Source-to-Pay Workspace Analytics Center

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Procurement Workspace Analytics Center

    The Procurement Workspace Analytics Center enables users to interact with their data using Natural Language Query (NLQ). This feature simplifies the process of querying databases by allowing users to ask questions in natural language, which the system converts into relevant database queries. The Analytics Center supports configurable synonyms and semantic conditions to enhance search accuracy.

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    Key Features

    • Natural Language Query (NLQ): Users can ask questions intuitively about various procurement data.
    • Configurable Synonyms: Improve search results by adding synonyms (e.g., using "vendor" to refer to the Supplier column).
    • Semantic Conditions: Further refine search results by setting conditions (e.g., defining "active=false" for closed contracts).
    • Predefined Supported Questions: A range of questions can be asked to retrieve specific data regarding purchase requisitions, sourcing requests, negotiations, purchase orders, and more.
    • Graphical Search Results: Depending on the search criteria, results can be displayed visually for better comprehension.

    Key Outcomes

    Utilizing the Procurement Workspace Analytics Center allows you to efficiently analyze procurement data, identify trends, and make informed decisions. If search results do not meet expectations, users can select "How can I improve my results?" for tips on enhancing query effectiveness. This tool ultimately streamlines the source-to-pay process, enhancing operational efficiency.

    With Source-to-Pay Workspace Analytics Center, you can ask a question about your data, and see how things are performing now and trends over time.

    This Analytics Center is modeled using Natural Language Query (NLQ) which is helpful in converting natural language into database queries, thus fetching relevant data from the respective database tables. In this case, NLQ is developed with the help of configurable synonyms and semantic shortcuts. In synonyms, for example, to fetch data from the Supplier column in the Purchase Line table, a synonym "vendor" is added. Similarly, multiple synonyms can be configured to further improve search results. In semantics, conditions can be configured for the synonym such that search results can be further optimized. For example, to render appropriate search results for closed contracts, a condition "active=false" is configured against the synonym "closed" for the Contract Task table.

    Figure 1. Source-to-Pay Workspace Analytics Center
    Source-to-Pay Workspace Analytics Center
    Based on these synonyms and semantic conditions, some of the predefined supported questions are listed here.
    • Purchase requisition
      • Order type
        • Show me purchase requisitions of type standard
        • Show me purchase requisitions of type blanket
        • Show me standard purchase requisitions
        • Show me blanket purchase requisitions
      • Requisition type
        • Show me net new purchase requisitions
        • Show me revised purchase requisitions
      • Active
        • Show me all open purchase requisitions
        • Show me all closed purchase requisitions
    • Sourcing request: Active
      • Show me all open sourcing requests
      • Show me all closed sourcing requests
    • Negotiation: Active
      • Show me all open negotiations
      • Show me all closed negotiations
    • Purchase line: Product type
      • Show me all purchase lines of type good
      • Show me all purchase lines of type goods
      • Show me all purchase lines of type service
    • Purchasing tasks and all extensions of purchasing tasks: Active
      • Show me all open <task type>
      • Show me all closed <task type>
    • Purchase order: Order type
      • Show me purchase orders of type standard
      • Show me purchase orders of type blanket
    • Purchase order line: Product type
      • Show me all purchase order lines of type good
      • Show me all purchase order lines of type goods
      • Show me all purchase order lines of type service
    • Milestones
      • Completion date
        • Show me upcoming milestones
        • Show me today's milestones
        • Show me past milestones
        • Show me historical milestones
      • Active
        • Show me all open milestones
        • Show me all closed milestones
    • Receipt tasks: Active
      • Show me all open receipt tasks
      • Show me all closed receipt tasks
    • Procurement cases: Active
      • Show me all open procurement cases
      • Show me all closed procurement cases
    Note:
    For any questions that you may want to ask about your data, ensure that you specify the table name as it appears in the database, along with other keywords as required, such as the state or type, for example. Search results are sometimes displayed graphically, based on the search criteria used.

    If you do not get the desired search results, select How can I improve my results? to view tips and suggestions on improving your search.