Category Structures
The Primary Category Structure or taxonomy that you have selected for the Spend Analysis Enhancer your system can be viewed on the Categories Tab. You can also use the report called All Categories to export a list of categories.
Categories records are made up of a number of fields, arranged into a hierarchy of levels. 4 levels can be accommodated using the fields Category Level 1, Category Level 2, Category Level 3 and Category Name. The Category Name normally contains a summary of all levels, including the 4th level if used. This convention allows you to use Categories from any level.
The Alternative Category Structures fields can be used to cross-reference to other taxonomies you may also wish to use in your spend analysis. Note that Alternative Category Structures can only be used where the taxonomy is less granular than the Primary Category Structure. The Alternative Category Structures fields are included in the standard Spend Analysis Report Type.
Modifying Category Structures
Modifying Categories requires a user to have a Power User Licence Type.
If you are using Atamis Data Services, or if you are a member of ProSpend Community, it may not be possible to modify your Primary Category Structure. Please contact Atamis Support for details, and where possible we will grant you Create and/or Edit rights.
Category Grouping
Grouping Categories requires a user to have a Power User Licence Type
You can group your Categories into meaningful areas, for example, by Category Manager or by over- arching category groupings. Contact Atamis Support to have your Category Grouping values set up, and then from the Category Detail page, edit the field Category Group picklist field.
You can also export the report All Categories, set the Category Group in Excel, and email your list to Atamis Support to upload.
The field Category Group is included by default in the Spend Analysis Report Type.
Quadrant Analysis
The Quadrant Dashboard plots each Category into one of four quadrants based on the Category Risk and Annual Expenditure levels. The Category Risk score is calculated from the three questions on the Category detail page by scoring each picklist value as 0, 20, 40, 60, 80 or 100, and then applying a
weighting where the question “How critical are these goods and services…” carries twice the weight of
each of the other two questions.
The full formula used is:
( CASE( How_critical_are_these_goods_services c , "Not at all", 0, "Only slightly", 20, "Fairly important", 40, "Important", 60,
"Very important", 80, "Critical", 100, 0) * 50 +
CASE( How_easy_would_it_be_to_swap_suppliers c , "Trivial", 0, "Easy", 20, "Moderately easy", 40, "Not straightforward", 60,
"Complicated", 80, "Very complicated", 100, 0) * 25 +
CASE( What_is_the_size_of_the_supply_market c , "Very large (many suppliers)", 0, "Large", 20, "Medium", 40, "Small", 60, "Very
small", 80, "Only one supplier", 100, 0) * 25 ) / 10000
Categories with a Risk Score > 50 appear as High Risk in the Quadrant Dashboard. Clicking on a quadrant will display a Report with a full X-Y scatter plot of the Categories within that quadrant.
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