oracle projects management reporting presented by: keith mobley – verities solutions
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Oracle Projects Management Reporting
Presented By: Keith Mobley – Verities Solutions
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during the session.during the session.
Thank you.Thank you.
Reporting With Executive Dash
• Provides versatility
• Build real-time reports
• No special data pre-processing required
• Bring in other data sources as required
Overview of Executive Dash
Consists of two components:
1. Query Designer
2. Excel Add-In for Formulas
Overview of Executive Dash
• Build queries to access your target
data
• Design the report layout in Excel
• Enter Executive Dash formulas to
populate the report
DEMO Demonstrate capability of
Executive Dash using Oracle Projects Information
Oracle Projects - Management Reporting
Approach • What question(s) are you trying to
answer?
• What is my projected vs. actual project profitability?
• What is committed to spend vs. my budget?
• What are my project expenditures by period?
• What is my actual project revenue vs. budget?
• What are my expenditures by type?
Oracle Projects - Management Reporting
Approach • Identifying the data source - Oracle
• Oracle tables, standard Oracle Applications views, custom views, materialized views?
Oracle Projects - Management Reporting
Development• Answering your questions• Make connection in E-Dash• Create queries in E-Dash• Test results in E-Dash• Save queries in E-Dash• Update query catalog• Open Excel (refresh catalog)• Layout your format• Build formulas for Lists (EXD formulas)• Build formulas for Summary cells (EXQ)• Verify results
Oracle Projects - Management Reporting
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