 DataTeam & Division Including CY+2 DataCommodity Team Scenario 4: ES Projects by Commodity Team Scenario 4: ES Projects by Team & Division Including CY+2 DataTeam & Division Including CY+2 DataIt’s one week prior to the quarterly submittal and you’re on the It’s one week prior to the quarterly submittal and you’re on the Components team specializing in Machined Parts. You need a current Components team specializing in Machined Parts. You need a current project level report filtered for “In Plan” ES (AKA RA) projects that project level report filtered for “In Plan” ES (AKA RA) projects that includes project owner, division and CY + 2 data in the report results. includes project owner, division and CY + 2 data in the report results. Generate this report!Generate this report! Click on the Reports hyperlink, chose the Daily Reports link and select the IM Adhoc report.

(1) From the Organization Dimension, click on the Division link, leave all divisions selected and click the “Check to Show in Report” boxes next to the BG and Division levels so that those elements will appear in your report results.

(2) From the Commodity Dimension, click the Commodity Team link, chose the Machined Part team selection and place a check in the “Check to Show in Report” box so that it will be represented in your report results lest you forget.

(3) From the Project Dimension, click to select Project Name level, chose RA and click both “Check to Show in Report” boxes so that project type and owners will show in your results.

(4) From the Future Years Inclusion dimension, click the Years to Add link and select CY + 2. There is no “Check to Show in Report” checkbox here because the assumption is that you want this to appear in your reports results if you’ve gone through the trouble to accessing this dimension.

(5) Click View Report. Or click Download Report to immediately save it to your hard drive.

20

Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:Sample Selection Screen Window:

21

Sample Report:Sample Report:Sample Report:Sample Report: